Q2 2026 13F · SEC CIK 1484205

Halbert Hargrove Global Advisors, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 727
Top holdings a year, 3 yrs: +17.4%
Assets under management: $4.2B

Halbert Hargrove Global Advisors, LLC is a wealth manager that reported 727 positions worth $2.3B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 16.0%), Wisdomtree Tr (NTSX, 13.8%), Ishares Tr (LRGF, 11.9%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Halbert Hargrove Global Advisors, LLC holdings largest 50 of 727 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Halbert Hargrove Global Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	16.0%	15.9%	492,680	-1.9%	$369.0M
NTSXWisdomtree Tr	13.8%	13.7%	5,356,465	-1.1%	$316.3M
LRGFIshares Tr	11.9%	11.6%	3,621,832	-0.1%	$273.9M
WAMAWisdomtree Tr	8.0%	8.1%	7,039,294	+1.2%	$184.3M
IEMGIshares	8.0%	7.7%	2,212,917	-2.2%	$183.3M
IEFAIshares Core Msci Eafe ETF	7.8%	8.2%	1,858,958	-0.1%	$179.5M
NTSIWisdomtree Tr	6.4%	6.7%	3,134,042	+0.4%	$146.0M
INTFIshares Tr	6.1%	6.3%	3,417,256	+2.3%	$140.0M
AIMSSeries Portfolios Tr	3.9%	3.5%	3,043,310	-0.2%	$89.8M
EEMIshares	3.1%	3.0%	1,056,615	-2.9%	$72.3M
WIMAWisdomtree Tr	2.9%	2.9%	1,600,768	+4.5%	$67.4M
SPDWSPDR Portfolio Developed World	2.4%	2.6%	1,114,235	-3.6%	$56.1M
SCZIshares Msci Eafe Small Cap	1.3%	1.4%	369,979	-1.4%	$30.4M
IWMIshares	1.1%	1.0%	81,697	-4.5%	$24.5M
IWCIshares Tr	0.7%	0.7%	82,329	-3.1%	$16.5M
VEAVanguard Tax-Managed Fds	0.6%	0.6%	190,170	-2.2%	$13.5M
VONEVanguard Scottsdale Fds	0.4%	0.4%	30,154	-2.4%	$10.2M
PYLDPimco Multisector Bond Active Exchange-T	0.3%	0.4%	299,343	+0.4%	$7.9M
BONDPimco ETF Tr	0.3%	0.3%	71,174	-1.2%	$6.6M
ESGUIshares Msci Usa Esg	0.3%	0.3%	38,183	-4.6%	$6.2M
JPIBJpmorgan International Bond Opportunitie	0.3%	0.3%	129,182	+1.2%	$6.2M
IWBIshares Russell 1000 ETF	0.3%	0.3%	15,153	-20.2%	$6.2M
IWVIshares Russell 3000 Index	0.3%	0.3%	14,354	-7.1%	$6.1M
MINTPimco ETF Tr	0.3%	0.2%	58,956	+30.0%	$5.9M
EFAiShs MSCI EAFE	0.2%	0.3%	52,830	-4.3%	$5.5M
ABNBAirbnb Inc	0.2%	0.2%	26,504	+0.0%	$3.8M
AAPLApple Inc	0.1%	0.1%	11,718	+0.2%	$3.4M
BALLBall Corp	0.1%	0.1%	48,912	+0.2%	$3.1M
GOOGLAlphabet Inc	0.1%	0.1%	7,682	-6.7%	$2.7M
ESGDIshares Msci Eafe Esg	0.1%	0.1%	26,102	+3.3%	$2.7M
VTWOVanguard Scottsdale Fds	0.1%	0.1%	20,329	-2.0%	$2.5M
VFMFVanguard Wellington Fd	0.1%	0.1%	12,619	-6.9%	$2.2M
MSFTMicrosoft Corp	0.1%	0.1%	5,419	-32.0%	$2.0M
QQQInvesco Qqq Tr	0.1%	0.1%	2,563	+1.1%	$1.9M
LLYLilly Eli & Co	0.1%	0.1%	1,549	-11.3%	$1.9M
ISRGIntuitive Surgical Inc	0.1%	0.1%	4,296	-1.2%	$1.7M
ESGEIshares Inc	0.1%	0.1%	30,686	-3.7%	$1.7M
GOOGAlphabet Inc	0.1%	0.1%	4,676	-0.8%	$1.7M
HDHome Depot Inc Com	0.1%	0.1%	4,312	-4.4%	$1.5M
ZIONZions Bancorporation Natl As	0.1%	0.1%	19,109	+0.0%	$1.3M
AMZNAmazon Com Inc Com	0.1%	0.0%	4,875	+2.5%	$1.2M
TMUST-Mobile US Inc	0.0%	0.1%	6,755	-13.4%	$1.1M
VSSVanguard Intl Equity Index F	0.0%	0.1%	6,948	-1.3%	$1.1M
VTIVanguard Index Fds	0.0%	0.0%	2,573	-2.2%	$952K
VWOVanguard Intl Equity Index F	0.0%	0.0%	14,513	-0.0%	$866K
SPYSpdr S&p 500 ETF Tr	0.0%	0.0%	1,148	+24.8%	$858K
DESWisdomtree Tr	0.0%	0.1%	19,292	-45.0%	$785K
IWFIshares Russell 1000 Growth ETF	0.0%	0.0%	6,156	+344.8%	$764K
VUGVanguard Indx Fd	0.0%	—	8,301	—	$715K
USRTIshares Tr	0.0%	0.0%	10,756	-9.7%	$715K

What Halbert Hargrove Global Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.3B	727
Q1 2026	$2.1B	361
Q4 2025	$2.1B	353
Q3 2025	$2.0B	723
Q2 2025	$1.9B	299
Q1 2025	$1.8B	669
Q3 2024	$1.8B	76
Q2 2024	$1.7B	78
Q1 2024	$1.5B	85
Q4 2023	$1.4B	88
Q3 2023	$1.3B	91
Q2 2023	$1.4B	87

Questions about Halbert Hargrove Global Advisors, LLC's portfolio

What stocks does Halbert Hargrove Global Advisors, LLC own?

Halbert Hargrove Global Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 727 positions worth $2.3B. The largest are Ishares Core S&p 500 ETF (IVV) at 16.0%, Wisdomtree Tr (NTSX) at 13.8%, Ishares Tr (LRGF) at 11.9%, Wisdomtree Tr (WAMA) at 8.0% and Ishares (IEMG) at 8.0%.

What did Halbert Hargrove Global Advisors, LLC buy last quarter?

In Q2 2026, Halbert Hargrove Global Advisors, LLC added Ishares Russell 1000 Growth ETF (IWF) (+344.8% shares), Pimco ETF Tr (MINT) (+30.0% shares) and Spdr S&p 500 ETF Tr (SPY) (+24.8% shares), compared with its Q1 2026 filing.

What did Halbert Hargrove Global Advisors, LLC sell last quarter?

In Q2 2026, Halbert Hargrove Global Advisors, LLC cut from its top 50 Lowes Cos Inc (LOW), Wisdomtree Tr (DES) (-45.0% shares), Microsoft Corp (MSFT) (-32.0% shares) and Ishares Russell 1000 ETF (IWB) (-20.2% shares), compared with its Q1 2026 filing.

How has Halbert Hargrove Global Advisors, LLC's portfolio performed?

A portfolio copying Halbert Hargrove Global Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.9% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Halbert Hargrove Global Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Halbert Hargrove Global Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Halbert Hargrove Global Advisors, LLC manage?

Halbert Hargrove Global Advisors, LLC reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.