1y return+20.6%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
5y return+38.2%S&P 500 +74.5%
10y return+111.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $212 against $357 in the S&P 500.2
Halbert Hargrove Global Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $369.0M | 16.0% | −1.9% |
| NTSXWisdomtree Tr | $316.3M | 13.8% | −1.1% |
| LRGFIshares Tr | $273.9M | 11.9% | |
| WAMAWisdomtree Tr | $184.3M | 8.0% | +1.2% |
| IEMGIshares Inc | $183.3M | 8.0% | −2.2% |
| IEFAIshares Tr | $179.5M | 7.8% | |
| NTSIWisdomtree Tr | $146.0M | 6.4% | |
| INTFIshares Tr | $140.0M | 6.1% | +2.3% |
| AIMSSeries Portfolios Tr | $89.8M | 3.9% | |
| EEMIshares Tr | $72.3M | 3.1% | −2.9% |
| WIMAWisdomtree Tr | $67.4M | 2.9% | +4.5% |
| SPDWSpdr Index Shs Fds | $56.1M | 2.4% | −3.6% |
| SCZIshares Tr | $30.4M | 1.3% | −1.4% |
| IWMIshares Tr | $24.5M | 1.1% | −4.5% |
| IWCIshares Tr | $16.5M | 0.7% | −3.1% |
| VEAVanguard Tax-managed Fds | $13.5M | 0.6% | −2.2% |
| VONEVanguard Scottsdale Fds | $10.2M | 0.4% | −2.4% |
| PYLDPimco Etf Tr | $7.9M | 0.3% | |
| BONDPimco Etf Tr | $6.6M | 0.3% | −1.2% |
| ESGUIshares Tr | $6.2M | 0.3% | −4.6% |
| JPIBJ P Morgan Exchange Traded F | $6.2M | 0.3% | +1.2% |
| IWBIshares Tr | $6.2M | 0.3% | −20.2% |
| IWVIshares Tr | $6.1M | 0.3% | −7.1% |
| MINTPimco Etf Tr | $5.9M | 0.3% | +30.0% |
| EFAIshares Tr | $5.5M | 0.2% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $1.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.4M |
| QQQInvesco Qqq Tr | June 30, 2022 | +162.7% | $1.9M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $369.0M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $6.2M |
| IWVIshares Tr | June 30, 2020 | +136.8% | $6.1M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $2.7M |
| ESGUIshares Tr | June 30, 2020 | +133.8% | $6.2M |
| GOOGAlphabet Inc | March 31, 2024 | +132.1% | $1.7M |
| IWCIshares Tr | June 30, 2020 | +129.2% | $16.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $149K
- Seabridge Gold IncCUSIP 811916105 was $85K
- IBITIshares Bitcoin Trust Etf was $67K
- ARLPAlliance Resource Partners L was $58K
- XJQCXNuveen Cr Strategies Income was $39K
- NVDUDirexion Shares Etf Trust was $33K
- IWSIshares Tr was $16K
- CGHMCapital Grp Fixed Incm Etf T was $11K
- Dupont De Nemours IncCUSIP 26614N102 was $6,458
- MDYState Str Spdr S&p Midcap 40 was $5,551
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −2.8% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Halbert Hargrove Global Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484205&type=13F-HR&dateb=&owner=include&count=40CIK 1484205
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1484205/000148420526000005/Filed July 21, 2026 · accession 0001484205-26-000005