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Halbert Hargrove Global Advisors, LLC

SEC CIK
0001484205
Latest filing
Jul 21, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
299
−371 vs. Q1 2025
Portfolio value
$1.90B
+$147.1M (+8.4%) vs. Q1 2025
Filed
Jul 17, 2025
SEC
Holdings of Halbert Hargrove Global Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF497,168$308.7M16.2%−1,565−0.3%Reduced–
WisdomTree Tr97717Y790US EFFIC CORE FD6,002,518$300.5M15.8%−16,094−0.3%Reduced–
iShares Tr46434V282U S EQUITY FACTR3,401,663$218.1M11.5%+10,936+0.3%Added–
iShares Tr464287622RUS 1000 ETF466,465$158.4M8.3%+450,287+2,783.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF1,803,253$150.5M7.9%−22,843−1.3%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF2,229,034$133.8M7.0%−7,790−0.3%Reduced–
WisdomTree Tr97717Y634INTERNATIONL EFI3,147,199$129.0M6.8%+6,034+0.2%Added–
iShares Tr46434V274INTL EQTY FACTOR3,195,954$109.4M5.7%+13,846+0.4%Added–
iShares Russell 2000 ETF464287655ETF359,468$77.6M4.1%+6,298+1.8%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF1,565,077$63.4M3.3%+1,565,077New–
iShares Tr464287234MSCI EMG MKT ETF1,190,150$57.4M3.0%−36,021−2.9%Reduced–
iShares MSCI Eafe ETF464287465ETF395,385$35.3M1.9%−802,724−67.0%Reduced–
iShares Tr464288273EAFE SML CP ETF398,553$29.0M1.5%−22,337−5.3%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF218,619$12.5M0.7%−8,941−3.9%Reduced–
iShares Tr464288869MICRO-CAP ETF92,149$11.8M0.6%−9,018−8.9%Reduced–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX36,927$10.4M0.5%+2,679+7.8%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD301,420$8.00M0.4%+3,430+1.2%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF77,972$7.19M0.4%−843−1.1%Reduced–
iShares Tr464287689RUSSELL 3000 ETF18,164$6.38M0.3%−88−0.5%Reduced–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF126,901$6.17M0.3%+2,433+2.0%Added–
iShares Tr46435G425ESG AWR MSCI USA41,738$5.65M0.3%−4,272−9.3%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF50,714$5.10M0.3%−1,911−3.6%Reduced–
MSFTMicrosoft CorpStock8,315$4.14M0.2%−2,151−20.6%ReducedHistory
ABNBAirbnb, Inc.Stock26,500$3.51M0.2%−40.0%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX39,822$3.47M0.2%−793−2.0%Reduced–
AAPLApple Inc.Stock16,289$3.34M0.2%+242+1.5%AddedHistory
BALLBALL CorpCOM47,486$2.66M0.1%+38,435+424.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,545$2.47M0.1%−316−6.5%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE25,047$2.23M0.1%−2,268−8.3%Reduced–
Vanguard Wellington FD921935607US MULTIFACTOR15,969$2.15M0.1%+9,120+133.2%Added–
HDHome Depot, Inc.Stock5,071$1.86M0.1%+4,883+2,597.3%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF30,794$1.66M0.1%+30,794New–
GOOGLAlphabet Inc.Stock8,356$1.47M0.1%−59−0.7%ReducedHistory
LLYEli Lilly & CoStock1,848$1.44M0.1%−28−1.5%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,444$1.35M0.1%−45−1.8%Reduced–
iShares Inc46434G863ESG AWR MSCI EM33,350$1.31M0.1%−1,749−5.0%Reduced–
WisdomTree Tr97717W604US SMALLCAP DIVD36,235$1.15M0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7,533$1.01M0.1%−213−2.7%Reduced–
ZIONZions Bancorporation, National AssociationCOM19,109$992.5K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,701$834.0K<0.1%−822−14.9%ReducedHistory
