HALBERT HARGROVE GLOBAL ADVISORS, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$1.9T
Holdings
299
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 497,168 | $308.7B | 16.10% | |
| 2 | NTSXWISDOMTREE TR | 6,002,518 | $300.5B | 15.67% | |
| 3 | LRGFISHARES TR | 3,401,663 | $218.1B | 11.38% | |
| 4 | IWBISHARES TR | 466,465 | $158.4B | 8.26% | |
| 5 | AQLTISHARES TR | 1,803,253 | $150.5B | 7.85% | |
| 6 | IEMGISHARES INC | 2,229,034 | $133.8B | 6.98% | |
| 7 | NTSIWISDOMTREE TR | 3,147,199 | $129.0B | 6.73% | |
| 8 | INTFISHARES TR | 3,195,954 | $109.4B | 5.71% | |
| 9 | IWMISHARES TR | 359,468 | $77.6B | 4.05% | |
| 10 | SPDWSPDR INDEX SHS FDS | 1,565,077 | $63.4B | 3.31% | |
| 11 | EEMISHARES TR | 1,190,150 | $57.4B | 2.99% | |
| 12 | EFAISHARES TR | 395,385 | $35.3B | 1.84% | |
| 13 | SCZISHARES TR | 398,553 | $29.0B | 1.51% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 218,619 | $12.5B | 0.65% | |
| 15 | IWCISHARES TR | 92,149 | $11.8B | 0.61% | |
| 16 | VONEVANGUARD SCOTTSDALE FDS | 36,927 | $10.4B | 0.54% | |
| 17 | PYLDPIMCO ETF TR | 301,420 | $8.0B | 0.42% | |
| 18 | BONDPIMCO ETF TR | 77,972 | $7.2B | 0.37% | |
| 19 | ABNBAIRBNB INC | 53,000 | $7.0B | 0.37% | Put |
| 20 | IWVISHARES TR | 18,164 | $6.4B | 0.33% | |
| 21 | JPIBJ P MORGAN EXCHANGE TRADED F | 126,901 | $6.2B | 0.32% | |
| 22 | ESGUISHARES TR | 41,738 | $5.6B | 0.29% | |
| 23 | AAPLAPPLE INC | 24,889 | $5.1B | 0.27% | Put |
| 24 | MINTPIMCO ETF TR | 50,714 | $5.1B | 0.27% | |
| 25 | MSFTMICROSOFT CORP | 9,015 | $4.5B | 0.23% | Put |
| 26 | ISRGINTUITIVE SURGICAL INC | 7,845 | $4.3B | 0.22% | Put |
| 27 | HDHOME DEPOT INC | 9,971 | $3.7B | 0.19% | Put |
| 28 | VTWOVANGUARD SCOTTSDALE FDS | 39,822 | $3.5B | 0.18% | |
| 29 | GOOGLALPHABET INC | 16,056 | $2.8B | 0.15% | Put |
| 30 | LLYELI LILLY & CO | 3,548 | $2.8B | 0.14% | Put |
| 31 | BALLBALL CORP | 47,486 | $2.7B | 0.14% | |
| 32 | ESGDISHARES TR | 25,047 | $2.2B | 0.12% | |
| 33 | VFMFVANGUARD WELLINGTON FD | 15,969 | $2.1B | 0.11% | |
| 34 | USXFISHARES TR | 30,794 | $1.7B | 0.09% | |
| 35 | GOOGALPHABET INC | 8,701 | $1.5B | 0.08% | Put |
| 36 | NDQINVESCO QQQ TR | 2,444 | $1.3B | 0.07% | |
| 37 | ESGEISHARES INC | 33,350 | $1.3B | 0.07% | |
| 38 | DESWISDOMTREE TR | 36,235 | $1.2B | 0.06% | |
| 39 | VSSVANGUARD INTL EQUITY INDEX F | 7,533 | $1.0B | 0.05% | |
| 40 | ZIONZIONS BANCORPORATION N A | 19,109 | $992.5M | 0.05% | |
| 41 | SNOWSNOWFLAKE INC | 4,250 | $951.0M | 0.05% | Put |
| 42 | UUNITY SOFTWARE INC | 37,625 | $910.5M | 0.05% | Put |
| 43 | TSLATESLA INC | 2,634 | $836.7M | 0.04% | Put |
| 44 | USRTISHARES TR | 14,679 | $830.2M | 0.04% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 14,581 | $721.2M | 0.04% | |
| 46 | AORISHARES TR | 11,420 | $703.2M | 0.04% | |
| 47 | IWFISHARES TR | 1,426 | $605.5M | 0.03% | |
| 48 | SDGISHARES TR | 7,319 | $555.2M | 0.03% | |
| 49 | LDURPIMCO ETF TR | 5,788 | $554.6M | 0.03% | |
| 50 | DMXFISHARES TR | 7,205 | $536.3M | 0.03% | |
