§ 13F · FUND PROFILE
HALBERT HARGROVE GLOBAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1917.2T (13F)Positions · 311Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2106.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 501K | $342.9T | 16.3% | NEW |
| 2 | NTSX | WISDOMTREE TR | 5.44M | $298.2T | 14.2% | NEW |
| 3 | LRGF | ISHARES TR | 3.56M | $247.1T | 11.7% | NEW |
| 4 | IWB | ISHARES TR | 474K | $177.1T | 8.4% | NEW |
| 5 | IEFA | ISHARES TR | 1.85M | $165.8T | 7.9% | NEW |
| 6 | IEMG | ISHARES INC | 2.27M | $152.7T | 7.3% | NEW |
| 7 | NTSI | WISDOMTREE TR | 3.12M | $137.5T | 6.5% | NEW |
| 8 | INTF | ISHARES TR | 3.33M | $125.7T | 6.0% | NEW |
| 9 | IWM | ISHARES TR | 369K | $90.7T | 4.3% | NEW |
| 10 | SPDW | SPDR INDEX SHS FDS | 1.59M | $70.5T | 3.3% | NEW |
§ 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 $1917245.8 trillion in assets. The fund runs a broad portfolio of 311 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed