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

CIK 1484205 · latest 13F-HR filed 2026-10-16

Backtest portfolio

HALBERT HARGROVE GLOBAL ADVISORS, LLC manages $2.29B in 13F-reported U.S. long-equity assets across 363 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (16.40%), LRGF (12.45%), NTSX (12.30%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 12 new positions and exited 384; 61 existing positions rose in reported value and 139 fell.

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
$2.29B

Long-equity book

Holdings
363

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+12 / −384 / ↑61 / ↓139

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IVV16.5% · -0%LRGF12.5% · +1%NTSX12.4% · -10%WAMA8.7% · +5%IEFA7.9% · -0%IEMG7.8% · -2%NTSI6.3% · -0%INTF6.2% · -1%AIMS3.6% · -1%WIMA3.4% · +14%EEM3.0% · -3%SPDW2.4% · -4%SCZ1.3% · -4%IWM0.9% · -11%IWC0.6% · -3%VEA0.6% · -2%VONE0.5% · -1%PYLD0.3% · +4%MINT0.3% · +15%BOND0.3% · +4%JPIB0.3% · +3%IWB0.3% · -2%ESGU0.3% · -8%IWV0.3% · -6%EFA0.2% · -2%ABNB0.2% · -0%AAPL0.2% · -3%JPST0.2% · +780%MSFT0.1% · +0%BALL0.1% · +0%ESGD0.1% · -2%GOOGL0.1% · -0%VFMF0.1% · -1%VTWO0.1% · -20%LLY0.1% · +1%QQQ0.1% · -9%ISRG0.1% · -4%GOOG0.1% · +2%ESGE0.1% · -9%AMZN0.1% · +3%HD0.1% · -1%ZION0.1% · 0%TMUS0.0% · -0%VSS0.0% · 0%VUG0.0% · +33%VTI0.0% · -6%U0.0% · 0%SPY0.0% · -0%VWO0.0% · -2%SNOW0.0% · -0%DES0.0% · 0%CRBN0.0% · +119%USRT0.0% · +3%VOO0.0% · -0%IWF0.0% · -14%GLD0.0% · 0%SDG0.0% · +3%ESGV0.0% · -1%IAU0.0% · 0%TSLA0.0% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 85.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 28, 2026.

Assets Under Management
$4.20B
Discretionary
$4.17B
Employees
52
Accounts
4,932
Address
111 WEST OCEAN BOULEVARD
23RD FLOOR
LONG BEACH, CA 90802-7908
Phone
(562) 435-5657
Website
Mailing Address
P.O. BOX 1070, LONG BEACH, CA, 90801-9931
Name Title / Status Ownership Type
ABUSAID, JOHN, CARLOS ControlCHIEF EXECUTIVE OFFICER
since Jan 2011
10–25%Individual
ANDERSON, TIMOTHY, JON ControlMANAGING DIRECTOR
since Oct 2006
Less than 5%Individual
CROSS, CRAIG, TRAVIS ControlMANAGING DIRECTOR
since Dec 1998
Less than 5%Individual
HALBERT HARGROVE HOLDINGS, INC. ControlMANAGING MEMBER
since Dec 1998
25–50%Domestic Entity
HILL, RUSSELL, THOMAS ControlCHAIRMAN / CO-FOUNDER
since Dec 1998
Less than 5%Individual
MELROSE, BRENDEN, PATRICK ControlCHIEF COMPLIANCE OFFICER
since Dec 2023
Less than 5%Individual
SPINELLI, BRIAN, MICHAEL ControlCO-CHIEF INVESTMENT OFFICER
since Dec 2022
Less than 5%Individual
WILLIAMS, CECILIA, TOWNSLEY ControlCHIEF OPERATING OFFICER
since Jul 2012
Less than 5%Individual
HILL, RUSSELL, THOMAS Control
Indirect owner via HALBERT HARGROVE HOLDINGS, INC.
PRESIDENT
since Dec 1998
75% or moreIndividual
Ownership & leadership changes · 9 filings with changes since Dec 21, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2025 filing
  • AddedSPINELLI, BRIAN, MICHAEL · CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 25, 2024 filing
  • ChangedHALBERT HARGROVE HOLDINGS, INC. · ownership 50–75% → 25–50%
  • ChangedHILL, RUSSELL, THOMAS · indirect via HALBERT HARGROVE HOLDINGS, INC.: ownership 50–75% → 75% or more
Jan 5, 2024 filing
  • AddedMELROSE, BRENDEN, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedWILLIAMS, CECILIA, TOWNSLEY · title CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
Mar 29, 2022 filing
  • ChangedABUSAID, JOHN, CARLOS · title PRESIDENT → CHIEF EXECUTIVE OFFICER
  • ChangedHILL, RUSSELL, THOMAS · title CHAIRMAN / CHIEF EXECUTIVE OFFICER → CHAIRMAN / CO-FOUNDER
  • ChangedWILLIAMS, CECILIA, TOWNSLEY · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
Mar 27, 2018 filing
  • ChangedHILL, RUSSELL, THOMAS · indirect via HALBERT HARGROVE HOLDINGS, INC.: ownership 75% or more → 50–75%
Mar 25, 2015 filing
  • ChangedANDERSON, TIMOTHY, JON · ownership 5–10% → Less than 5%
Mar 27, 2014 filing
  • ChangedABUSAID, JOHN, CARLOS · ownership 5–10% → 10–25%
Jul 16, 2012 filing
  • No longer listedHAYWOOD, STACY, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2012
  • AddedWILLIAMS, CECILIA, TOWNSLEY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 28, 2012 filing
  • AddedHAYWOOD, STACY, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedABUSAID, JOHN, CARLOS · title PRESIDENT / CHIEF COMPLIANCE OFFICER → PRESIDENT
Dec 21, 2011 filing (earliest on record)
  • ListedABUSAID, JOHN, CARLOS · PRESIDENT / CHIEF COMPLIANCE OFFICER · 5–10% · control person
  • ListedANDERSON, TIMOTHY, JON · MANAGING DIRECTOR · 5–10% · control person
  • ListedCROSS, CRAIG, TRAVIS · MANAGING DIRECTOR · Less than 5% · control person
  • ListedHALBERT HARGROVE HOLDINGS, INC. · MANAGING MEMBER · 50–75% · control person
  • ListedHILL, RUSSELL, THOMAS · CHAIRMAN / CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedHILL, RUSSELL, THOMAS · PRESIDENT · 75% or more · indirect via HALBERT HARGROVE HOLDINGS, INC. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 61 →

