HALBERT HARGROVE GLOBAL ADVISORS, LLC
Q3 2025 13F Holdings
- Locationlong beach, CA
- Num holdings
736
- Value ($000)
$2,060,621
- Date Filed10/16/2025
- Form type13F-HR
- CIK0001484205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $335.90 M | 16 % | 501,871 | ||
NTSX WISDOMTREE TR | US EFFICIENT COR | 97717Y790 | $295.45 M | 14 % | 5,479,423 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $240.60 M | 12 % | 3,482,847 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $173.13 M | 8 % | 473,717 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $159.24 M | 8 % | 1,823,815 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $148.91 M | 7 % | 2,258,919 | ||
NTSI WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 | $133.51 M | 7 % | 3,123,131 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $117.17 M | 6 % | 3,262,856 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $88.63 M | 4 % | 366,299 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $67.77 M | 3 % | 1,583,808 |
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