Q3 2026 13F · SEC CIK 1484205

Halbert Hargrove Global Advisors, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 355
Top holdings a year, 3 yrs: +17.4%
Assets under management: $4.2B

Halbert Hargrove Global Advisors, LLC is a wealth manager that reported 355 positions worth $2.3B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Ishares Tr (IVV, 16.5%), Ishares Tr (LRGF, 12.5%), Wisdomtree Tr (NTSX, 12.4%). 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 355 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	16.5%	16.0%	490,079	-0.5%	$375.3M
LRGFIshares Tr	12.5%	11.9%	3,662,435	+1.1%	$285.1M
NTSXWisdomtree Tr	12.4%	13.8%	4,816,774	-10.1%	$281.5M
WAMAWisdomtree Tr	8.7%	8.0%	7,396,874	+5.1%	$198.2M
IEFAIshares Tr	7.9%	7.8%	1,858,558	-0.0%	$180.1M
IEMGIshares Inc	7.8%	8.0%	2,174,601	-1.7%	$176.5M
NTSIWisdomtree Tr	6.3%	6.4%	3,126,240	-0.2%	$143.5M
INTFIshares Tr	6.2%	6.1%	3,390,529	-0.8%	$140.7M
AIMSSeries Portfolios Tr	3.6%	3.9%	3,018,831	-0.8%	$81.7M
WIMAWisdomtree Tr	3.4%	2.9%	1,820,340	+13.7%	$76.8M
EEMIshares Tr	3.0%	3.1%	1,026,664	-2.8%	$68.6M
SPDWSpdr Index Shs Fds	2.4%	2.4%	1,069,199	-4.0%	$53.7M
SCZIshares Tr	1.3%	1.3%	355,367	-3.9%	$30.0M
IWMIshares Tr	0.9%	1.1%	72,710	-11.0%	$20.2M
IWCIshares Tr Micro-Cap ETF	0.6%	0.7%	79,859	-3.0%	$14.8M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	185,768	-2.3%	$13.1M
VONEVanguard Scottsdale Fds	0.5%	0.4%	29,845	-1.0%	$10.3M
PYLDPimco ETF Tr	0.3%	0.3%	311,296	+4.0%	$7.9M
MINTPimco Enhanced Short Maturity Active Exc	0.3%	0.3%	67,826	+15.0%	$6.8M
BONDPimco ETF Tr	0.3%	0.3%	73,956	+3.9%	$6.4M
JPIBJ P Morgan Exchange Traded F	0.3%	0.3%	133,513	+3.4%	$6.2M
IWBIshares Tr	0.3%	0.3%	14,856	-2.0%	$6.2M
ESGUIshares Tr	0.3%	0.3%	34,936	-8.5%	$5.8M
IWVIshares Tr	0.3%	0.3%	13,430	-6.4%	$5.8M
EFAIshares Tr	0.2%	0.2%	51,800	-1.9%	$5.4M
ABNBAirbnb Inc	0.2%	0.2%	26,500	-0.0%	$4.3M
AAPLApple Inc	0.2%	0.1%	11,388	-2.8%	$3.8M
JPSTJ P Morgan Exchange Traded F	0.2%	—	74,531	—	$3.8M
MSFTMicrosoft Corp	0.1%	0.1%	5,422	+0.1%	$2.8M
BALLBall Corp	0.1%	0.1%	49,008	+0.2%	$2.7M
ESGDiShares ESG Aware MSCI EAFE ETF	0.1%	0.1%	25,625	-1.8%	$2.6M
GOOGLAlphabet Inc	0.1%	0.1%	7,663	-0.2%	$2.6M
VFMFVanguard Wellington Fd	0.1%	0.1%	12,518	-0.8%	$2.2M
VTWOVanguard Scottsdale Fds	0.1%	0.1%	16,281	-19.9%	$1.8M
LLYEli Lilly & Co	0.1%	0.1%	1,562	+0.8%	$1.8M
QQQInvesco Qqq Tr	0.1%	0.1%	2,343	-8.6%	$1.7M
ISRGIntuitive Surgical Inc	0.1%	0.1%	4,111	-4.3%	$1.7M
GOOGAlphabet Inc	0.1%	0.1%	4,786	+2.4%	$1.6M
ESGEiShares ESG Aware MSCI EM ETF	0.1%	0.1%	27,987	-8.8%	$1.5M
AMZNAmazon Com Inc	0.1%	0.1%	5,038	+3.3%	$1.3M
HDHome Depot Inc	0.1%	0.1%	4,271	-1.0%	$1.2M
ZIONZions Bancorporation Natl As	0.1%	0.1%	19,109	+0.0%	$1.2M
TMUST-Mobile US Inc	0.0%	0.0%	6,751	-0.1%	$1.1M
VSSVanguard Intl Equity Index F	0.0%	0.0%	6,948	+0.0%	$1.1M
VUGVanguard Index Fds	0.0%	0.0%	11,044	+33.0%	$995K
VTIVanguard Index Fds	0.0%	0.0%	2,432	-5.5%	$910K
UUnity Software Inc Com	0.0%	—	21,725	—	$889K
SPYState Str Spdr S&p 500 ETF T	0.0%	0.0%	1,146	-0.2%	$874K
VWOVanguard Intl Equity Index F	0.0%	0.0%	14,292	-1.5%	$848K
SNOWSnowflake Inc	0.0%	—	2,250	—	$764K

What Halbert Hargrove Global Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+33.0% shares
MINT Pimco Enhanced Short Maturity Active Exc+15.0% shares
WIMA Wisdomtree Tr+13.7% shares
WAMA Wisdomtree Tr+5.1% shares

Reduced

VTWO Vanguard Scottsdale Fds-19.9% shares
IWM Ishares Tr-11.0% shares
NTSX Wisdomtree Tr-10.1% shares
ESGE iShares ESG Aware MSCI EM ETF-8.8% shares
QQQ Invesco Qqq Tr-8.6% shares
ESGU Ishares Tr-8.5% shares
IWV Ishares Tr-6.4% shares
VTI Vanguard Index Fds-5.5% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$2.3B	355
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

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 Q3 2026 and filed Oct 16, 2026, lists 355 positions worth $2.3B. The largest are Ishares Tr (IVV) at 16.5%, Ishares Tr (LRGF) at 12.5%, Wisdomtree Tr (NTSX) at 12.4%, Wisdomtree Tr (WAMA) at 8.7% and Ishares Tr (IEFA) at 7.9%.

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

In Q3 2026, Halbert Hargrove Global Advisors, LLC added Vanguard Index Fds (VUG) (+33.0% shares), Pimco Enhanced Short Maturity Active Exc (MINT) (+15.0% shares) and Wisdomtree Tr (WIMA) (+13.7% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Halbert Hargrove Global Advisors, LLC cut from its top 50 Wisdomtree Tr (DES), cut from its top 50 Ishares Tr (IWF), cut from its top 50 Ishares Tr (USRT), Vanguard Scottsdale Fds (VTWO) (-19.9% shares), Ishares Tr (IWM) (-11.0% shares) and Wisdomtree Tr (NTSX) (-10.1% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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.