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HALBERT HARGROVE GLOBAL ADVISORS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,289,218,219
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $375,327,055
- ISHARES TR · U S EQUITY FACTR · 46434V282 · shares: $285,120,597
- WISDOMTREE TR · US EFFIC CORE FD · 97717Y790 · shares: $281,540,439
- WISDOMTREE TR · U S ADAPTIVE MVN · 97717Y220 · shares: $198,207,367
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $180,057,093
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $176,490,590
- WISDOMTREE TR · INTERNATIONL EFI · 97717Y634 · shares: $143,510,053
- ISHARES TR · INTL EQTY FACTOR · 46434V274 · shares: $140,740,863
- SERIES PORTFOLIOS TR · ACUITAS SML CAP · 81752T379 · shares: $81,654,233
- WISDOMTREE TR · INTL AD MO AV FD · 97717Y212 · shares: $76,797,235
Reported holdings
363 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 30303M102 | — | 289 shares | $209,578 |
| BOEING CO | COM | 097023105 | — | 1,076 shares | $200,190 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,016 shares | $198,882 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 2,426 shares | $196,679 |
| AMPLIFY ETF TR | BLOCK TECHN ETF | 032108607 | — | 3,174 shares | $194,364 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 3,729 shares | $193,886 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,223 shares | $189,764 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 1,595 shares | $186,528 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 791 shares | $182,656 |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | 128117108 | — | 15,650 shares | $178,880 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 5,097 shares | $169,782 |
| ARK ETF TR | BLOC FIN INN ETF | 00214Q708 | — | 3,688 shares | $167,915 |
| BANK OF AMER CORP | COM | 060505104 | — | 3,000 shares | $163,290 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 2,050 shares | $160,525 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 1,644 shares | $159,892 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | — | 7,837 shares | $159,797 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 2,040 shares | $159,773 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 4,322 shares | $155,290 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 427 shares | $150,240 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 244 shares | $149,270 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 3,486 shares | $147,075 |
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 41013W108 | — | 10,500 shares | $147,000 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 1,625 shares | $146,429 |
| BROADCOM INC | COM | 11135F101 | — | 414 shares | $145,353 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 289 shares | $143,908 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 628 shares | $138,117 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 699 shares | $131,468 |
| COCA COLA CO | COM | 191216100 | — | 1,522 shares | $131,028 |
| CHEVRON CORPORATION | COM | 166764100 | — | 641 shares | $130,999 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,038 shares | $130,416 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 | — | 13,800 shares | $129,858 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 4,328 shares | $129,832 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 3,510 shares | $128,681 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 554 shares | $126,441 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 | — | 1,102 shares | $123,391 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 750 shares | $122,063 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 356 shares | $120,146 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 4,082 shares | $119,644 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,604 shares | $115,376 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 249 shares | $113,675 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 1,251 shares | $112,090 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 749 shares | $109,666 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 5,472 shares | $109,276 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 521 shares | $104,596 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 1,260 shares | $104,543 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 1,322 shares | $103,708 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 1,022 shares | $101,005 |
| WISDOMTREE TR | EUROP DEFEN FD | 97717Y337 | — | 3,538 shares | $98,914 |
| S&P GLOBAL INC | COM | 78409V104 | — | 250 shares | $98,618 |
| GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | — | 2,350 shares | $97,572 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | — | 1,739 shares | $96,185 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 209 shares | $94,983 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 688 shares | $93,591 |
| MCDONALDS CORP | COM | 580135101 | — | 400 shares | $92,376 |
| PIMCO DYNAMIC INCOME STRATEG | COM SHS BEN INT | 69346N107 | — | 4,500 shares | $91,350 |
| TIDAL TRUST II | YIELD ULTRA ETF | 88636X708 | — | 3,550 shares | $89,780 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 98 shares | $89,150 |
| DIREXION SHARES ETF TRUST | DLY AMD BULL 2X | 25461A411 | — | 314 shares | $87,994 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 1,752 shares | $86,808 |
| SEABRIDGE GOLD INC | COM | 811927102 | — | 3,000 shares | $85,020 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 885 shares | $81,996 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 134 shares | $81,842 |
| GE AEROSPACE | COM NEW | 369604301 | — | 258 shares | $80,455 |
| GLOBAL X FDS | GENOMICS AND BIO | 37960A214 | — | 1,093 shares | $77,035 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | 33734X176 | — | 348 shares | $76,908 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 2,150 shares | $76,562 |
| DEERE & CO | COM | 244199105 | — | 114 shares | $76,557 |
| PROSHARES TR | S&P TECH DIVIDEN | 74347G606 | — | 769 shares | $76,424 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 852 shares | $76,238 |
| PHILLIPS EDISON & CO INC | COMMON STOCK | 71844V201 | — | 2,021 shares | $75,465 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 2,400 shares | $75,048 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 41 shares | $74,457 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 1,112 shares | $74,238 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 736 shares | $72,923 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 2,217 shares | $72,104 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 3,700 shares | $71,669 |
| HONEYWELL INTL INC | COM | 438516205 | — | 329 shares | $69,400 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 871 shares | $68,969 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 2,459 shares | $67,547 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 854 shares | $66,860 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 1,280 shares | $66,253 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 848 shares | $66,182 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 533 shares | $65,218 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 400 shares | $63,072 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 955 shares | $62,897 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 300 shares | $62,406 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 1,000 shares | $61,260 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 419 shares | $60,772 |
| CATERPILLAR INC | COM | 149123101 | — | 74 shares | $60,326 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 10,484 shares | $59,028 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 1,090 shares | $58,969 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 518 shares | $58,441 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 183 shares | $58,159 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 67073B106 | — | 8,500 shares | $57,970 |
| GE VERNOVA INC | COM | 36828A101 | — | 59 shares | $56,118 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 163 shares | $53,580 |
| ABRDN INCOME CREDIT STRATEGI | COM | 003057106 | — | 12,000 shares | $53,400 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 678 shares | $51,115 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 329 shares | $50,986 |
| CLOROX CO DEL | COM | 189054109 | — | 628 shares | $50,875 |