HALBERT HARGROVE GLOBAL ADVISORS, LLC
13F Reported Value
ⓘ$2.3B
incl. option notional
Equity Holdings
ⓘ$2.3B
Option Notional
ⓘ$13.0M
$13.0M puts / $0 calls
Holdings
735
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
HALBERT HARGROVE GLOBAL ADVISORS, LLC disclosed 735 positions worth $2.3B in its Form 13F-HR for Q2 2026 — $2.3B in common stock plus $13.0M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $WT. During the quarter the fund opened 376 new positions and exited 15 — including a new stake in $IAU and a full exit from $GOOG. The portfolio is most concentrated in Other (78.0% of disclosed assets). All figures are sourced directly from HALBERT HARGROVE GLOBAL ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1484205.
AI Fund Analysis
Stable
$WT
$BALL
$WMTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$369.0M492,680 sh- 59.9#903
Quality
$316.3M5,356,465 sh ISHARES TR - U S EQUITY FACTR
—Quality
$273.9M3,621,832 shWISDOMTREE TR - U S ADAPTIVE MVN
—Quality
$184.3M7,039,294 shISHARES INC - CORE MSCI EMKT
—Quality
$183.3M2,212,917 shISHARES TR - CORE MSCI EAFE
—Quality
$179.5M1,858,958 sh- 59.9
Quality
$146.0M3,134,042 sh ISHARES TR - INTL EQTY FACTOR
—Quality
$140.0M3,417,256 shSERIES PORTFOLIOS TR - ACUITAS SML CAP
—Quality
$89.8M3,043,310 shISHARES TR - MSCI EMG MKT ETF
—Quality
$72.3M1,056,615 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $369.0M | 492,680 |
| WisdomTree, Inc.$WT | 59.9#903 | $316.3M | 5,356,465 |
| ISHARES TR - U S EQUITY FACTR | — | $273.9M | 3,621,832 |
| WISDOMTREE TR - U S ADAPTIVE MVN | — | $184.3M | 7,039,294 |
| ISHARES INC - CORE MSCI EMKT | — | $183.3M | 2,212,917 |
| ISHARES TR - CORE MSCI EAFE | — | $179.5M | 1,858,958 |
| WisdomTree, Inc.$WT | 59.9 | $146.0M | 3,134,042 |
| ISHARES TR - INTL EQTY FACTOR | — | $140.0M | 3,417,256 |
| SERIES PORTFOLIOS TR - ACUITAS SML CAP | — | $89.8M | 3,043,310 |
| ISHARES TR - MSCI EMG MKT ETF | — | $72.3M | 1,056,615 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HALBERT HARGROVE GLOBAL ADVISORS, LLC's 735 positions.
Showing top 10 of 735 holdings.
Sector Allocation
Other
$1.8B
Financials
$472.1M
Technology
$16.5M
Industrials
$4.9M
Healthcare
$4.2M
Consumer Discretionary
$4.1M
Communication Services
$1.2M
Real Estate
$762,917
Top Holdings — HALBERT HARGROVE GLOBAL ADVISORS, LLC (Q2 2026)
Top 150 of 735 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $369.0M | 16.1% | -2% | — |
| 2 | $WT | WisdomTree, Inc. | $316.3M | 13.8% | -1% | 59.9 |
| 3 | — | ISHARES TR - U S EQUITY FACTR | $273.9M | 11.9% | -0% | — |
| 4 | — | WISDOMTREE TR - U S ADAPTIVE MVN | $184.3M | 8.0% | +1% | — |
| 5 | — | ISHARES INC - CORE MSCI EMKT | $183.3M | 8.0% | -2% | — |
| 6 | — | ISHARES TR - CORE MSCI EAFE | $179.5M | 7.8% | -0% | — |
| 7 | $WT | WisdomTree, Inc. | $146.0M | 6.3% | +0% | 59.9 |
| 8 | — | ISHARES TR - INTL EQTY FACTOR | $140.0M | 6.1% | +2% | — |
| 9 | — | SERIES PORTFOLIOS TR - ACUITAS SML CAP | $89.8M | 3.9% | -0% | — |
| 10 | — | ISHARES TR - MSCI EMG MKT ETF | $72.3M | 3.1% | -3% | — |
| 11 | — | WISDOMTREE TR - INTL AD MO AV FD | $67.4M | 2.9% | +5% | — |
| 12 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $56.1M | 2.4% | -4% | — |
| 13 | — | ISHARES TR - EAFE SML CP ETF | $30.4M | 1.3% | -1% | — |
| 14 | — | ISHARES TR - RUSSELL 2000 ETF | $24.5M | 1.1% | -4% | — |
| 15 | — | ISHARES TR - MICRO-CAP ETF | $16.5M | 0.7% | -3% | — |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $13.5M | 0.6% | -2% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $10.2M | 0.4% | -2% | — |
