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HALBERT HARGROVE GLOBAL ADVISORS, LLC - Portfolio Stock Holdings

HALBERT HARGROVE GLOBAL ADVISORS, LLC disclosed 373 stock positions in a recent SEC 13F filing. $2,042,904,242 of stock holdings were filed, with the largest holdings including IVV, NTSX, and LRGF. This filing represented positions held on March 31, 2026, and was filed on April 17, 2026.

We estimate the fund has a total AUM of $4,203,912,885 and has 52 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

373

Est. Stock Holding Value:

$2,042,904,242

Top Stock Holdings By Sector

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Portfolio Stock Holdings - HALBERT HARGROVE GLOBAL ADVISORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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