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Halbert Hargrove Global Advisors, LLC
Halbert Hargrove Global Advisors, LLC is an SEC-registered, independent investment adviser headquartered in Long Beach, California. Founded in 1989, the firm provides investment management, wealth advisory, financial planning, and consulting services to high-net-worth individuals, families, and institutional clients. With approximately 25 employees, Halbert Hargrove is recognized for its fiduciary standard and comprehensive, client-centered approach, serving over 4,400 accounts and managing over $3 billion in assets.
Investment Strategy
Halbert Hargrove takes a holistic and fiduciary approach to asset management and financial planning, emphasizing discipline, transparency, and client-first objectivity. The firm delivers tailored investment strategies with a focus on strategic asset allocation, diversification, and risk management across a broad range of asset classes. They prioritize long-term partnerships, innovating and adapting strategies to clients' life events and market changes, while specifically avoiding proprietary product sales to ensure independent advice. The firm also addresses thematic trend investing on client request and may advise on digital asset ETFs, but does not manage these on an ongoing basis. All services are delivered under a strong fiduciary commitment to clients’ best interests.
Latest 13F Filing Activity
Halbert Hargrove Global Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 713 equity positions and 13 options positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Ishares TR, Ishares Inc. among other positions. Halbert Hargrove Global Advisors, LLC reduced exposure to Wisdomtree TR, Intuitive Surgical Inc., Walgreens Boots Alliance Inc. among others.
Top Holdings
Equity Positions (713)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.30% | $335.9M | 501,871 | $348.31 | $669.30 | +$27.2M |
N NTSX | WISDOMTREE TR | 14.34% | $295.5M | 5,479,423 | $30.38 | $53.92 | -$5.0M |
L LRGF | ISHARES TR | 11.68% | $240.6M | 3,482,847 | $54.15 | $69.08 | +$22.4M |
I IWB | ISHARES TR | 8.40% | $173.1M | 473,717 | $336.35 | $365.48 | +$14.7M |
I IEFA | ISHARES TR | 7.73% | $159.2M | 1,823,815 | $59.04 | $87.31 | +$8.7M |
Options Positions (13)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A ABNB | AIRBNB INC | — | Put | $3.2M | 265 | $121.42 | $127.34 | 0 | -$289.4K |
A AAPL | APPLE INC | Bought | Put | $2.3M | 92 | $254.63 | $186.85 | +6 | +$578.1K |
H HD | HOME DEPOT INC | — | Put | $2.0M | 49 | $405.19 | $366.64 | 0 | +$188.9K |
T TMUS | T-MOBILE US INC | New | Put | $1.9M | 78 | $239.38 | $239.38 | +78 | +$1.9M |
I ISRG | INTUITIVE SURGICAL INC | — | Put | $1.5M | 33 | $447.23 | $337.36 | 0 | -$317.4K |
Industry Allocation
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