HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q1 2026 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/23/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None