§ 13F · FUND PROFILE
HALBERT HARGROVE GLOBAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 311Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$300M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 502K | $328M | 15.8% | ±0% |
| 2 | NTSX | WISDOMTREE TR | 5.42M | $283M | 13.6% | ±0% |
| 3 | LRGF | ISHARES TR | 3.63M | $239M | 11.5% | +2% |
| 4 | IEFA | ISHARES TR | 1.86M | $168M | 8.1% | ±0% |
| 5 | WAMA | WISDOMTREE TR | 6.95M | $167M | 8.1% | NEW |
| 6 | IEMG | ISHARES INC | 2.26M | $158M | 7.6% | ±0% |
| 7 | NTSI | WISDOMTREE TR | 3.12M | $137M | 6.6% | ±0% |
| 8 | INTF | ISHARES TR | 3.34M | $130M | 6.3% | ±0% |
| 9 | AIMS | SERIES PORTFOLIOS TR | 3.05M | $72M | 3.5% | NEW |
| 10 | EEM | ISHARES TR | 1.09M | $62M | 3.0% | −2% |
§ 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 $1.9 billion in assets. The fund runs a broad portfolio of 311 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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