Sign In
test

Brenden Melrose

Halbert Hargrove Global Advisors, Llc

Assets Managed
$2.072B
Holdings
361
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-1.6%(2Q avg: 0.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Halbert Hargrove Global Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 361 positions.

Assets under management

The assets under management (AUM) of Halbert Hargrove Global Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.072B in assets, with a quarterly growth rate of -1.6% and a 2-quarter average growth rate of 0.31%. The portfolio is managed by Brenden Melrose, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.36%
15.84%
$328.122M
502,323 shares@ $653.22 avg price
NTSX
Wisdomtree Us Efficient Core
Recent Activity
Decreased -0.44%
13.64%
$282.502M
5.417M shares@ $52.15 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Increased 1.89%
11.55%
$239.348M
3.626M shares@ $66.01 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.4%
8.13%
$168.398M
1.86M shares@ $90.53 avg price
WAMA
Wt Us Adaptive Mv Avg Fund
Recent Activity
New Position
8.08%
$167.314M
6.954M shares@ $24.07 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.38%
7.62%
$157.821M
2.263M shares@ $69.76 avg price
NTSI
Wisdomtree International Eff
Recent Activity
Increased 0.04%
6.63%
$137.342M
3.121M shares@ $44.01 avg price
INTF
Ishares International Equity
Recent Activity
Increased 0.27%
6.28%
$130.114M
3.34M shares@ $38.97 avg price
AIMS
Acuitas Small Cap Active Etf
Recent Activity
New Position
3.49%
$72.214M
3.049M shares@ $23.69 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -2.12%
2.99%
$61.771M
1.088M shares@ $56.79 avg price

1-10 of 361