HALBERT HARGROVE GLOBAL ADVISORS, LLC - Portfolio overview

HALBERT HARGROVE GLOBAL ADVISORS, LLC has 764 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.90%
2. NTSX - WISDOMTREE TR, 15.41%
3. LRGF - ISHARES TR, 13.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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