HALBERT HARGROVE GLOBAL ADVISORS, LLC: 13F holdings

CIK 14842052026Q2

Positions727
Reported value$2.3bn
Filed2026-07-21

Change since last quarter

Positions727 (+366 vs prior quarter)
Reported value$2.3bn (+11.6%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR492,680$369.0m16.0%
NTSX WISDOMTREE TR5,356,465$316.3m13.7%
LRGF ISHARES TR3,621,832$273.9m11.8%
WISDOMTREE TR7,039,294$184.3m8.0%
IEMG ISHARES INC2,212,917$183.3m7.9%
IEFA ISHARES TR1,858,958$179.5m7.8%
NTSI WISDOMTREE TR3,134,042$146.0m6.3%
INTF ISHARES TR3,417,256$140.0m6.1%
SERIES PORTFOLIOS TR3,043,310$89.8m3.9%
EEM ISHARES TR1,056,615$72.3m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1484205")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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