Halbert Hargrove Global Advisors, LLC 13F Holdings · Q2 2026
Halbert Hargrove Global Advisors, LLC reported 702 securities worth $2.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (15.96%), NTSX (13.68%), LRGF (11.85%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $369.0M | 15.96% | 492,680 | Trimmed |
| 2 | NTSX | WISDOMTREE TR | $316.3M | 13.68% | 5.4M | Trimmed |
| 3 | LRGF | ISHARES TR | $273.9M | 11.85% | 3.6M | Trimmed |
| 4 | WAMA | WISDOMTREE TR | $184.3M | 7.97% | 7.0M | Added |
| 5 | IEMG | ISHARES INC | $183.3M | 7.93% | 2.2M | Trimmed |
| 6 | IEFA | ISHARES TR | $179.5M | 7.77% | 1.9M | Trimmed |
| 7 | NTSI | WISDOMTREE TR | $146.0M | 6.32% | 3.1M | Added |
| 8 | INTF | ISHARES TR | $140.0M | 6.05% | 3.4M | Added |
| 9 | AIMS | SERIES PORTFOLIOS TR | $89.8M | 3.88% | 3.0M | Trimmed |
| 10 | EEM | ISHARES TR | $72.3M | 3.13% | 1.1M | Trimmed |
| 11 | WIMA | WISDOMTREE TR | $67.4M | 2.91% | 1.6M | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $56.1M | 2.43% | 1.1M | Trimmed |
| 13 | SCZ | ISHARES TR | $30.4M | 1.32% | 369,979 | Trimmed |
| 14 | IWM | ISHARES TR | $24.5M | 1.06% | 81,697 | Trimmed |
| 15 | IWC | ISHARES TR | $16.5M | 0.71% | 82,329 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 0.59% | 190,170 | Trimmed |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $10.2M | 0.44% | 30,154 | Trimmed |
| 18 | PYLD | PIMCO ETF TR | $7.9M | 0.34% | 299,343 | Added |
| 19 | ABNB | AIRBNB INC | $7.6M | 0.33% | 26,504 | Added |
| 20 | BOND | PIMCO ETF TR | $6.6M | 0.28% | 71,174 | Trimmed |
| 21 | ESGU | ISHARES TR | $6.2M | 0.27% | 38,183 | Trimmed |
| 22 | IWB | ISHARES TR | $6.2M | 0.27% | 15,153 | Trimmed |
| 23 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.2M | 0.27% | 129,182 | Added |
| 24 | IWV | ISHARES TR | $6.1M | 0.26% | 14,354 | Trimmed |
| 25 | MINT | PIMCO ETF TR | $5.9M | 0.26% | 58,956 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR