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 |
|---|---|---|---|---|---|
| 101 | CSQCALAMOS STRATEGIC TOTAL RETU | 7,837 | $150K | 0.01% | |
| 102 | IDV*ISHARES TR | 3,776 | $148K | 0.01% | |
| 103 | SCHBSCHWAB STRATEGIC TR | 5,664 | $148K | 0.01% | |
| 104 | SCHGSCHWAB STRATEGIC TR | 4,560 | $148K | 0.01% | |
| 105 | TXNTEXAS INSTRS INC | 849 | $147K | 0.01% | |
| 106 | PEPPEPSICO INC | 968 | $138K | 0.01% | |
| 107 | MCDMCDONALDS CORP | 447 | $136K | 0.01% | |
| 108 | IJRISHARES TR | 1,125 | $135K | 0.01% | |
| 109 | VVVANGUARD INDEX FDS | 427 | $134K | 0.01% | |
| 110 | VOVANGUARD INDEX FDS | 455 | $132K | 0.01% | |
| 111 | SPGIS&P GLOBAL INC | 250 | $130K | 0.01% | |
| 112 | ABTABBOTT LABS | 1,022 | $128K | 0.01% | |
| 113 | AVGOBROADCOM INC | 361 | $124K | 0.01% | |
| 114 | DWDMORGAN STANLEY | 699 | $124K | 0.01% | |
| 115 | XEXGXEATON VANCE TAX-MANAGED GLOB | 12,700 | $121K | 0.01% | |
| 116 | FLRTPACER FDS TR | 2,500 | $117K | 0.01% | |
| 117 | SCHXSCHWAB STRATEGIC TR | 4,328 | $116K | 0.01% | |
| 118 | SCHKSCHWAB STRATEGIC TR | 3,510 | $115K | 0.01% | |
| 119 | DHSWISDOMTREE TR | 1,102 | $112K | 0.01% | |
| 120 | VNQVANGUARD INDEX FDS | 1,239 | $109K | 0.01% | |
| 121 | IJHISHARES TR | 1,665 | $109K | 0.01% | |
| 122 | VBKVANGUARD INDEX FDS | 361 | $108K | 0.01% | |
| 123 | COWZPACER FDS TR | 1,790 | $107K | 0.01% | |
| 124 | KOCOCA COLA CO | 1,522 | $106K | 0.01% | |
| 125 | JPCNUVEEN PFD & INCOME OPPORTUN | 13,000 | $105K | 0.00% | |
| 126 | SDYSPDR SERIES TRUST | 749 | $104K | 0.00% | |
| 127 | VGTVANGUARD WORLD FD | 137 | $103K | 0.00% | |
| 128 | XOMEXXON MOBIL CORP | 825 | $99K | 0.00% | |
| 129 | ARTYISHARES TR | 2,040 | $98K | 0.00% | |
| 130 | SPGSIMON PPTY GROUP INC NEW | 521 | $96K | 0.00% | |
| 131 | COSTCOSTCO WHSL CORP NEW | 111 | $95K | 0.00% | |
| 132 | GQ9SPDR GOLD TR | 242 | $95K | 0.00% | |
| 133 | VEUVANGUARD INTL EQUITY INDEX F | 1,260 | $92K | 0.00% | |
| 134 | WDEFWISDOMTREE TR | 3,132 | $90K | 0.00% | |
| 135 | ACPABRDN INCOME CREDIT STRATEGI | 16,385 | $88K | 0.00% | |
| 136 | SEASEABRIDGE GOLD INC | 3,000 | $88K | 0.00% | |
| 137 | DOCHEALTHPEAK PROPERTIES INC | 5,472 | $87K | 0.00% | |
| 138 | RDVYFIRST TR EXCHANGE TRADED FD | 1,258 | $87K | 0.00% | |
| 139 | PSLV/USPROTT ASSET MANAGEMENT LP | 3,700 | $87K | 0.00% | |
| 140 | IBITISHARES BITCOIN TRUST ETF | 1,735 | $86K | 0.00% | |
| 141 | CLXCLOROX CO DEL | 848 | $85K | 0.00% | |
| 142 | KMBKIMBERLY-CLARK CORP | 848 | $85K | 0.00% | |
| 143 | PDXPIMCO DYNAMIC INCOME STRATEG | 4,500 | $84K | 0.00% | |
| 144 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 274 | $83K | 0.00% | |
| 145 | DEMWISDOMTREE TR | 1,760 | $82K | 0.00% | |
| 146 | GEGE AEROSPACE | 265 | $81K | 0.00% | |
| 147 | XLKSELECT SECTOR SPDR TR | 564 | $81K | 0.00% | |
| 148 | VUSBVANGUARD BD INDEX FDS | 1,610 | $80K | 0.00% | |
| 149 | PHYS/USPROTT ASSET MANAGEMENT LP | 2,400 | $79K | 0.00% | |
