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CIK: 0001484205
Total reported value
$2.3B
$2.3B
727 檔
58.0%
During the Q2 2026 filing period, Halbert Hargrove Global Advisors, LLC (CIK: 0001484205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 727 reported positions.
In Q2 2026, Halbert Hargrove Global Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 63 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 727 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.96% | +0.44% | -1.92% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 13.68% | -1.38% | -1.12% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.85% | +0.60% | -0.13% | |
| 4 | WAMA | Wt US Adaptive Mv Avg Fund | ETF-Other | 7.97% | +0.69% | +1.23% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.93% | -0.22% | -2.20% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.77% | +0.10% | -0.06% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.32% | -0.05% | +0.43% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 6.05% | +0.10% | +2.32% | |
| 9 | AIMS | Acuitas Small Cap Active ETF | ETF-Small Cap | 3.88% | -0.31% | -0.17% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.13% | -0.13% | -2.86% | |
| 11 | WIMA | Wt Int Adpt Ma Fund | ETF-Other | 2.91% | +0.44% | +4.51% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.43% | -0.08% | -3.61% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.32% | -0.01% | -1.36% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.06% | -0.18% | -4.46% | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.71% | -0.07% | -3.13% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.02% | -2.23% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-Other | 0.44% | +0.01% | -2.43% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.34% | +0.01% | +0.39% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.33% | -0.05% | +0.01% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.28% | — | -1.23% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | -0.02% | -4.56% | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.27% | — | +1.25% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.27% | — | -20.19% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.26% | -0.01% | -7.12% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.26% | +0.04% | +29.98% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.05% | +0.66% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | — | -4.27% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | -0.01% | -11.52% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | +0.05% | -2.90% | |
| 30 | BALL | Ball CORP | Stock-Consumer Disc | 0.13% | -0.01% | +0.21% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.04% | -4.53% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.12% | +0.01% | -21.59% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | — | -43.24% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | +3.33% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.11% | -0.03% | -2.00% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.10% | — | -13.77% | |
| 37 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.10% | — | -6.93% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | — | +1.14% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | -3.73% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | -0.76% | |
| 41 | ZION | Zions Bancorp NA | Stock-Financials | 0.06% | -0.01% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +2.48% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -1.29% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | -0.01% | -2.97% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | -2.17% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | -0.04% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.04% | — | +24.78% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.03% | — | -45.04% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | — | +344.80% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.03% | +0.01% | +607.67% |
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 727 disclosed positions in Q2 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 58.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
IAU
市值: $571.5K
Top Position Liquidated / Trimmed
HON
前期市值: $149.0K
During Q2 2026, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (16.0%)、NTSX (13.7%)、LRGF (11.8%). The largest single position, IVV, represented 16.0% of total portfolio value.
In Q2 2026, Halbert Hargrove Global Advisors, LLC made 163 total portfolio adjustments, initiating 27 new buys, adding to 63 positions, trimming 66 holdings, and fully liquidating 7 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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