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Livermore
Livermore
ZHEN

Halbert Hargrove Global Advisors, LLC

SEC CIK
0001484205
Latest filing
Jul 21, 2026

The latest 13F from Halbert Hargrove Global Advisors, LLC covers Q2 2026 (filed Jul 21, 2026): 727 long positions worth $2.30B. The top 10 holdings make up 85.0% of the portfolio, and the largest is iShares Core S&P 500 ETF at 16.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
379
Est. +$3.00M
Added
118
Est. +$13.0M
Reduced
84
Est. −$29.4M
Sold out
13
Est. −$380.7K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    16.0%$369.0M
  2. WisdomTree Tr97717Y790
    13.8%$316.3M
  3. iShares Tr46434V282
    11.9%$273.9M
  4. WisdomTree Tr97717Y220
    8.0%$184.3M
  5. iShares Core MSCI Emerging Markets ETF46434G103
    8.0%$183.3M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46434V274
    +$3.18MAdded
  2. WisdomTree Tr97717Y212
    +$2.91MAdded
  3. WisdomTree Tr97717Y220
    +$2.24MAdded
  4. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    +$1.37MAdded
  5. WisdomTree Tr97717Y634
    +$622.1KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    +0.04 pp0.2% → 0.3%
  2. IAUiShares Gold Trust
    +0.02 pp0.0% → <0.1%History
  3. GLDSPDR Gold Trust
    +0.02 pp<0.1% → <0.1%History
  4. Dimensional U.S. Targeted Value ETF25434V609
    +0.02 pp0.0% → <0.1%
  5. WisdomTree Tr97717Y212
    +0.02 pp2.9% → 2.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$7.22MReduced
  2. iShares Core MSCI Emerging Markets ETF46434G103
    −$4.12MReduced
  3. WisdomTree Tr97717Y790
    −$3.58MReduced
  4. iShares Tr464287234
    −$2.13MReduced
  5. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −$2.11MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core MSCI Eafe ETF46432F842
    −0.38 pp8.2% → 7.8%
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −0.12 pp2.6% → 2.4%
  3. iShares Tr464288273
    −0.11 pp1.4% → 1.3%
  4. iShares Tr464287622
    −0.06 pp0.3% → 0.3%
  5. MSFTMicrosoft Corp
    −0.06 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.30B
+$241.7M (+11.7%) vs. prior quarter
Positions
727
+366 vs. prior quarter
Top 10 concentration
85.0%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
18.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.30B (Q2 2026)

Q1 2021: $1.38BQ2 2021: $1.52BQ3 2021: $1.44BQ4 2021: $1.56BQ1 2022: $1.51BQ2 2022: $1.34BQ3 2022: $1.28BQ4 2022: $1.39BQ1 2023: $1.46BQ2 2023: $1.36BQ3 2023: $1.33BQ4 2023: $1.44BQ1 2024: $1.51BQ2 2024: $1.70BQ3 2024: $1.81BQ4 2024: $1.78BQ1 2025: $1.76BQ2 2025: $1.90BQ3 2025: $2.04BQ4 2025: $2.09BQ1 2026: $2.06BQ2 2026: $2.30B
Q1 2021Q2 2026
13F filings of Halbert Hargrove Global Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026727$2.30BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q1 2026SEC
Q1 2026Apr 17, 2026361$2.06BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q4 2025SEC
Q4 2025Jan 23, 2026353$2.09BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q3 2025SEC
Q3 2025Oct 16, 2025723$2.04BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q2 2025SEC
Q2 2025Jul 17, 2025299$1.90BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q1 2025SEC
Q1 2025Apr 18, 2025670$1.76BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q4 2024SEC
Q4 2024Jul 17, 2025Amended308$1.78BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q3 2024SEC
Q3 2024Oct 16, 202476$1.81BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q2 2024SEC
Q2 2024Jul 26, 202478$1.70BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q1 2024SEC
Q1 2024Apr 18, 202485$1.51BWisdomTree TriShares Core S&P 500 ETFiShares Trvs. Q4 2023SEC
Q4 2023Jan 24, 202488$1.44BWisdomTree TriShares Core S&P 500 ETFiShares Trvs. Q3 2023SEC
Q3 2023Oct 16, 202391$1.33BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q2 2023SEC
Q2 2023Aug 14, 202387$1.36BiShares Core S&P 500 ETFWisdomTree TriShares Trvs. Q1 2023SEC
Q1 2023Apr 25, 2023160$1.46BiShares Core S&P 500 ETFWisdomTree TriShares Core MSCI Eafe ETFvs. Q4 2022SEC
Q4 2022Jan 25, 2023156$1.39BiShares Core S&P 500 ETFWisdomTree TrPIMCO ETF Trvs. Q3 2022SEC
Q3 2022Oct 24, 2022143$1.28BiShares Core S&P 500 ETFWisdomTree TrPIMCO ETF Trvs. Q2 2022SEC
Q2 2022Aug 5, 2022138$1.34BiShares Core S&P 500 ETFWisdomTree TrPIMCO ETF Trvs. Q1 2022SEC
Q1 2022May 13, 2022156$1.51BiShares Core S&P 500 ETFWisdomTree TriShares Core MSCI Eafe ETFvs. Q4 2021SEC
Q4 2021Feb 14, 2022158$1.56BWisdomTree TriShares Core S&P 500 ETFiShares Trvs. Q3 2021SEC
Q3 2021Oct 29, 2021147$1.44BWisdomTree TriShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q2 2021SEC
Q2 2021Jul 29, 2021147$1.52BWisdomTree TriShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q1 2021SEC
Q1 2021May 6, 2021128$1.38BWisdomTree TriShares Core S&P 500 ETFiShares Core MSCI Eafe ETF–SEC

