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Disclosed positions
HALBERT HARGROVE GLOBAL ADVISORS, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $368,962,874
- Reported amount
- 492,680
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001484205-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $368,962,874 | 492,680 | SH | None |
| WISDOMTREE TR | NTSX | US EFFIC CORE FD | $316,299,256 | 5,356,465 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $273,919,137 | 3,621,832 | SH | None |
| WISDOMTREE TR | WAMA | U S ADAPTIVE MVN | $184,272,516 | 7,039,294 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $183,318,021 | 2,212,917 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $179,538,198 | 1,858,958 | SH | None |
| WISDOMTREE TR | NTSI | INTERNATIONL EFI | $146,046,370 | 3,134,042 | SH | None |
| ISHARES TR | INTF | INTL EQTY FACTOR | $139,970,800 | 3,417,256 | SH | None |
| SERIES PORTFOLIOS TR | AIMS | ACUITAS SML CAP | $89,793,456 | 3,043,310 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $72,283,039 | 1,056,615 | SH | None |
| WISDOMTREE TR | WIMA | INTL AD MO AV FD | $67,367,512 | 1,600,768 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $56,146,319 | 1,114,235 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $30,438,143 | 369,979 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $24,545,900 | 81,697 | SH | None |
| ISHARES TR | IWC | MICRO-CAP ETF | $16,469,061 | 82,329 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,549,642 | 190,170 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $10,213,618 | 30,154 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $7,938,581 | 299,343 | SH | None |
| PIMCO ETF TR | BOND | ACTIVE BD ETF | $6,562,995 | 71,174 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $6,249,445 | 38,183 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $6,245,967 | 129,182 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $6,205,114 | 15,153 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $6,120,546 | 14,354 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $5,943,386 | 58,956 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $5,488,000 | 52,830 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $3,792,777 | 26,504 | SH | None |
| AIRBNB INC | ABNB | PUT | $3,792,150 | 26,500 | PRN | Put |
| APPLE INC | AAPL | COM | $3,390,854 | 11,718 | SH | None |
| BALL CORP | BALL | COM | $3,052,079 | 48,912 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,745,485 | 7,682 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $2,683,562 | 26,102 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $2,468,333 | 20,329 | SH | None |
| VANGUARD WELLINGTON FD | VFMF | US MULTIFACTOR | $2,233,185 | 12,619 | SH | None |
| APPLE INC | AAPL | PUT | $2,199,136 | 7,600 | PRN | Put |
| MICROSOFT CORP | MSFT | COM | $2,021,475 | 5,419 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,887,413 | 2,563 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,857,450 | 1,549 | SH | None |
| ELI LILLY & CO | LLY | PUT | $1,799,145 | 1,500 | PRN | Put |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $1,708,255 | 4,296 | SH | None |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $1,678,242 | 30,686 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,652,010 | 4,676 | SH | None |
| HOME DEPOT INC | HD | COM | $1,520,862 | 4,312 | SH | None |
| HOME DEPOT INC | HD | PUT | $1,445,988 | 4,100 | PRN | Put |
| ZIONS BANCORPORATION NATL AS | ZION | COM | $1,322,152 | 19,109 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,162,018 | 4,875 | SH | None |
| T-MOBILE US INC | TMUS | COM | $1,133,009 | 6,755 | SH | None |
| T-MOBILE US INC | TMUS | PUT | $1,123,791 | 6,700 | PRN | Put |
| MICROSOFT CORP | MSFT | PUT | $1,119,060 | 3,000 | PRN | Put |
| INTUITIVE SURGICAL INC | ISRG | PUT | $1,113,504 | 2,800 | PRN | Put |
| VANGUARD INTL EQUITY INDEX F | VSS | FTSE SMCAP ETF | $1,071,998 | 6,948 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 8 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.