Top Trims

Show all 139 →

New Positions

Show all 12 →

Exited Positions

Show all 384 →

HALBERT HARGROVE GLOBAL ADVISORS, LLC Holdings (2026-09-30)

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 $375.3M 16.40% 490,079 SH
2 ISHARES TR LRGF 46434V282 $285.1M 12.45% 3,662,435 SH
3 WISDOMTREE TR NTSX 97717Y790 $281.5M 12.30% 4,816,774 SH
4 WISDOMTREE TR WAMA 97717Y220 $198.2M 8.66% 7,396,874 SH
5 ISHARES TR IEFA 46432F842 $180.1M 7.87% 1,858,558 SH
6 ISHARES INC IEMG 46434G103 $176.5M 7.71% 2,174,601 SH
7 WISDOMTREE TR NTSI 97717Y634 $143.5M 6.27% 3,126,240 SH
8 ISHARES TR INTF 46434V274 $140.7M 6.15% 3,390,529 SH
9 SERIES PORTFOLIOS TR AIMS 81752T379 $81.7M 3.57% 3,018,831 SH
10 WISDOMTREE TR WIMA 97717Y212 $76.8M 3.35% 1,820,340 SH
11 ISHARES TR EEM 464287234 $68.6M 3.00% 1,026,664 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $53.7M 2.35% 1,069,199 SH
13 ISHARES TR SCZ 464288273 $30.0M 1.31% 355,367 SH
14 ISHARES TR IWM 464287655 $20.2M 0.88% 72,710 SH
15 ISHARES TR IWC 464288869 $14.8M 0.64% 79,859 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $13.1M 0.57% 185,768 SH
17 VANGUARD SCOTTSDALE FDS VONE 92206C730 $10.3M 0.45% 29,845 SH
18 PIMCO ETF TR PYLD 72201R585 $7.9M 0.35% 311,296 SH
19 PIMCO ETF TR MINT 72201R833 $6.8M 0.30% 67,826 SH
20 PIMCO ETF TR BOND 72201R775 $6.4M 0.28% 73,956 SH
21 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $6.2M 0.27% 133,513 SH
22 ISHARES TR IWB 464287622 $6.2M 0.27% 14,856 SH
23 ISHARES TR ESGU 46435G425 $5.8M 0.25% 34,936 SH
24 ISHARES TR IWV 464287689 $5.8M 0.25% 13,430 SH
25 ISHARES TR EFA 464287465 $5.4M 0.24% 51,800 SH
26 AIRBNB INC ABNB 009066101 $4.3M 0.19% 26,500 SH
27 APPLE INC AAPL 037833100 $3.8M 0.17% 11,388 SH
28 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $3.8M 0.16% 74,531 SH
29 APPLE INC Put AAPL 037833100 $2.8M 0.12% 8,400 PRN
30 MICROSOFT CORP MSFT 594918104 $2.8M 0.12% 5,422 SH
31 BALL CORP BALL 058498106 $2.7M 0.12% 49,008 SH
32 ISHARES TR ESGD 46435G516 $2.6M 0.12% 25,625 SH
33 ALPHABET INC GOOGL 02079K305 $2.6M 0.12% 7,663 SH
34 VANGUARD WELLINGTON FD VFMF 921935607 $2.2M 0.10% 12,518 SH
35 AIRBNB INC Put ABNB 009066101 $2.1M 0.09% 13,300 PRN
36 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $1.8M 0.08% 16,281 SH
37 ELI LILLY & CO LLY 532457108 $1.8M 0.08% 1,562 SH
38 ELI LILLY & CO Put LLY 532457108 $1.7M 0.08% 1,500 PRN
39 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.08% 2,343 SH
40 INTUITIVE SURGICAL INC ISRG 46120E602 $1.7M 0.07% 4,111 SH
41 ALPHABET INC GOOG 02079K107 $1.6M 0.07% 4,786 SH
42 MICROSOFT CORP Put MSFT 594918104 $1.5M 0.07% 3,000 PRN
43 ISHARES INC ESGE 46434G863 $1.5M 0.07% 27,987 SH
44 INTUITIVE SURGICAL INC Put ISRG 46120E602 $1.4M 0.06% 3,400 PRN
45 AMAZON COM INC AMZN 023135106 $1.3M 0.05% 5,038 SH
46 HOME DEPOT INC HD 437076102 $1.2M 0.05% 4,271 SH
47 ZIONS BANCORPORATION NATL AS ZION 989701107 $1.2M 0.05% 19,109 SH
48 T-MOBILE US INC TMUS 872590104 $1.1M 0.05% 6,751 SH
49 T-MOBILE US INC Put TMUS 872590104 $1.1M 0.05% 6,700 PRN
50 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.1M 0.05% 6,948 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $2.29B 363 0001484205-26-000009
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
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