13D and 13G filings

Companies where Halbert Hargrove Global Advisors, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

4 companies, largest stake first.

Companies where Halbert Hargrove Global Advisors, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
WisdomTree TrustUS EFFICIENT COR13G24.50%5.70M sharesNewMar 12, 20261 filingMar 12, 2026SEC
PIMCO Flexible Real Estate Income FundCommon Shares13G16.50%3.28M shares–May 14, 20244 filingsFeb 7, 2025SEC
Stone Ridge Trust IICommon Shares13G9.20%2.00M shares–Feb 13, 20234 filingsFeb 7, 2025SEC
LENDXStone Ridge Trust V13G/A6.80%2.54M shares–Feb 2, 20242 filingsFeb 7, 2025SEC

Latest filings

15 filings on file made by Halbert Hargrove Global Advisors, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Halbert Hargrove Global Advisors, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
WisdomTree TrustUS EFFICIENT CORMar 12, 20268:03 PM ET13G24.50%5.70M sharesNewJan 31, 2023SEC
LENDXStone Ridge Trust VFeb 7, 20252:19 PM ET13G/A6.80%2.54M shares–Dec 31, 2024SEC
Stone Ridge Trust IICommon SharesFeb 7, 20252:10 PM ET13G9.20%2.00M shares–Feb 7, 2025SEC
PIMCO Flexible Real Estate Income FundCommon SharesFeb 7, 20251:59 PM ET13G16.50%3.28M shares–Dec 31, 2024SEC
USQ Core Real Estate FundOct 10, 202413GOld format–New–SEC
PIMCO Flexible Real Estate Income FundOct 8, 202413G/AOld format–––SEC
PIMCO Flexible Real Estate Income FundAug 7, 202413G/AOld format–––SEC
PREDEX Capital Management, LLCJul 19, 20245:26 PM ET13G/AOld format–––SEC
PIMCO Flexible Real Estate Income FundMay 14, 202413G/AOld format–––SEC
Stone Ridge Trust IIMar 28, 202413G/AOld format–––SEC
PREDEX Capital Management, LLCFeb 2, 20245:23 PM ET13G/AOld format–––SEC
LENDXStone Ridge Trust VFeb 2, 202413GOld format–New–SEC
Stone Ridge Trust IIFeb 2, 202413G/AOld format–––SEC
PREDEX Capital Management, LLCFeb 13, 202311:42 AM ET13GOld format–New–SEC
Stone Ridge Trust IIFeb 13, 202313GOld format–New–SEC