HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK: 1484205SEC EDGAR →
Portfolio Value
$1.8T
Holdings
727
As of
Q2 2026
New Positions
689
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 5,356,465 | $316.3B | 17.58% |
| 2 | ISHARES TR | 3,621,832 | $273.9B | 15.23% |
| 3 | — WISDOMTREE TR | 7,039,294 | $184.3B | 10.24% |
| 4 | ISHARES INC | 2,212,917 | $183.3B | 10.19% |
| 5 | ISHARES TR | 1,858,958 | $179.5B | 9.98% |
| 6 | WISDOMTREE TR | 3,134,042 | $146.0B | 8.12% |
| 7 | ISHARES TR | 3,417,256 | $140.0B | 7.78% |
| 8 | — SERIES PORTFOLIOS TR | 3,043,310 | $89.8B | 4.99% |
| 9 | ISHARES TR | 1,056,615 | $72.3B | 4.02% |
| 10 | — WISDOMTREE TR | 1,600,768 | $67.4B | 3.74% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 284 | $1.3T | 70.7% |
| Unknown | 46 | $522.4B | 29.0% |
| Consumer Cyclical | 56 | $3.1B | 0.2% |
| Technology | 95 | $834.0M | 0.0% |
| Consumer Defensive | 27 | $219.5M | 0.0% |
| Energy | 27 | $163.6M | 0.0% |
| Industrials | 63 | $157.2M | 0.0% |
| Healthcare | 52 | $138.3M | 0.0% |
| Real Estate | 10 | $118.0M | 0.0% |
| Utilities | 23 | $102.5M | 0.0% |
| Communication Services | 18 | $80.1M | 0.0% |
| Basic Materials | 26 | $56.7M | 0.0% |