HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
363
Total value ($000)
$2,289,218
Net value change ($000)
-22,911 (-1.0%)
New positions
12
Sold out positions
383
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
WAMA 13,934 7.6%
LRGF 11,202 4.1%
WIMA 9,429 14.0%
IVV 6,364 1.7%
JPST 3,326 777.1%
MINT 877 14.8%
INTF 770 0.6%
MSFT 760 37.6%
IEFA 519 0.3%
ABNB 464 12.2%
Top Reduces (Value $000, Stocks/ETFs)
NTSX -34,759 -11.0%
AIMS -8,139 -9.1%
IEMG -6,827 -3.7%
IWM -4,341 -17.7%
EEM -3,712 -5.1%
NTSI -2,536 -1.7%
SPDW -2,462 -4.4%
IWC -1,711 -10.4%
VTWO -641 -26.0%
DFAT -489 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11,985 (0.5% 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