HALBERT HARGROVE GLOBAL ADVISORS, LLC

CIK: 0001484205SEC EDGAR →

Portfolio Value

$2.1B

Holdings

353

As of

Q4 2025

New Positions

353

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	500,569	$342.9M	16.28%
2	NTSX WISDOMTREE TR	5,441,149	$298.2M	14.16%
3	LRGF ISHARES TR	3,559,478	$247.1M	11.73%
4	IWB ISHARES TR	474,141	$177.1M	8.41%
5	AQLT ISHARES TR	1,852,854	$165.8M	7.87%
6	IEMG ISHARES INC	2,271,502	$152.7M	7.25%
7	NTSI WISDOMTREE TR	3,119,691	$137.5M	6.53%
8	INTF ISHARES TR	3,330,873	$125.7M	5.97%
9	IWM ISHARES TR	368,657	$90.7M	4.31%
10	SPDW SPDR INDEX SHS FDS	1,588,335	$70.5M	3.35%

Quarterly Changes

Top Buys

IVVNEW

$342.9M

NTSXNEW

$298.2M

LRGFNEW

$247.1M

IWBNEW

$177.1M

AQLTNEW

$165.8M

Top Sells

No sells this quarter

New Positions (353)

IVV

$342.9M · 501K shares

NTSX

$298.2M · 5.4M shares

LRGF

$247.1M · 3.6M shares

IWB

$177.1M · 474K shares

AQLT

$165.8M · 1.9M shares

IEMG

$152.7M · 2.3M shares

NTSI

$137.5M · 3.1M shares

INTF

$125.7M · 3.3M shares

$90.7M · 369K shares

$70.5M · 1.6M shares

$60.8M · 1.1M shares

$41.8M · 435K shares

$29.7M · 383K shares

$13.8M · 87K shares

$12.5M · 201K shares

$10.2M · 33K shares

$8.3M · 312K shares

$7.2M · 53K shares

$7.1M · 76K shares

$6.9M · 18K shares

$6.5M · 133K shares

$6.0M · 40K shares

$5.8M · 21K shares

$5.1M · 50K shares

$4.4M · 9K shares

$4.4M · 8K shares

$4.3M · 14K shares

$3.8M · 4K shares

$3.6M · 36K shares

$3.2M · 16K shares

$3.0M · 9K shares

BALL

$2.6M · 49K shares

ESGD

$2.4M · 25K shares

VFMF

$2.0M · 14K shares

$1.8M · 40K shares

$1.8M · 31K shares

$1.6M · 3K shares

$1.5M · 5K shares

$1.4M · 33K shares

$1.2M · 36K shares

$1.2M · 3K shares

$1.1M · 19K shares

$1.0M · 7K shares

$851K · 3K shares

$775K · 14K shares

$706K · 1K shares

$680K · 12K shares

$659K · 1K shares

$643K · 1K shares

$620K · 5K shares

$617K · 3K shares

$609K · 1K shares

$586K · 7K shares

$570K · 8K shares

$493K · 2K shares

$490K · 7K shares

$477K · 7K shares

$466K · 5K shares

$451K · 5K shares

$429K · 4K shares

$410K · 7K shares

$404K · 8K shares

$397K · 2K shares

$389K · 3K shares

$380K · 1K shares

$358K · 2K shares

$331K · 1K shares

$330K · 4K shares

$292K · 1K shares

XLI

$280K · 2K shares

NTSE

$251K · 7K shares

$249K · 712 shares

$241K · 3K shares

$239K · 1K shares

$230K · 8K shares

$225K · 3K shares

$217K · 1K shares

$216K · 9K shares

$214K · 13K shares

$210K · 20K shares

$208K · 1K shares

$203K · 4K shares

$197K · 5K shares

$195K · 7K shares

$193K · 975 shares

$190K · 289 shares

$188K · 5K shares

$186K · 628 shares

$186K · 2K shares

$185K · 875 shares

$181K · 3K shares

$178K · 356 shares

$177K · 928 shares

$177K · 1K shares

$175K · 4K shares

$171K · 2K shares

$168K · 2K shares

$166K · 851 shares

$165K · 3K shares

$157K · 5K shares

$150K · 8K shares

$148K · 6K shares

$148K · 4K shares

$148K · 5K shares

$147K · 849 shares

$138K · 968 shares

$136K · 447 shares

$135K · 1K shares

$134K · 427 shares

$132K · 455 shares

$130K · 250 shares

$128K · 1K shares

$124K · 361 shares

$124K · 699 shares

$121K · 13K shares

$117K · 3K shares

$116K · 4K shares

$115K · 4K shares

$112K · 1K shares

$109K · 1K shares

$109K · 2K shares

$108K · 361 shares

$107K · 2K shares

$106K · 2K shares

$105K · 13K shares

$104K · 749 shares

$103K · 137 shares

$99K · 825 shares

$98K · 2K shares

$96K · 521 shares

$95K · 242 shares

$95K · 111 shares

$92K · 1K shares

$90K · 3K shares

$88K · 16K shares

$88K · 3K shares

$87K · 5K shares

$87K · 1K shares

$87K · 4K shares

$86K · 2K shares

$85K · 848 shares

$85K · 848 shares

$84K · 5K shares

$83K · 274 shares

$82K · 2K shares

$81K · 564 shares

$81K · 265 shares

$80K · 2K shares

$79K · 2K shares

$78K · 3K shares

$73K · 533 shares

$73K · 177 shares

$71K · 3K shares

$70K · 124 shares

$70K · 852 shares

$69K · 456 shares

