HALBERT HARGROVE GLOBAL ADVISORS, LLC

Institutional manager (13F) · CIK 1484205

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	ISHARES TR	$328M	502,323
2	WISDOMTREE TR	$283M	5,417,096
3	ISHARES TR	$239M	3,626,489
4	ISHARES TR	$168M	1,860,132
5	WISDOMTREE TR	$167M	6,953,723
6	ISHARES INC	$158M	2,262,667
7	WISDOMTREE TR	$137M	3,120,693
8	ISHARES TR	$130M	3,339,669
9	SERIES PORTFOLIOS TR	$72M	3,048,593
10	ISHARES TR	$62M	1,087,714
11	WISDOMTREE TR	$60M	1,531,615
12	SPDR INDEX SHS FDS	$53M	1,156,018
13	ISHARES TR	$29M	375,064
14	ISHARES TR	$21M	85,512
15	ISHARES TR	$14M	84,985
16	VANGUARD TAX-MANAGED FDS	$12M	194,501
17	VANGUARD SCOTTSDALE FDS	$9M	30,906
18	PIMCO ETF TR	$8M	298,169
19	ISHARES TR	$7M	18,987
20	PIMCO ETF TR	$7M	72,059
21	J P MORGAN EXCHANGE TRADED F	$6M	127,589
22	ISHARES TR	$6M	15,454
23	ISHARES TR	$6M	40,008
24	ISHARES TR	$5M	55,185
25	PIMCO ETF TR	$5M	45,358
26	AIRBNB INC	$3M	26,500
27	APPLE INC	$3M	11,691
28	MICROSOFT CORP	$3M	7,970
29	BALL CORP	$3M	48,809
30	ISHARES TR	$2M	25,261
31	ALPHABET INC	$2M	8,235
32	VANGUARD WELLINGTON FD	$2M	13,558
33	VANGUARD SCOTTSDALE FDS	$2M	20,743
34	INTUITIVE SURGICAL INC	$2M	4,350
35	T-MOBILE US INC	$2M	7,804
36	ELI LILLY & CO	$2M	1,746
37	HOME DEPOT INC	$1M	4,511
38	INVESCO QQQ TR	$1M	2,534
39	ISHARES INC	$1M	31,874
40	ALPHABET INC	$1M	4,712
41	WISDOMTREE TR	$1M	35,099
42	ZIONS BANCORPORATION NATL AS	$1M	19,109
43	VANGUARD INTL EQUITY INDEX F	$1M	7,039
44	AMAZON COM INC	$991k	4,757
45	VANGUARD INDEX FDS	$844k	2,630
46	VANGUARD INTL EQUITY INDEX F	$785k	14,519
47	ISHARES TR	$705k	11,916
48	LOWES COS INC	$605k	2,560
49	STATE STR SPDR S&P 500 ETF T	$598k	920
50	ISHARES TR	$590k	1,384

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.