HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK: 1484205
Last 13F
Oct 16, 2026
Next 13F
Filed · awaiting next quarter
Options Notional
$11.98M
Holdings (352)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 15, 2026
- IVV
ISHARES TR
$375.33M
490,079 sh16.48%-0.5% - LRGF
ISHARES TR
$285.12M
3.66M sh12.52%+1.1% - NTSX
WISDOMTREE TR
$281.54M
4.82M sh12.36%-10.1% - WAMA
WISDOMTREE TR
$198.21M
7.40M sh8.70%+5.1% - IEFA
ISHARES TR
$180.06M
1.86M sh7.91%-0.0% - IEMG
ISHARES INC
$176.49M
2.17M sh7.75%-1.7% - NTSI
WISDOMTREE TR
$143.51M
3.13M sh6.30%-0.3% - INTF
ISHARES TR
$140.74M
3.39M sh6.18%-0.8% - AIMS
SERIES PORTFOLIOS TR
$81.65M
3.02M sh3.59%-0.8% - WIMA
WISDOMTREE TR
$76.8M
1.82M sh3.37%+13.7% - EEM
ISHARES TR
$68.57M
1.03M sh3.01%-2.8% - SPDW
SPDR INDEX SHS FDS
$53.68M
1.07M sh2.36%-4.0% - SCZ
ISHARES TR
$30M
355,367 sh1.32%-4.0% - IWM
ISHARES TR
$20.21M
72,710 sh0.89%-11.0% - IWC
ISHARES TR
$14.76M
79,859 sh0.65%-3.0% - VEA
VANGUARD TAX-MANAGED FDS
$13.12M
185,768 sh0.58%-2.3% - VONE
VANGUARD SCOTTSDALE FDS
$10.27M
29,845 sh0.45%-1.0% - PYLD
PIMCO ETF TR
$7.9M
311,296 sh0.35%+4.0% - MINT
PIMCO ETF TR
$6.82M
67,826 sh0.30%+15.1% - BOND
PIMCO ETF TR
$6.43M
73,956 sh0.28%+3.9% - JPIB
J P MORGAN EXCHANGE TRADED F
$6.24M
133,513 sh0.27%+3.4% - IWB
ISHARES TR
$6.18M
14,856 sh0.27%-2.0% - ESGU
ISHARES TR
$5.83M
34,936 sh0.26%-8.5% - IWV
ISHARES TR
$5.8M
13,430 sh0.25%-6.4% - EFA
ISHARES TR
$5.38M
51,800 sh0.24%-1.9% - ABNB
AIRBNB INC
$4.26M
26,500 sh0.19%-0.0% - AAPL
APPLE INC
$3.79M
11,388 sh0.17%-2.8% - JPST
J P MORGAN EXCHANGE TRADED F
$3.75M
74,531 sh0.16%+780.4% - MSFT
MICROSOFT CORP
$2.78M
5,422 sh0.12%+0.1% - BALL
BALL CORP
$2.75M
49,008 sh0.12%+0.2% - ESGD
ISHARES TR
$2.64M
25,625 sh0.12%-1.8% - GOOGL
ALPHABET INC
$2.64M
7,663 sh0.12%-0.3% - VFMF
VANGUARD WELLINGTON FD
$2.23M
12,518 sh0.10%-0.8% - VTWO
VANGUARD SCOTTSDALE FDS
$1.83M
16,281 sh0.08%-19.9% - LLY
ELI LILLY & CO
$1.81M
1,562 sh0.08%+0.8% - QQQ
INVESCO QQQ TR
$1.73M
2,343 sh0.08%-8.6% - ISRG
INTUITIVE SURGICAL INC
$1.67M
4,111 sh0.07%-4.3% - GOOG
ALPHABET INC
$1.63M
4,786 sh0.07%+2.4% - ESGE
ISHARES INC
$1.52M
27,987 sh0.07%-8.8% - AMZN
AMAZON COM INC
$1.26M
5,038 sh0.06%+3.3% - HD
HOME DEPOT INC
$1.22M
4,271 sh0.05%-0.9% - ZION
ZIONS BANCORPORATION NATL AS
$1.2M
19,109 sh0.05%+0.0% - TMUS
T-MOBILE US INC
$1.1M
6,751 sh0.05%-0.1% - VSS
VANGUARD INTL EQUITY INDEX F
$1.08M
6,948 sh0.05%+0.0% - VUG
VANGUARD INDEX FDS
$995K
11,044 sh0.04%+33.0% - VTI
VANGUARD INDEX FDS
$910K
2,432 sh0.04%-5.5% - U
UNITY SOFTWARE INC
$889K
21,725 sh0.04%+0.0% - SPY
STATE STR SPDR S&P 500 ETF T
$874K
1,146 sh0.04%-0.2% - VWO
VANGUARD INTL EQUITY INDEX F
$848K
14,292 sh0.04%-1.5% - SNOW
SNOWFLAKE INC
$764K
2,250 sh0.03%-0.1%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 IVV ISHARES TR | 490,079 | $375.33M | -0.5% | 16.48% | Q3 2026 |
