HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q2 2026 13F-HR Detailed 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)

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

Prev filing: 4/17/2026 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 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.
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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