HALBERT HARGROVE GLOBAL ADVISORS, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$2.1B
Holdings
353
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (353 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 500,569 | $342.9M | 16.28% | |
| 2 | NTSXWISDOMTREE TR | 5,441,149 | $298.2M | 14.16% | |
| 3 | LRGFISHARES TR | 3,559,478 | $247.1M | 11.73% | |
| 4 | IWBISHARES TR | 474,141 | $177.1M | 8.41% | |
| 5 | AQLTISHARES TR | 1,852,854 | $165.8M | 7.87% | |
| 6 | IEMGISHARES INC | 2,271,502 | $152.7M | 7.25% | |
| 7 | NTSIWISDOMTREE TR | 3,119,691 | $137.5M | 6.53% | |
| 8 | INTFISHARES TR | 3,330,873 | $125.7M | 5.97% | |
| 9 | IWMISHARES TR | 368,657 | $90.7M | 4.31% | |
| 10 | SPDWSPDR INDEX SHS FDS | 1,588,335 | $70.5M | 3.35% | |
| 11 | EEMISHARES TR | 1,111,346 | $60.8M | 2.89% | |
| 12 | EFAISHARES TR | 435,373 | $41.8M | 1.99% | |
| 13 | SCZISHARES TR | 382,888 | $29.7M | 1.41% | |
| 14 | IWCISHARES TR | 87,235 | $13.8M | 0.65% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 200,749 | $12.5M | 0.60% | |
| 16 | VONEVANGUARD SCOTTSDALE FDS | 33,092 | $10.2M | 0.49% | |
| 17 | PYLDPIMCO ETF TR | 311,525 | $8.3M | 0.39% | |
| 18 | ABNBAIRBNB INC | 53,000 | $7.2M | 0.34% | Put |
| 19 | BONDPIMCO ETF TR | 76,187 | $7.1M | 0.34% | |
| 20 | IWVISHARES TR | 17,803 | $6.9M | 0.33% | |
| 21 | JPIBJ P MORGAN EXCHANGE TRADED F | 132,653 | $6.5M | 0.31% | |
| 22 | ESGUISHARES TR | 39,994 | $6.0M | 0.28% | |
| 23 | AAPLAPPLE INC | 21,325 | $5.8M | 0.28% | Put |
| 24 | MINTPIMCO ETF TR | 50,379 | $5.1M | 0.24% | |
| 25 | MSFTMICROSOFT CORP | 9,153 | $4.4M | 0.21% | Put |
| 26 | ISRGINTUITIVE SURGICAL INC | 7,736 | $4.4M | 0.21% | Put |
| 27 | GOOGLALPHABET INC | 13,830 | $4.3M | 0.21% | Put |
| 28 | LLYELI LILLY & CO | 3,500 | $3.8M | 0.18% | Put |
| 29 | VTWOVANGUARD SCOTTSDALE FDS | 36,119 | $3.6M | 0.17% | |
| 30 | TMUST-MOBILE US INC | 15,604 | $3.2M | 0.15% | Put |
| 31 | HDHOME DEPOT INC | 8,811 | $3.0M | 0.14% | Put |
| 32 | BALLBALL CORP | 48,716 | $2.6M | 0.12% | |
| 33 | ESGDISHARES TR | 25,378 | $2.4M | 0.11% | |
| 34 | VFMFVANGUARD WELLINGTON FD | 13,546 | $2.0M | 0.10% | |
| 35 | UUNITY SOFTWARE INC | 40,425 | $1.8M | 0.08% | Put |
| 36 | USXFISHARES TR | 30,757 | $1.8M | 0.08% | |
| 37 | NDQINVESCO QQQ TR | 2,607 | $1.6M | 0.08% | |
| 38 | GOOGALPHABET INC | 4,709 | $1.5M | 0.07% | |
| 39 | ESGEISHARES INC | 32,764 | $1.4M | 0.07% | |
| 40 | DESWISDOMTREE TR | 36,235 | $1.2M | 0.06% | |
| 41 | TSLATESLA INC | 2,622 | $1.2M | 0.06% | Put |
| 42 | ZIONZIONS BANCORPORATION N A | 19,109 | $1.1M | 0.05% | |
| 43 | VSSVANGUARD INTL EQUITY INDEX F | 7,048 | $1.0M | 0.05% | |
| 44 | VTIVANGUARD INDEX FDS | 2,541 | $851K | 0.04% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 14,419 | $775K | 0.04% | |
| 46 | SPYSPDR S&P 500 ETF TR | 1,036 | $706K | 0.03% | |
| 47 | USRTISHARES TR | 11,953 | $680K | 0.03% | |
| 48 | IWFISHARES TR | 1,394 | $659K | 0.03% | |
