13F filer
Halbert Hargrove Global Advisors
13F Value
$2.29B
Positions
363
Top Position
IVV16.4%
Top 5
57.7%
Latest filing changes
vs Jun 30, 2026Holdings363
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 16.4% | $375.3M | -0.5% | 490.1K | 16.0% | ETF | |
| 2 | LRGF | 12.5% | $285.1M | +1.1% | 3.66M | 11.8% | ETF | |
| 3 | NTSX | 12.3% | $281.5M | -10.1% | 4.82M | 13.7% | Equity | |
| 4 | WAMA | 8.7% | $198.2M | +5.1% | 7.40M | 8.0% | Equity | |
| 5 | IEFA | 7.9% | $180.1M | -0.0% | 1.86M | 7.8% | ETF | |
| 6 | IEMG | 7.7% | $176.5M | -1.7% | 2.17M | 7.9% | ETF | |
| 7 | NTSI | 6.3% | $143.5M | -0.2% | 3.13M | 6.3% | Equity | |
| 8 | INTF | 6.1% | $140.7M | -0.8% | 3.39M | 6.1% | ETF | |
| 9 | AIMS | 3.6% | $81.7M | -0.8% | 3.02M | 3.9% | ETF | |
| 10 | WIMA | 3.4% | $76.8M | +13.7% | 1.82M | 2.9% | Equity | |
| 11 | EEM | 3.0% | $68.6M | -2.8% | 1.03M | 3.1% | ETF | |
| 12 | SPDW | 2.3% | $53.7M | -4.0% | 1.07M | 2.4% | ETF | |
| 13 | SCZ | 1.3% | $30.0M | -3.9% | 355.4K | 1.3% | ETF | |
| 14 | IWM | 0.9% | $20.2M | -11.0% | 72.7K | 1.1% | ETF | |
| 15 | IWC | 0.6% | $14.8M | -3.0% | 79.9K | 0.7% | ETF | |
| 16 | VEA | 0.6% | $13.1M | -2.3% | 185.8K | 0.6% | ETF | |
| 17 | VONE | 0.4% | $10.3M | -1.0% | 29.8K | 0.4% | ETF | |
| 18 | PYLD | 0.3% | $7.9M | +4.0% | 311.3K | 0.3% | ETF | |
| 19 | MINT | 0.3% | $6.8M | +15.0% | 67.8K | 0.3% | ETF | |
| 20 | BOND | 0.3% | $6.4M | +3.9% | 74.0K | 0.3% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing383
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.