| 150 | IFGLISHARES TR | 3,405 | $78K | 0.00% | |
| 151 | HIGHARTFORD INSURANCE GROUP INC | 533 | $73K | 0.00% | |
| 152 | MGKVANGUARD WORLD FD | 177 | $73K | 0.00% | |
| 153 | SCHDSCHWAB STRATEGIC TR | 2,604 | $71K | 0.00% | |
| 154 | MAMASTERCARD INCORPORATED | 124 | $70K | 0.00% | |
| 155 | IDEVISHARES TR | 852 | $70K | 0.00% | |
| 156 | CVXCHEVRON CORP NEW | 456 | $69K | 0.00% | |
| 157 | EPDENTERPRISE PRODS PARTNERS L | 2,150 | $68K | 0.00% | |
| 158 | TDVPROSHARES TR | 769 | $66K | 0.00% | |
| 159 | GSLCGOLDMAN SACHS ETF TR | 498 | $65K | 0.00% | |
| 160 | ALKALASKA AIR GROUP INC | 1,256 | $63K | 0.00% | |
| 161 | IWDISHARES TR | 296 | $62K | 0.00% | |
| 162 | AMZNAMAZON COM INC | 271 | $62K | 0.00% | |
| 163 | MDRRMEDALIST DIVERSIFIED REIT IN | 5,000 | $61K | 0.00% | |
| 164 | SPEMSPDR INDEX SHS FDS | 1,280 | $59K | 0.00% | |
| 165 | BNDVANGUARD BD INDEX FDS | 806 | $59K | 0.00% | |
| 166 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,000 | $58K | 0.00% | |
| 167 | RSPINVESCO EXCHANGE TRADED FD T | 300 | $57K | 0.00% | |
| 168 | NOBLPROSHARES TR | 545 | $56K | 0.00% | |
| 169 | LVSLAS VEGAS SANDS CORP | 867 | $56K | 0.00% | |
| 170 | ORCLORACLE CORP | 283 | $55K | 0.00% | |
| 171 | SMHVANECK ETF TRUST | 151 | $54K | 0.00% | |
| 172 | DEDEERE & CO | 114 | $53K | 0.00% | |
| 173 | EMXCISHARES INC | 736 | $53K | 0.00% | |
| 174 | IXNISHARES TR | 514 | $53K | 0.00% | |
| 175 | LYGLLOYDS BANKING GROUP PLC | 10,096 | $53K | 0.00% | |
| 176 | BNDXVANGUARD CHARLOTTE FDS | 1,088 | $52K | 0.00% | |
| 177 | AMDADVANCED MICRO DEVICES INC | 244 | $52K | 0.00% | |
| 178 | ILCVISHARES TR | 561 | $52K | 0.00% | |
| 179 | GNOMGLOBAL X FDS | 1,093 | $49K | 0.00% | |
| 180 | TAT&T INC | 2,000 | $49K | 0.00% | |
| 181 | XFLTXAI OCTAGN FLT RAT & ALT INM | 10,000 | $48K | 0.00% | |
| 182 | ASMLASML HOLDING N V | 45 | $48K | 0.00% | |
| 183 | SCHFSCHWAB STRATEGIC TR | 1,999 | $48K | 0.00% | |
| 184 | XBISPDR SERIES TRUST | 400 | $48K | 0.00% | |
| 185 | DGROISHARES TR | 678 | $47K | 0.00% | |
| 186 | ARLPALLIANCE RESOURCE PARTNERS L | 2,000 | $46K | 0.00% | |
| 187 | CEF/USPROTT ASSET MANAGEMENT LP | 1,000 | $45K | 0.00% | |
| 188 | TQQQPROSHARES TR | 852 | $44K | 0.00% | |
| 189 | EFVISHARES TR | 619 | $44K | 0.00% | |
| 190 | IHDGWISDOMTREE TR | 924 | $44K | 0.00% | |
| 191 | RSPTINVESCO EXCHANGE TRADED FD T | 955 | $43K | 0.00% | |
| 192 | BXBLACKSTONE INC | 278 | $42K | 0.00% | |
| 193 | JEPIJ P MORGAN EXCHANGE TRADED F | 750 | $42K | 0.00% | |
| 194 | CATCATERPILLAR INC | 74 | $42K | 0.00% | |
| 195 | QDPLPACER FDS TR | 1,000 | $42K | 0.00% | |
| 196 | GEVGE VERNOVA INC | 65 | $42K | 0.00% | |
| 197 | NJRNEW JERSEY RES CORP | 900 | $41K | 0.00% | |
| 198 | MTUMISHARES TR | 161 | $40K | 0.00% | |
| 199 | NEENEXTERA ENERGY INC | 510 | $40K | 0.00% | |
| 200 | XJQCXNUVEEN CR STRATEGIES INCOME | 8,000 | $40K | 0.00% |