HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
736
Total value ($000)
$2,060,621
Net value change ($000)
+143,375 (7.5%)
New positions
436
Sold out positions
13
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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 27,210 8.8%
LRGF 22,446 10.3%
IEMG 15,099 11.3%
IWB 14,736 9.3%
IWM 11,060 14.3%
IEFA 8,701 5.8%
INTF 7,772 7.1%
NTSI 4,510 3.5%
SPDW 4,401 6.9%
EEM 4,043 7.0%
Top Reduces (Value $000, Stocks/ETFs)
NTSX -5,036 -1.7%
ISRG -453 -18.3%
WBA -293 -100.0%
ABNB -289 -8.2%
CTSH -265 -98.9%
BALL -213 -8.0%
LDUR -171 -30.8%
Global X Funds -115 -100.0%
MINT -102 -2.0%
JPST -63 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,707 (0.8% 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