# HALBERT HARGROVE GLOBAL ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1484205. Source: https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/

- Reported value: $2.3B
- Positions: 727
- Weight of the ten largest: 84.5%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $369.0M | 492,680 | 16.0% | 29 |
| WISDOMTREE TR | [NTSX](https://holderbook.com/stocks/NTSX/) | $316.3M | 5,356,465 | 13.7% | 26 |
| ISHARES TR | [LRGF](https://holderbook.com/stocks/LRGF/) | $273.9M | 3,621,832 | 11.8% | 24 |
| WISDOMTREE TR | [WAMA](https://holderbook.com/stocks/WAMA/) | $184.3M | 7,039,294 | 8.0% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $183.3M | 2,212,917 | 7.9% | 24 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $179.5M | 1,858,958 | 7.8% | 26 |
| WISDOMTREE TR | [NTSI](https://holderbook.com/stocks/NTSI/) | $146.0M | 3,134,042 | 6.3% | 19 |
| ISHARES TR | [INTF](https://holderbook.com/stocks/INTF/) | $140.0M | 3,417,256 | 6.1% | 24 |
| SERIES PORTFOLIOS TR | [AIMS](https://holderbook.com/stocks/AIMS/) | $89.8M | 3,043,310 | 3.9% | 2 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $72.3M | 1,056,615 | 3.1% | 29 |
| WISDOMTREE TR | [WIMA](https://holderbook.com/stocks/WIMA/) | $67.4M | 1,600,768 | 2.9% | 2 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $56.1M | 1,114,235 | 2.4% | 5 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $30.4M | 369,979 | 1.3% | 26 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $24.5M | 81,697 | 1.1% | 26 |
| ISHARES TR | [IWC](https://holderbook.com/stocks/IWC/) | $16.5M | 82,329 | 0.7% | 26 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $13.5M | 190,170 | 0.6% | 19 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $10.2M | 30,154 | 0.4% | 23 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $7.9M | 299,343 | 0.3% | 8 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $7.6M | 26,504 | 0.3% | 18 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $6.6M | 71,174 | 0.3% | 12 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $6.2M | 38,183 | 0.3% | 30 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $6.2M | 129,182 | 0.3% | 24 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $6.2M | 15,153 | 0.3% | 29 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $6.1M | 14,354 | 0.3% | 29 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $5.9M | 58,956 | 0.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.6M | 11,718 | 0.2% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $5.5M | 52,830 | 0.2% | 29 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.7M | 1,549 | 0.2% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.1M | 5,419 | 0.1% | 29 |
| BALL CORP | [BALL](https://holderbook.com/stocks/BALL/) | $3.1M | 48,912 | 0.1% | 12 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.0M | 4,312 | 0.1% | 7 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.8M | 4,296 | 0.1% | 12 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.7M | 7,682 | 0.1% | 10 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $2.7M | 26,102 | 0.1% | 30 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $2.5M | 20,329 | 0.1% | 19 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $2.3M | 6,755 | 0.1% | 6 |
| VANGUARD WELLINGTON FD | [VFMF](https://holderbook.com/stocks/VFMF/) | $2.2M | 12,619 | 0.1% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.9M | 2,563 | 0.1% | 17 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $1.7M | 30,686 | 0.1% | 28 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7M | 4,676 | 0.1% | 10 |
| ZIONS BANCORPORATION NATL AS | [ZION](https://holderbook.com/stocks/ZION/) | $1.3M | 19,109 | 0.1% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.2M | 4,875 | 0.1% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $1.1M | 6,948 | 0.0% | 18 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.1M | 1,544 | 0.0% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $952.2K | 2,573 | 0.0% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $866.3K | 14,513 | 0.0% | 16 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $857.6K | 1,148 | 0.0% | 26 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $784.8K | 19,292 | 0.0% | 26 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $764.5K | 6,156 | 0.0% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $715.0K | 8,301 | 0.0% | 21 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $714.7K | 10,756 | 0.0% | 27 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $667.1K | 971 | 0.0% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $638.4K | 1,733 | 0.0% | 7 |
