HALBERT HARGROVE GLOBAL ADVISORS, LLC
Q3 2026 13F filing
Updated 20 days ago363 disclosed positions worth $2.3B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $375.3M | 490.1K | 16.40% | Trimmed(-0.5%) |
| 2 | E ISHARES TR | $285.1M | 3.66M | 12.45% | Added(+1.1%) |
| 3 | B WISDOMTREE TR | $281.5M | 4.82M | 12.30% | Trimmed(-10.1%) |
| 4 | ? N/A WISDOMTREE TR | $198.2M | 7.40M | 8.66% | Added(+5.1%) |
| 5 | E ISHARES TR | $180.1M | 1.86M | 7.87% | Trimmed(-0.0%) |
| 6 | E ISHARES INC | $176.5M | 2.17M | 7.71% | Trimmed(-1.7%) |
| 7 | ? N/A WISDOMTREE TR | $143.5M | 3.13M | 6.27% | Trimmed(-0.3%) |
| 8 | E ISHARES TR | $140.7M | 3.39M | 6.15% | Trimmed(-0.8%) |
| 9 | ? N/A SERIES PORTFOLIOS TR | $81.7M | 3.02M | 3.57% | Trimmed(-0.8%) |
| 10 | ? N/A WISDOMTREE TR | $76.8M | 1.82M | 3.35% | Added(+13.7%) |
| 11 | E ISHARES TR | $68.6M | 1.03M | 3.00% | Trimmed(-2.8%) |
| 12 | S SPDR INDEX SHS FDS | $53.7M | 1.07M | 2.35% | Trimmed(-4.0%) |
| 13 | J ISHARES TR | $30M | 355.4K | 1.31% | Trimmed(-4.0%) |
| 14 | E ISHARES TR | $20.2M | 72.7K | 0.88% | Trimmed(-11.0%) |
| 15 | ? N/A ISHARES TR | $14.8M | 79.9K | 0.64% | Trimmed(-3.0%) |
| 16 | V VANGUARD TAX-MANAGED FDS | $13.1M | 185.8K | 0.57% | Trimmed(-2.3%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $10.3M | 29.8K | 0.45% | Trimmed(-1.0%) |
| 18 | P PIMCO ETF TR | $7.9M | 311.3K | 0.35% | Added(+4.0%) |
| 19 | P PIMCO ETF TR | $6.8M | 67.8K | 0.30% | Added(+15.1%) |
| 20 | P PIMCO ETF TR | $6.4M | 74.0K | 0.28% | Added(+3.9%) |
| 21 | J J P MORGAN EXCHANGE TRADED F | $6.2M | 133.5K | 0.27% | Added(+3.4%) |
| 22 | E ISHARES TR | $6.2M | 14.9K | 0.27% | Trimmed(-2.0%) |
| 23 | E ISHARES TR | $5.8M | 34.9K | 0.25% | Trimmed(-8.5%) |
| 24 | E ISHARES TR | $5.8M | 13.4K | 0.25% | Trimmed(-6.4%) |
| 25 | E ISHARES TR | $5.4M | 51.8K | 0.24% | Trimmed(-1.9%) |
| 26 | A AIRBNB INC | $4.3M | 26.5K | 0.19% | Unchanged |
| 27 | A APPLE INC | $3.8M | 11.4K | 0.17% | Added(+49.8%) |
| 28 | J J P MORGAN EXCHANGE TRADED F | $3.8M | 74.5K | 0.16% | Added(+780.4%) |
| 29 | A APPLE INC | $2.8M | 8.4K | 0.12% | Added(+10.5%) |
| 30 | M MICROSOFT CORP | $2.8M | 5.4K | 0.12% | Added(+80.7%) |
| 31 | B BALL CORP | $2.7M | 49.0K | 0.12% | Added(+0.2%) |
| 32 | E ISHARES TR | $2.6M | 25.6K | 0.12% | Trimmed(-1.8%) |
| 33 | G ALPHABET INC | $2.6M | 7.7K | 0.12% | Trimmed(-0.3%) |
| 34 | V VANGUARD WELLINGTON FD | $2.2M | 12.5K | 0.10% | Trimmed(-0.8%) |
| 35 | A AIRBNB INC | $2.1M | 13.3K | 0.09% | Trimmed(-49.8%) |
| 36 | V VANGUARD SCOTTSDALE FDS | $1.8M | 16.3K | 0.08% | Trimmed(-19.9%) |
| 37 | L ELI LILLY & CO | $1.8M | 1.6K | 0.08% | Added(+4.1%) |
| 38 | L ELI LILLY & CO | $1.7M | 1.5K | 0.08% | Unchanged |
| 39 | Q INVESCO QQQ TR | $1.7M | 2.3K | 0.08% | Trimmed(-8.6%) |
| 40 | I INTUITIVE SURGICAL INC | $1.7M | 4.1K | 0.07% | Added(+46.8%) |
| 41 | G ALPHABET INC | $1.6M | 4.8K | 0.07% | Added(+2.4%) |
| 42 | M MICROSOFT CORP | $1.5M | 3.0K | 0.07% | Unchanged |
| 43 | E ISHARES INC | $1.5M | 28.0K | 0.07% | Trimmed(-8.8%) |
| 44 | I INTUITIVE SURGICAL INC | $1.4M | 3.4K | 0.06% | Added(+21.4%) |
| 45 | A AMAZON COM INC | $1.3M | 5.0K | 0.05% | Added(+3.3%) |
| 46 | H HOME DEPOT INC | $1.2M | 4.3K | 0.05% | Added(+4.2%) |
| 47 | W ZIONS BANCORPORATION NATL AS | $1.2M | 19.1K | 0.05% | Unchanged |
| 48 | T T-MOBILE US INC | $1.1M | 6.8K | 0.05% | Added(+0.8%) |
| 49 | T T-MOBILE US INC | $1.1M | 6.7K | 0.05% | Unchanged |
| 50 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 6.9K | 0.05% | Unchanged |