13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001484205
Total reported value
$2.3B
$2.3B
353 檔
53.2%
According to the latest 13F quarterly dataset, Halbert Hargrove Global Advisors, LLC managed an equity portfolio of $2.3B at the end of Q4 2025, spanning 353 distinct U.S. exchange-listed positions.
In Q4 2025, Halbert Hargrove Global Advisors, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.28% | +0.13% | -0.26% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 14.16% | +0.05% | -0.70% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.73% | +0.30% | +2.20% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.41% | -0.06% | +0.09% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.87% | -0.36% | +1.59% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.25% | +0.31% | +0.56% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.53% | -0.31% | -0.11% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 5.97% | -0.23% | +2.08% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.31% | +0.04% | +0.64% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.35% | -0.12% | +0.29% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.89% | +0.15% | -3.43% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.99% | -0.02% | +3.49% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.41% | -0.10% | -0.59% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.65% | +0.06% | -2.98% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | -0.01% | -5.36% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 0.49% | — | -7.39% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.39% | -0.04% | +2.62% | |
| 18 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.34% | +0.01% | — | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.34% | -0.04% | -0.75% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | -0.02% | -6.74% | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.31% | -0.02% | +3.32% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | — | -4.91% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.28% | — | -20.08% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.24% | +0.04% | +1.52% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | -3.80% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.21% | -0.08% | -0.93% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.07% | -4.20% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.01% | -1.27% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.01% | -4.27% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.15% | -0.06% | -0.93% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | -13.12% | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.12% | -0.01% | +0.24% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.11% | — | -0.47% | |
| 34 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.10% | — | -11.75% | |
| 35 | U | Unity Software Inc | Stock-Tech | 0.08% | -0.01% | +7.24% | |
| 36 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.08% | — | +1.32% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.01% | -7.03% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | -48.61% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | -1.59% | |
| 40 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.06% | -0.03% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | — | -6.96% | |
| 42 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | +0.01% | -0.40% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -3.85% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | +237.45% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | -4.10% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.03% | +0.01% | +5.07% | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | -15.53% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | — | -2.24% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | -0.19% | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.03% | — | -11.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTF | Ishares International Equity | +0.3% | +2.08% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.59% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.49% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +0.29% | Add |
| 5 | LRGF | Ishares US Equity Factor ETF | +0.1% | +2.20% | Add |
| 6 | NTSI | Wisdomtree International Eff | +0.1% | -0.11% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.1% | -1.27% | Trim |
| 8 | ISRG | Intuitive Surgical Inc | 0% | -0.93% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | -4.20% | Trim |
| 10 | ABNB | Airbnb Inc-class A | 0% | — | Unchanged |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | +237.45% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | +0.56% | Add |
| 13 | IWB | Ishares Russell 1000 ETF | 0% | +0.09% | Add |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | +0.64% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | 0% | +183.36% | Add |
| 16 | U | Unity Software Inc | 0% | +7.24% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +114.52% | Add |
| 18 | MMM | 3m Co | 0% | +3962.50% | Add |
| 19 | VUG | Vanguard Growth ETF | 0% | +43.28% | Add |
| 20 | SCHV | Schwab US Large-cap Value | 0% | +2296.40% | Add |
| 21 | WMT | Walmart Inc | 0% | +41.58% | Add |
| 22 | IWC | Ishares Micro-cap ETF | — | -2.98% | Trim |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | — | +3.32% | Add |
| 24 | AOR | Ishares Core 60/40 Balanced | 0% | -32.29% | Trim |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -99.95% | Trim |
| 26 | VFMF | Vanguard US Multifactor ETF | 0% | -11.75% | Trim |
| 27 | PYLD | Pimco Multisector Bond Actv | 0% | +2.62% | Add |
| 28 | USRT | Ishares Core US Reit ETF | 0% | -15.53% | Trim |
| 29 | AOA | Ishares Core 80/20 Aggressiv | 0% | -47.75% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | -0.26% | Trim |
| 31 | IWV | Ishares Russell 3000 ETF | 0% | -6.74% | Trim |
| 32 | PSA | Public Storage | 0% | -39.02% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | -84.39% | Trim |
| 34 | NVDA | Nvidia CORP | 0% | -89.70% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | -5.36% | Trim |
| 36 | ESGU | Ishares Esg Aware Msci USA | 0% | -4.91% | Trim |
| 37 | TMUS | T-mobile US Inc | 0% | -0.93% | Trim |
| 38 | VONE | Vanguard Russell 1000 | 0% | -7.39% | Trim |
| 39 | MSFT | Microsoft CORP | 0% | -3.80% | Trim |
| 40 | SNOW | Snowflake Inc | 0% | -47.18% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -48.61% | Trim |
| 42 | AAPL | Apple Inc | -0.1% | -20.08% | Trim |
| 43 | IWD | Ishares Russell 1000 Value E | -0.1% | -95.38% | Trim |
| 44 | HD | Home Depot Inc | -0.1% | -13.12% | Trim |
| 45 | EEM | Ishares Msci Emerging Market | -0.1% | -3.43% | Trim |
| 46 | NTSX | Wisdomtree US Efficient Core | -0.2% | -0.70% | Trim |
| 47 | ACWI | Ishares Msci Acwi ETF | — | EXIT | Sold out |
| 48 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 49 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | NEW | New buy |
| 50 | CTSH | Cognizant Tech Solutions-a | — | 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 353 disclosed positions in Q4 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 53.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CSQ
市值: $150.5K
Top Position Liquidated / Trimmed
ACWI
前期市值: $705.4K
During Q4 2025, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (16.3%)、NTSX (14.2%)、LRGF (11.7%). The largest single position, IVV, represented 16.3% of total portfolio value.
In Q4 2025, Halbert Hargrove Global Advisors, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 27 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.