Halbert Hargrove Global Advisors, LLC holds a focused book of 358 stocks worth $2.1B as of Q1 2026 (disclosed Apr 17, 2026, a ~17-day 13F lag). This quarter they opened Wisdomtree TR and trimmed Wisdomtree US Efficient Core. Their largest long position is Ishares Core S&P 500 ETF at 16% of the equity book. They also disclosed $14.9M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2013 would be +187% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1484205/holdings"
Use Arkolith to show HALBERT HARGROVE GLOBAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +194.4%, a 7.0-point gap that is the cost of the ~17-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Halbert Hargrove Global Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Halbert Hargrove Global Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 80 | $440.6B |
| LPL Financial LLC | 77 / 80 | $79.9B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $15.2B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $151.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 75 / 80 | $54.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $17.8B |
| CWM, LLC | 75 / 80 | $7.5B |
| JPMORGAN CHASE & CO | 74 / 80 | $357.5B |
Ranked by how many of Halbert Hargrove Global Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $328.1M | 502.3K | 15.9% | ▲+0.3% Added · +2K sh | |
| 2 | Wisdomtree TR US EFFICIENT COR | $282.5M | 5.42M | 13.7% | ▼−0.4% Reduced · −24K sh | |
| 3 | Ishares TR U S EQUITY FACTR | $239.3M | 3.63M | 11.6% | ▲+1.9% Added · +67K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $168.4M | 1.86M | 8.2% | ▲+0.4% Added · +7K sh | |
| 5 | Wisdomtree TR U S ADAPTIVE MVN | $167.3M | 6.95M | 8.1% | ▲New New position | |
| 6 | Ishares Inc CORE MSCI EMKT | $157.8M | 2.26M | 7.7% | ▼−0.4% Reduced · −9K sh | |
| 7 | Wisdomtree TR INTERNATIONL EFI | $137.3M | 3.12M | 6.7% | ▲~0% Added · +1K sh | |
| 8 | Ishares TR INTL EQTY FACTOR | $130.1M | 3.34M | 6.3% | ▲+0.3% Added · +9K sh | |
| 9 | Series Portfolios TR ACUITAS SML CAP | $72.2M | 3.05M | 3.5% | ▲New New position | |
| 10 | Ishares TR MSCI EMG MKT ETF | $61.8M | 1.09M | 3.0% | ▼−2.1% Reduced · −24K sh | |
| 11 | Wisdomtree TR INTL ADAPTIVE MO | $59.9M | 1.53M | 2.9% | ▲New New position | |
| 12 | SPDR Index SHS FDS STATE STREET SPD | $52.8M | 1.16M | 2.6% | ▼−27% Reduced · −432K sh | |
| 13 | Ishares TR EAFE SML CP ETF | $29.4M | 375.1K | 1.4% | ▼−2.0% Reduced · −8K sh | |
| 14 | Ishares TR RUSSELL 2000 ETF | $21.2M | 85.5K | 1.0% | ▼−77% Reduced · −283K sh | |
| 15 | Ishares TR MICRO-CAP ETF | $13.6M | 85.0K | 0.7% | ▼−2.6% Reduced · −2K sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.5M | 194.5K | 0.6% | ▼−3.1% Reduced · −6K sh | |
| 17 | Vanguard Scottsdale FDS VNG RUS1000IDX | $9.1M | 30.9K | 0.4% | ▼−6.6% Reduced · −2K sh | |
| 18 | Pimco ETF TR MULTISECTOR BD | $7.8M | 298.2K | 0.4% | ▼−4.3% Reduced · −13K sh | |
| 19 | Ishares TR RUS 1000 ETF | $6.8M | 19.0K | 0.3% | ▼−96% Reduced · −455K sh | |
| 20 | Pimco ETF TR ACTIVE BD ETF | $6.6M | 72.1K | 0.3% | ▼−5.4% Reduced · −4K sh | |
| 21 | J P Morgan Exchange Traded F INTL BD OPP ETF | $6.1M | 127.6K | 0.3% | ▼−3.8% Reduced · −5K sh | |
| 22 | Ishares TR RUSSELL 3000 ETF | $5.7M | 15.5K | 0.3% | ▼−13% Reduced · −2K sh | |
| 23 | Ishares TR ESG AWR MSCI USA | $5.7M | 40.0K | 0.3% | ▲~0% Added · +14 sh | |
| 24 | Ishares TR MSCI EAFE ETF | $5.4M | 55.2K | 0.3% | ▼−87% Reduced · −380K sh | |
| 25 | Pimco ETF TR ENHAN SHRT MA AC | $4.6M | 45.4K | 0.2% | ▼−10.0% Reduced · −5K sh | |
| 26 | Airbnb Inc COM CL A | $3.3M | 26.5K | 0.2% | —Held | |
| 27 | Apple Inc COM | $3.0M | 11.7K | 0.1% | ▼−11% Reduced · −1K sh | |
| 28 | Microsoft Corp COM | $3.0M | 8.0K | 0.1% | ▼−5.7% Reduced · −483 sh | |
| 29 | Ball Corp COM | $2.9M | 48.8K | 0.1% | ▲+0.2% Added · +93 sh | |
