DOSSIER · 13F-HR · Q2 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC
$2.3B in tracked AUM across 735 positions as of Q2 2026.
HH
CIK 0001484205 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive 13F Analysis: HALBERT HARGROVE GLOBAL ADVISORS, LLC
1. Portfolio Overview
Halbert Hargrove Global Advisors, LLC manages a portfolio with a total market value of approximately $2.11 billion as of the reporting period ending December 31, 2025. This represents a significant increase of 70.3% from the previous quarter's value of $1.24 billion. The portfolio consists of 363 total holdings, indicating a high level of diversification.
The investment strategy is charact...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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