account_balance
Investment manager · 13F filer · SEC CIK 1484205
Halbert Hargrove Global Advisors, LLC
Reported value$2.28Bas of Sep 30, 2026
Positions355 13 new, 383 sold out
Top 10 weight85.2%IVV alone is 16%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.5%
LRGFiShares Tr
12.5%
NTSXWisdomtree Tr
12.4%Trimmed −10%
WAMAWisdomtree Tr
8.7%Added +5%
IEFAiShares Tr
7.9%
IEMGiShares Inc
7.8%
NTSIWisdomtree Tr
6.3%
INTFiShares Tr
6.2%
AIMSSeries Portfolios Tr
3.6%
WIMAWisdomtree Tr
3.4%
EEMiShares Tr
3.0%−3%
SPDWSPDR Index SHS FDS
2.4%
IVViShares Tr
16.5%
LRGFiShares Tr
12.5%
NTSXWisdomtree Tr
12.4%−10%
WAMAWisdomtree Tr
8.7%+5%
IEFAiShares Tr
7.9%
IEMGiShares Inc
7.8%
NTSIWisdomtree Tr
6.3%
INTFiShares Tr
6.2%
AIMS
WIMA
EEM3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 16.5% Held
LRGF iShares Tr 12.5% Held
NTSX Wisdomtree Tr 12.4% Trimmed −10%
WAMA Wisdomtree Tr 8.7% Added +5%
IEFA iShares Tr 7.9% Held
IEMG iShares Inc 7.8% Held
NTSI Wisdomtree Tr 6.3% Held
INTF iShares Tr 6.2% Held
AIMS Series Portfolios Tr 3.6% Held
WIMA Wisdomtree Tr 3.4% Added +14%
EEM iShares Tr 3.0% Trimmed −3%
SPDW SPDR Index SHS FDS 2.4% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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