$68K · 2K shares

$66K · 769 shares

$65K · 498 shares

$63K · 1K shares

$62K · 296 shares

$62K · 271 shares

$61K · 5K shares

$59K · 1K shares

$59K · 806 shares

$58K · 1K shares

$57K · 300 shares

$56K · 545 shares

$56K · 867 shares

$55K · 283 shares

$54K · 151 shares

$53K · 736 shares

$53K · 114 shares

$53K · 10K shares

$53K · 514 shares

$52K · 1K shares

$52K · 561 shares

$52K · 244 shares

$49K · 2K shares

$49K · 1K shares

$48K · 400 shares

$48K · 2K shares

$48K · 45 shares

$48K · 10K shares

$47K · 678 shares

$46K · 2K shares

$45K · 1K shares

$44K · 619 shares

$44K · 852 shares

$44K · 924 shares

$43K · 955 shares

$42K · 278 shares

$42K · 750 shares

$42K · 74 shares

$42K · 1K shares

$42K · 65 shares

$41K · 900 shares

$40K · 161 shares

$40K · 510 shares

$40K · 8K shares

$38K · 474 shares

$37K · 750 shares

$37K · 319 shares

$37K · 246 shares

$36K · 460 shares

$36K · 166 shares

$36K · 158 shares

$34K · 490 shares

$34K · 187 shares

$34K · 897 shares

$33K · 618 shares

$33K · 315 shares

$31K · 367 shares

$30K · 2K shares

$30K · 200 shares

$30K · 520 shares

$29K · 62 shares

$29K · 2K shares

$27K · 105 shares

$27K · 163 shares

$27K · 174 shares

$27K · 549 shares

$26K · 189 shares

$26K · 121 shares

$26K · 206 shares

$26K · 500 shares

$25K · 65 shares

$25K · 508 shares

$25K · 66 shares

$24K · 145 shares

$22K · 750 shares

$22K · 1K shares

$21K · 233 shares

$21K · 492 shares

$20K · 325 shares

$20K · 155 shares

$20K · 274 shares

$20K · 250 shares

$19K · 43 shares

$19K · 15K shares

$19K · 568 shares

$19K · 331 shares

$19K · 651 shares

$18K · 204 shares

$18K · 232 shares

$18K · 32 shares

$17K · 425 shares

$17K · 429 shares

$17K · 26 shares

$17K · 923 shares

$17K · 325 shares

$16K · 55 shares

$16K · 119 shares

$15K · 96 shares

$15K · 61 shares

$15K · 75 shares

$15K · 113 shares

$15K · 73 shares

$14K · 87 shares

$13K · 483 shares

$13K · 97 shares

$13K · 73 shares

$13K · 41 shares

$13K · 132 shares

$13K · 192 shares

$13K · 567 shares

$13K · 74 shares

$12K · 127 shares

$12K · 46 shares

$12K · 130 shares

$12K · 124 shares

$11K · 245 shares

$11K · 74 shares

$11K · 162 shares

$11K · 220 shares

$10K · 371 shares

$10K · 253 shares

$10K · 1K shares

$10K · 421 shares

$10K · 2 shares

$10K · 211 shares

$10K · 28 shares

$10K · 22 shares

$9K · 118 shares

$9K · 716 shares

$9K · 1K shares

$9K · 76 shares

$9K · 257 shares

$9K · 141 shares

$8K · 70 shares

$8K · 112 shares

$8K · 65 shares

$8K · 95 shares

$8K · 200 shares

$8K · 71 shares

$7K · 676 shares

$7K · 15 shares

$7K · 205 shares

$7K · 41 shares

$6K · 116 shares

$6K · 206 shares

$6K · 102 shares

$6K · 26 shares

$6K · 51 shares

$5K · 141 shares

PAYX

$5K · 50 shares

$5K · 70 shares

ING

$5K · 209 shares

$5K · 64 shares

$4K · 41 shares

$4K · 13 shares

$4K · 43 shares

$4K · 63 shares

$4K · 46 shares

$4K · 107 shares

$4K · 123 shares

$4K · 50 shares

$4K · 79 shares

$3K · 65 shares

$3K · 35 shares

$3K · 37 shares

$3K · 141 shares

$3K · 101 shares

$3K · 16 shares

$3K · 11 shares

$3K · 125 shares

$3K · 123 shares

$2K · 22 shares

$2K · 8 shares

$2K · 4K shares

$2K · 23 shares

SPYG

$1K · 16 shares

$1K · 5 shares

$1K · 21 shares

$1K · 53 shares

$1K · 10 shares

$0 · 3 shares

$0 · 3 shares

$0 · 4 shares

$0 · 4 shares

$0 · 1 shares

$0 · 2 shares

$0 · 2 shares

$0 · 3 shares

$0 · 2 shares

$0 · 3 shares

$0 · 1 shares

$0 · 2 shares

$0 · 2 shares

$0 · 1 shares

$0 · 10 shares

$0 · 3 shares

$0 · 9 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	219	$1.9B	89.6%
Unknown	14	$168.5M	8.0%
Consumer Cyclical	12	$14.9M	0.7%
Technology	31	$13.6M	0.6%
Communication Services	8	$9.2M	0.4%
Healthcare	12	$8.6M	0.4%
Industrials	22	$1.0M	0.0%
Consumer Defensive	8	$957K	0.0%
Real Estate	6	$661K	0.0%
Energy	10	$359K	0.0%
Utilities	3	$123K	0.0%
Basic Materials	8	$83K	0.0%