Latest HALBERT HARGROVE GLOBAL ADVISORS, LLC Stock Portfolio
$2.31Billion | No. of Holdings #702
HALBERT HARGROVE GLOBAL ADVISORS, LLC Performance
2026 Q2+12.04%
YTD+10.42%
2025+18.16%
About HALBERT HARGROVE GLOBAL ADVISORS, LLC and 13F Hedge Fund Stock Holdings
HALBERT HARGROVE GLOBAL ADVISORS, LLC is a hedge fund based in Long Beach, CA. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, HALBERT HARGROVE GLOBAL ADVISORS, LLC reported an equity portfolio of $2.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC are IJR, DWMF, ACWF. The fund has invested 16% of it's portfolio in ISHARES TR and 13.7% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off AVIS BUDGET GROUP INC (CAR), HUNTINGTON INGALLS INDS INC (HII) and TEXAS PACIFIC LAND CORPORATI (TPL) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), PROCTER & GAMBLE CO (PG) and PEPSICO INC (PEP). HALBERT HARGROVE GLOBAL ADVISORS, LLC opened new stock positions in ISHARES GOLD TR (IAU), DIMENSIONAL ETF TRUST (DFAC) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), CAPITAL GROUP DIVIDEND VALUE (CGDV) and CSX CORP (CSX).
HALBERT HARGROVE GLOBAL ADVISORS, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$2.31Billion
as of Jul 21, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that HALBERT HARGROVE GLOBAL ADVISORS, LLC made a return of 12.04% in the last quarter. In trailing 12 months, it's portfolio return was 20.9%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares gold tr | 571,460 |
| dimensional etf trust | 489,300 |
| j p morgan exchange traded f | 428,126 |
| western digital corp | 137,485 |
| vanguard scottsdale fds | 110,244 |
| first tr exchange-traded fd | 104,266 |
| first tr exchange traded fd | 90,181 |
| vanguard whitehall fds | 87,791 |
New stocks bought by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 1,820 |
| capital group dividend value | 994 |
| csx corp | 754 |
| vanguard world fd | 698 |
| spdr gold tr | 616 |
| vanguard index fds | 607 |
| vanguard admiral fds inc | 500 |
| vanguard index fds | 437 |
Additions to existing portfolio by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -98.7 |
| procter & gamble co | -98.39 |
| pepsico inc | -91.72 |
| philip morris intl inc | -86.00 |
| direxion shares etf trust | -58.38 |
| ishares tr | -53.25 |
| ishares tr | -51.09 |
| direxion shares etf trust | -49.19 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Sector Distribution
HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 98.5% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.5 |
Market Cap. Distribution
HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 98.5 |
Stocks belong to which Index?
About 1.5% of the stocks held by HALBERT HARGROVE GLOBAL ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.5 |
| S&P 500 | 1.5 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 47.6 M |
| DWMF | wisdomtree tr | 37.2 M |
| ACWF | ishares tr | 34.9 M |
| EMGF | ishares inc | 29.3 M |
| ICAP | series portfolios tr | 17.7 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -73.1 % |
| VB | vanguard index fds | -69.9 % |
| IVOG | vanguard admiral fds inc | -69.7 % |
| EDV | vanguard world fd | -65.6 % |
| VB | vanguard index fds | -60.4 % |
HALBERT HARGROVE GLOBAL ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE GLOBAL ADVISORS, LLC has 702 stocks in it's portfolio. About 84.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for HALBERT HARGROVE GLOBAL ADVISORS, LLC last quarter.
$2.30BTotal Value
492Positions
21 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.15% | 11,718 | $3.39M 0.15% | 0.23%increased 0.23 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.32% | 369,979 | $30.44M 1.32% | 1.36%decreased 1.36 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.71% | 82,329 | $16.47M 0.71% | 3.13%decreased 3.13 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 10,756 | $714.7K 0.03% | 9.73%decreased 9.73 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 3,486 | $144.4K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 878 | $67.2K 0% | 17.07%increased 17.07 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 1,592 | $35.5K 0% | 53.25%decreased 53.25 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 225 | $22.2K 0% | 51.09%decreased 51.09 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 74.00 | $13.0K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 66.00 | $8.2K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 102 | $5.0K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 46.00 | $4.9K 0% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV HALBERT HARGROVE GLOBAL ADVISORS, LLC's holding in Abbvie Inc over time | 0.01% | 1,070 | $269.3K 0.01% | 1.9%increased 1.9 percentadded | |
 Airbnb Inc Airbnb IncABNB HALBERT HARGROVE GLOBAL ADVISORS, LLC's holding in Airbnb Inc over time | 0.16% | 26,504 | $3.79M 0.16% | 0.02%increased 0.02 percentadded | |
 Abbott Laboratories HALBERT HARGROVE GLOBAL ADVISORS, LLC's holding in Abbott Laboratories over time | 0% | 1,026 | $93.1K 0% | 0.39%increased 0.39 percentadded | |
 Accenture Plc Ireland HALBERT HARGROVE GLOBAL ADVISORS, LLC's holding in Accenture Plc Ireland over time | 0% | 28.00 | $3.4K 0% | 7.69%increased 7.69 percentadded | |
 ACWF Ishares TrIshares TrACWF | 11.85% | 3,621,830 | $273.92M 11.85% | 0.13%decreased 0.13 percentreduced | |
ACWF Ishares TrIshares TrACWF | 6.05% | 3,417,260 | $139.97M 6.05% | 2.32%increased 2.32 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.01% | 1,265 | $319.9K 0.01% | 0%unchanged 0 percentunchanged | |
ACWF Ishares TrIshares TrACWF | 0% | 1,128 | $52.9K 0% | Newnew position | |
