Halbert Hargrove Global Advisors, LLC ETF holdings
Long Beach, CA
Reported $2.3B in 225 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.3B
ETFs held
225
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
98.4%
of $2.3B
Top 10 of 225 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $369.0M | 492,680 | −9,643 shares |
| NTSX | WisdomTree U.S. Efficient Core Fund | $316.3M | 5,356,465 | −60,631 shares |
| LRGF | iShares U.S. Equity Factor ETF | $273.9M | 3,621,832 | −4,657 shares |
| WAMA | Wisdomtree U.S. Adaptive Moving Average Fund | $184.3M | 7,039,294 | +85,571 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $183.3M | 2,212,917 | −49,750 shares |
| IEFA | iShares Core MSCI EAFE ETF | $179.5M | 1,858,958 | −1,174 shares |
| NTSI | WisdomTree International Efficient Core Fund | $146.0M | 3,134,042 | +13,349 shares |
| INTF | iShares International Equity Factor ETF | $140.0M | 3,417,256 | +77,587 shares |
| AIMS | Acuitas Small Cap Active ETF | $89.8M | 3,043,310 | −5,283 shares |
| EEM | iShares MSCI Emerging Markets ETF | $72.3M | 1,056,615 | −31,099 shares |
215 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001484205. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Halbert Hargrove Global Advisors, LLC own?
Halbert Hargrove Global Advisors, LLC reported 225 ETF positions worth $2.3B in its Form 13F for June 30, 2026. The largest was IVV, at $369.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.