Halbert Hargrove Global Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Halbert Hargrove Global Advisors, Llc disclosed 695 stock positions valued at approximately $2.30B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, WISDOMTREE TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 695
- Portfolio Value
- $2.30B
Holdings by Sector
Halbert Hargrove Global Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 16.05% | 492,680 | -9,643 | -1.92% | $368,962,874 |
| WISDOMTREE TR | NTSX | Other | 13.76% | 5,356,465 | -60,631 | -1.12% | $316,299,256 |
| ISHARES TR | LRGF | Other | 11.91% | 3,621,832 | -4,657 | -0.13% | $273,919,137 |
| ISHARES INC | IEMG | Other | 7.97% | 2,212,917 | -49,750 | -2.20% | $183,318,021 |
| ISHARES TR | IEFA | Other | 7.81% | 1,858,958 | -1,174 | -0.06% | $179,538,198 |
| WISDOMTREE TR | NTSI | Other | 6.35% | 3,134,042 | +13,349 | +0.43% | $146,046,370 |
| ISHARES TR | INTF | Other | 6.09% | 3,417,256 | +77,587 | +2.32% | $139,970,800 |
| ISHARES TR | EEM | Other | 3.14% | 1,056,615 | -31,099 | -2.86% | $72,283,039 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.44% | 1,114,235 | -41,783 | -3.61% | $56,146,319 |
| ISHARES TR | SCZ | Other | 1.32% | 369,979 | -5,085 | -1.36% | $30,438,143 |
| ISHARES TR | IWM | Other | 1.07% | 81,697 | -3,815 | -4.46% | $24,545,900 |
| ISHARES TR | IWC | Other | 0.72% | 82,329 | -2,656 | -3.13% | $16,469,061 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.59% | 190,170 | -4,331 | -2.23% | $13,549,642 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.44% | 30,154 | -752 | -2.43% | $10,213,618 |
| PIMCO ETF TR | PYLD | Other | 0.35% | 299,343 | +1,174 | +0.39% | $7,938,581 |
| PIMCO ETF TR | BOND | Other | 0.29% | 71,174 | -885 | -1.23% | $6,562,995 |
| ISHARES TR | ESGU | Other | 0.27% | 38,183 | -1,825 | -4.56% | $6,249,445 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.27% | 129,182 | +1,593 | +1.25% | $6,245,967 |
| ISHARES TR | IWB | Other | 0.27% | 15,153 | -3,834 | -20.19% | $6,205,114 |
| ISHARES TR | IWV | Other | 0.27% | 14,354 | -1,100 | -7.12% | $6,120,546 |
| PIMCO ETF TR | MINT | Other | 0.26% | 58,956 | +13,598 | +29.98% | $5,943,386 |
| ISHARES TR | EFA | Other | 0.24% | 52,830 | -2,355 | -4.27% | $5,488,000 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.16% | 26,504 | +4 | +0.02% | $3,792,777 |
| APPLE INC | AAPL | Technology | 0.15% | 11,718 | +27 | +0.23% | $3,390,854 |
| BALL CORP | BALL | Consumer Cyclical | 0.13% | 48,912 | +103 | +0.21% | $3,052,079 |
| ALPHABET INC | GOOGL | Communication Services | 0.12% | 7,682 | -553 | -6.72% | $2,745,485 |
| ISHARES TR | ESGD | Other | 0.12% | 26,102 | +841 | +3.33% | $2,683,562 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.11% | 20,329 | -414 | -2.00% | $2,468,333 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.10% | 12,619 | -939 | -6.93% | $2,233,185 |
| MICROSOFT CORP | MSFT | Technology | 0.09% | 5,419 | -2,551 | -32.01% | $2,021,475 |
Showing 30 of 695 holdings in the latest reporting period.
Halbert Hargrove Global Advisors, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | ABNB | Airbnb, Inc. | PUT | 26,500 | $3,792,150 |
| Q2 2026 | AAPL | Apple Inc. | PUT | 7,600 | $2,199,136 |
| Q2 2026 | LLY | Eli Lilly and Company | PUT | 1,500 | $1,799,145 |
| Q2 2026 | HD | Home Depot, Inc. (The) | PUT | 4,100 | $1,445,988 |
| Q2 2026 | TMUS | T-Mobile US, Inc. | PUT | 6,700 | $1,123,791 |
| Q2 2026 | MSFT | Microsoft Corporation | PUT | 3,000 | $1,119,060 |
| Q2 2026 | ISRG | Intuitive Surgical, Inc. | PUT | 2,800 | $1,113,504 |
| Q2 2026 | TSLA | Tesla, Inc. | PUT | 1,000 | $420,600 |
Showing 8 of 8 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.