HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
735
Total value ($000)
$2,312,129
Net value change ($000)
+239,837 (11.6%)
New positions
380
Sold out positions
15
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 40,841 12.4%
LRGF 34,571 14.4%
NTSX 33,797 12.0%
IEMG 25,497 16.2%
AIMS 17,579 24.3%
WAMA 16,959 10.1%
IEFA 11,140 6.6%
EEM 10,512 17.0%
INTF 9,857 7.6%
NTSI 8,704 6.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -929 -31.5%
IWB -565 -8.3%
TMUS -506 -30.9%
DES -476 -37.7%
ISRG -297 -14.8%
HON -149 -100.0%
PG -115 -98.3%
BOND -87 -1.3%
AOR -86 -20.1%
SA -85 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,014 (0.6% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type