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CIK: 0001484205
Total reported value
$2.3B
$2.3B
723 檔
52.1%
In Q3 2025, Halbert Hargrove Global Advisors, LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 723 disclosed stock positions.
Halbert Hargrove Global Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 723 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.30% | +0.13% | +0.95% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 14.34% | +0.05% | -8.71% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.68% | +0.30% | +2.39% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.40% | -0.06% | +1.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.73% | -0.36% | +1.14% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.23% | +0.31% | +1.34% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.48% | -0.31% | -0.76% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 5.69% | -0.23% | +2.09% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.30% | +0.04% | +1.90% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.29% | -0.12% | +1.20% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.98% | +0.15% | -3.30% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.91% | -0.02% | +6.40% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.43% | -0.10% | -3.36% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.65% | +0.06% | -2.43% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | -0.01% | -2.97% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 0.52% | — | -3.23% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.40% | -0.04% | +0.71% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | -0.02% | +5.09% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.35% | -0.04% | -1.55% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.33% | — | +7.21% | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.31% | -0.02% | +1.17% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | — | +0.76% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.24% | +0.04% | -2.15% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | +5.55% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | +1.72% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.18% | -0.06% | +54213.79% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.01% | -5.26% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.07% | -10.08% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.17% | -0.08% | -0.46% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.01% | -0.08% | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.12% | -0.01% | +2.35% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | +1.80% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | — | +5.32% | |
| 35 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.11% | — | -3.88% | |
| 36 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.08% | — | -1.43% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.01% | +14.73% | |
| 38 | U | Unity Software Inc | Stock-Tech | 0.07% | -0.01% | +0.19% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | -0.17% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | +776.61% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | — | +6.99% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.06% | -0.03% | — | |
| 43 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | +0.01% | +0.40% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -2.69% | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.05% | -0.01% | +0.24% | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.04% | — | -3.60% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | +3.11% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.04% | — | — | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.03% | — | — | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.03% | -0.01% | -5.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +8.1% | +1.55% | Add |
| 2 | LRGF | Ishares US Equity Factor ETF | +0.6% | +2.39% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.95% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +1.34% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +1.90% | Add |
| 6 | HD | Home Depot Inc | +0.2% | +1.72% | Add |
| 7 | TMUS | T-mobile US Inc | +0.2% | +54213.79% | Add |
| 8 | INTF | Ishares International Equity | +0.2% | +2.09% | Add |
| 9 | BALL | Ball CORP | +0.1% | +2.35% | Add |
| 10 | VFMF | Vanguard US Multifactor ETF | +0.1% | -3.88% | Add |
| 11 | IWD | Ishares Russell 1000 Value E | +0.1% | +776.61% | Add |
| 12 | TSLA | Tesla Inc | 0% | +6.99% | Add |
| 13 | PSA | Public Storage | 0% | — | Add |
| 14 | VONE | Vanguard Russell 1000 | 0% | -3.23% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -10.08% | Trim |
| 16 | U | Unity Software Inc | 0% | +0.19% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +5.32% | Trim |
| 18 | LOW | Lowe's Cos Inc | 0% | — | Add |
| 19 | IWC | Ishares Micro-cap ETF | 0% | -2.43% | Trim |
| 20 | IWV | Ishares Russell 3000 ETF | 0% | +5.09% | Add |
| 21 | AOR | Ishares Core 60/40 Balanced | 0% | -5.00% | Add |
| 22 | USB | US Bancorp | 0% | +6282.50% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +32033.33% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +154.02% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +14.73% | Add |
| 26 | SNOW | Snowflake Inc | 0% | +0.24% | Add |
| 27 | MSFT | Microsoft CORP | — | +5.55% | Trim |
| 28 | VTWO | Vanguard Russell 2000 ETF | — | -5.26% | Trim |
| 29 | AAPL | Apple Inc | 0% | +7.21% | Trim |
| 30 | ESGU | Ishares Esg Aware Msci USA | 0% | +0.76% | Trim |
| 31 | CTSH | Cognizant Tech Solutions-a | 0% | -70.02% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | -2.97% | Trim |
| 33 | KEL | Kellanova | 0% | — | Trim |
| 34 | NTSE | Wisdomtree Emerging Markets | 0% | -2.50% | Trim |
| 35 | IR | Ingersoll-rand Inc | 0% | +51.56% | Trim |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | 0% | +1.10% | Trim |
| 37 | EEM | Ishares Msci Emerging Market | -0.1% | -3.30% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | -0.1% | -0.46% | Trim |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.14% | Trim |
| 40 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -3.36% | Trim |
| 41 | PH | Parker Hannifin CORP | -0.1% | — | Trim |
| 42 | NTSI | Wisdomtree International Eff | -0.3% | -0.76% | Trim |
| 43 | TT | Trane Technologies plc | -0.3% | +34.21% | Trim |
| 44 | NTSX | Wisdomtree US Efficient Core | -1.1% | -8.71% | Trim |
| 45 | EFA | Ishares Msci Eafe ETF | -3.6% | +6.40% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -8.4% | -3.24% | Trim |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 48 | USXF | Ishares Esg Advance Msci USA | — | NEW | New buy |
| 49 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 50 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
According to official SEC Form 13F filings, Halbert Hargrove Global Advisors, LLC reported a total U.S. public equity portfolio value of $2.3B across 723 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NTSX, LRGF) accounted for 52.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPDW
市值: $67.8M
Top Position Liquidated / Trimmed
JPST
前期市值: $349.6K
During Q3 2025, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (16.3%)、NTSX (14.3%)、LRGF (11.7%). The largest single position, IVV, represented 16.3% of total portfolio value.
In Q3 2025, Halbert Hargrove Global Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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