iShares Tr464288521CRE U S REIT ETF14,679$830.2K<0.1%−5,063−25.6%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF14,581$721.2K<0.1%−2,663−15.4%Reduced–
iShares Tr464289867CORE 60 BALA ETF11,420$703.2K<0.1%+9,459+482.4%Added–
iShares Russell 1000 Growth ETF464287614ETF1,426$605.5K<0.1%+217+17.9%Added–
iShares Tr46435G532MSCI GBL SUS DEV7,319$555.2K<0.1%−21−0.3%Reduced–
PIMCO ETF Tr72201R718ENHNCD LW DUR AC5,788$554.6K<0.1%−435−7.0%Reduced–
iShares Tr46436E759ESG EAFE ETF7,205$536.3K<0.1%−10,268−58.8%Reduced–
SNOWSnowflake Inc.Stock2,250$503.5K<0.1%−3−0.1%ReducedHistory
Vanguard World FD921910733ESG US STK ETF4,530$496.7K<0.1%−4,671−50.8%Reduced–
Vanguard S&P 500 ETF922908363ETF873$496.0K<0.1%−793−47.6%Reduced–
TSLATesla, Inc.Stock1,534$487.3K<0.1%−64−4.0%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,675$463.7K<0.1%00.0%Unchanged–
UUnity Software Inc.COM18,925$458.0K<0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF642$396.9K<0.1%−52−7.5%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF890$390.4K<0.1%−11−1.2%Reduced–
WisdomTree Tr97717Y477US QUALITY GROW7,026$369.2K<0.1%+62+0.9%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,626$353.4K<0.1%+3+0.2%Added–
iShares Tr46434V464LOW CA OP MS ETF1,542$326.6K<0.1%−12−0.8%Reduced–
iShares Tr464289859CORE 80 20 ETF3,595$299.8K<0.1%−46−1.3%Reduced–
WBAWalgreens Boots Alliance, Inc.COM25,531$293.1K<0.1%−100.0%ReducedHistory
WisdomTree Tr97717Y642EMERGING MARKETS8,309$275.8K<0.1%−12,844−60.7%Reduced–
CTSHCognizant Technology Solutions CorpCL A3,429$267.5K<0.1%+11+0.3%AddedHistory
VVisa Inc.Stock749$265.9K<0.1%+323+75.8%AddedHistory
WisdomTree Tr97717Y659CYBERSECURITY FD8,291$264.6K<0.1%−32−0.4%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,793$264.5K<0.1%+5+0.3%Added–
WMTWalmart Inc.Stock2,683$262.3K<0.1%−93−3.4%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF773$235.0K<0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF952$225.6K<0.1%00.0%Unchanged–
Vanguard World FD921910725ESG INTL STK ETF3,375$221.1K<0.1%−108−3.1%Reduced–
iShares Tr464287150CORE S&P TTL STK1,582$213.7K<0.1%−33−2.0%Reduced–
METAMeta Platforms, Inc.Stock289$213.3K<0.1%−71−19.7%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT2,523$211.3K<0.1%00.0%Unchanged–
iShares Tr464287119MORNINGSTAR GRWT2,021$195.8K<0.1%00.0%Unchanged–
WisdomTree Tr97717Y691CLOUD COMPUTNG5,372$194.1K<0.1%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,325$192.8K<0.1%+274+13.4%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,097$192.4K<0.1%−1,626,952−99.9%Reduced–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF3,688$185.3K<0.1%00.0%Unchanged–
Amplify Blockchain Technology ETF032108607ETF3,206$183.1K<0.1%+419+15.0%Added–
BRK.BBerkshire Hathaway IncStock365$177.3K<0.1%+82+29.0%AddedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF5,136$175.5K<0.1%+5,136New–
iShares Tr46435U663ESG AWARE MSCI4,090$169.1K<0.1%−300−6.8%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF1,239$165.2K<0.1%−19−1.5%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F2,296$158.6K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF4,880$142.5K<0.1%00.0%Unchanged–
iShares Tr46435G193ESG AWRE USD ETF6,118$142.1K<0.1%00.0%Unchanged–
BACBank of America CorpStock3,000$142.0K<0.1%−167−5.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF731$141.9K<0.1%+312+74.5%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF718$139.9K<0.1%00.0%Unchanged–
