Latest HALBERT HARGROVE GLOBAL ADVISORS, LLC Stock Portfolio

HALBERT HARGROVE GLOBAL ADVISORS, LLC Performance:

2026 Q1: -1.45%YTD: -1.45%2025: 18.16%

Performance for 2026 Q1 is -1.45%, and YTD is -1.45%, and 2025 is 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 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, HALBERT HARGROVE GLOBAL ADVISORS, LLC reported an equity portfolio of $2.1 Billions as of 31 Mar, 2026.

The top stock holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC are IJR, DWMF, ACWF. The fund has invested 15.8% of it's portfolio in ISHARES TR and 13.6% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), ISHARES TR (DMXF) and PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (DMXF). HALBERT HARGROVE GLOBAL ADVISORS, LLC opened new stock positions in WISDOMTREE TR (DWMF), SERIES PORTFOLIOS TR (ICAP) and DIREXION SHARES ETF TRUST (DRN). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), AMAZON COM INC (AMZN) and ISHARES TR (DMXF).

HALBERT 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 -1.45% in the last quarter. In trailing 12 months, it's portfolio return was 17.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
wisdomtree tr	167,314,000
series portfolios tr	72,213,900
wisdomtree tr	59,896,700
direxion shares etf trust	346,200
direxion shares etf trust	166,090
procter & gamble co	116,564
global x fds	48,913
xai octagn flt rat & alt inm	34,360

New stocks bought by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Additions

Ticker	% Inc.
spdr series trust	77,100
amazon com inc	1,655
spdr series trust	1,212
ishares tr	111
spdr series trust	66.67
ishares tr	60.98
direxion shares etf trust	54.55
chevron corporation	50.44

Additions to existing portfolio by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Reductions

Ticker	% Reduced
vanguard bd index fds	-99.5
vanguard charlotte fds	-99.36
ishares tr	-97.69
ishares tr	-96.00
solstice advanced matls inc	-91.47
ishares tr	-87.32
spdr index shs fds	-86.76
pepsico inc	-83.78

HALBERT HARGROVE GLOBAL ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-1,771,000
research frontiers inc	-19,650
xai octagn flt rat & alt inm	-48,000
medalist diversified reit in	-61,500
pacer fds tr	-117,838
fs kkr cap corp	-30,776
blue owl capital inc	-29,880
metalla rty & streaming ltd	-9,336

HALBERT HARGROVE GLOBAL ADVISORS, LLC got rid off the above stocks

Sector Distribution

HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4

Market Cap. Distribution

HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.4

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.

Index	%
Others	98.4
S&P 500	1.5

Top 5 Winners (%)		%
DOCN	digitalocean hldgs inc	78.3 %
DOW	dow hldgs inc	78.1 %
MPC	marathon pete corp	50.1 %
XPO	xpo inc	43.1 %
	qnity electronics inc	41.3 %

Top 5 Winners ($)		$
EMGF	ishares inc	5.7 M
ACWF	ishares tr	4.0 M
IJR	ishares tr	2.3 M
IBCE	ishares tr	2.0 M
CWI	spdr index shs fds	1.7 M

Top 5 Losers (%)		%
KD	kyndryl hldgs inc	-50.6 %
U	unity software inc	-50.3 %
IT	gartner inc	-37.2 %
INTU	intuit	-34.7 %
SOUN	soundhound ai inc	-33.3 %

Top 5 Losers ($)		$
IJR	ishares tr	-15.9 M
DWMF	wisdomtree tr	-14.4 M
ACWF	ishares tr	-12.3 M
IJR	ishares tr	-4.2 M
MSFT	microsoft corp	-0.9 M

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 358 stocks in it's portfolio. About 84.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for HALBERT HARGROVE GLOBAL ADVISORS, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.14	11,691	2,967,160	reduced	-10.93

AAXJ	ishares tr	1.42	375,064	29,408,800	reduced	-2.04

AAXJ	ishares tr	0.66	84,985	13,564,500	reduced	-2.58

AAXJ	ishares tr	0.03	11,916	705,325	reduced	-0.31

AAXJ	ishares tr	0.01	3,486	148,365	reduced	-7.68

AAXJ	ishares tr	0.00	3,405	76,132	unchanged	0.00

AAXJ	ishares tr	0.00	750	55,798	added	21.16

AAXJ	ishares tr	0.00	460	36,262	unchanged	0.00

AAXJ	ishares tr	0.00	74.00	12,150	unchanged	0.00

AAXJ	ishares tr	0.00	66.00	7,351	added	60.98

AAXJ	ishares tr	0.00	102	5,442	unchanged	0.00

AAXJ	ishares tr	0.00	46.00	4,887	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.01	1,050	228,365	unchanged	0.00

ABNB	airbnb inc	0.16	26,500	3,346,420	unchanged	0.00

ABT	abbott laboratories	0.00	1,022	104,929	unchanged	0.00

ACN	accenture plc ireland	0.00	26.00	5,156	unchanged	0.00

ACWF	ishares tr	11.55	3,626,490	239,348,000	added	1.88

ACWF	ishares tr	6.28	3,339,670	130,114,000	added	0.26

ACWF	ishares tr	0.01	1,265	281,779	reduced	-12.03