| 51 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 6,829 | $532.8M | 0.03% | Put |
| 52 | ESGVVANGUARD WORLD FD | 4,530 | $496.7M | 0.03% | |
| 53 | VOOVANGUARD INDEX FDS | 873 | $496.0M | 0.03% | |
| 54 | AGGISHARES TR | 4,675 | $463.7M | 0.02% | |
| 55 | SPYSPDR S&P 500 ETF TR | 642 | $396.9M | 0.02% | |
| 56 | VUGVANGUARD INDEX FDS | 890 | $390.4M | 0.02% | |
| 57 | QGRWWISDOMTREE TR | 7,026 | $369.2M | 0.02% | |
| 58 | XLYSELECT SECTOR SPDR TR | 1,626 | $353.4M | 0.02% | |
| 59 | CRBNISHARES TR | 1,542 | $326.6M | 0.02% | |
| 60 | AOAISHARES TR | 3,595 | $299.8M | 0.02% | |
| 61 | WBAWALGREENS BOOTS ALLIANCE INC | 25,531 | $293.1M | 0.02% | |
| 62 | NTSEWISDOMTREE TR | 8,309 | $275.8M | 0.01% | |
| 63 | VVISA INC | 749 | $265.9M | 0.01% | |
| 64 | WCBRWISDOMTREE TR | 8,291 | $264.6M | 0.01% | |
| 65 | XLISELECT SECTOR SPDR TR | 1,793 | $264.5M | 0.01% | |
| 66 | WMTWALMART INC | 2,683 | $262.3M | 0.01% | |
| 67 | VTIVANGUARD INDEX FDS | 773 | $235.0M | 0.01% | |
| 68 | VBVANGUARD INDEX FDS | 952 | $225.6M | 0.01% | |
| 69 | VSGXVANGUARD WORLD FD | 3,375 | $221.1M | 0.01% | |
| 70 | ITOTISHARES TR | 1,582 | $213.7M | 0.01% | |
| 71 | METAMETA PLATFORMS INC | 289 | $213.3M | 0.01% | |
| 72 | DGRWWISDOMTREE TR | 2,523 | $211.3M | 0.01% | |
| 73 | ILCGISHARES TR | 2,021 | $195.8M | 0.01% | |
| 74 | WQTMWISDOMTREE TR | 5,372 | $194.1M | 0.01% | |
| 75 | VCITVANGUARD SCOTTSDALE FDS | 2,325 | $192.8M | 0.01% | |
| 76 | BILSPDR SERIES TRUST | 2,097 | $192.4M | 0.01% | |
| 77 | ARKFARK ETF TR | 3,688 | $185.3M | 0.01% | |
| 78 | BLOKAMPLIFY ETF TR | 3,206 | $183.1M | 0.01% | |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 365 | $177.3M | 0.01% | |
| 80 | XCEMCOLUMBIA ETF TR II | 5,136 | $175.5M | 0.01% | |
| 81 | ESMLISHARES TR | 4,090 | $169.1M | 0.01% | |
| 82 | VYMVANGUARD WHITEHALL FDS | 1,239 | $165.2M | 0.01% | |
| 83 | VXUSVANGUARD STAR FDS | 2,296 | $158.6M | 0.01% | |
| 84 | SCHGSCHWAB STRATEGIC TR | 4,880 | $142.5M | 0.01% | |
| 85 | SUSCISHARES TR | 6,118 | $142.1M | 0.01% | |
| 86 | BACBANK AMERICA CORP | 3,000 | $142.0M | 0.01% | |
| 87 | IWDISHARES TR | 731 | $141.9M | 0.01% | |
| 88 | VBRVANGUARD INDEX FDS | 718 | $139.9M | 0.01% | |
| 89 | SDYSPDR SERIES TRUST | 1,026 | $139.2M | 0.01% | |
| 90 | FBTCFIDELITY WISE ORIGIN BITCOIN | 1,481 | $139.2M | 0.01% | |
| 91 | WTAIWISDOMTREE TR | 5,590 | $137.3M | 0.01% | |
| 92 | SCHBSCHWAB STRATEGIC TR | 5,664 | $135.0M | 0.01% | |
| 93 | IDV*ISHARES TR | 3,808 | $131.4M | 0.01% | |
| 94 | HPIHANCOCK JOHN PFD INCOME FD | 7,720 | $123.4M | 0.01% | |
| 95 | COSTCOSTCO WHSL CORP NEW | 124 | $122.7M | 0.01% | |
| 96 | GNOMEURGLOBAL X FDS | 13,685 | $115.4M | 0.01% | |
| 97 | QUALISHARES TR | 619 | $113.2M | 0.01% | |
| 98 | VNQVANGUARD INDEX FDS | 1,239 | $110.4M | 0.01% | |
| 99 | IBITISHARES BITCOIN TRUST ETF | 1,735 | $106.2M | 0.01% | |
| 100 | SCHXSCHWAB STRATEGIC TR | 4,328 | $105.8M | 0.01% |
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