Halbert Hargrove Global Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Halbert Hargrove Global Advisors, LLC reported 353 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.4% of the portfolio, followed by Wisdomtree US Efficient Core (NTSX, 14.3%) and iShares US Equity Factor ETF (LRGF, 11.8%). Compared with Q3 2025, it opened 30 new positions, sold out of 402, added to 57 and reduced 134. The biggest buy was iShares International Equity (INTF, shares +2%) and the biggest sale Wisdomtree US Efficient Core (NTSX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LONG BEACH, CA
- CIK
- 0001484205
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001484205-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 353 stocks · $2.1B
| IVV iShares Core S&P 500 ETF | 16.40% | 500,569 | $342.9M | Reduce -0.3% |
| NTSX Wisdomtree US Efficient Core | 14.27% | 5,441,149 | $298.2M | Reduce -0.7% |
| LRGF iShares US Equity Factor ETF | 11.82% | 3,559,478 | $247.1M | Add +2.2% |
| IWB iShares Russell 1000 ETF | 8.47% | 474,141 | $177.1M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 7.93% | 1,852,854 | $165.8M | Add +1.6% |
| IEMG iShares Core MSCI Emerging | 7.31% | 2,271,502 | $152.7M | Add +0.6% |
| NTSI Wisdomtree International Eff | 6.58% | 3,119,691 | $137.5M | Reduce -0.1% |
| INTF iShares International Equity | 6.02% | 3,330,873 | $125.7M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 4.34% | 368,657 | $90.7M | Add +0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.38% | 1,588,335 | $70.5M | Add +0.3% |
| EEM iShares MSCI Emerging Market | 2.91% | 1,111,346 | $60.8M | Reduce -3.4% |
| EFA iShares MSCI Eafe ETF | 2.00% | 435,373 | $41.8M | Add +3.5% |
| SCZ iShares MSCI Eafe Small-Cap | 1.42% | 382,888 | $29.7M | Reduce -0.6% |
| IWC iShares Micro-Cap ETF | 0.66% | 87,235 | $13.8M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 0.60% | 200,749 | $12.5M | Reduce -5.4% |
| VONE Vanguard Russell 1000 | 0.49% | 33,092 | $10.2M | Reduce -7.4% |
| PYLD PIMCO Multisector Bond Actv | 0.40% | 311,525 | $8.3M | Add +2.6% |
| BOND PIMCO Active Bond Exchange-T | 0.34% | 76,187 | $7.1M | Reduce -0.8% |
| IWV iShares Russell 3000 ETF | 0.33% | 17,803 | $6.9M | Reduce -6.7% |
| JPIB JPMorgan Intl BND ETF | 0.31% | 132,653 | $6.5M | Add +3.3% |
| ESGU iShares ESG Aware MSCI USA | 0.29% | 39,994 | $6.0M | Reduce -4.9% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 50,379 | $5.1M | Add +1.5% |
| MSFT Microsoft Corp. | 0.20% | 8,453 | $4.1M | Reduce -4.1% |
| ABNB Airbnb Inc. Class A | 0.17% | 26,500 | $3.6M | No change |
| VTWO Vanguard Russell 2000 ETF | 0.17% | 36,119 | $3.6M | Reduce -4.3% |
| AAPL Apple Inc. | 0.17% | 13,125 | $3.6M | Reduce -24.9% |
| BALL Ball Corp. | 0.12% | 48,716 | $2.6M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.12% | 8,230 | $2.6M | Reduce -6.9% |
| ISRG Intuitive Surgical Inc. | 0.12% | 4,436 | $2.5M | Reduce -1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 25,378 | $2.4M | Reduce -0.5% |
| VFMF Vanguard US Multifactor ETF | 0.10% | 13,546 | $2.0M | Reduce -11.8% |
| LLY Eli Lilly & Co. | 0.09% | 1,800 | $1.9M | Reduce -2.4% |
| USXF iShares ESG Advance MSCI USA | 0.08% | 30,757 | $1.8M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,607 | $1.6M | Reduce -7.0% |
| TMUS T-Mobile US Inc. | 0.08% | 7,804 | $1.6M | Reduce -1.9% |
| HD Home Depot Inc. | 0.07% | 4,511 | $1.6M | Reduce -13.9% |
| GOOG Alphabet Inc. Class C | 0.07% | 4,709 | $1.5M | Reduce -8.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 32,764 | $1.4M | Reduce -1.6% |
| DES Wisdomtree US Smallcap Divid | 0.06% | 36,235 | $1.2M | No change |
| ZION Zions Bancorp NA | 0.05% | 19,109 | $1.1M | Reduce -0.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 7,048 | $1.0M | Reduce -3.9% |
