Managers / Q1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205 · 111 WEST OCEAN BOULEVARD, SUITE 2300, LONG BEACH, CA, 90802 · (619) 232-9600
Reported Value
$2.1B
Q1 2026
Positions
372
Filings on Record
31
2019–present window
Filed
Apr 17, 2026
original filing
Summary
Halbert Hargrove Global Advisors, Llc reported $2.1B in U.S.-listed holdings across 372 positions for Q1 2026.
Its largest position, IVV, represents 15.8% of the portfolio.
Compared with Q4 2025, the fund opened 23 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.1B | 372 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 363 | Jan 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.1B | 736 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.9B | 311 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.8B | 682 | Apr 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.8B | 334 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.8B | 103 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.7B | 104 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.5B | 110 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.5B | 117 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.3B | 120 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.4B | 118 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.5B | 270 | Apr 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.40T | 248 | Jan 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 222 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.3B | 183 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.5B | 206 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.6B | 221 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.4B | 176 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.5B | 197 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 179 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.3B | 160 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.0B | 131 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $681M | 122 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $573M | 117 | May 1, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $387M | 136 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $377M | 129 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $368M | 79 | Jul 26, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $28M | 42 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $435M | 82 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.