Holders — by stockHoldings — by fund
HALBERT HARGROVE GLOBAL ADVISORS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1484205
$2.31B
disclosed book value
727
positions
16%
largest position share
Positions, as of 2026-06-30
top 100 of 727 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 492,680 | $369.0M | 16% |
| 2 | NTSXWISDOMTREE TR | 5.4M | $316.3M | 13.7% |
| 3 | LRGFISHARES TR | 3.6M | $273.9M | 11.8% |
| 4 | WISDOMTREE TR | 7.0M | $184.3M | 8% |
| 5 | IEMGISHARES INC | 2.2M | $183.3M | 7.9% |
| 6 | IEFAISHARES TR | 1.9M | $179.5M | 7.8% |
| 7 | WISDOMTREE TR | 3.1M | $146.0M | 6.3% |
| 8 | INTFISHARES TR | 3.4M | $140.0M | 6.1% |
| 9 | SERIES PORTFOLIOS TR | 3.0M | $89.8M | 3.9% |
| 10 | EEMISHARES TR | 1.1M | $72.3M | 3.1% |
| 11 | WISDOMTREE TR | 1.6M | $67.4M | 2.9% |
| 12 | SPDWSPDR INDEX SHS FDS | 1.1M | $56.1M | 2.4% |
| 13 | SCZISHARES TR | 369,979 | $30.4M | 1.3% |
| 14 | IWMISHARES TR | 81,697 | $24.5M | 1.1% |
| 15 | IWCISHARES TR | 82,329 | $16.5M | 0.7% |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 190,170 | $13.5M | 0.6% |
| 17 | VONEVANGUARD SCOTTSDALE FDS | 30,154 | $10.2M | 0.4% |
| 18 | PYLDPIMCO ETF TR | 299,343 | $7.9M | 0.3% |
| 19 | BONDPIMCO ETF TR | 71,174 | $6.6M | 0.3% |
| 20 | ESGUISHARES TR | 38,183 | $6.2M | 0.3% |
| 21 | JPIBJ P MORGAN EXCHANGE TRADED F | 129,182 | $6.2M | 0.3% |
| 22 | IWBISHARES TR | 15,153 | $6.2M | 0.3% |
| 23 | IWVISHARES TR | 14,354 | $6.1M | 0.3% |
| 24 | MINTPIMCO ETF TR | 58,956 | $5.9M | 0.3% |
| 25 | EFAISHARES TR | 52,830 | $5.5M | 0.2% |
| 26 | ABNBAIRBNB INC | 26,504 | $3.8M | 0.2% |
| 27 | ABNBAIRBNB INCPUT | 26,500 | $3.8M | 0.2% |
| 28 | AAPLAPPLE INC | 11,718 | $3.4M | 0.1% |
| 29 | BALLBALL CORP | 48,912 | $3.1M | 0.1% |
| 30 | GOOGLALPHABET INC | 7,682 | $2.7M | 0.1% |
| 31 | ESGDISHARES TR | 26,102 | $2.7M | 0.1% |
| 32 | VTWOVANGUARD SCOTTSDALE FDS | 20,329 | $2.5M | 0.1% |
| 33 | VANGUARD WELLINGTON FD | 12,619 | $2.2M | 0.1% |
| 34 | AAPLAPPLE INCPUT | 7,600 | $2.2M | 0.1% |
| 35 | MSFTMICROSOFT CORP | 5,419 | $2.0M | 0.1% |
| 36 | QQQINVESCO QQQ TR | 2,563 | $1.9M | 0.1% |
| 37 | LLYELI LILLY & CO | 1,549 | $1.9M | 0.1% |
| 38 | LLYELI LILLY & COPUT | 1,500 | $1.8M | 0.1% |
| 39 | ISRGINTUITIVE SURGICAL INC | 4,296 | $1.7M | 0.1% |
| 40 | ESGEISHARES INC | 30,686 | $1.7M | 0.1% |
| 41 | GOOGALPHABET INC | 4,676 | $1.7M | 0.1% |
| 42 | HDHOME DEPOT INC | 4,312 | $1.5M | 0.1% |
| 43 | HDHOME DEPOT INCPUT | 4,100 | $1.4M | 0.1% |
| 44 | ZIONZIONS BANCORPORATION NATL AS | 19,109 | $1.3M | 0.1% |
| 45 | AMZNAMAZON COM INC | 4,875 | $1.2M | 0.1% |
| 46 | TMUST-MOBILE US INC | 6,755 | $1.1M | 0% |
| 47 | TMUST-MOBILE US INCPUT | 6,700 | $1.1M | 0% |
| 48 | MSFTMICROSOFT CORPPUT | 3,000 | $1.1M | 0% |
| 49 | ISRGINTUITIVE SURGICAL INCPUT | 2,800 | $1.1M | 0% |
