HALBERT HARGROVE GLOBAL ADVISORS, LLC

LONG BEACH, CA · CIK 1484205 · 13F filing filed 2026-07-21

SEC-registered investment adviser since 1988 · limited liability company

Assets managed$4.2bn
Staff52 · 36 in investment roles
Main clients (by assets)High net worth individuals 81%, Pension plans 8%, Individuals 6%
Form ADV · 2026-03-28SEC adviser record

$2.3bn reported value +11.7% vs Q1 2026

727positions

85.0%in top 10

381 new 118 added 85 reduced 15 sold out vs Q1 2026

Options: 0 call positions (— notional), 8 put positions ($13.0m notional) – listed below, not included above.

Also in the report of:

AQR CAPITAL MANAGEMENT LLC – $117.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	492,680	$369.0m16.05%	16.05%	Reduced -9.6k	-9,643 -1.9%
2	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	5,356,465	$316.3m13.76%	13.76%	Reduced -60.6k	-60,631 -1.1%
3	ISHARES TR U S EQUITY FACTR LRGF	LRGF	3,621,832	$273.9m11.91%	11.91%	Reduced -4.7k	-4,657 -0.1%
4	WISDOMTREE TR U S ADAPTIVE MVN WAMA	WAMA	7,039,294	$184.3m8.01%	8.01%	Added +85.6k	+85,571 1.2%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	2,212,917	$183.3m7.97%	7.97%	Reduced -49.8k	-49,750 -2.2%
6	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,858,958	$179.5m7.81%	7.81%	Reduced -1.2k	-1,174 -0.1%
7	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	3,134,042	$146.0m6.35%	6.35%	Added +13.3k	+13,349 0.4%
8	ISHARES TR INTL EQTY FACTOR INTF	INTF	3,417,256	$140.0m6.09%	6.09%	Added +77.6k	+77,587 2.3%
9	SERIES PORTFOLIOS TR ACUITAS SML CAP AIMS	AIMS	3,043,310	$89.8m3.91%	3.91%	Reduced -5.3k	-5,283 -0.2%
10	ISHARES TR MSCI EMG MKT ETF EEM	EEM	1,056,615	$72.3m3.14%	3.14%	Reduced -31.1k	-31,099 -2.9%
11	WISDOMTREE TR INTL AD MO AV FD WIMA	WIMA	1,600,768	$67.4m2.93%	2.93%	Added +69.2k	+69,153 4.5%
12	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,114,235	$56.1m2.44%	2.44%	Reduced -41.8k	-41,783 -3.6%
13	ISHARES TR EAFE SML CP ETF SCZ	SCZ	369,979	$30.4m1.32%	1.32%	Reduced -5.1k	-5,085 -1.4%
14	ISHARES TR RUSSELL 2000 ETF IWM	IWM	81,697	$24.5m1.07%	1.07%	Reduced -3.8k	-3,815 -4.5%
15	ISHARES TR MICRO-CAP ETF IWC	IWC	82,329	$16.5m0.72%	0.72%	Reduced -2.7k	-2,656 -3.1%
16	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	190,170	$13.5m0.59%	0.59%	Reduced -4.3k	-4,331 -2.2%
17	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	30,154	$10.2m0.44%	0.44%	Reduced -752	-752 -2.4%
18	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	299,343	$7.9m0.35%	0.35%	Added +1.2k	+1,174 0.4%
19	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	71,174	$6.6m0.29%	0.29%	Reduced -885	-885 -1.2%
20	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	38,183	$6.2m0.27%	0.27%	Reduced -1.8k	-1,825 -4.6%
21	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	129,182	$6.2m0.27%	0.27%	Added +1.6k	+1,593 1.2%
22	ISHARES TR RUS 1000 ETF IWB	IWB	15,153	$6.2m0.27%	0.27%	Reduced -3.8k	-3,834 -20.2%
