Halbert Hargrove Global Advisors, LLC holds a focused book of 358 reported positions worth $2.1B as of Q1 2026 (disclosed Apr 17, 2026, a ~17-day 13F lag). This quarter they opened WT US Adaptive MV Avg Fund and trimmed Wisdomtree US Efficient Core. Their largest long position is Ishares Core S&P 500 ETF at 16% of the reported non-option book. They also disclosed $14.9M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2013 would be +188% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +194.7%, a 6.7-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
+10 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Halbert Hargrove Global Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 20 / 80 | $1.0B |
| Kearns & Associates LLC | 15 / 80 | $192.5M |
| Constellation Investments, Inc. | 10 / 80 | $2.8B |
| Hirtle & Co., LLC | 26 / 80 | $2.7B |
| MPS Loria Financial Planners, LLC | 26 / 80 | $378.3M |
| Angeles Investment Advisors, LLC | 10 / 80 | $1.4B |
| XP Advisory US, Inc. | 18 / 80 | $148.5M |
| Wit, LLC | 11 / 80 | $4.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Halbert Hargrove Global Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | ▼−0.1% Reduced · −9 sh | |
| 44 | Amazon Com Inc COM | $991K | 4.8K | <0.1% | ▲18× Added · +4K sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $844K | 2.6K | <0.1% | ▲+3.5% Added · +89 sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $785K | 14.5K | <0.1% | ▲+0.7% Added · +100 sh | |
| 47 | Ishares TR CRE U S REIT ETF | $705K | 11.9K | <0.1% | ▼−0.3% Reduced · −37 sh | |
| 48 | Lowes Cos Inc COM | $605K | 2.6K | <0.1% | —Held | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $598K | 920 | <0.1% | ▼−11% Reduced · −116 sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $590K | 1.4K | <0.1% | ▼−0.7% Reduced · −10 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 372 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 363 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 16d | 736 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 311 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 18d | 682 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jul 17, 2025 | 198d | 334 | $1.8B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 103 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 26d | 104 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 18, 2024 | 18d | 110 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 24, 2024 | 24d | 117 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 16, 2023 | 16d | 120 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 118 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 25d | 270 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 25d | 248 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 24, 2022 | 24d | 222 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 36d | 183 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 43d | 206 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 221 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 29, 2021 | 29d | 176 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 29d | 197 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 36d | 179 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 35d | 160 | $1.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 41d | 131 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.