HALBERT HARGROVE GLOBAL ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1484205 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$2.07B
Long-equity book
Holdings
372
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+23 / −15 / ↑74 / ↓142
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$928.2K +1483.8%
- BALL CORP$304.6K +11.8%
- WALMART INC$92.4K +21.5%
- CHEVRON CORPORATION$72.5K +104.1%
- SPDR SERIES TRUST$70.6K +71320.2%
Top Trims
- ISHARES TR-$170.3M -96.2%
- ISHARES TR-$69.5M -76.6%
- ISHARES TR-$36.4M -87.2%
- SPDR INDEX SHS FDS-$17.8M -25.2%
- WISDOMTREE TR-$15.7M -5.3%
New Positions
- WISDOMTREE TR$167.3M
- SERIES PORTFOLIOS TR$72.2M
- WISDOMTREE TR$59.9M
- DIREXION SHARES ETF TRUST$346.2K
- DIREXION SHARES ETF TRUST$166.1K
Exited Positions
- PACER FDS TR$117.8K
- KIMBERLY-CLARK CORP$85.6K
- MEDALIST DIVERSIFIED REIT IN$61.5K
- ISHARES TR$53.0K
- XAI OCTAGN FLT RAT & ALT INM$48.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $328.1M | 15.83% | 502,323 | SH |
| 2 | WISDOMTREE TR | NTSX | 97717Y790 | $282.5M | 13.63% | 5,417,096 | SH |
| 3 | ISHARES TR | LRGF | 46434V282 | $239.3M | 11.55% | 3,626,489 | SH |
| 4 | ISHARES TR | IEFA | 46432F842 | $168.4M | 8.13% | 1,860,132 | SH |
| 5 | WISDOMTREE TR | WAMA | 97717Y220 | $167.3M | 8.07% | 6,953,723 | SH |
| 6 | ISHARES INC | IEMG | 46434G103 | $157.8M | 7.62% | 2,262,667 | SH |
| 7 | WISDOMTREE TR | NTSI | 97717Y634 | $137.3M | 6.63% | 3,120,693 | SH |
| 8 | ISHARES TR | INTF | 46434V274 | $130.1M | 6.28% | 3,339,669 | SH |
| 9 | SERIES PORTFOLIOS TR | — | 81752T379 | $72.2M | 3.48% | 3,048,593 | SH |
| 10 | ISHARES TR | EEM | 464287234 | $61.8M | 2.98% | 1,087,714 | SH |
| 11 | WISDOMTREE TR | WIMA | 97717Y212 | $59.9M | 2.89% | 1,531,615 | SH |
| 12 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $52.8M | 2.55% | 1,156,018 | SH |
| 13 | ISHARES TR | SCZ | 464288273 | $29.4M | 1.42% | 375,064 | SH |
| 14 | ISHARES TR | IWM | 464287655 | $21.2M | 1.02% | 85,512 | SH |
| 15 | ISHARES TR | IWC | 464288869 | $13.6M | 0.65% | 84,985 | SH |
| 16 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $12.5M | 0.60% | 194,501 | SH |
| 17 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $9.1M | 0.44% | 30,906 | SH |
| 18 | PIMCO ETF TR | PYLD | 72201R585 | $7.8M | 0.38% | 298,169 | SH |
| 19 | ISHARES TR | IWB | 464287622 | $6.8M | 0.33% | 18,987 | SH |
| 20 | PIMCO ETF TR | BOND | 72201R775 | $6.6M | 0.32% | 72,059 | SH |
| 21 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $6.1M | 0.29% | 127,589 | SH |
| 22 | ISHARES TR | IWV | 464287689 | $5.7M | 0.28% | 15,454 | SH |
| 23 | ISHARES TR | ESGU | 46435G425 | $5.7M | 0.27% | 40,008 | SH |
| 24 | ISHARES TR | EFA | 464287465 | $5.4M | 0.26% | 55,185 | SH |
| 25 | PIMCO ETF TR | MINT | 72201R833 | $4.6M | 0.22% | 45,358 | SH |
| 26 | AIRBNB INC | ABNB | 009066101 | $3.3M | 0.16% | 26,500 | SH |
| 27 | AIRBNB INC Put | ABNB | 009066101 | $3.3M | 0.16% | 26,500 | PRN |
| 28 | APPLE INC | AAPL | 037833100 | $3.0M | 0.14% | 11,691 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $3.0M | 0.14% | 7,970 | SH |
| 30 | BALL CORP | BALL | 058498106 | $2.9M | 0.14% | 48,809 | SH |
| 31 | ISHARES TR | ESGD | 46435G516 | $2.4M | 0.12% | 25,261 | SH |
| 32 | ALPHABET INC | GOOGL | 02079K305 | $2.4M | 0.11% | 8,235 | SH |
| 33 | INTUITIVE SURGICAL INC Put | ISRG | 46120E602 | $2.2M | 0.10% | 4,700 | PRN |
| 34 | VANGUARD WELLINGTON FD | VFMF | 921935607 | $2.1M | 0.10% | 13,558 | SH |
| 35 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $2.1M | 0.10% | 20,743 | SH |
| 36 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $2.0M | 0.10% | 4,350 | SH |
| 37 | APPLE INC Put | AAPL | 037833100 | $1.9M | 0.09% | 7,500 | PRN |
| 38 | T-MOBILE US INC | TMUS | 872590104 | $1.6M | 0.08% | 7,804 | SH |
| 39 | T-MOBILE US INC Put | TMUS | 872590104 | $1.6M | 0.08% | 7,800 | PRN |
| 40 | ELI LILLY & CO | LLY | 532457108 | $1.6M | 0.08% | 1,746 | SH |
| 41 | ELI LILLY & CO Put | LLY | 532457108 | $1.6M | 0.08% | 1,700 | PRN |
| 42 | ALPHABET INC Put | GOOGL | 02079K305 | $1.5M | 0.07% | 5,300 | PRN |
| 43 | HOME DEPOT INC | HD | 437076102 | $1.5M | 0.07% | 4,511 | SH |
| 44 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.07% | 2,534 | SH |
| 45 | ISHARES INC | ESGE | 46434G863 | $1.4M | 0.07% | 31,874 | SH |
| 46 | HOME DEPOT INC Put | HD | 437076102 | $1.4M | 0.07% | 4,300 | PRN |
| 47 | ALPHABET INC | GOOG | 02079K107 | $1.4M | 0.07% | 4,712 | SH |
| 48 | WISDOMTREE TR | DES | 97717W604 | $1.3M | 0.06% | 35,099 | SH |
| 49 | ZIONS BANCORPORATION NATL AS | ZION | 989701107 | $1.1M | 0.05% | 19,109 | SH |
| 50 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $1.0M | 0.05% | 7,039 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $2.07B | 372 | 0001484205-26-000004 |
| 2025-12-31 | 2026-01-23 | $2.11B | 363 | 0001484205-26-000001 |