HALBERT HARGROVE GLOBAL ADVISORS, LLC
All 13F Filings
- Location
- Long Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,312,129
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 735 | 2,312,129 | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q1 2026 | 4/17/2026 | 372 | 2,072,292 | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q4 2025 | 1/23/2026 | 363 | 2,106,008 | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q3 2025 | 10/16/2025 | 736 | 2,060,621 | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q2 2025 | 7/17/2025 | 311 | 1,917,246 | 13F-HR | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q4 2024 | 7/17/2025 | 322 | 1,799,578 | 13F-HR/A - RESTATEMENT | HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| Q2 2014 | 8/8/2014 | 121 | 331,982 | 13F-HR | Halbert, Hargrove/Russell LLC |
| Q1 2014 | 5/2/2014 | 128 | 325,440 | 13F-HR | Halbert, Hargrove/Russell LLC |
| Q4 2013 | 2/7/2014 | 124 | 323,706 | 13F-HR | Halbert, Hargrove/Russell LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13.01 K
(0.6% of total reported value)
· QoQ Δ:
-1.866 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 844.8 K | 36.7% | 87.13 K | 0 | 87.13 K |
| ETFs | 1.454 M | 63.3% | 154.5 K | 0 | 154.5 K |
| Debt | 52 | 0.0% | 52 | 0 | 52 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
2,312,129
Holdings
735
QoQ value change ($000)
239,837
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.