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
Total AUM
$2.3B
as of Q2 2026
Holdings
735
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
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...

2. Key Holdings

The portfolio is highly concentrated in its top ten positions, which collectively account for approximately 82.6% of the total assets. The top five holdings are all ETFs, reinforcing the firm's preference for institutional exposure through funds rather than individual security selection.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$369M493K16.0%
02
NTSX
WISDOMTREE TR
$316M5.4M13.7%
03
LRGF
ISHARES TR
$274M3.6M11.8%
04
WAMA
WISDOMTREE TR
$184M7.0M8.0%
05
IEMG
ISHARES INC
$183M2.2M7.9%
06
IEFA
ISHARES TR
$180M1.9M7.8%
07
NTSI
WISDOMTREE TR
$146M3.1M6.3%
08
INTF
ISHARES TR
$140M3.4M6.1%
09
AIMS
SERIES PORTFOLIOS TR
$90M3.0M3.9%
10
EEM
ISHARES TR
$72M1.1M3.1%

Filing history

2026Q2Jun 30
$2.3B 11.6%
735 positionsView →
2026Q1Mar 31
$2.1B 1.6%
372 positionsView →
2025Q4Dec 31
$2.1B 70.3%
363 positionsView →
2025Q3Sep 30
$1.2B 35.5%
346 positionsView →
2025Q2Jun 30
$1.9B 64.9%
311 positionsLocked
2025Q1Mar 31
$1.2B 35.4%
325 positionsLocked
2024Q4Dec 31
$1.8B 1.3%
334 positionsLocked
2024Q3Sep 30
$1.8B 5.8%
103 positionsLocked
2024Q2Jun 30
$1.7B 12.8%
104 positionsLocked
2024Q1Mar 31
$1.5B 5.0%
110 positionsLocked
2023Q4Dec 31
$1.5B 8.6%
117 positionsLocked
2023Q3Sep 30
$1.3B 2.2%
120 positionsLocked
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