23	ISHARES TR RUSSELL 3000 ETF IWV	IWV	14,354	$6.1m0.27%	0.27%	Reduced -1.1k	-1,100 -7.1%
24	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	58,956	$5.9m0.26%	0.26%	Added +13.6k	+13,598 30.0%
25	ISHARES TR MSCI EAFE ETF EFA	EFA	52,830	$5.5m0.24%	0.24%	Reduced -2.4k	-2,355 -4.3%
26	AIRBNB INC COM CL A ABNB	ABNB	26,504	$3.8m0.16%	0.16%	Added +4	+4 0.0%
27	APPLE INC COM AAPL	AAPL	11,718	$3.4m0.15%	0.15%	Added +27	+27 0.2%
28	BALL CORP COM BALL	BALL	48,912	$3.1m0.13%	0.13%	Added +103	+103 0.2%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,682	$2.7m0.12%	0.12%	Reduced -553	-553 -6.7%
30	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	26,102	$2.7m0.12%	0.12%	Added +841	+841 3.3%
31	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	20,329	$2.5m0.11%	0.11%	Reduced -414	-414 -2.0%
32	VANGUARD WELLINGTON FD US MULTIFACTOR VFMF	VFMF	12,619	$2.2m0.10%	0.10%	Reduced -939	-939 -6.9%
33	MICROSOFT CORP COM MSFT	MSFT	5,419	$2.0m0.09%	0.09%	Reduced -2.6k	-2,551 -32.0%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,563	$1.9m0.08%	0.08%	Added +29	+29 1.1%
35	ELI LILLY & CO COM LLY	LLY	1,549	$1.9m0.08%	0.08%	Reduced -197	-197 -11.3%
36	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	4,296	$1.7m0.07%	0.07%	Reduced -54	-54 -1.2%
37	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	30,686	$1.7m0.07%	0.07%	Reduced -1.2k	-1,188 -3.7%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	4,676	$1.7m0.07%	0.07%	Reduced -36	-36 -0.8%
39	HOME DEPOT INC COM HD	HD	4,312	$1.5m0.07%	0.07%	Reduced -199	-199 -4.4%
40	ZIONS BANCORPORATION N A COM ZION	ZION	19,109	$1.3m0.06%	0.06%	Unchanged
41	AMAZON COM INC COM AMZN	AMZN	4,875	$1.2m0.05%	0.05%	Added +118	+118 2.5%
42	T-MOBILE US INC COM TMUS	TMUS	6,755	$1.1m0.05%	0.05%	Reduced -1.0k	-1,049 -13.4%
43	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	6,948	$1.1m0.05%	0.05%	Reduced -91	-91 -1.3%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,573	$952.2k0.04%	0.04%	Reduced -57	-57 -2.2%
45	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	14,513	$866.3k0.04%	0.04%	Reduced -6	-6 -0.0%
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,148	$857.6k0.04%	0.04%	Added +228	+228 24.8%
47	WISDOMTREE TR US SMALLCAP DIVD DES	DES	19,292	$784.8k0.03%	0.03%	Reduced -15.8k	-15,807 -45.0%
48	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,156	$764.5k0.03%	0.03%	Added +620	+620 11.2%
49	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	8,301	$715.0k0.03%	0.03%	Added +1.3k	+1,263 17.9%
50	ISHARES TR CRE U S REIT ETF USRT	USRT	10,756	$714.7k0.03%	0.03%	Reduced -1.2k	-1,160 -9.7%
51	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	971	$667.1k0.03%	0.03%	Added +73	+73 8.1%
52	TESLA INC COM TSLA	TSLA	1,544	$649.4k0.03%	0.03%	Added +22	+22 1.4%
53	SPDR GOLD TR GOLD SHS GLD	GLD	1,733	$638.4k0.03%	0.03%	Added +1.5k	+1,491 616.1%
54	ISHARES TR MSCI GBL SUS DEV SDG	SDG	6,979	$624.1k0.03%	0.03%	Added +31	+31 0.5%
55	UNITY SOFTWARE INC COM U	U	21,725	$620.9k0.03%	0.03%	Unchanged
56	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	4,685	$619.5k0.03%	0.03%	Reduced -319	-319 -6.4%
57	SNOWFLAKE INC CL A SNOW	SNOW	2,252	$573.2k0.02%	0.02%	Added +2	+2 0.1%
58	ISHARES TR CORE US AGGBD ET AGG	AGG	5,774	$571.5k0.02%	0.02%	Added +1.1k	+1,099 23.5%
59	ISHARES GOLD TR ISHARES NEW IAU	IAU	7,568	$571.5k0.02%	0.02%	New
60	LOWES COS INC COM LOW	LOW	2,563	$565.1k0.02%	0.02%	Added +3	+3 0.1%
61	WALMART INC COM WMT	WMT	4,547	$515.0k0.02%	0.02%	Added +351	+351 8.4%
62	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	7,000	$489.3k0.02%	0.02%	New
63	PUBLIC STORAGE COM PSA	PSA	1,533	$488.0k0.02%	0.02%	Unchanged
64	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	7,139	$471.4k0.02%	0.02%	Unchanged
65	US BANCORP DEL COM NEW USB	USB	7,604	$459.3k0.02%	0.02%	Added +20	+20 0.3%
66	PIMCO ETF TR ENHNCD LW DUR AC LDUR	LDUR	4,651	$444.7k0.02%	0.02%	Reduced -41	-41 -0.9%
67	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	8,466	$428.1k0.02%	0.02%	New
68	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	1,502	$400.6k0.02%	0.02%	Added +939	+939 166.8%
69	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,412	$396.3k0.02%	0.02%	Unchanged
70	JPMORGAN CHASE & CO COM JPM	JPM	1,206	$394.9k0.02%	0.02%	Added +24	+24 2.0%
71	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	3,276	$384.3k0.02%	0.02%	Added +6	+6 0.2%
72	DIREXION SHS ETF TR DLY TECH BULL 3X TECL	TECL	1,665	$384.2k0.02%	0.02%	Reduced -2.3k	-2,335 -58.4%
73	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	4,912	$341.4k0.01%	0.01%	Reduced -1.7k	-1,728 -26.0%
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,112	$337.2k0.01%	0.01%	Reduced -21	-21 -1.9%
75	SELECT SECTOR SPDR TR INDL XLI	XLI	1,814	$336.0k0.01%	0.01%	Added +4	+4 0.2%
76	WISDOMTREE TR ARTIFICIAL INTEL WTAI	WTAI	6,922	$328.6k0.01%	0.01%	Unchanged
77	ISHARES TR MSCI LW CRB TG CRBN	CRBN	1,265	$319.9k0.01%	0.01%	Unchanged
78	WISDOMTREE TR CYBERSECURITY FD WCBR	WCBR	8,610	$311.8k0.01%	0.01%	Unchanged
79	DIREXION SHS ETF TR DAILY S&P BIOTCH LABU	LABU	1,000	$292.1k0.01%	0.01%	Unchanged
80	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	12,102	$280.2k0.01%	0.01%	Added +2.9k	+2,860 30.9%
81	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,243	$277.2k0.01%	0.01%	Unchanged
82	WISDOMTREE TR EMERGING MARKETS NTSE	NTSE	5,689	$276.6k0.01%	0.01%	Reduced -869	-869 -13.2%
83	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	5,136	$271.6k0.01%	0.01%	Unchanged
84	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,414	$269.4k0.01%	0.01%	Added +850	+850 150.7%
85	ABBVIE INC COM ABBV	ABBV	1,070	$269.3k0.01%	0.01%	Added +20	+20 1.9%
86	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	5,384	$265.3k0.01%	0.01%	Added +4.9k	+4,892 994.3%