| U Unity Software Inc. | 0.05% | 21,725 | $960K | Add +14.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 2,541 | $852K | Add +237.4% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 14,419 | $775K | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 1,036 | $707K | Add +5.1% |
| TSLA Tesla Inc. | 0.03% | 1,522 | $684K | Reduce -11.4% |
| USRT iShares Core US REIT ETF | 0.03% | 11,953 | $681K | Reduce -15.5% |
| IWF iShares Russell 1000 Growth | 0.03% | 1,394 | $660K | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 0.03% | 1,026 | $644K | Reduce -0.2% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 5,130 | $621K | Reduce -11.0% |
| LOW Lowe's Cos Inc. | 0.03% | 2,560 | $617K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 1,248 | $609K | Add +43.3% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.03% | 6,969 | $587K | Reduce -4.8% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.03% | 7,592 | $571K | Add +4.2% |
| SNOW Snowflake Inc. | 0.02% | 2,250 | $494K | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 0.02% | 6,506 | $491K | Add +183.4% |
| AOR iShares Core 60/40 Balanced | 0.02% | 7,346 | $478K | Reduce -32.3% |
| AGG iShares Core U.S. Aggregate | 0.02% | 4,675 | $467K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.02% | 4,708 | $452K | Add +17.9% |
| WMT Walmart Inc. | 0.02% | 3,851 | $429K | Add +41.6% |
| QGRW Wisdomtree US Quality Growth | 0.02% | 6,994 | $410K | Reduce -0.4% |
| USB US Bancorp | 0.02% | 7,584 | $405K | Reduce -1.0% |
| PSA Public Storage | 0.02% | 1,533 | $398K | Reduce -39.0% |
| XLY SS Consumer Disc Select Sect | 0.02% | 3,264 | $390K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.02% | 1,182 | $381K | Add +114.5% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,412 | $359K | Add +45.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.02% | 1,438 | $331K | Reduce -0.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 4,337 | $331K | Add +15.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 1,133 | $292K | No change |
| XLI SS Industrial Select Sector | 0.01% | 1,805 | $280K | Add +0.3% |
| NTSE Wisdomtree Emerging Markets | 0.01% | 6,668 | $252K | Reduce -17.7% |
| V Visa Inc. Class A | 0.01% | 712 | $250K | Reduce -9.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 3,375 | $242K | No change |
| ABBV Abbvie Inc. | 0.01% | 1,050 | $240K | Reduce -15.4% |
| WCBR Wisdomtree Cybersecurity FND | 0.01% | 8,289 | $231K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 2,523 | $226K | No change |
| BA The Boeing Co. | 0.01% | 1,000 | $217K | Reduce -3.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.01% | 9,242 | $216K | Add +4.0% |
| HPI John Hancock Prefer Inc. | 0.01% | 13,248 | $214K | No change |
| CHI Calamos Convert Opport & Inc. | 0.01% | 20,050 | $210K | No change |
| MMM 3M Co. | 0.01% | 1,300 | $208K | Add +3962.5% |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 4,419 | $203K | Reduce -4.7% |
| XCEM Columbia Em Core Ex-China | 0.01% | 5,136 | $197K | No change |
| WTAI Wisdomtree AI and Innovation | 0.01% | 6,701 | $195K | Reduce -1.3% |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 975 | $194K | Add +7.8% |
| META Meta Platforms Inc. Class A | 0.01% | 289 | $191K | Reduce -31.7% |
| WCLD Wisdomtree Cloud Computing | 0.01% | 5,372 | $188K | No change |
| ILCG iShares Morningstar Growth E | 0.01% | 1,796 | $187K | Reduce -11.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 628 | $186K | Reduce -9.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 875 | $185K | Add +21.9% |
| BLOK Amplify Blockchain Tech ETF | 0.01% | 3,195 | $182K | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 356 | $179K | Reduce -32.8% |
| VYM Vanguard High DVD Yield ETF | 0.01% | 1,239 | $178K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 928 | $177K | Add +70.9% |
| ARKF ARK Blockchain & Fintech Inn | 0.01% | 3,688 | $176K | No change |
