HALBERT HARGROVE GLOBAL ADVISORS, LLC
•CIK: 1484205•Filing: Q4 2025
**HALBERT HARGROVE GLOBAL ADVISORS, LLC** manages $2.1B across a diversified portfolio of 353 positions. The firm exhibits significant exposure to core US and international equity indices, highlighted by the top holdings in IVV ($342.9M) and NTSX ($298.2M). Further allocations include substantial positions in LRGF ($247.1M) and IWB ($177.1M), suggesting a tactical focus across broad market segments. This structure indicates a systematic, multi-asset approach anchored by large-cap and sector-specific index tracking.
Total AUM
$2.1B
QoQ Performance
+2.3%
Positions
197
Top 10 Concentration
87.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NTSX
LRGF
IWB
IEFA
IEMG
NTSI
INTF
IVV16.5%
NTSX14.4%
LRGF11.9%
IWB8.5%
IEFA8.0%
IEMG7.4%
NTSI6.6%
INTF6.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.7%
ETF16.6%
Technology0.3%
Consumer0.1%
Healthcare0.1%
Communication0.1%
Financial0.1%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
+532 more exited positions
Changes from Q3 2025
NEW21 new positions
↑51 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023