87	TEXAS INSTRS INC COM TXN	TXN	855	$254.7k0.01%	0.01%	Added +6	+6 0.7%
88	BOEING CO COM BA	BA	1,085	$234.9k0.01%	0.01%	Added +6	+6 0.6%
89	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	2,441	$233.4k0.01%	0.01%	Reduced -82	-82 -3.2%
90	VISA INC COM CL A V	V	671	$230.2k0.01%	0.01%	Unchanged
91	CALAMOS CONV OPPORTUNITIES & SH BEN INT CHI	CHI	16,550	$222.4k0.01%	0.01%	Reduced -3.5k	-3,500 -17.5%
92	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	4,333	$221.2k0.01%	0.01%	Reduced -4	-4 -0.1%
93	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,001	$219.7k0.01%	0.01%	Unchanged
94	HANCOCK JOHN PFD INCOME FD SH BEN INT HPI	HPI	13,068	$211.8k0.01%	0.01%	Reduced -180	-180 -1.4%
95	3M CO COM MMM	MMM	1,306	$211.4k0.01%	0.01%	Added +6	+6 0.5%
96	ISHARES TR ESG AWARE MSCI ESML	ESML	3,729	$208.5k0.01%	0.01%	Reduced -11	-11 -0.3%
97	VANGUARD INDEX FDS VALUE ETF VTV	VTV	922	$200.9k0.01%	0.01%	Unchanged
98	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	2,426	$199.8k0.01%	0.01%	Reduced -772	-772 -24.1%
99	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	3,174	$198.8k0.01%	0.01%	Added +1	+1 0.0%
100	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,223	$193.2k0.01%	0.01%	Reduced -9	-9 -0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		330	$149.0k330 shares
SEABRIDGE GOLD INC		3,000	$85.0k3.0k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	1,735	$66.7k1.7k shares
ALLIANCE RESOURCE PARTNERS L ARLP	ARLP	2,100	$58.1k2.1k shares
NUVEEN CR STRATEGIES INCOME XJQCX	XJQCX	8,000	$39.0k8.0k shares
DIREXION SHS ETF TR NVDU	NVDU	345	$33.2k345 shares
ISHARES TR IWS	IWS	113	$16.5k113 shares
CAPITAL GRP FIXED INCM ETF T CGHM	CGHM	421	$10.7k421 shares
DUPONT DE NEMOURS INC DWDP	DWDP	47	$6.5k47 shares
SPDR S&P MIDCAP 400 ETF TR MDY	MDY	9	$5.6k9 shares
SPDR SER TR SPSM	SPSM	42	$2.0k42 shares
FIDELITY COVINGTON TRUST FDLO	FDLO	1	$661 shares
VANGUARD MALVERN FDS VTIP	VTIP	1	$341 shares
SOUNDHOUND AI INC SOUN	SOUN	3	$183 shares
ISHARES TR USXF	USXF	0	$80 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
AIRBNB INC ABNB · Put	ABNB	Put	26,500	$3.8m26.5k shares	Unchanged
APPLE INC AAPL · Put	AAPL	Put	7,600	$2.2m7.6k shares	Added
ELI LILLY & CO LLY · Put	LLY	Put	1,500	$1.8m1.5k shares	Reduced
HOME DEPOT INC HD · Put	HD	Put	4,100	$1.4m4.1k shares	Reduced
T-MOBILE US INC TMUS · Put	TMUS	Put	6,700	$1.1m6.7k shares	Reduced
MICROSOFT CORP MSFT · Put	MSFT	Put	3,000	$1.1m3.0k shares	Added
INTUITIVE SURGICAL INC ISRG · Put	ISRG	Put	2,800	$1.1m2.8k shares	Reduced
TESLA INC TSLA · Put	TSLA	Put	1,000	$420.6k1.0k shares	Reduced

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
WISDOMTREE TR NTSX · 13G · filed 2026-03-12	NTSX	24.5%≈ $336.8m	new	13G	2026-03-12
STONE RIDGE TR II RNS RSK PR INT SRRIX · 13G · filed 2025-02-07	SRRIX	9.2%	new	13G	2025-02-07
STONE RIDGE ALTERNATIVE LENDING RISK PREMIUM FUND LENDX · 13G · filed 2025-02-07	LENDX	6.8%		13G	2025-02-07