Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $2.04 Billion
- Q4 2025
Halbert Hargrove Global Advisors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.04 Billion distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $338M, Wisdomtree Tr Wisdomtree U.S. with a value of $295M, Ishares Tr with a value of $245M, Ishares Tr Russell 1000 ETF with a value of $174M, and Ishares Tr with a value of $164M.
Examining the 13F form we can see an increase of $14.9M in the current position value, from $2.02B to 2.04B.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.04 Billion
ETFs: $1.98 Billion
Consumer Cyclical: $13.7 Million
Technology: $13.3 Million
Communication Services: $8.78 Million
Healthcare: $8.26 Million
Financial Services: $4 Million
Industrials: $975,000
Consumer Defensive: $942,000
Other: $1.32 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 363
- Current Value $2.04 Billion
- Prior Value $2.02 Billion
- Filing
- Period Q4 2025
- Filing Date January 22, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 33 stocks
- Additional Purchases 59 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks