Titelia

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.

RankCountryLinesValueShare
1US2921.3B $99.98 %
2TW192.7K $0.01 %
3GB392.5K $0.01 %
4NL265K $0.00 %
5DK120.2K $0.00 %
6ES17.6K $0.00 %
7JP13K $0.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 502,323328.1M $
2iShares U.S. Equity Factor ETF 3,626,489239.3M $
3iShares Core MSCI EAFE ETF 1,860,132168.4M $
4iShares Core MSCI Emerging Markets ETF 2,262,667157.8M $
5iShares International Equity Factor ETF 3,339,669130.1M $
6iShares MSCI Emerging Markets ETF 1,087,71461.8M $
7State Street SPDR Portfolio Developed World ex-US ETF 1,156,01852.8M $
8iShares MSCI EAFE Small-Cap ETF 375,06429.4M $
9iShares Russell 2000 ETF 85,51221.2M $
10iShares Trust 84,98513.6M $
11Vanguard FTSE Developed Markets ETF 194,50112.5M $
12Vanguard Russell 1000 30,9069.1M $
13PIMCO Multisector Bond Active 298,1697.8M $
14iShares Trust 18,9876.8M $
15PIMCO ETF Trust 72,0596.6M $
16iShares Russell 3000 ETF 15,4545.7M $
17iShares ESG Aware MSCI USA ETF 40,0085.7M $
18iShares MSCI EAFE ETF 55,1855.4M $
19PIMCO Enhanced Short Maturity 45,3584.6M $
20Airbnb Inc 26,5003.3M $
21Apple Inc 11,6913M $
22Microsoft Corp 7,9703M $
23Ball Corp 48,8092.9M $
24iShares ESG Aware MSCI EAFE ETF 25,2612.4M $
25Alphabet Inc 8,2352.4M $
26Vanguard US Multifactor ETF 13,5582.1M $
27Vanguard Scottsdale Funds 20,7432.1M $
28Intuitive Surgical Inc 4,3502M $
29T-Mobile US Inc 7,8041.6M $
30Eli Lilly & Co 1,7461.6M $
31Home Depot Inc/The 4,5111.5M $
32Invesco QQQ Trust Series 1 2,5341.5M $
33iShares ESG Aware MSCI EM ETF 31,8741.4M $
34Alphabet Inc 4,7121.4M $
35WisdomTree US SmallCap Dividen 35,0991.3M $
36Zions Bancorp NA 19,1091.1M $
37Vanguard FTSE All World ex-US 7,0391M $
38Amazon.com Inc 4,757990.7K $
39Vanguard Total Stock Market ETF 2,630843.8K $
40Vanguard International Equity Index Funds 14,519784.8K $
41iShares Core U.S. REIT ETF 11,916705.3K $
42Lowe's Cos Inc 2,560604.9K $
43State Street SPDR S&P 500 ETF Trust 920598K $
44iShares Russell 1000 Growth ETF 1,384590.2K $
45Tesla Inc 1,522565.8K $
46Vanguard S&P 500 ETF 898536.9K $
47Walmart Inc 4,196521.5K $
48Vanguard Growth ETF 1,173512.6K $
49Unity Software Inc 21,725476.6K $
50iShares Core U.S. Aggregate Bond ETF 4,675464.1K $
51PIMCO ETF TR 4,692449.6K $
52iShares Core 60/40 Balanced Al 6,640427.3K $
53Public Storage 1,533415.3K $
54US Bancorp 7,584394.4K $
55Select Sector Spdr Trust 3,270356.4K $
56JPMorgan Chase & Co 1,182347.7K $
57iShares Core S&P Total U.S. Stock Market ETF 2,412343.6K $
58Snowflake Inc 2,250339.3K $
59Vanguard Small-Cap ETF 1,133296.9K $
60Select Sector Spdr Trust 1,810292.7K $
61Fidelity Wise Origin Bitcoin Fund 4,337256K $
62Vanguard Total International S 3,243250.1K $
63AbbVie Inc 1,050228.4K $
64WisdomTree Trust 2,523221.6K $
65Boeing Co/The 1,079214.8K $
66Columbia EM Core ex-China ETF 5,136209.6K $
67John Hancock Preferred Income Fund 13,248207.9K $
68Visa Inc 671202.8K $
69Wisdomtree Artificial Intellig 6,922195.4K $
70iShares Trust 1,001192K $
71Vanguard Index Funds 870188.9K $
723M Co 1,300188.8K $
73Vanguard High Dividend Yield E 1,232182.4K $
74Vanguard Value ETF 922180.9K $
75iShares ESG Aware MSCI USA Small-Cap ETF 3,740175.9K $
76iShares Morningstar Growth ETF 1,796171.5K $
77Berkshire Hathaway Inc 356170.7K $
78Vanguard Intermediate-Term Corporate Bond ETF 2,050169.6K $
79Meta Platforms Inc 289165.3K $
80Texas Instruments Inc 849164.8K $
81Schwab Strategic Trust 5,320162.3K $
82iShares Core 80/20 Aggressive 1,731153.2K $
83International Business Machines Corp. 628152.2K $
84Honeywell International Inc 659149K $
85iShares Trust 3,486148.4K $
86Bank of America Corp 3,000146.3K $
87Schwab US Broad Market ETF 5,664142.2K $
88Chevron Corp 686142K $
89Calamos Strategic Total Return 7,837134.2K $
90Exxon Mobil Corp 788133.7K $
91Schwab Strategic Trust 4,465130.1K $
92Vanguard Large-Cap ETF 427127.6K $
93McDonald's Corp. 400124.3K $
94iShares Core S&P Mid-Cap ETF 1,798121.4K $
95WisdomTree US High Dividend Fund 1,102120.4K $
96Eaton Vance Tax-Managed Global Diversified Equity Income Fund 13,500116.9K $
97Procter & Gamble Co/The 807116.6K $
98Coca-Cola Co/The 1,522115.8K $
99Vanguard Mid-Cap ETF 401115.3K $
100Morgan Stanley 699115K $