DOSSIER · 13F-HR · Q1 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC

HALBERT HARGROVE GLOBAL's holding co. based in Chicago, IL — $2.1B in tracked AUM across 372 positions as of Q1 2026.

HH

HALBERT HARGROVE GLOBAL·Chicago, IL·Holding Co.

CIK 0001484205 · last filed Mar 31, 2026

Total AUM

$2.1B

▼ 4.5%

vs prior

Holdings

372

—

positions

Whale Score

70

70

strong

Activity

—

no data

changes this Q

Top sector

Tech

9% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$328M502K15.8%

02

WISDOMTREE TR

$283M5.4M13.6%

03

ISHARES TR

$239M3.6M11.5%

04

ISHARES TR

$168M1.9M8.1%

05

WISDOMTREE TR

$167M7.0M8.1%

06

ISHARES INC

$158M2.3M7.6%

07

WISDOMTREE TR

$137M3.1M6.6%

08

ISHARES TR

$130M3.3M6.3%

09

SERIES PORTFOLIOS TR

$72M3.0M3.5%

10

ISHARES TR

$62M1.1M3.0%

Filing history

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