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HALBERT HARGROVE GLOBAL ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1484205 · latest 13F-HR filed 2026-07-21

Backtest portfolio

HALBERT HARGROVE GLOBAL ADVISORS, LLC manages $2.31B in 13F-reported U.S. long-equity assets across 735 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (15.96%), NTSX (13.68%), LRGF (11.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 381 new positions, exited 15, added to 242, and trimmed 54.

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.

Filer Information
Address
111 WEST OCEAN BOULEVARD, SUITE 2300
LONG BEACH, CA 90802
Phone
(619) 232-9600
Filing Manager
HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH, CA
Signatory
Brenden Melrose
Chief Compliance Officer
Loading holdings…
AUM

$2.31B

Long-equity book

Holdings

735

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+381 / −15 / ↑242 / ↓54

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$40.8M +12.4%
  • ISHARES TR$34.6M +14.4%
  • WISDOMTREE TR$33.8M +12.0%
  • ISHARES INC$25.5M +16.2%
  • SERIES PORTFOLIOS TR$17.6M +24.3%
Show all 242 →

Top Trims

  • MICROSOFT CORP-$928.9K -31.5%
  • ISHARES TR-$565.0K -8.3%
  • T-MOBILE US INC-$506.1K -30.9%
  • WISDOMTREE TR-$476.7K -37.8%
  • INTUITIVE SURGICAL INC-$297.1K -14.8%
Show all 54 →

New Positions

  • ISHARES GOLD TR$571.5K
  • DIMENSIONAL ETF TRUST$489.3K
  • J P MORGAN EXCHANGE TRADED F$428.1K
  • WESTERN DIGITAL CORP$137.5K
  • VANGUARD SCOTTSDALE FDS$110.2K
Show all 381 →

Exited Positions

  • HONEYWELL INTL INC$149.0K
  • SEABRIDGE GOLD INC$85.0K
  • ISHARES BITCOIN TRUST ETF$66.7K
  • ALLIANCE RESOURCE PARTNERS L$58.1K
  • NUVEEN CR STRATEGIES INCOME$39.0K
Show all 15 →
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 $369.0M 15.96% 492,680 SH
2 WISDOMTREE TR NTSX 97717Y790 $316.3M 13.68% 5,356,465 SH
3 ISHARES TR LRGF 46434V282 $273.9M 11.85% 3,621,832 SH
4 WISDOMTREE TR WAMA 97717Y220 $184.3M 7.97% 7,039,294 SH
5 ISHARES INC IEMG 46434G103 $183.3M 7.93% 2,212,917 SH
6 ISHARES TR IEFA 46432F842 $179.5M 7.77% 1,858,958 SH
7 WISDOMTREE TR NTSI 97717Y634 $146.0M 6.32% 3,134,042 SH
8 ISHARES TR INTF 46434V274 $140.0M 6.05% 3,417,256 SH
9 SERIES PORTFOLIOS TR AIMS 81752T379 $89.8M 3.88% 3,043,310 SH
10 ISHARES TR EEM 464287234 $72.3M 3.13% 1,056,615 SH
11 WISDOMTREE TR WIMA 97717Y212 $67.4M 2.91% 1,600,768 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $56.1M 2.43% 1,114,235 SH
13 ISHARES TR SCZ 464288273 $30.4M 1.32% 369,979 SH
14 ISHARES TR IWM 464287655 $24.5M 1.06% 81,697 SH
15 ISHARES TR IWC 464288869 $16.5M 0.71% 82,329 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $13.5M 0.59% 190,170 SH
17 VANGUARD SCOTTSDALE FDS VONE 92206C730 $10.2M 0.44% 30,154 SH
18 PIMCO ETF TR PYLD 72201R585 $7.9M 0.34% 299,343 SH
19 PIMCO ETF TR BOND 72201R775 $6.6M 0.28% 71,174 SH
20 ISHARES TR ESGU 46435G425 $6.2M 0.27% 38,183 SH
21 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $6.2M 0.27% 129,182 SH
22 ISHARES TR IWB 464287622 $6.2M 0.27% 15,153 SH
23 ISHARES TR IWV 464287689 $6.1M 0.26% 14,354 SH
24 PIMCO ETF TR MINT 72201R833 $5.9M 0.26% 58,956 SH
25 ISHARES TR EFA 464287465 $5.5M 0.24% 52,830 SH
26 AIRBNB INC ABNB 009066101 $3.8M 0.16% 26,504 SH
27 AIRBNB INC Put ABNB 009066101 $3.8M 0.16% 26,500 PRN
28 APPLE INC AAPL 037833100 $3.4M 0.15% 11,718 SH
29 BALL CORP BALL 058498106 $3.1M 0.13% 48,912 SH
30 ALPHABET INC GOOGL 02079K305 $2.7M 0.12% 7,682 SH
31 ISHARES TR ESGD 46435G516 $2.7M 0.12% 26,102 SH
32 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $2.5M 0.11% 20,329 SH
33 VANGUARD WELLINGTON FD VFMF 921935607 $2.2M 0.10% 12,619 SH
34 APPLE INC Put AAPL 037833100 $2.2M 0.10% 7,600 PRN
35 MICROSOFT CORP MSFT 594918104 $2.0M 0.09% 5,419 SH
36 INVESCO QQQ TR QQQ 46090E103 $1.9M 0.08% 2,563 SH
37 ELI LILLY & CO LLY 532457108 $1.9M 0.08% 1,549 SH
38 ELI LILLY & CO Put LLY 532457108 $1.8M 0.08% 1,500 PRN
39 INTUITIVE SURGICAL INC ISRG 46120E602 $1.7M 0.07% 4,296 SH
40 ISHARES INC ESGE 46434G863 $1.7M 0.07% 30,686 SH
41 ALPHABET INC GOOG 02079K107 $1.7M 0.07% 4,676 SH
42 HOME DEPOT INC HD 437076102 $1.5M 0.07% 4,312 SH
43 HOME DEPOT INC Put HD 437076102 $1.4M 0.06% 4,100 PRN
44 ZIONS BANCORPORATION NATL AS ZION 989701107 $1.3M 0.06% 19,109 SH
45 AMAZON COM INC AMZN 023135106 $1.2M 0.05% 4,875 SH
46 T-MOBILE US INC TMUS 872590104 $1.1M 0.05% 6,755 SH
47 T-MOBILE US INC Put TMUS 872590104 $1.1M 0.05% 6,700 PRN
48 MICROSOFT CORP Put MSFT 594918104 $1.1M 0.05% 3,000 PRN
49 INTUITIVE SURGICAL INC Put ISRG 46120E602 $1.1M 0.05% 2,800 PRN
50 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.1M 0.05% 6,948 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $2.31B 735 0001484205-26-000005
2026-03-31 2026-04-17 $2.07B 372 0001484205-26-000004
2025-12-31 2026-01-23 $2.11B 363 0001484205-26-000001