StockDriftsStockDriftsTop 50 Halbert Hargrove Global Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.05% | 492.7K | $369.0M | -1.92%(-9.64K) | $337.83(+130.57%) | 2026-06-30 | |
| NTSX | WISDOMTREE TR | 13.76% | 5.36M | $316.3M | -1.12%(-60.63K) | $29.87(+103.31%) | 2026-06-30 | |
| LRGF | ISHARES TR | 11.91% | 3.62M | $273.9M | -0.13%(-4.66K) | $53.84(+47.16%) | 2026-06-30 | |
| IEMG | ISHARES INC | 7.97% | 2.21M | $183.3M | -2.20%(-49.75K) | $51.71(+59.80%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.81% | 1.86M | $179.5M | -0.06%(-1.17K) | $61.95(+63.55%) | 2026-06-30 | |
| NTSI | WISDOMTREE TR | 6.35% | 3.13M | $146.0M | +0.43%(+13.35K) | $35.41(+37.76%) | 2026-06-30 | |
| INTF | ISHARES TR | 6.09% | 3.42M | $140.0M | +2.32%(+77.59K) | $29.36(+47.44%) | 2026-06-30 | |
| AIMS | SERIES PORTFOLIOS TR | 3.91% | 3.04M | $89.8M | -0.17%(-5.28K) | $23.69(+21.59%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.14% | 1.06M | $72.3M | -2.86%(-31.10K) | $40.04(+69.08%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.44% | 1.11M | $56.1M | -3.61%(-41.78K) | $38.66(+35.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.68% | +6.78% | +38.80% |
| Top 20 Holdings Unweighted | +14.85% | +51.48% | +6.33% | +35.92% |
Halbert Hargrove Global Advisors LLC reports $2.31B in US-listed equity holdings across 727 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.1%), NTSX (13.8%) and LRGF (11.9%). The top 20 holdings account for 85.02% of reported assets. Its disclosed equity book has returned +53.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Halbert Hargrove Global Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1484205). View Halbert Hargrove Global Advisors LLC’s 13F filings on SEC