HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 1484205
13F filing for Q2 2026・No. 1,506
- Holdings
- US$2.31B
- Quarter change
- +US$239.84M
- Entries
- 735
- Net bought (estimate)
- −US$13.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 358
- Sold out 14
- Cut 86
- Added 117
- Corporate actions 2
- Unchanged 141
Largest holdings
702 stocks worth US$2.3B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 492,680 | US$368.96M | 16.05% |
| WISDOMTREE TRUS EFFIC CORE FD | Cut | 5,356,465 | US$316.3M | 13.76% |
| ISHARES TRU S EQUITY FACTR | Cut | 3,621,832 | US$273.92M | 11.91% |
| WISDOMTREE TRU S ADAPTIVE MVN | Added | 7,039,294 | US$184.27M | 8.01% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 2,212,917 | US$183.32M | 7.97% |
| ISHARES TRCORE MSCI EAFE | Cut | 1,858,958 | US$179.54M | 7.81% |
| WISDOMTREE TRINTERNATIONL EFI | Added | 3,134,042 | US$146.05M | 6.35% |
| ISHARES TRINTL EQTY FACTOR | Added | 3,417,256 | US$139.97M | 6.09% |
| SERIES PORTFOLIOS TRACUITAS SML CAP | Cut | 3,043,310 | US$89.79M | 3.91% |
| EEMISHARES TRMSCI EMG MKT ETF | Cut | 1,056,615 | US$72.28M | 3.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.