 LRGF ISHARES TR | 3.66M | $285.12M | +1.1% | 12.52% | Q3 2026 |
 NTSX WISDOMTREE TR | 4.82M | $281.54M | -10.1% | 12.36% | Q3 2026 |
 WAMA WISDOMTREE TR | 7.40M | $198.21M | +5.1% | 8.70% | Q3 2026 |
 IEFA ISHARES TR | 1.86M | $180.06M | -0.0% | 7.91% | Q3 2026 |
 IEMG ISHARES INC | 2.17M | $176.49M | -1.7% | 7.75% | Q3 2026 |
 NTSI WISDOMTREE TR | 3.13M | $143.51M | -0.3% | 6.30% | Q3 2026 |
 INTF ISHARES TR | 3.39M | $140.74M | -0.8% | 6.18% | Q3 2026 |
 AIMS SERIES PORTFOLIOS TR | 3.02M | $81.65M | -0.8% | 3.59% | Q3 2026 |
 WIMA WISDOMTREE TR | 1.82M | $76.8M | +13.7% | 3.37% | Q3 2026 |
 EEM ISHARES TR | 1.03M | $68.57M | -2.8% | 3.01% | Q3 2026 |
 SPDW SPDR INDEX SHS FDS | 1.07M | $53.68M | -4.0% | 2.36% | Q3 2026 |
 SCZ ISHARES TR | 355,367 | $30M | -4.0% | 1.32% | Q3 2026 |
 IWM ISHARES TR | 72,710 | $20.21M | -11.0% | 0.89% | Q3 2026 |
 IWC ISHARES TR | 79,859 | $14.76M | -3.0% | 0.65% | Q3 2026 |
 VEA VANGUARD TAX-MANAGED FDS | 185,768 | $13.12M | -2.3% | 0.58% | Q3 2026 |
 VONE VANGUARD SCOTTSDALE FDS | 29,845 | $10.27M | -1.0% | 0.45% | Q3 2026 |
 PYLD PIMCO ETF TR | 311,296 | $7.9M | +4.0% | 0.35% | Q3 2026 |
 MINT PIMCO ETF TR | 67,826 | $6.82M | +15.1% | 0.30% | Q3 2026 |
 BOND PIMCO ETF TR | 73,956 | $6.43M | +3.9% | 0.28% | Q3 2026 |
 JPIB J P MORGAN EXCHANGE TRADED F | 133,513 | $6.24M | +3.4% | 0.27% | Q3 2026 |
 IWB ISHARES TR | 14,856 | $6.18M | -2.0% | 0.27% | Q3 2026 |
 ESGU ISHARES TR | 34,936 | $5.83M | -8.5% | 0.26% | Q3 2026 |
 IWV ISHARES TR | 13,430 | $5.8M | -6.4% | 0.25% | Q3 2026 |
 EFA ISHARES TR | 51,800 | $5.38M | -1.9% | 0.24% | Q3 2026 |
 ABNB AIRBNB INC | 26,500 | $4.26M | -0.0% | 0.19% | Q3 2026 |
 AAPL APPLE INC | 11,388 | $3.79M | -2.8% | 0.17% | Q3 2026 |
 JPST J P MORGAN EXCHANGE TRADED F | 74,531 | $3.75M | +780.4% | 0.16% | Q3 2026 |
 MSFT MICROSOFT CORP | 5,422 | $2.78M | +0.1% | 0.12% | Q3 2026 |
 BALL BALL CORP | 49,008 | $2.75M | +0.2% | 0.12% | Q3 2026 |
 ESGD ISHARES TR | 25,625 | $2.64M | -1.8% | 0.12% | Q3 2026 |
 GOOGL ALPHABET INC | 7,663 | $2.64M | -0.3% | 0.12% | Q3 2026 |
 VFMF VANGUARD WELLINGTON FD | 12,518 | $2.23M | -0.8% | 0.10% | Q3 2026 |
 VTWO VANGUARD SCOTTSDALE FDS | 16,281 | $1.83M | -19.9% | 0.08% | Q3 2026 |
 LLY ELI LILLY & CO | 1,562 | $1.81M | +0.8% | 0.08% | Q3 2026 |
 QQQ INVESCO QQQ TR | 2,343 | $1.73M | -8.6% | 0.08% | Q3 2026 |
 ISRG INTUITIVE SURGICAL INC | 4,111 | $1.67M | -4.3% | 0.07% | Q3 2026 |
 GOOG ALPHABET INC | 4,786 | $1.63M | +2.4% | 0.07% | Q3 2026 |
 ESGE ISHARES INC | 27,987 | $1.52M | -8.8% | 0.07% | Q3 2026 |
 AMZN AMAZON COM INC | 5,038 | $1.26M | +3.3% | 0.06% | Q3 2026 |
 HD HOME DEPOT INC | 4,271 | $1.22M | -0.9% | 0.05% | Q3 2026 |
 ZION ZIONS BANCORPORATION NATL AS | 19,109 | $1.2M | +0.0% | 0.05% | Q3 2026 |
 TMUS T-MOBILE US INC | 6,751 | $1.1M | -0.1% | 0.05% | Q3 2026 |
 VSS VANGUARD INTL EQUITY INDEX F | 6,948 | $1.08M | +0.0% | 0.05% | Q3 2026 |
 VUG VANGUARD INDEX FDS | 11,044 | $995K | +33.0% | 0.04% | Q3 2026 |
 VTI VANGUARD INDEX FDS | 2,432 | $910K | -5.5% | 0.04% | Q3 2026 |
 U UNITY SOFTWARE INC | 21,725 | $889K | +0.0% | 0.04% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 1,146 | $874K | -0.2% | 0.04% | Q3 2026 |
 VWO VANGUARD INTL EQUITY INDEX F | 14,292 | $848K | -1.5% | 0.04% | Q3 2026 |
 SNOW SNOWFLAKE INC | 2,250 | $764K | -0.1% | 0.03% | Q3 2026 |
1-50 of 352 holdings
Derivatives (8)
PUT + CALL positions. Value is notional exposure of the underlying, not capital deployed.
- AAPLPut
APPLE INC
$2.8M
8,400 sh23.34%+10.5% - ABNBPut
AIRBNB INC
$2.14M
13,300 sh17.83%-49.8% - LLYPut
ELI LILLY & CO
$1.74M
1,500 sh14.48%+0.0% - MSFTPut
MICROSOFT CORP
$1.54M
3,000 sh12.84%+0.0% - ISRGPut
INTUITIVE SURGICAL INC
$1.38M
3,400 sh11.54%+21.4% - TMUSPut
T-MOBILE US INC
$1.09M
6,700 sh9.12%+0.0% - HDPut
HOME DEPOT INC
$910K
3,200 sh7.60%-21.9% - TSLAPut
TESLA INC
$390K
1,100 sh3.26%+10.0%
| Security | Type | Shares | Notional | Change | % of Book | Period |
|---|---|---|---|---|---|---|
AAPL APPLE INC | Put | 8,400 | $2.8M | +10.5% | 23.34% | Q3 2026 |
ABNB AIRBNB INC | Put | 13,300 | $2.14M | -49.8% | 17.83% | Q3 2026 |
LLY ELI LILLY & CO | Put | 1,500 | $1.74M | +0.0% | 14.48% | Q3 2026 |
MSFT MICROSOFT CORP | Put | 3,000 | $1.54M | +0.0% | 12.84% | Q3 2026 |
ISRG INTUITIVE SURGICAL INC | Put | 3,400 | $1.38M | +21.4% | 11.54% | Q3 2026 |
TMUS T-MOBILE US INC | Put | 6,700 | $1.09M | +0.0% | 9.12% | Q3 2026 |
HD HOME DEPOT INC | Put | 3,200 | $910K | -21.9% | 7.60% | Q3 2026 |
 TSLA TESLA INC | Put | 1,100 | $390K | +10.0% | 3.26% | Q3 2026 |
1-8 of 8 derivatives
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE GLOBAL ADVISORS, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1484205). Signal8 holds 16 13F filings from it. Its SEC filings list California as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 15, 2026. That report lists 352 securities, not counting options, down from 702 in Q2 2026.
Its five largest reported positions, in order, are ISHARES TR (IVV), ISHARES TR (LRGF), WISDOMTREE TR (NTSX), WISDOMTREE TR (WAMA) and ISHARES TR (IEFA). The next five are ISHARES INC (IEMG), WISDOMTREE TR (NTSI), ISHARES TR (INTF), SERIES PORTFOLIOS TR (AIMS) and WISDOMTREE TR (WIMA).
Recent 13F filings by HALBERT HARGROVE GLOBAL ADVISORS, LLC
- Q3 2026: 13F-HR filed Oct 15, 2026, listing 352 securities.
- Q2 2026: 13F-HR filed Jul 21, 2026, listing 702 securities.
- Q1 2026: 13F-HR filed Apr 16, 2026, listing 358 securities.
- Q4 2025: 13F-HR filed Jan 22, 2026, listing 353 securities.
- Q3 2025: 13F-HR filed Oct 16, 2025, listing 723 securities.
- Q2 2025: 13F-HR filed Jul 17, 2025, listing 299 securities.