Halbert Hargrove Global Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.07B
Q ending 2026-03-31
Prior quarter
$2.11B
Q ending 2025-12-31
Change
-1.6% QoQ · +17.1% YoY
Positions
372
reported holdings
Largest positions
Top 100 of 372 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $328.1M | 502K |
| Wisdomtree Tr | NTSX | Shares | $282.5M | 5.4M |
| Ishares Tr | LRGF | Shares | $239.3M | 3.6M |
| Ishares Tr | IEFA | Shares | $168.4M | 1.9M |
| Wisdomtree Tr | WAMA | Shares | $167.3M | 7.0M |
| Ishares Inc | IEMG | Shares | $157.8M | 2.3M |
| Wisdomtree Tr | NTSI | Shares | $137.3M | 3.1M |
| Ishares Tr | INTF | Shares | $130.1M | 3.3M |
| Series Portfolios Tr | AIMS | Shares | $72.2M | 3.0M |
| Ishares Tr | EEM | Shares | $61.8M | 1.1M |
| Wisdomtree Tr | WIMA | Shares | $59.9M | 1.5M |
| Spdr Index Shs Fds | SPDW | Shares | $52.8M | 1.2M |
| Ishares Tr | SCZ | Shares | $29.4M | 375K |
| Ishares Tr | IWM | Shares | $21.2M | 86K |
| Ishares Tr | IWC | Shares | $13.6M | 85K |
| Vanguard Tax-Managed Fds | VEA | Shares | $12.5M | 195K |
| Vanguard Scottsdale Fds | VONE | Shares | $9.1M | 31K |
| Pimco Etf Tr | PYLD | Shares | $7.8M | 298K |
| Ishares Tr | IWB | Shares | $6.8M | 19K |
| Pimco Etf Tr | BOND | Shares | $6.6M | 72K |
| J P Morgan Exchange Traded F | JPIB | Shares | $6.1M | 128K |
| Ishares Tr | IWV | Shares | $5.7M | 15K |
| Ishares Tr | ESGU | Shares | $5.7M | 40K |
| Ishares Tr | EFA | Shares | $5.4M | 55K |
| Pimco Etf Tr | MINT | Shares | $4.6M | 45K |
| Airbnb Inc | ABNB | Shares | $3.3M | 27K |
| Airbnb Inc | ABNB | Put | $3.3M | 27K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Ball Corp | BALL | Shares | $2.9M | 49K |
| Ishares Tr | ESGD | Shares | $2.4M | 25K |
| Alphabet Inc | GOOGL | Shares | $2.4M | 8K |
| Intuitive Surgical Inc | ISRG | Put | $2.2M | 5K |
| Vanguard Wellington Fd | VFMF | Shares | $2.1M | 14K |
| Vanguard Scottsdale Fds | VTWO | Shares | $2.1M | 21K |
| Intuitive Surgical Inc | ISRG | Shares | $2.0M | 4K |
| Apple Inc | AAPL | Put | $1.9M | 8K |
| T-Mobile Us Inc | TMUS | Shares | $1.6M | 8K |
| T-Mobile Us Inc | TMUS | Put | $1.6M | 8K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Eli Lilly & Co | LLY | Put | $1.6M | 2K |
| Alphabet Inc | GOOGL | Put | $1.5M | 5K |
| Home Depot Inc | HD | Shares | $1.5M | 5K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Ishares Inc | ESGE | Shares | $1.4M | 32K |
| Home Depot Inc | HD | Put | $1.4M | 4K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Wisdomtree Tr | DES | Shares | $1.3M | 35K |
| Zions Bancorporation Natl As | ZION | Shares | $1.1M | 19K |
| Vanguard Intl Equity Index F | VSS | Shares | $1.0M | 7K |
| Amazon Com Inc | AMZN | Shares | $991K | 5K |
| Vanguard Index Fds | VTI | Shares | $844K | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $785K | 15K |
| Ishares Tr | USRT | Shares | $705K | 12K |
| Lowes Cos Inc | LOW | Shares | $605K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $598K | 920 |
| Ishares Tr | IWF | Shares | $590K | 1K |
| Ishares Tr | SDG | Shares | $583K | 7K |
| Tesla Inc | TSLA | Shares | $566K | 2K |
| Vanguard World Fd | ESGV | Shares | $562K | 5K |
| Vanguard Index Fds | VOO | Shares | $537K | 898 |
| Walmart Inc | WMT | Shares | $521K | 4K |
| Vanguard Index Fds | VUG | Shares | $513K | 1K |
| Unity Software Inc | U | Shares | $477K | 22K |
| Ishares Tr | AGG | Shares | $464K | 5K |
| Pimco Etf Tr | LDUR | Shares | $450K | 5K |
| Ishares Tr | AOR | Shares | $427K | 7K |
| Public Storage Oper Co | PSA | Shares | $415K | 2K |
| Tesla Inc | TSLA | Put | $409K | 1K |
| Us Bancorp | USB | Shares | $394K | 8K |
| Wisdomtree Tr | QGRW | Shares | $381K | 7K |
| Select Sector Spdr Tr | XLY | Shares | $356K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $348K | 1K |
| Direxion Shares Etf Trust | TECL | Shares | $346K | 4K |
| Ishares Tr | ITOT | Shares | $344K | 2K |
| Snowflake Inc | SNOW | Shares | $339K | 2K |
| Snowflake Inc | SNOW | Put | $332K | 2K |
| Unity Software Inc | U | Put | $323K | 15K |
| Vanguard Index Fds | VB | Shares | $297K | 1K |
| Select Sector Spdr Tr | XLI | Shares | $293K | 2K |
| Ishares Tr | CRBN | Shares | $282K | 1K |
| Wisdomtree Tr | NTSE | Shares | $261K | 7K |
| Microsoft Corp | MSFT | Put | $259K | 700 |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $256K | 4K |
| Vanguard Star Fds | VXUS | Shares | $250K | 3K |
| Vanguard World Fd | VSGX | Shares | $229K | 3K |
| Abbvie Inc | ABBV | Shares | $228K | 1K |
| Wisdomtree Tr | DGRW | Shares | $222K | 3K |
| Calamos Conv Opportunities & | CHI | Shares | $215K | 20K |
| Wisdomtree Tr | WCBR | Shares | $215K | 9K |
| Boeing Co | BA | Shares | $215K | 1K |
| Ishares Tr | SUSC | Shares | $214K | 9K |
| Columbia Etf Tr Ii | XCEM | Shares | $210K | 5K |
| Hancock John Pfd Income Fd | HPI | Shares | $208K | 13K |
| Visa Inc | V | Shares | $203K | 671 |
| Wisdomtree Tr | WTAI | Shares | $195K | 7K |
| Ishares Tr | QUAL | Shares | $192K | 1K |
| Vanguard Index Fds | VBR | Shares | $189K | 870 |
| 3M Co | MMM | Shares | $189K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $182K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.