EdgeMarket › What Halbert Hargrove Global Advisors, Llc reported owning
What Halbert Hargrove Global Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
372Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 328.1M | 15.8% | 502.3K | 769.31 | +20.0% |
| NTSX WisdomTree U.S. Efficient Core Fund | 282.5M | 13.6% | 5.4M | 59.81 | +16.2% |
| LRGF iShares U.S. Equity Factor ETF | 239.3M | 11.5% | 3.6M | 77.96 | +18.0% |
| IEFA iShares Core MSCI EAFE ETF | 168.4M | 8.1% | 1.9M | 100.85 | +16.8% |
| WAMA WisdomTree US Adaptive Moving Average Fund | 167.3M | 8.1% | 7.0M | 26.85 | — |
| IEMG iShares Core MSCI Emerging Markets ETF | 157.8M | 7.6% | 2.3M | 81.57 | +31.9% |
| NTSI WisdomTree International Efficient Core Fund | 137.3M | 6.6% | 3.1M | 48.40 | +14.1% |
| INTF iShares International Equity Factor ETF | 130.1M | 6.3% | 3.3M | 43.14 | +21.2% |
| AIMS Acuitas Small Cap Active ETF | 72.2M | 3.5% | 3.0M | 28.39 | — |
| EEM iShares MSCI Emerging Markets ETF | 61.8M | 3.0% | 1.1M | 67.12 | +34.9% |
| WIMA WisdomTree International Adaptive Moving Avera | 59.9M | 2.9% | 1.5M | 44.05 | — |
| SPDW State Street SPDR Portfolio Developed World ex | 52.8M | 2.5% | 1.2M | 52.02 | +24.4% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 29.4M | 1.4% | 375.1K | 86.60 | +14.8% |
| IWM iShares Russell 2000 ETF | 21.2M | 1.0% | 85.5K | 299.96 | +33.1% |
| IWC iShares Microcap ETF | 13.6M | 0.7% | 85.0K | 198.14 | +45.6% |
| VEA Vanguard FTSE Developed Markets ETF | 12.5M | 0.6% | 194.5K | 73.42 | +24.7% |
| VONE Vanguard Russell 1000 ETF | 9.1M | 0.4% | 30.9K | 347.10 | +19.8% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 7.8M | 0.4% | 298.2K | 26.16 | -1.4% |
| IWB iShares Russell 1000 ETF | 6.8M | 0.3% | 19.0K | 419.69 | +19.8% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 6.6M | 0.3% | 72.1K | 90.50 | -1.7% |
| JPIB JPMorgan International Bond Opportunities ETF | 6.1M | 0.3% | 127.6K | 47.86 | -1.8% |
| IWV iShares Russell 3000 Fund | 5.7M | 0.3% | 15.5K | 436.47 | +20.5% |
| ESGU iShares ESG Aware MSCI USA ETF | 5.7M | 0.3% | 40.0K | 167.74 | +20.3% |
| EFA iShares MSCI EAFE ETF | 5.4M | 0.3% | 55.2K | 108.24 | +17.1% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 4.6M | 0.2% | 45.4K | 100.73 | +0.2% |
| ABNB Airbnb, Inc. | 3.3M | 0.2% | 26.5K | 187.30 | +49.9% |
| AAPL Apple Inc. | 3.0M | 0.1% | 11.7K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 3.0M | 0.1% | 8.0K | 483.24 | -4.4% |
| BALL BALL Corp | 2.9M | 0.1% | 48.8K | 63.59 | +19.7% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 2.4M | 0.1% | 25.3K | 107.31 | +17.0% |
| GOOGL Alphabet Inc. | 2.4M | 0.1% | 8.2K | 344.82 | +73.0% |
| VFMF Vanguard U.S. Multifactor ETF | 2.1M | 0.1% | 13.6K | 186.77 | +34.5% |
| VTWO Vanguard Russell 2000 ETF | 2.1M | 0.1% | 20.7K | 121.25 | +33.0% |
| ISRG INTUITIVE SURGICAL INC | 2.0M | 0.1% | 4.3K | 378.81 | -21.2% |
| TMUS T-Mobile US, Inc. | 1.6M | 0.1% | 7.8K | 183.04 | -29.3% |
| LLY ELI LILLY & Co | 1.6M | 0.1% | 1.7K | 1,255.40 | +78.0% |
| HD HOME DEPOT, INC. | 1.5M | 0.1% | 4.5K | 335.61 | -16.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.5M | 0.1% | 2.5K | 713.44 | +26.1% |
| ESGE iShares ESG Aware MSCI EM ETF | 1.4M | 0.1% | 31.9K | 53.93 | +33.5% |
| GOOG Alphabet Inc. | 1.4M | 0.1% | 4.7K | 341.75 | +70.7% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 1.3M | 0.1% | 35.1K | 40.83 | +23.8% |
| ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT | 1.1M | 0.1% | 19.1K | 68.14 | +26.7% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 1.0M | 0.0% | 7.0K | 160.06 | +15.9% |
| AMZN AMAZON COM INC | 990.7K | 0.0% | 4.8K | 258.63 | +15.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 843.8K | 0.0% | 2.6K | 378.24 | +20.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 784.8K | 0.0% | 14.5K | 60.45 | +17.7% |
| USRT iShares Core U.S. REIT ETF | 705.3K | 0.0% | 11.9K | 67.12 | +17.3% |
| LOW LOWES COMPANIES INC | 604.9K | 0.0% | 2.6K | 216.09 | -16.0% |
| SPY SPDR S&P 500 ETF TRUST | 598.0K | 0.0% | 920 | 765.72 | +20.0% |
| IWF iShares Russell 1000 Growth Fund | 590.2K | 0.0% | 1.4K | 122.39 | +11.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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