HALBERT HARGROVE GLOBAL ADVISORS, LLC
13F filer · CIK 1484205 · Long Beach, CA
Summary
HALBERT HARGROVE GLOBAL ADVISORS, LLC reported $2.31B across 735 positions in its 13F for 2026 Q2, filed Jul 21, 2026. The largest holdings are IVV (16.0%), NTSX (13.7%), LRGF (11.8%). Versus 2026 Q1, leaving options aside, it opened 381 new positions, added to 122, trimmed 84 and sold out of 15.
Reported value$2.31B
Positions735incl. options
Report period2026 Q2
FiledJul 21, 2026
New positions381
Added122
Trimmed84
Sold out15
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.0%Value $368.96MPrice $767.52Shares 493K -1.92%Since Jun 30 +2.49%
Weight 13.7%Value $316.30MPrice $58.59Shares 5.36M -1.12%Since Jun 30 -0.78%
Weight 11.8%Value $273.92MPrice $78.01Shares 3.62M -0.13%Since Jun 30 +3.15%
Weight 8.0%Value $184.27MPrice $26.82Shares 7.04M +1.23%Since Jun 30 +2.47%
Weight 7.9%Value $183.32MPrice $81.89Shares 2.21M -2.20%Since Jun 30 -1.15%
Weight 7.8%Value $179.54MPrice $97.46Shares 1.86M -0.06%Since Jun 30 +0.91%
Weight 6.3%Value $146.05MPrice $46.22Shares 3.13M +0.43%Since Jun 30 -0.82%
Weight 6.1%Value $139.97MPrice $41.77Shares 3.42M +2.32%Since Jun 30 +1.98%
SERIES PORTFOLIOS TRNo ticker matchTrim
Weight 3.9%Value $89.79MShares 3.04M -0.17%
Weight 3.1%Value $72.28MPrice $67.40Shares 1.06M -2.86%Since Jun 30 -1.48%
Weight 2.9%Value $67.37MPrice $42.40Shares 1.60M +4.52%Since Jun 30 +0.74%
Weight 2.4%Value $56.15MPrice $50.59Shares 1.11M -3.61%Since Jun 30 +0.40%
Weight 1.3%Value $30.44MPrice $84.29Shares 370K -1.36%Since Jun 30 +2.46%
Weight 1.1%Value $24.55MPrice $279.01Shares 82K -4.46%Since Jun 30 -7.14%
Weight 0.7%Value $16.47MPrice $185.71Shares 82K -3.13%Since Jun 30 -7.16%
Weight 0.6%Value $13.55MPrice $71.18Shares 190K -2.23%Since Jun 30 -0.10%
Weight 0.4%Value $10.21MPrice $344.89Shares 30K -2.43%Since Jun 30 +1.82%
Weight 0.3%Value $7.94MPrice $25.41Shares 299K +0.39%Since Jun 30 -4.19%
Weight 0.3%Value $6.56MPrice $87.06Shares 71K -1.23%Since Jun 30 -5.59%
Weight 0.3%Value $6.25MPrice $167.09Shares 38K -4.56%Since Jun 30 +2.09%
Weight 0.3%Value $6.25MPrice $46.69Shares 129K +1.25%Since Jun 30 -3.43%
Weight 0.3%Value $6.21MPrice $417.26Shares 15K -20.19%Since Jun 30 +1.90%
Weight 0.3%Value $6.12MPrice $432.59Shares 14K -7.12%Since Jun 30 +1.45%
Weight 0.3%Value $5.94MPrice $100.60Shares 59K +29.98%Since Jun 30 -0.21%
Weight 0.2%Value $5.49MPrice $104.54Shares 53K -4.27%Since Jun 30 +0.63%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.0% | $368.96M | +2.49% | -1.92% | Trim | |
| 13.7% | $316.30M | -0.78% | -1.12% | Trim | |
| 11.8% | $273.92M | +3.15% | -0.13% | Trim | |
| 8.0% | $184.27M | +2.47% | +1.23% | Add | |
| 7.9% | $183.32M | -1.15% | -2.20% | Trim | |
| 7.8% | $179.54M | +0.91% | -0.06% | Trim | |
| 6.3% | $146.05M | -0.82% | +0.43% | Add | |
| 6.1% | $139.97M | +1.98% | +2.32% | Add | |
| SERIES PORTFOLIOS TRNo ticker match | 3.9% | $89.79M | — | -0.17% | Trim |
| 3.1% | $72.28M | -1.48% | -2.86% | Trim | |
| 2.9% | $67.37M | +0.74% | +4.52% | Add | |
| 2.4% | $56.15M | +0.40% | -3.61% | Trim | |
| 1.3% | $30.44M | +2.46% | -1.36% | Trim | |
| 1.1% | $24.55M | -7.14% | -4.46% | Trim | |
| 0.7% | $16.47M | -7.16% | -3.13% | Trim | |
| 0.6% | $13.55M | -0.10% | -2.23% | Trim | |
| 0.4% | $10.21M | +1.82% | -2.43% | Trim | |
| 0.3% | $7.94M | -4.19% | +0.39% | Add | |
| 0.3% | $6.56M | -5.59% | -1.23% | Trim | |
| 0.3% | $6.25M | +2.09% | -4.56% | Trim | |
| 0.3% | $6.25M | -3.43% | +1.25% | Add | |
| 0.3% | $6.21M | +1.90% | -20.19% | Trim | |
| 0.3% | $6.12M | +1.45% | -7.12% | Trim | |
| 0.3% | $5.94M | -0.21% | +29.98% | Add | |
| 0.2% | $5.49M | +0.63% | -4.27% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.