Holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC
301 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 90.6 % of the equity sleeve
Sector breakdown
- Funds 28.0 %
- Consumer discretionary 0.5 %
- Technology 0.5 %
- Communication 0.4 %
- Health care 0.3 %
- Financials 0.1 %
- Industrials 0.1 %
- Consumer staples 0.1 %
- Unattributed 69.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- TW 0.0 %
- GB 0.0 %
- NL 0.0 %
- DK 0.0 %
- ES 0.0 %
- JP 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 292 | 1.3B $ | 99.98 % |
| 2 | TW | 1 | 92.7K $ | 0.01 % |
| 3 | GB | 3 | 92.5K $ | 0.01 % |
| 4 | NL | 2 | 65K $ | 0.00 % |
| 5 | DK | 1 | 20.2K $ | 0.00 % |
| 6 | ES | 1 | 7.6K $ | 0.00 % |
| 7 | JP | 1 | 3K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 301 | FIDELITY COVINGTON TRUST | 2 $ |