| ISHARES TR | [SDG](https://holderbook.com/stocks/SDG/) | $624.1K | 6,979 | 0.0% | 27 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $620.9K | 21,725 | 0.0% | 10 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $619.5K | 4,685 | 0.0% | 26 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $573.2K | 2,252 | 0.0% | 10 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $571.5K | 5,774 | 0.0% | 29 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $571.5K | 7,568 | 0.0% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $565.1K | 2,563 | 0.0% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $515.0K | 4,547 | 0.0% | 8 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $489.3K | 7,000 | 0.0% | 1 |
| PUBLIC STORAGE | [PSA](https://holderbook.com/stocks/PSA/) | $488.0K | 1,533 | 0.0% | 4 |
| WISDOMTREE TR | [QGRW](https://holderbook.com/stocks/QGRW/) | $471.4K | 7,139 | 0.0% | 10 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $459.3K | 7,604 | 0.0% | 7 |
| PIMCO ETF TR | [LDUR](https://holderbook.com/stocks/LDUR/) | $444.7K | 4,651 | 0.0% | 18 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $428.1K | 8,466 | 0.0% | 1 |
| DIREXION SHARES ETF TRUST | [SOXL](https://holderbook.com/stocks/SOXL/) | $400.6K | 1,502 | 0.0% | 4 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $396.3K | 2,412 | 0.0% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $394.9K | 1,206 | 0.0% | 7 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $384.3K | 3,276 | 0.0% | 22 |
| DIREXION SHARES ETF TRUST | [TECL](https://holderbook.com/stocks/TECL/) | $384.2K | 1,665 | 0.0% | 2 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $341.4K | 4,912 | 0.0% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $337.2K | 1,112 | 0.0% | 8 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $336.0K | 1,814 | 0.0% | 8 |
| WISDOMTREE TR | [WTAI](https://holderbook.com/stocks/WTAI/) | $328.6K | 6,922 | 0.0% | 7 |
| ISHARES TR | [CRBN](https://holderbook.com/stocks/CRBN/) | $319.9K | 1,265 | 0.0% | 10 |
| WISDOMTREE TR | [WCBR](https://holderbook.com/stocks/WCBR/) | $311.8K | 8,610 | 0.0% | 15 |
| DIREXION SHARES ETF TRUST | [LABU](https://holderbook.com/stocks/LABU/) | $292.1K | 1,000 | 0.0% | 2 |
| ISHARES TR | [SUSC](https://holderbook.com/stocks/SUSC/) | $280.2K | 12,102 | 0.0% | 12 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $277.2K | 3,243 | 0.0% | 7 |
| WISDOMTREE TR | [NTSE](https://holderbook.com/stocks/NTSE/) | $276.6K | 5,689 | 0.0% | 19 |
| COLUMBIA ETF TR II | [XCEM](https://holderbook.com/stocks/XCEM/) | $271.6K | 5,136 | 0.0% | 5 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $269.4K | 1,414 | 0.0% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $269.3K | 1,070 | 0.0% | 7 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $265.3K | 5,384 | 0.0% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $254.7K | 855 | 0.0% | 7 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $234.9K | 1,085 | 0.0% | 4 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $233.4K | 2,441 | 0.0% | 13 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $230.2K | 671 | 0.0% | 7 |
| CALAMOS CONV OPPORTUNITIES & | [CHI](https://holderbook.com/stocks/CHI/) | $222.4K | 16,550 | 0.0% | 7 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $221.2K | 4,333 | 0.0% | 7 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $219.7K | 1,001 | 0.0% | 7 |
| HANCOCK JOHN PFD INCOME FD | [HPI](https://holderbook.com/stocks/HPI/) | $211.8K | 13,068 | 0.0% | 7 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $211.4K | 1,306 | 0.0% | 4 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $208.5K | 3,729 | 0.0% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $200.9K | 922 | 0.0% | 7 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $199.8K | 2,426 | 0.0% | 10 |
| AMPLIFY ETF TR | [BLOK](https://holderbook.com/stocks/BLOK/) | $198.8K | 3,174 | 0.0% | 6 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $193.2K | 1,223 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.4% | +14.8% | -2.4% | 85% |
| Q1 2026 | -1.8% | -4.6% | +2.8% | 99% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 99% |
| Q3 2025 | +7.2% | +7.8% | -0.6% | 99% |
| Q2 2025 | +9.3% | +10.5% | -1.1% | 99% |
| Q1 2025 | -1.0% | -4.6% | +3.5% | 99% |
| Q4 2024 | -2.8% | +2.1% | -5.0% | 99% |
| Q3 2024 | +6.5% | +5.4% | +1.1% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.3B | 727 |
| Q1 2026 | $2.1B | 361 |
| Q4 2025 | $2.1B | 353 |
| Q3 2025 | $2.1B | 723 |
| Q2 2025 | $1.9B | 299 |
| Q1 2025 | $1.8B | 669 |
| Q4 2024 | $1.8B | 308 |
| Q3 2024 | $1.8B | 76 |
| Q2 2024 | $1.7B | 78 |
| Q1 2024 | $1.5B | 85 |
| Q4 2023 | $1.5B | 88 |
| Q3 2023 | $1.3B | 91 |