2026 Q2 Portfolio Activity
In 2026 Q2, HALBERT HARGROVE GLOBAL ADVISORS, LLC maintained a portfolio of 753 distinct positions. The most significant new addition was ISHARES GOLD TR, now representing 0.02% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 351864.7%. Conversely, HALBERT HARGROVE GLOBAL ADVISORS, LLC completely exited their position in WISDOMTREE TR.
Position History
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Total Positions
753
Quarter
2026 Q2
Top Holding
IVV (16.0%)
Top 10 Concentration
84.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 753
HALBERT HARGROVE GLOBAL ADVISORS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 15.96% | 15.83% |
#1
Prev: #1
|
6.5 |
—
|
-9,643 | -1.9% |
P
S
|
492,680 | $368,962,874 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NTSX
WISDOMTREE TR
|
ETF | 13.68% | 13.63% |
#2
Prev: #2
|
6.0 |
—
|
-60,631 | -1.1% |
P
S
|
5,356,465 | $316,299,256 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LRGF
ISHARES TR
|
ETF | 11.85% | 11.55% |
#3
Prev: #3
|
5.5 |
—
|
-4,657 | -0.1% |
P
S
|
3,621,832 | $273,919,137 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
N/A
WISDOMTREE TR
|
|
Unknown | 7.97% | 8.07% |
#4
1
Prev: #5
|
4.2 |
—
|
85,571 | 1.2% |
P
S
|
7,039,294 | $184,272,516 | — | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
IEMG
ISHARES INC
|
ETF | 7.93% | 7.62% |
#5
1
Prev: #6
|
4.2 |
—
|
-49,750 | -2.2% |
P
S
|
2,212,917 | $183,318,021 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEFA
ISHARES TR
|
ETF | 7.77% | 8.13% |
#6
2
Prev: #4
|
3.6 |
—
|
-1,174 | -0.1% |
P
S
|
1,858,958 | $179,538,198 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NTSI
WISDOMTREE TR
|
Bond/Debt | 6.32% | 6.63% |
#7
Prev: #7
|
3.0 |
—
|
13,349 | 0.4% |
P
S
|
3,134,042 | $146,046,370 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
INTF
ISHARES TR
|
Bond/Debt | 6.05% | 6.28% |
#8
Prev: #8
|
2.9 |
—
|
77,587 | 2.3% |
P
S
|
3,417,256 | $139,970,800 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
N/A
SERIES PORTFOLI...
|
|
Unknown | 3.88% | 3.48% |
#9
Prev: #9
|
2.1 |
—
|
-5,283 | -0.2% |
P
S
|
3,043,310 | $89,793,456 | — | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
EEM
ISHARES TR
|
ETF | 3.13% | 2.98% |
#10
Prev: #10
|
1.8 |
—
|
-31,099 | -2.9% |
P
S
|
1,056,615 | $72,283,039 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
N/A
WISDOMTREE TR
|
|
Bond/Debt | 2.91% | 2.89% |
#11
Prev: #11
|
1.7 |
—
|
69,153 | 4.5% |
P
S
|
1,600,768 | $67,367,512 | — | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.43% | 2.55% |
#12
Prev: #12
|
1.5 |
—
|
-41,783 | -3.6% |
P
S
|
1,114,235 | $56,146,319 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCZ
ISHARES TR
|
ETF | 1.32% | 1.42% |
#13
Prev: #13
|
1.0 |
—
|
-5,085 | -1.4% |
P
S
|
369,979 | $30,438,143 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWM
ISHARES TR
|
ETF | 1.06% | 1.02% |
#14
Prev: #14
|
0.9 |
—
|
-3,815 | -4.5% |
P
S
|
81,697 | $24,545,900 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWC
ISHARES TR
|
ETF | 0.71% | 0.65% |
#15
Prev: #15
|
0.8 |
—
|
-2,656 | -3.1% |
P
S
|
82,329 | $16,469,061 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.59% | 0.60% |
#16
Prev: #16
|
0.7 |
—
|
-4,331 | -2.2% |
P
S
|
190,170 | $13,549,642 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 0.44% | 0.44% |
#17
Prev: #17
|
0.7 |
—
|
-752 | -2.4% |
P
S
|
30,154 | $10,213,618 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.34% | 0.38% |
#18
Prev: #18
|
0.6 |
—
|
1,174 | 0.4% |
P
S
|
299,343 | $7,938,581 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.28% | 0.32% |
#19
1
Prev: #20
|
0.6 |
—
|
-885 | -1.2% |
P
S
|
71,174 | $6,562,995 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ESGU
ISHARES TR
|
ETF | 0.27% | 0.27% |
#20
3
Prev: #23
|
0.6 |
—
|
-1,825 | -4.6% |
P
S
|
38,183 | $6,249,445 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 0.27% | 0.29% |
#21
Prev: #21
|
0.6 |
—
|
1,593 | 1.2% |
P
S
|
129,182 | $6,245,967 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWB
ISHARES TR
|
ETF | 0.27% | 0.33% |
#22
3
Prev: #19
|
0.1 |
—
|
-3,834 | -20.2% |
P
S
|
15,153 | $6,205,114 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWV
ISHARES TR
|
ETF | 0.26% | 0.28% |
#23
1
Prev: #22
|
0.6 |
—
|
-1,100 | -7.1% |
P
S
|