| 30 | Ishares TR ESG AW MSCI EAFE | $2.4M | 25.3K | 0.1% | ▼−0.5% Reduced · −117 sh | |
| 31 | Alphabet Inc CAP STK CL A | $2.4M | 8.2K | 0.1% | ▲+0.1% Added · +5 sh | |
| 32 | Vanguard Wellington FD US MULTIFACTOR | $2.1M | 13.6K | 0.1% | ▲+0.1% Added · +12 sh | |
| 33 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.1M | 20.7K | 0.1% | ▼−43% Reduced · −15K sh | |
| 34 | Intuitive Surgical Inc PUT | $2.0M | 4.3K | 0.1% | ▼−1.9% Reduced · −86 sh | |
| 35 | T-Mobile US Inc COM | $1.6M | 7.8K | 0.1% | —Held | |
| 36 | Eli Lilly & Co COM | $1.6M | 1.7K | 0.1% | ▼−3.0% Reduced · −54 sh | |
| 37 | Home Depot Inc COM | $1.5M | 4.5K | 0.1% | —Held | |
| 38 | Invesco QQQ TR UNIT SER 1 | $1.5M | 2.5K | 0.1% | ▼−2.8% Reduced · −73 sh | |
| 39 | Ishares Inc ESG AWR MSCI EM | $1.4M | 31.9K | 0.1% | ▼−2.7% Reduced · −890 sh | |
| 40 | Alphabet Inc CAP STK CL C | $1.4M | 4.7K | 0.1% | ▲+0.1% Added · +3 sh | |
| 41 | Wisdomtree TR US SMALLCAP DIVD | $1.3M | 35.1K | 0.1% | ▼−3.1% Reduced · −1K sh | |
| 42 | Zions Bancorporation Natl As COM | $1.1M | 19.1K | 0.1% | —Held | |
| 43 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $1.0M | 7.0K | 0.0% | ▼−0.1% Reduced · −9 sh | |
| 44 | Amazon Com Inc COM | $991K | 4.8K | 0.0% | ▲18× Added · +4K sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $844K | 2.6K | 0.0% | ▲+3.5% Added · +89 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $785K | 14.5K | 0.0% | ▲+0.7% Added · +100 sh | |
| 47 | Ishares TR CRE U S REIT ETF | $705K | 11.9K | 0.0% | ▼−0.3% Reduced · −37 sh | |
| 48 | Lowes Cos Inc COM | $605K | 2.6K | 0.0% | —Held | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $598K | 920 | 0.0% | ▼−11% Reduced · −116 sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $590K | 1.4K | 0.0% | ▼−0.7% Reduced · −10 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | AIRBNB INC-CLASS AABNB | $3.3M | 27K |
| PUT · bearish | INTUITIVE SURGICAL INCISRG | $2.2M | 5K |
| PUT · bearish | APPLE INCAAPL | $1.9M | 8K |
| PUT · bearish | T-MOBILE US INCTMUS | $1.6M | 8K |
| PUT · bearish | ELI LILLY & COLLY | $1.6M | 2K |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $1.5M | 5K |
| PUT · bearish | HOME DEPOT INCHD | $1.4M | 4K |
| PUT · bearish | TESLA INCTSLA | $409K | 1K |
| PUT · bearish | SNOWFLAKE INCSNOW | $332K | 2K |
| PUT · bearish | UNITY SOFTWARE INCU | $323K | 15K |
| PUT · bearish | MICROSOFT CORPMSFT | $259K | 700 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 372 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 363 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 736 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 311 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 682 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jul 17, 2025 | 334 | $1.8B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 103 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 104 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 18, 2024 | 110 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 24, 2024 | 117 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 16, 2023 | 120 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 118 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 270 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 248 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 222 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 183 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 206 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 221 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 29, 2021 | 176 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 197 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 179 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 160 | $1.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 131 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.