HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
372
Total value ($000)
$2,072,292
Net value change ($000)
-33,716 (-1.6%)
New positions
23
Sold out positions
15
Turnover %
14.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WAMA 167,314 NEW
AIMS 72,214 NEW
WIMA 59,897 NEW
IEMG 5,131 3.4%
INTF 4,374 3.5%
IEFA 2,642 1.6%
EEM 969 1.6%
AMZN 928 1473.0%
TECL 346 NEW
BALL 305 11.8%
Top Reduces (Value $000, Stocks/ETFs)
IWB -170,293 -96.2%
IWM -69,542 -76.6%
EFA -36,449 -87.2%
SPDW -17,766 -25.2%
NTSX -15,727 -5.3%
IVV -14,738 -4.3%
LRGF -7,787 -3.2%
USXF -1,771 -100.0%
VTWO -1,517 -42.2%
IWV -1,159 -16.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 14,879 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type