SPDR Series Trust78464A763ST STR SP DIV1,026$139.2K<0.1%+128+14.3%Added–
FBTCFidelity Wise Origin Bitcoin FundSHS1,481$139.2K<0.1%+957+182.6%AddedHistory
WisdomTree Tr97717Y543ARTI INT INN FD5,590$137.3K<0.1%−3,400−37.8%Reduced–
Schwab U.S. Broad Market ETF808524102ETF5,664$135.0K<0.1%00.0%Unchanged–
iShares Tr464288448INTL SEL DIV ETF3,808$131.4K<0.1%−92−2.4%Reduced–
HPIJohn Hancock Preferred Income FundSH BEN INT7,720$123.4K<0.1%+100+1.3%AddedHistory
COSTCostco Wholesale CorpStock124$122.7K<0.1%−4−3.1%ReducedHistory
Global X FDS37954Y434GENOMIC BIOTECH13,685$115.4K<0.1%+8,839+182.4%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF619$113.2K<0.1%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF1,239$110.4K<0.1%−223−15.3%Reduced–
IBITiShares Bitcoin Trust ETFETF1,735$106.2K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF4,328$105.8K<0.1%00.0%Unchanged–

Options (12)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Halbert Hargrove Global Advisors, LLC in Q2 2025
SecurityClassPutsCalls
ABNBAirbnb, Inc.Stock$3.51M–
HDHome Depot, Inc.Stock$1.80M–
ISRGIntuitive Surgical IncCOM NEW$1.79M–
AAPLApple Inc.Stock$1.76M–
GOOGLAlphabet Inc.Stock$1.36M–
LLYEli Lilly & CoStock$1.33M–
GOOGAlphabet Inc.Stock$709.6K–
UUnity Software Inc.COM$452.5K–
SNOWSnowflake Inc.Stock$447.5K–
TSLATesla, Inc.Stock$349.4K–
MSFTMicrosoft CorpStock$348.2K–
CTSHCognizant Technology Solutions CorpCL A$265.3K–

Sold out since Q1 2025 (381)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 381 by value last quarter.

Positions of Halbert Hargrove Global Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
PHParker-Hannifin CorpStock4,203$2.55M0.1%History
KKellanovaStock6,569$541.9K<0.1%History
LILi Auto Inc.SPONSORED ADS5,000$126.0K<0.1%History
iShares Tr464288356CALIF MUN BD ETF551$31.0K<0.1%–
NIONIO Inc.ADR5,934$22.6K<0.1%History
Schwab U.S. Small-Cap ETF808524607ETF918$21.5K<0.1%–
IAUiShares Gold TrustETF359$21.2K<0.1%History
ACMRACM Research, Inc.Stock900$21.0K<0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS343$20.4K<0.1%–
Vanguard BD Index FDS92203C303VANGUARD ULTRA397$19.8K<0.1%–
Vanguard Short-Term Bond ETF921937827ETF185$14.5K<0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF219$12.6K<0.1%–
PGProcter & Gamble CoStock70$12.0K<0.1%History
Vanguard Utilities ETF92204A876ETF64$10.9K<0.1%–
Vanguard Financials ETF92204A405ETF89$10.6K<0.1%–
Vanguard Communication Services ETF92204A884ETF69$10.2K<0.1%–
AMGNAmgen IncStock33$10.2K<0.1%History
WMBWilliams Companies, Inc.COM171$10.2K<0.1%History
Invesco Exch Traded FD Tr II46138E461PURBTA MSCI US178$9.97K<0.1%–
Vanguard Consumer Staples ETF92204A207ETF44$9.63K<0.1%–
VanEck ETF Trust92189H409HIGH YLD MUNIETF184$9.41K<0.1%–
Vanguard Industrials ETF92204A603ETF38$9.41K<0.1%–
Vanguard Energy ETF92204A306ETF72$9.34K<0.1%–
VZVerizon Communications IncStock206$9.32K<0.1%History
PGRProgressive CorpStock32$9.06K<0.1%History
PMPhilip Morris International Inc.Stock56$8.89K<0.1%History
Vanguard Health Care ETF92204A504ETF33$8.74K<0.1%–
Vanguard Materials ETF92204A801ETF46$8.69K<0.1%–
SNYSanofiSPONSORED ADR152$8.43K<0.1%History
DUKDuke Energy CORPStock67$8.17K<0.1%History
WFCWells Fargo & CompanyStock111$7.94K<0.1%History