| VCIT Vanguard Int-Term Corporate | 0.01% | 2,051 | $172K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.01% | 1,882 | $169K | Reduce -47.8% |
| HON Honeywell International Inc. | 0.01% | 851 | $166K | Add +297.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 3,000 | $165K | Reduce -28.2% |
| SCHV Schwab US Large-Cap Value | 0.01% | 5,320 | $158K | Add +2296.4% |
Options reported separately and not counted above: ABNB puts ($3.6M), AAPL puts ($2.2M), ISRG puts ($1.9M), LLY puts ($1.8M), GOOGL puts ($1.8M), TMUS puts ($1.6M), HD puts ($1.5M), U puts ($826K), TSLA puts ($495K), MSFT puts ($339K).
Portfolio Sells Q3 2025 → Q4 2025
| NTSX Wisdomtree US Efficient Core | Reduce -0.7% | 14.27% | −0.19 |
| EEM iShares MSCI Emerging Market | Reduce -3.4% | 2.91% | −0.10 |
| IWD iShares Russell 1000 Value E | Reduce -95.4% | 0.00% | −0.06 |
| AAPL Apple Inc. | Reduce -24.9% | 0.17% | −0.05 |
| VONE Vanguard Russell 1000 | Reduce -7.4% | 0.49% | −0.04 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -13.9% | 0.07% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 16.40% | −0.03 |
| MSFT Microsoft Corp. | Reduce -4.1% | 0.20% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.6% | 1.42% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -6.7% | 0.33% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.4% | 0.60% | −0.02 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -1.9% | 0.08% | −0.02 |
| PSA Public Storage | Reduce -39.0% | 0.02% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -84.4% | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Reduce -89.7% | 0.00% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.9% | 0.29% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -32.3% | 0.02% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -0.8% | 0.34% | −0.01 |
| VFMF Vanguard US Multifactor ETF | Reduce -11.8% | 0.10% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -100.0% | 0.00% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -4.3% | 0.17% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -15.5% | 0.03% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -47.8% | 0.01% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -31.7% | 0.01% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.0% | 0.08% | −0.01 |
| TSLA Tesla Inc. | Reduce -11.4% | 0.03% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -32.8% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -43.1% | 0.01% | −0.00 |
| GNOM Global X Genomics & Biotechn | Reduce -68.0% | 0.00% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -11.0% | 0.03% | −0.00 |
| DOC Healthpeak Properties Inc. | Reduce -31.6% | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -33.9% | 0.00% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.9% | 0.05% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.1% | 0.04% | −0.00 |
| BAC Bank of America Corp. | Reduce -28.2% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -83.7% | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -23.7% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -15.4% | 0.01% | −0.00 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.00 |
| NTSE Wisdomtree Emerging Markets | Reduce -17.7% | 0.01% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.03% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -34.7% | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -69.0% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -90.3% | 0.00% | −0.00 |
| BLOK Amplify Blockchain Tech ETF | Reduce -0.3% | 0.01% | −0.00 |
| CRM Salesforce Inc. | Reduce -61.3% | 0.00% | −0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Reduce -4.8% | 0.03% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -75.3% | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| INTF iShares International Equity | Add +2.1% | 6.02% | +0.28 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 7.93% | +0.14 |