| 50 | VSSVANGUARD INTL EQUITY INDEX F | 6,948 | $1.1M | 0% |
| 51 | VTIVANGUARD INDEX FDS | 2,573 | $952,214 | 0% |
| 52 | VWOVANGUARD INTL EQUITY INDEX F | 14,513 | $866,291 | 0% |
| 53 | SPYSTATE STR SPDR S&P 500 ETF T | 1,148 | $857,636 | 0% |
| 54 | DESWISDOMTREE TR | 19,292 | $784,799 | 0% |
| 55 | IWFISHARES TR | 6,156 | $764,450 | 0% |
| 56 | VUGVANGUARD INDEX FDS | 8,301 | $715,023 | 0% |
| 57 | USRTISHARES TR | 10,756 | $714,723 | 0% |
| 58 | VOOVANGUARD INDEX FDS | 971 | $667,089 | 0% |
| 59 | TSLATESLA INC | 1,544 | $649,382 | 0% |
| 60 | GLDSPDR GOLD TR | 1,733 | $638,403 | 0% |
| 61 | ISHARES TR | 6,979 | $624,150 | 0% |
| 62 | UUNITY SOFTWARE INC | 21,725 | $620,901 | 0% |
| 63 | ESGVVANGUARD WORLD FD | 4,685 | $619,528 | 0% |
| 64 | SNOWSNOWFLAKE INC | 2,252 | $573,218 | 0% |
| 65 | AGGISHARES TR | 5,774 | $571,535 | 0% |
| 66 | IAUISHARES GOLD TR | 7,568 | $571,460 | 0% |
| 67 | LOWLOWES COS INC | 2,563 | $565,089 | 0% |
| 68 | WMTWALMART INC | 4,547 | $514,952 | 0% |
| 69 | DFATDIMENSIONAL ETF TRUST | 7,000 | $489,300 | 0% |
| 70 | PSAPUBLIC STORAGE | 1,533 | $487,970 | 0% |
| 71 | QGRWWISDOMTREE TR | 7,139 | $471,390 | 0% |
| 72 | USBUS BANCORP | 7,604 | $459,302 | 0% |
| 73 | LDURPIMCO ETF TR | 4,651 | $444,679 | 0% |
| 74 | JPSTJ P MORGAN EXCHANGE TRADED F | 8,466 | $428,126 | 0% |
| 75 | TSLATESLA INCPUT | 1,000 | $420,600 | 0% |
| 76 | SOXLDIREXION SHARES ETF TRUST | 1,502 | $400,616 | 0% |
| 77 | ITOTISHARES TR | 2,412 | $396,282 | 0% |
| 78 | JPMJPMORGAN CHASE & CO | 1,206 | $394,851 | 0% |
| 79 | XLYSELECT SECTOR SPDR TR | 3,276 | $384,258 | 0% |
| 80 | DIREXION SHARES ETF TRUST | 1,665 | $384,216 | 0% |
| 81 | AORISHARES TR | 4,912 | $341,372 | 0% |
| 82 | VBVANGUARD INDEX FDS | 1,112 | $337,205 | 0% |
| 83 | XLISELECT SECTOR SPDR TR | 1,814 | $335,998 | 0% |
| 84 | WISDOMTREE TR | 6,922 | $328,574 | 0% |
| 85 | ISHARES TR | 1,265 | $319,923 | 0% |
| 86 | WISDOMTREE TR | 8,610 | $311,849 | 0% |
| 87 | DIREXION SHARES ETF TRUST | 1,000 | $292,100 | 0% |
| 88 | SUSCISHARES TR | 12,102 | $280,179 | 0% |
| 89 | VXUSVANGUARD STAR FDS | 3,243 | $277,245 | 0% |
| 90 | WISDOMTREE TR | 5,689 | $276,563 | 0% |
| 91 | XCEMCOLUMBIA ETF TR II | 5,136 | $271,592 | 0% |
| 92 | XLKSELECT SECTOR SPDR TR | 1,414 | $269,396 | 0% |
| 93 | ABBVABBVIE INC | 1,070 | $269,260 | 0% |
| 94 | CGDVCAPITAL GROUP DIVIDEND VALUE | 5,384 | $265,324 | 0% |
| 95 | TXNTEXAS INSTRS INC | 855 | $254,701 | 0% |
| 96 | BABOEING CO | 1,085 | $234,870 | 0% |
| 97 | DGRWWISDOMTREE TR | 2,441 | $233,409 | 0% |
| 98 | VVISA INC | 671 | $230,197 | 0% |
| 99 | CALAMOS CONV OPPORTUNITIES & | 16,550 | $222,432 | 0% |
| 100 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,333 | $221,200 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.