Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors reported 355 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.5%), LRGF (12.5%) and NTSX (12.4%). Compared with Q2 2026, the fund added to LRGF, WAMA and WIMA, trimmed IVV, NTSX and IEMG and sold out of VONV, XOM and VYMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $375M | 16.5% | 490K | −2,601 (−1%) | 8 of 8 | |
| 2 |  LRGF Ishares U.s. Equity Factor ETF | $285M | 12.5% | 3.7M | +41K (+1%) | 8 of 8 | |
| 3 |  NTSX Wisdomtree TR | $282M | 12.4% | 4.8M | −540K (−10%) | 8 of 8 | |
| 4 |  WAMA Wisdomtree TR | $198M | 8.7% | 7.4M | +358K (+5%) | 3 of 8 | |
| 5 |  IEFA Ishares TR | $180M | 7.9% | 1.9M | No change | 8 of 8 | |
| 6 |  IEMG Ishares Inc | $176M | 7.8% | 2.2M | −38K (−2%) | 8 of 8 | |
| 7 |  NTSI Wisdomtree TR | $144M | 6.3% | 3.1M | −7,802 (−0%) | 8 of 8 | |
| 8 |  INTF Ishares TR | $141M | 6.2% | 3.4M | −27K (−1%) | 8 of 8 | |
| 9 |  AIMS Series Portfolios TR | $81.7M | 3.6% | 3M | −24K (−1%) | 3 of 8 | |
| 10 |  WIMA Wisdomtree TR | $76.8M | 3.4% | 1.8M | +220K (+14%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL U S TARGETED | $489K | 7,000 |
 VONV Vanguard Russell 1000 Value ETF | $110K | 1,037 |
 XOM Exxon Mobil Corp | $108K | 788 |
 VYMI Vanguard Whitehall Fds | $88K | 894 |
 CGGR Capital Group Growth | $77K | 1,640 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Halbert Hargrove Global Advisors 13F FAQ
What does Halbert Hargrove Global Advisors own?
Halbert Hargrove Global Advisors reported 355 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.5%), LRGF (12.5%) and NTSX (12.4%). The table above lists every position in the filing (the top 10 without an account).
What did Halbert Hargrove Global Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 41 added to, 152 trimmed and 362 sold out. It sold all of VONV, XOM and VYMI.
When will Halbert Hargrove Global Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Halbert Hargrove Global Advisors's portfolio worth?
The Q3 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.