| 18 | — | PIMCO ETF TR - MULTISECTOR BD | $7.9M | 0.3% | +0% | — |
| 19 | — | PIMCO ETF TR - ACTIVE BD ETF | $6.6M | 0.3% | -1% | — |
| 20 | — | ISHARES TR - ESG AWR MSCI USA | $6.2M | 0.3% | -5% | — |
| 21 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $6.2M | 0.3% | +1% | — |
| 22 | — | ISHARES TR - RUS 1000 ETF | $6.2M | 0.3% | -20% | — |
| 23 | — | ISHARES TR - RUSSELL 3000 ETF | $6.1M | 0.3% | -7% | — |
| 24 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $5.9M | 0.3% | +30% | — |
| 25 | — | ISHARES TR - MSCI EAFE ETF | $5.5M | 0.2% | -4% | — |
| 26 |  $ABNB | Airbnb, Inc. | $3.8M | 0.2% | +0% | 71 |
| 27 | $ABNBPUT | Airbnb, Inc. | $3.8M | — | +0% | 71 |
| 28 |  $AAPL | Apple Inc. | $3.4M | 0.1% | +0% | 76.4 |
| 29 | $BALL | BALL Corp | $3.1M | 0.1% | +0% | 61.1 |
| 30 |  $GOOG | Alphabet Inc. | $2.7M | 0.1% | -7% | 78.2 |
| 31 | — | ISHARES TR - ESG AW MSCI EAFE | $2.7M | 0.1% | +3% | — |
| 32 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $2.5M | 0.1% | -2% | — |
| 33 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | $2.2M | 0.1% | -7% | — |
| 34 | $AAPLPUT | Apple Inc. | $2.2M | — | +1% | 76.4 |
| 35 |  $MSFT | MICROSOFT CORP | $2.0M | 0.1% | -32% | 79.8 |
| 36 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.1% | +1% | — |
| 37 |  $LLY | ELI LILLY & Co | $1.9M | 0.1% | -11% | 87.5 |
| 38 | $LLYPUT | ELI LILLY & Co | $1.8M | — | -12% | 87.5 |
| 39 |  $ISRG | INTUITIVE SURGICAL INC | $1.7M | 0.1% | -1% | 79.9 |
| 40 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.7M | 0.1% | -4% | — |
| 41 |  $GOOGL | Alphabet Inc. | $1.7M | 0.1% | -1% | 78.2 |
| 42 |  $HD | HOME DEPOT, INC. | $1.5M | 0.1% | -4% | 60.3 |
| 43 | $HDPUT | HOME DEPOT, INC. | $1.4M | — | -5% | 60.3 |
| 44 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.3M | 0.1% | +0% | 68.9 |
| 45 |  $AMZN | AMAZON COM INC | $1.2M | 0.1% | +2% | 68.7 |
| 46 |  $TMUS | T-Mobile US, Inc. | $1.1M | 0.1% | -13% | 69.1 |
| 47 | $TMUSPUT | T-Mobile US, Inc. | $1.1M | — | -14% | 69.1 |
| 48 | $MSFTPUT | MICROSOFT CORP | $1.1M | — | +329% | 79.8 |
| 49 | $ISRGPUT | INTUITIVE SURGICAL INC | $1.1M | — | -40% | 79.9 |
| 50 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $1.1M | 0.1% | -1% | — |
| 51 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $952,214 | 0.0% | -2% | — |
| 52 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $866,291 | 0.0% | -0% | — |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $857,636 | 0.0% | +25% | — |
| 54 | $WT | WisdomTree, Inc. | $784,799 | 0.0% | -45% | 59.9 |
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | $764,450 | 0.0% | +345% | — |
| 56 | — | VANGUARD INDEX FDS - GROWTH ETF | $715,023 | 0.0% | +608% | — |
| 57 | — | ISHARES TR - CRE U S REIT ETF | $714,723 | 0.0% | -10% | — |
| 58 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $667,089 | 0.0% | +8% | — |
| 59 |  $TSLA | Tesla, Inc. | $649,382 | 0.0% | +1% | 53.9 |
| 60 |  $GLD | SPDR GOLD TRUST | $638,403 | 0.0% | +616% | — |
| 61 | — | ISHARES TR - MSCI GBL SUS DEV | $624,150 | 0.0% | +0% | — |
| 62 |  $U | Unity Software Inc. | $620,901 | 0.0% | +0% | 38.9 |
| 63 | — | VANGUARD WORLD FD - ESG US STK ETF | $619,528 | 0.0% | -6% | — |
| 64 |  $SNOW | Snowflake Inc. | $573,218 | 0.0% | +0% | 54.9 |
| 65 | — | ISHARES TR - CORE US AGGBD ET | $571,535 | 0.0% | +24% | — |