| EFA iShares MSCI Eafe ETF | Add +3.5% | 2.00% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.3% | 3.38% | +0.06 |
| LRGF iShares US Equity Factor ETF | Add +2.2% | 11.82% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +237.4% | 0.04% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +0.6% | 7.31% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +183.4% | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +114.5% | 0.02% | +0.01 |
| MMM 3M Co. | Add +3962.5% | 0.01% | +0.01 |
| U Unity Software Inc. | Add +14.4% | 0.05% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +43.3% | 0.03% | +0.01 |
| CSQ Calamos Strat TTL RTRN FND | New | 0.01% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +2296.4% | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +41.6% | 0.02% | +0.01 |
| SPGI S&P Global Inc. | Add +4066.7% | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +297.7% | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 4.34% | +0.01 |
| FLRT Pacer Aristotle Pacific Floa | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +45.6% | 0.02% | +0.01 |
| PEP Pepsico Inc. | Add +306.7% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +229.1% | 0.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.00% | +0.00 |
| WDEF WT Europe Defensed FD | New | 0.00% | +0.00 |
| SA Seabridge Gold Inc. | New | 0.00% | +0.00 |
| PSLV Sprott Physical Silver Trust | New | 0.00% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +2635.5% | 0.00% | +0.00 |
| PHYS Sprott Physical Gold Trust | New | 0.00% | +0.00 |
| BALL Ball Corp. | Add +0.2% | 0.12% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +70.9% | 0.01% | +0.00 |
| EPD Enterprise Products Partners | New | 0.00% | +0.00 |
| GSLC Goldman Activebeta US LC ETF | New | 0.00% | +0.00 |
| GE General Electric | Add +390.7% | 0.00% | +0.00 |
| SPEM State Street SP PTF Em ETF | New | 0.00% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.00% | +0.00 |
| LDUR PIMCO Enhanced Low Duration | Add +17.9% | 0.02% | +0.00 |
| BND Vanguard Total Bond Market | Add +26766.7% | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +123.0% | 0.00% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +11988.9% | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +368.8% | 0.00% | +0.00 |
| CEF Sprott Physical Gold and Sil | New | 0.00% | +0.00 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | New | 0.00% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | New | 0.00% | +0.00 |
| QDPL Pacer Met US LRG Cap DVD 400 | New | 0.00% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +53.6% | 0.01% | +0.00 |
| JPST JPMorgan Ultra-Short Income | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +441.7% | 0.00% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.1% | 0.03% | +0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | New | 0.00% | +0.00 |
Options Activity Q3 2025 → Q4 2025
| AAPL Apple Inc. | put | Reduce -10.9% | 8,200 | $2.2M |
| HD Home Depot Inc. | put | Reduce -12.2% | 4,300 | $1.5M |
| GOOG Alphabet Inc. Class C | put | Sold out | 4,000 | $974Kbefore exit |
| SNOW Snowflake Inc. | put | Sold out | 2,000 | $451Kbefore exit |
| CTSH Cognizant Tech Solutions-A | put | Sold out | 2,000 | $134Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 702 | $2.3B | IVV, NTSX, LRGF, WAMA, IEMG |
| Q1 2026 | 358 | $2.1B | IVV, NTSX, LRGF, IEFA, WAMA |
| Q4 2025 | 353 | $2.1B | IVV, NTSX, LRGF, IWB, IEFA |
| Q3 2025 | 723 | $2.0B | IVV, NTSX, LRGF, IWB, IEFA |
| Q2 2025 | 298 | $1.9B | IVV, NTSX, LRGF, IWB, IEFA |
| Q1 2025 | 651 | $1.8B | IVV, NTSX, LRGF, BIL, IEFA |
| Q4 2024Amended | 295 | $1.8B | IVV, NTSX, LRGF, IWB, IEFA |
| Q3 2024 | 76 | $1.8B | IVV, NTSX, LRGF, IWB, IEFA |
| Q2 2024 | 78 | $1.7B | IVV, NTSX, LRGF, IWB, IEFA |
| Q1 2024 | 85 | $1.5B | NTSX, IVV, IWB, IEFA, EFA |