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CIK: 0001484205
Total reported value
$2.3B
$2.3B
361 檔
51.3%
As reported in its official Q1 2026 Form 13F filing, Halbert Hargrove Global Advisors, LLC's tracked investment portfolio stood at $2.3B with 361 total positions.
In Q1 2026, Halbert Hargrove Global Advisors, LLC adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.83% | +0.13% | +0.35% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 13.63% | +0.05% | -0.44% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.55% | +0.30% | +1.88% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.13% | -0.36% | +0.39% | |
| 5 | WAMA | Wt US Adaptive Mv Avg Fund | ETF-Other | 8.07% | -0.10% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.62% | +0.31% | -0.39% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.63% | -0.31% | +0.03% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 6.28% | -0.23% | +0.26% | |
| 9 | AIMS | Acuitas Small Cap Active ETF | ETF-Small Cap | 3.48% | +0.40% | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.98% | +0.15% | -2.13% | |
| 11 | WIMA | Wt Int Adpt Ma Fund | ETF-Other | 2.89% | +0.02% | — | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.55% | -0.12% | -27.22% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.42% | -0.10% | -2.04% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | +0.04% | -76.80% | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.65% | +0.06% | -2.58% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | -0.01% | -3.11% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-Other | 0.44% | — | -6.61% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.38% | -0.04% | -4.29% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.33% | -0.06% | -96.00% | |
| 20 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.32% | +0.01% | — | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.32% | -0.04% | -5.42% | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.29% | -0.02% | -3.82% | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.28% | -0.02% | -13.19% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | — | +0.04% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | -87.32% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | -10.01% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.22% | +0.04% | -9.97% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.20% | -0.08% | +16.99% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.07% | -2.13% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.16% | -0.06% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | -5.28% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.01% | -1.54% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | — | |
| 34 | BALL | Ball CORP | Stock-Consumer Disc | 0.14% | -0.01% | +0.19% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | -0.46% | |
| 36 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.10% | — | +0.09% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.10% | +0.01% | -42.57% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | -2.80% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | -2.72% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | +0.06% | |
| 41 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.06% | -0.03% | -3.14% | |
| 42 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | +0.01% | — | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -0.13% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +1655.35% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | +3.50% | |
| 47 | U | Unity Software Inc | Stock-Tech | 0.04% | -0.01% | -9.89% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | +0.69% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | -0.31% | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.03% | -0.01% | +97.78% |
According to official SEC Form 13F filings, Halbert Hargrove Global Advisors, LLC reported a total U.S. public equity portfolio value of $2.3B across 361 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NTSX, LRGF) accounted for 51.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
WAMA
市值: $167.3M
Top Position Liquidated / Trimmed
USXF
前期市值: $1.8M
During Q1 2026, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (15.8%)、NTSX (13.6%)、LRGF (11.6%). The largest single position, IVV, represented 15.8% of total portfolio value.
In Q1 2026, Halbert Hargrove Global Advisors, LLC made 126 total portfolio adjustments, initiating 15 new buys, adding to 33 positions, trimming 64 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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