| 66 |  $IAU | ISHARES GOLD TRUST | $571,460 | 0.0% | NEW | — |
| 67 |  $LOW | LOWES COMPANIES INC | $565,089 | 0.0% | +0% | 60.8 |
| 68 | $WMT | Walmart Inc. | $514,952 | 0.0% | +8% | 60.2 |
| 69 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $489,300 | 0.0% | NEW | — |
| 70 |  $PSA | Public Storage | $487,970 | 0.0% | +0% | 69.1 |
| 71 | $WT | WisdomTree, Inc. | $471,390 | 0.0% | +0% | 59.9 |
| 72 |  $USB | US BANCORP \DE\ | $459,302 | 0.0% | +0% | 65.3 |
| 73 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $444,679 | 0.0% | -1% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $428,126 | 0.0% | NEW | — |
| 75 | $TSLAPUT | Tesla, Inc. | $420,600 | — | -9% | 53.9 |
| 76 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $400,616 | 0.0% | +167% | — |
| 77 | — | ISHARES TR - CORE S&P TTL STK | $396,282 | 0.0% | +0% | — |
| 78 |  $JPM | JPMORGAN CHASE & CO | $394,851 | 0.0% | +2% | 70.7 |
| 79 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $384,258 | 0.0% | +0% | — |
| 80 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | $384,216 | 0.0% | -58% | — |
| 81 | — | ISHARES TR - CORE 60 BALA ETF | $341,372 | 0.0% | -26% | — |
| 82 | — | VANGUARD INDEX FDS - SMALL CP ETF | $337,205 | 0.0% | -2% | — |
| 83 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $335,998 | 0.0% | +0% | — |
| 84 | $WT | WisdomTree, Inc. | $328,574 | 0.0% | +0% | 59.9 |
| 85 | — | ISHARES TR - LOW CA OP MS ETF | $319,923 | 0.0% | +0% | — |
| 86 | $WT | WisdomTree, Inc. | $311,849 | 0.0% | +0% | 59.9 |
| 87 | — | DIREXION SHARES ETF TRUST - DA BI BU 3X ETF | $292,100 | 0.0% | +0% | — |
| 88 | — | ISHARES TR - ESG AWRE USD ETF | $280,179 | 0.0% | +31% | — |
| 89 | — | VANGUARD STAR FDS - VG TL INTL STK F | $277,245 | 0.0% | +0% | — |
| 90 | $WT | WisdomTree, Inc. | $276,563 | 0.0% | -13% | 59.9 |
| 91 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $271,592 | 0.0% | +0% | — |
| 92 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $269,396 | 0.0% | +151% | — |
| 93 |  $ABBV | AbbVie Inc. | $269,260 | 0.0% | +2% | 72.6 |
| 94 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $265,324 | 0.0% | +994% | — |
| 95 |  $TXN | TEXAS INSTRUMENTS INC | $254,701 | 0.0% | +1% | 73.4 |
| 96 |  $BA | BOEING CO | $234,870 | 0.0% | +1% | 61.6 |
| 97 | $WT | WisdomTree, Inc. | $233,409 | 0.0% | -3% | 59.9 |
| 98 |  $V | VISA INC. | $230,197 | 0.0% | +0% | 82.9 |
| 99 |  $CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | $222,432 | 0.0% | -17% | — |
| 100 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $221,200 | 0.0% | -0% | — |
| 101 | — | ISHARES TR - MSCI USA QLT FCT | $219,685 | 0.0% | +0% | — |
| 102 |  $HPI | JOHN HANCOCK PREFERRED INCOME FUND | $211,833 | 0.0% | -1% | — |
| 103 |  $MMM | 3M CO | $211,377 | 0.0% | +0% | 64.9 |
| 104 | — | ISHARES TR - ESG AWARE MSCI | $208,537 | 0.0% | -0% | — |
| 105 | — | VANGUARD INDEX FDS - VALUE ETF | $200,932 | 0.0% | +0% | — |
| 106 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $199,761 | 0.0% | -24% | — |
| 107 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $198,808 | 0.0% | +0% | — |
| 108 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $193,224 | 0.0% | -1% | — |
| 109 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $192,598 | 0.0% | -9% | — |
| 110 | — | ISHARES TR - MORNINGSTAR GRWT | $186,607 | 0.0% | -11% | — |
| 111 | $WT | WisdomTree, Inc. | $183,040 | 0.0% | +0% | 59.9 |
| 112 |  $BRK.B | BERKSHIRE HATHAWAY INC | $182,688 | 0.0% | +3% | 73.8 |
