HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q2 2025 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
6/30/2025
Date filed
7/17/2025
Form type
13F-HR
Num holdings
311
Total value ($000)
$1,917,246
Net value change ($000)
—
New positions
299
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 10/16/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 308,692 —
NTSX 300,486 —
LRGF 218,149 —
IWB 158,398 —
IEFA 150,536 —
IEMG 133,809 —
NTSI 129,004 —
INTF 109,397 —
IWM 77,570 —
SPDW 63,370 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 14,116 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type