§ 13F · FUND PROFILE
HALBERT HARGROVE GLOBAL ADVISORS, LLC.
AUM · $2.3B (13F)Positions · 735Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 493K | $369M | 16.0% | −2% |
| 2 | NTSX | WISDOMTREE TR | 5.36M | $316M | 13.7% | −1% |
| 3 | LRGF | ISHARES TR | 3.62M | $274M | 11.8% | ±0% |
| 4 | WAMA | WISDOMTREE TR | 7.04M | $184M | 8.0% | +1% |
| 5 | IEMG | ISHARES INC | 2.21M | $183M | 7.9% | −2% |
| 6 | IEFA | ISHARES TR | 1.86M | $180M | 7.8% | ±0% |
| 7 | NTSI | WISDOMTREE TR | 3.13M | $146M | 6.3% | ±0% |
| 8 | INTF | ISHARES TR | 3.42M | $140M | 6.1% | +2% |
| 9 | AIMS | SERIES PORTFOLIOS TR | 3.04M | $90M | 3.9% | ±0% |
| 10 | EEM | ISHARES TR | 1.06M | $72M | 3.1% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HALBERT SIGNAL
AC read
HALBERT HARGROVE GLOBAL ADVISORS, LLC is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 735 positions.
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