LINLinde PLCStock17$7.92K<0.1%History
BMYBristol Myers Squibb CoStock128$7.79K<0.1%History
SOSouthern CoStock77$7.05K<0.1%History
NGGNational Grid PLCSPONSORED ADR NE95$6.26K<0.1%History
ENBEnbridge IncStock141$6.25K<0.1%History
PNCPNC Financial Services Group, Inc.Stock35$6.15K<0.1%History
ORLYO Reilly Automotive IncStock4$6.15K<0.1%History
ECLEcolab Inc.Stock24$6.08K<0.1%History
GSGoldman Sachs Group IncStock11$6.01K<0.1%History
GWWW.W. Grainger, Inc.Stock6$5.93K<0.1%History
APDAir Products & Chemicals, Inc.Stock20$5.90K<0.1%History
XELXcel Energy IncStock79$5.59K<0.1%History
TAT&T Inc.Stock195$5.51K<0.1%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD111$5.51K<0.1%–
PLDPrologis, Inc.REIT48$5.37K<0.1%History
DDDuPont de Nemours, Inc.COM71$5.30K<0.1%History
SHWSherwin Williams CoCOM15$5.24K<0.1%History
SBUXStarbucks CorpStock53$5.18K<0.1%History
FANGDiamondback Energy, Inc.Stock32$5.12K<0.1%History
CMGChipotle Mexican Grill IncCOM100$5.02K<0.1%History
ORealty Income CorpREIT85$4.93K<0.1%History
TFCTruist Financial CorpCOM120$4.92K<0.1%History
KVUEKenvue Inc.Stock204$4.90K<0.1%History
BABoeing CoStock28$4.76K<0.1%History
NUENucor CorpCOM38$4.57K<0.1%History
ITWIllinois Tool Works IncStock18$4.46K<0.1%History
UPSUnited Parcel Service IncStock40$4.45K<0.1%History
CLColgate Palmolive CoStock47$4.41K<0.1%History
PFEPfizer IncStock172$4.35K<0.1%History
MCOMoodys CorpStock9$4.35K<0.1%History
UBERUber Technologies, IncStock59$4.33K<0.1%History
HBANHuntington Bancshares IncCOM283$4.25K<0.1%History
AZOAutoZone IncCOM1$4.23K<0.1%History
NEMNEWMONT CorpStock87$4.20K<0.1%History
SLBSLB LimitedStock99$4.14K<0.1%History
AEPAmerican Electric Power Co IncStock37$4.04K<0.1%History
TRPTC Energy CorpCOM82$3.87K<0.1%History
ETREntergy CorpCOM45$3.85K<0.1%History
BLKBlackRock, Inc.Stock4$3.79K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -52$3.66K<0.1%History
CICigna GroupStock11$3.62K<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD250$3.41K<0.1%–
SYYSysco CorpStock45$3.38K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM36$3.35K<0.1%History
BMOBank of MontrealCOM35$3.34K<0.1%History
PCGPG&E CorpStock193$3.32K<0.1%History
FTNTFortinet, Inc.Stock34$3.27K<0.1%History
HCAHCA Healthcare, Inc.COM9$3.11K<0.1%History
FASTFastenal CoStock40$3.10K<0.1%History
RCLRoyal Caribbean Cruises LtdCOM15$3.08K<0.1%History
MNSTMonster Beverage CorpCOM52$3.04K<0.1%History
PRUPrudential Financial IncStock27$3.02K<0.1%History
LHXL3HARRIS Technologies, Inc.Stock14$2.93K<0.1%History
PPLPPL CorpCOM80$2.88K<0.1%History
LOWLowes Companies IncStock12$2.86K<0.1%History
MASMasco CorpCOM41$2.85K<0.1%History
ADMArcher-Daniels-Midland CoStock59$2.82K<0.1%History
AMTAmerican Tower CorpREIT13$2.81K<0.1%History
EMNEastman Chemical CoStock31$2.73K<0.1%History
BKRBaker Hughes CoCL A62$2.73K<0.1%History
MCKMcKesson CorpStock4$2.69K<0.1%History
Dimensional ETF Trust25434V740EMERGING MKTS VA99$2.68K<0.1%–
VRSKVerisk Analytics, Inc.COM9$2.68K<0.1%History
IBKRInteractive Brokers Group, Inc.Stock16$2.65K<0.1%History
CEGConstellation Energy CorpStock13$2.64K<0.1%History
URIUnited Rentals, Inc.COM4$2.62K<0.1%History
POOLPool CorpCOM8$2.55K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM4$2.54K<0.1%History
iShares S&P Small-Cap 600 Value ETF464287879ETF26$2.54K<0.1%–