HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
363
Total value ($000)
$2,106,008
Net value change ($000)
+45,387 (2.2%)
New positions
33
Sold out positions
402
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
INTF 8,571 7.3%
IVV 6,958 2.1%
LRGF 6,540 2.7%
IEFA 6,519 4.1%
NTSI 4,033 3.0%
IWB 3,929 2.3%
IEMG 3,782 2.5%
NTSX 2,779 0.9%
SPDW 2,767 4.1%
EFA 2,529 6.4%
Top Reduces (Value $000, Stocks/ETFs)
IWD -1,243 -95.2%
AAPL -884 -19.9%
ACWI -705 -100.0%
EEM -654 -1.1%
VONE -577 -5.3%
HD -572 -26.9%
MSFT -478 -10.5%
JNJ -358 -100.0%
IWV -347 -4.8%
PSA -328 -45.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,999 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type