14,354 | $6,120,546 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MINT
PIMCO ETF TR
|
ETF | 0.26% | 0.22% |
#24
1
Prev: #25
|
2.6 |
—
|
13,598 | 30.0% |
P
S
|
58,956 | $5,943,386 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
EFA
ISHARES TR
|
ETF | 0.24% | 0.26% |
#25
1
Prev: #24
|
0.6 |
—
|
-2,355 | -4.3% |
P
S
|
52,830 | $5,488,000 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.16% | 0.16% |
#26
Prev: #26
|
0.6 |
—
|
4 | 0.0% |
P
S
|
26,504 | $3,792,777 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ABNB
PUT
AIRBNB INC
|
PUT Option | 0.16% | 0.16% |
#27
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
26,500 | $3,792,150 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.15% | 0.14% |
#28
Prev: #28
|
0.6 |
—
|
27 | 0.2% |
P
S
|
11,718 | $3,390,854 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BALL
BALL CORP
|
Consumer Cyclical | 0.13% | 0.14% |
#29
1
Prev: #30
|
0.6 |
—
|
103 | 0.2% |
P
S
|
48,912 | $3,052,079 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.12% | 0.11% |
#30
2
Prev: #32
|
0.5 |
—
|
-553 | -6.7% |
P
S
|
7,682 | $2,745,485 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ESGD
ISHARES TR
|
ETF | 0.12% | 0.12% |
#31
Prev: #31
|
0.5 |
—
|
841 | 3.3% |
P
S
|
26,102 | $2,683,562 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 0.11% | 0.10% |
#32
3
Prev: #35
|
0.5 |
—
|
-414 | -2.0% |
P
S
|
20,329 | $2,468,333 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VFMF
VANGUARD WELLIN...
|
ETF | 0.10% | 0.10% |
#33
1
Prev: #34
|
0.5 |
—
|
-939 | -6.9% |
P
S
|
12,619 | $2,233,185 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
PUT
APPLE INC
|
PUT Option | 0.10% | 0.09% |
#34
3
Prev: #37
|
0.5 |
—
|
100 | 1.3% |
P
S
|
7,600 | $2,199,136 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.09% | 0.14% |
#35
6
Prev: #29
|
0.0 |
—
|
-2,551 | -32.0% |
P
S
|
5,419 | $2,021,475 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.08% | 0.07% |
#36
8
Prev: #44
|
0.5 |
—
|
29 | 1.1% |
P
S
|
2,563 | $1,887,413 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.08% | 0.08% |
#37
3
Prev: #40
|
0.5 |
—
|
-197 | -11.3% |
P
S
|
1,549 | $1,857,450 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
LLY
PUT
ELI LILLY & CO
|
PUT Option | 0.08% | 0.08% |
#38
3
Prev: #41
|
0.5 |
—
|
-200 | -11.8% |
P
S
|
1,500 | $1,799,145 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.07% | 0.10% |
#39
3
Prev: #36
|
0.5 |
—
|
-54 | -1.2% |
P
S
|
4,296 | $1,708,255 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ESGE
ISHARES INC
|
ETF | 0.07% | 0.07% |
#40
5
Prev: #45
|
0.5 |
—
|
-1,188 | -3.7% |
P
S
|
30,686 | $1,678,242 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.07% | 0.07% |
#41
6
Prev: #47
|
0.5 |
—
|
-36 | -0.8% |
P
S
|
4,676 | $1,652,010 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.07% | 0.07% |
#42
1
Prev: #43
|
0.5 |
—
|
-199 | -4.4% |
P
S
|
4,312 | $1,520,862 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
HD
PUT
HOME DEPOT INC
|
PUT Option | 0.06% | 0.07% |
#43
3
Prev: #46
|
0.5 |
—
|
-200 | -4.7% |
P
S
|
4,100 | $1,445,988 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ZION
ZIONS BANCORPOR...
|
Financial Services | 0.06% | 0.05% |
#44
5
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
19,109 | $1,322,152 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.05% | 0.05% |
#45
6
Prev: #51
|
0.5 |
—
|
118 | 2.5% |
P
S
|
4,875 | $1,162,018 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 0.05% | 0.08% |
#46
8
Prev: #38
|
0.5 |
—
|
-1,049 | -13.4% |
P
S
|
6,755 | $1,133,009 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TMUS
PUT
T-MOBILE US INC
|
PUT Option | 0.05% | 0.08% |
#47
8
Prev: #39
|
0.5 |
—
|
-1,100 | -14.1% |
P
S
|
6,700 | $1,123,791 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
PUT
MICROSOFT CORP
|
PUT Option | 0.05% | 0.01% |
#48
35
Prev: #83
|
3.0 |
—
|
2,300 | 328.6% |
P
S
|
3,000 | $1,119,060 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
ISRG
PUT
INTUITIVE SURGI...
|
PUT Option | 0.05% | 0.10% |
#49
16
Prev: #33
|
0.0 |
—
|
-1,900 | -40.4% |
P
S
|
2,800 | $1,113,504 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.05% | 0.05% |
#50
Prev: #50
|
0.5 |
—
|
-91 | -1.3% |
P
S
|
6,948 | $1,071,998 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-50 of 753 holdings