| 113 |  $META | Meta Platforms, Inc. | $178,231 | 0.0% | +9% | 79.6 |
| 114 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $177,565 | 0.0% | +0% | 70 |
| 115 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $177,427 | 0.0% | -4% | — |
| 116 |  $BAC | BANK OF AMERICA CORP /DE/ | $176,450 | 0.0% | +3% | 67.6 |
| 117 | — | VANGUARD INDEX FDS - MID CAP ETF | $173,666 | 0.0% | +437% | — |
| 118 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $171,812 | 0.0% | +1820% | — |
| 119 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $169,422 | 0.0% | +0% | — |
| 120 | — | ISHARES TR - CORE 80 20 ETF | $167,344 | 0.0% | -1% | — |
| 121 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $161,129 | 0.0% | +0% | — |
| 122 | — | ISHARES TR - FUTU AI TECH ETF | $155,367 | 0.0% | +0% | — |
| 123 |  $AMD | ADVANCED MICRO DEVICES INC | $148,671 | 0.0% | +5% | 79.8 |
| 124 |  $MS | MORGAN STANLEY | $148,574 | 0.0% | +2% | 75.8 |
| 125 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $146,850 | 0.0% | +0% | — |
| 126 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $146,257 | 0.0% | -3% | — |
| 127 | — | ARK ETF TR - BLOC FIN INN ETF | $145,529 | 0.0% | +0% | — |
| 128 | — | ISHARES TR - INTL SEL DIV ETF | $144,425 | 0.0% | +0% | — |
| 129 |  $AVGO | Broadcom Inc. | $140,775 | 0.0% | +13% | 84.5 |
| 130 | — | ISHARES TR - CORE S&P MCP ETF | $137,743 | 0.0% | -1% | — |
| 131 |  $WDC | WESTERN DIGITAL CORP | $137,485 | 0.0% | NEW | 80.7 |
| 132 | — | EATON VANCE TAX-MANAGED GLOB - COM | $135,378 | 0.0% | +2% | — |
| 133 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $132,370 | 0.0% | +1% | — |
| 134 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $130,423 | 0.0% | -0% | — |
| 135 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $127,365 | 0.0% | +0% | — |
| 136 |  $KO | COCA COLA CO | $127,204 | 0.0% | +3% | 69.5 |
| 137 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $126,575 | 0.0% | +0% | — |
| 138 | $WT | WisdomTree, Inc. | $125,281 | 0.0% | +0% | 59.9 |
| 139 | — | VANGUARD WORLD FD - INF TECH ETF | $124,034 | 0.0% | +698% | — |
| 140 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $120,594 | 0.0% | -2% | — |
| 141 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $118,215 | 0.0% | -28% | — |
| 142 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $117,101 | 0.0% | +0% | 63.9 |
| 143 |  $SPG | SIMON PROPERTY GROUP INC. | $116,623 | 0.0% | +0% | 76.7 |
| 144 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $115,822 | 0.0% | +265% | — |
| 145 | — | SPDR SERIES TRUST - ST STR SP DIV | $113,933 | 0.0% | +0% | — |
| 146 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $110,244 | 0.0% | NEW | — |
| 147 | — | ISHARES TR - CORE S&P SCP ETF | $109,514 | 0.0% | -3% | — |
| 148 |  $MCD | MCDONALDS CORP | $108,852 | 0.0% | +1% | 69 |
| 149 |  $XOM.R34088 | EXXON MOBIL CORP | $107,745 | 0.0% | +0% | 57.9 |
| 150 |  $CVX | CHEVRON CORP | $107,680 | 0.0% | -5% | 62.8 |
New Positions (376)
$IAU ISHARES GOLD TRUST$571,460$WDC WESTERN DIGITAL CORP$137,485
$HONA Honeywell Aerospace Inc.$72,736Exited Positions (15)
$GOOGPUT Alphabet Inc.$SNOWPUT Snowflake Inc.$UPUT Unity Software Inc.
$IBIT iShares Bitcoin Trust ETF
$ARLP ALLIANCE RESOURCE PARTNERS LP
$JQC Nuveen Credit Strategies Income Fund
$MDY SPDR S&P MIDCAP 400 ETF TRUST
$SOUN SOUNDHOUND AI, INC.Browse Top Institutional Investors
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