Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HALBERT HARGROVE GLOBAL ADVISORS, LLC (CIK 1484205) reported $2.07B across 343 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($328.1M, 15.83%), NTSX ($282.5M, 13.63%), LRGF ($239.3M, 11.55%), IEFA ($168.4M, 8.13%), WTIP ($167.3M, 8.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $328.1M | 15.83% | 502,323 | Added |
| 2 | NTSX | WISDOMTREE TR | $282.5M | 13.63% | 5.4M | Trimmed |
| 3 | LRGF | ISHARES TR | $239.3M | 11.55% | 3.6M | Added |
| 4 | IEFA | ISHARES TR | $168.4M | 8.13% | 1.9M | Added |
| 5 | WTIP | WISDOMTREE TR | $167.3M | 8.07% | 7.0M | New |
| 6 | IEMG | ISHARES INC | $157.8M | 7.62% | 2.3M | Trimmed |
| 7 | NTSI | WISDOMTREE TR | $137.3M | 6.63% | 3.1M | Added |
| 8 | INTF | ISHARES TR | $130.1M | 6.28% | 3.3M | Added |
| 9 | WEISX | SERIES PORTFOLIOS TR | $72.2M | 3.48% | 3.0M | New |
| 10 | EEM | ISHARES TR | $61.8M | 2.98% | 1.1M | Trimmed |
| 11 | WTIP | WISDOMTREE TR | $59.9M | 2.89% | 1.5M | New |
| 12 | SPDW | SPDR INDEX SHS FDS | $52.8M | 2.55% | 1.2M | Trimmed |
| 13 | SCZ | ISHARES TR | $29.4M | 1.42% | 375,064 | Trimmed |
| 14 | IWM | ISHARES TR | $21.2M | 1.02% | 85,512 | Trimmed |
| 15 | IWC | ISHARES TR | $13.6M | 0.65% | 84,985 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $12.5M | 0.60% | 194,501 | Trimmed |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $9.1M | 0.44% | 30,906 | Trimmed |
| 18 | PYLD | PIMCO ETF TR | $7.8M | 0.38% | 298,169 | Trimmed |
| 19 | IWB | ISHARES TR | $6.8M | 0.33% | 18,987 | Trimmed |
| 20 | BOND | PIMCO ETF TR | $6.6M | 0.32% | 72,059 | Trimmed |
| 21 | ABNB | AIRBNB INC | $6.7M | 0.32% | 53,000 | Hold |
| 22 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.1M | 0.29% | 127,589 | Trimmed |
| 23 | IWV | ISHARES TR | $5.7M | 0.28% | 15,454 | Trimmed |
| 24 | ESGU | ISHARES TR | $5.7M | 0.27% | 40,008 | Added |
| 25 | EFA | ISHARES TR | $5.4M | 0.26% | 55,185 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31