| 49 | VOOVANGUARD INDEX FDS | 1,026 | $643K | 0.03% | |
| 50 | ESGVVANGUARD WORLD FD | 5,130 | $620K | 0.03% | |
| 51 | LOWLOWES COS INC | 2,560 | $617K | 0.03% | |
| 52 | VUGVANGUARD INDEX FDS | 1,248 | $609K | 0.03% | |
| 53 | SDGISHARES TR | 6,969 | $586K | 0.03% | |
| 54 | DMXFISHARES TR | 7,592 | $570K | 0.03% | |
| 55 | SNOWSNOWFLAKE INC | 2,250 | $493K | 0.02% | |
| 56 | VXUSVANGUARD STAR FDS | 6,506 | $490K | 0.02% | |
| 57 | AORISHARES TR | 7,346 | $477K | 0.02% | |
| 58 | AGGISHARES TR | 4,675 | $466K | 0.02% | |
| 59 | LDURPIMCO ETF TR | 4,708 | $451K | 0.02% | |
| 60 | WMTWALMART INC | 3,851 | $429K | 0.02% | |
| 61 | QGRWWISDOMTREE TR | 6,994 | $410K | 0.02% | |
| 62 | USBUS BANCORP DEL | 7,584 | $404K | 0.02% | |
| 63 | PSAPUBLIC STORAGE OPER CO | 1,533 | $397K | 0.02% | |
| 64 | XLYSELECT SECTOR SPDR TR | 3,264 | $389K | 0.02% | |
| 65 | JPMJPMORGAN CHASE & CO. | 1,182 | $380K | 0.02% | |
| 66 | ITOTISHARES TR | 2,412 | $358K | 0.02% | |
| 67 | CRBNISHARES TR | 1,438 | $331K | 0.02% | |
| 68 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,337 | $330K | 0.02% | |
| 69 | VBVANGUARD INDEX FDS | 1,133 | $292K | 0.01% | |
| 70 | XLISELECT SECTOR SPDR TR | 1,805 | $280K | 0.01% | |
| 71 | NTSEWISDOMTREE TR | 6,668 | $251K | 0.01% | |
| 72 | VVISA INC | 712 | $249K | 0.01% | |
| 73 | VSGXVANGUARD WORLD FD | 3,375 | $241K | 0.01% | |
| 74 | ABBVABBVIE INC | 1,050 | $239K | 0.01% | |
| 75 | WCBRWISDOMTREE TR | 8,289 | $230K | 0.01% | |
| 76 | DGRWWISDOMTREE TR | 2,523 | $225K | 0.01% | |
| 77 | BABOEING CO | 1,000 | $217K | 0.01% | |
| 78 | SUSCISHARES TR | 9,242 | $216K | 0.01% | |
| 79 | HPIHANCOCK JOHN PFD INCOME FD | 13,248 | $214K | 0.01% | |
| 80 | CHICALAMOS CONV OPPORTUNITIES & | 20,050 | $210K | 0.01% | |
| 81 | MMM3M CO | 1,300 | $208K | 0.01% | |
| 82 | ESMLISHARES TR | 4,419 | $203K | 0.01% | |
| 83 | XCEMCOLUMBIA ETF TR II | 5,136 | $197K | 0.01% | |
| 84 | WTAIWISDOMTREE TR | 6,701 | $195K | 0.01% | |
| 85 | QUALISHARES TR | 975 | $193K | 0.01% | |
| 86 | METAMETA PLATFORMS INC | 289 | $190K | 0.01% | |
| 87 | WQTMWISDOMTREE TR | 5,372 | $188K | 0.01% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 628 | $186K | 0.01% | |
| 89 | ILCGISHARES TR | 1,796 | $186K | 0.01% | |
| 90 | VBRVANGUARD INDEX FDS | 875 | $185K | 0.01% | |
| 91 | BLOKAMPLIFY ETF TR | 3,195 | $181K | 0.01% | |
| 92 | BRK/BBERKSHIRE HATHAWAY INC DEL | 356 | $178K | 0.01% | |
| 93 | VTVVANGUARD INDEX FDS | 928 | $177K | 0.01% | |
| 94 | VYMVANGUARD WHITEHALL FDS | 1,239 | $177K | 0.01% | |
| 95 | ARKFARK ETF TR | 3,688 | $175K | 0.01% | |
| 96 | VCITVANGUARD SCOTTSDALE FDS | 2,051 | $171K | 0.01% | |
| 97 | AOAISHARES TR | 1,882 | $168K | 0.01% | |
| 98 | HONHONEYWELL INTL INC | 851 | $166K | 0.01% | |
| 99 | BACBANK AMERICA CORP | 3,000 | $165K | 0.01% | |
| 100 | SCHVSCHWAB STRATEGIC TR | 5,320 | $157K | 0.01% |
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