Institutional Fund
Halbert Hargrove Global Advisors, LLC
Long Beach, CACIK 14842056 filings on record
Portfolio Value
$2.06B
Q1 2026
Holdings
358
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-1.6%
from $2.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.9%
- Wisdomtree Tr13.7%
- Ishares Tr11.6%
- Ishares Tr8.2%
- Wisdomtree Tr8.1%
- Ishares Inc7.7%
- Other34.7%
Portfolio Holdings
358 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 502.3K | $328.12M | 15.9% | +1.8K | Added |
| 2 | Wisdomtree Tr | 5.42M | $282.50M | 13.7% | −24.1K | Reduced |
| 3 | Ishares Tr | 3.63M | $239.35M | 11.6% | +67.0K | Added |
| 4 | Ishares Tr | 1.86M | $168.40M | 8.2% | +7.3K | Added |
| 5 | Wisdomtree Tr | 6.95M | $167.31M | 8.1% | +6.95M | New |
| 6 | Ishares Inc | 2.26M | $157.82M | 7.7% | −8.8K | Reduced |
| 7 | Wisdomtree Tr | 3.12M | $137.34M | 6.7% | +1.0K | Added |
| 8 | Ishares Tr | 3.34M | $130.11M | 6.3% | +8.8K | Added |
| 9 | Series Portfolios Tr | 3.05M | $72.21M | 3.5% | +3.05M | New |
| 10 | Ishares Tr | 1.09M | $61.77M | 3.0% | −23.6K | Reduced |
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