Portfolio (Quarterly) Guide ↗

HALBERT HARGROVE GLOBAL ADVISORS, LLC

· CIK 0001484205

13F Portfolio $2.1B AUM 372 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 24 New 32 Added 80 Reduced 15 Exited

Page 1 of 2 · 32 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	LRGF	ISHARES TR	—	3,626,489.0	$239.3M	11.55%	+67K	+1.9%	$66.00	+13.6%
2	ISRG PUT	INTUITIVE SURGICAL INC	Healthcare	4,700.0	$2.2M	0.10%	+1K	+42.4%	$460.99	-12.8%
3	AMZN	AMAZON COM INC	Consumer Cyclical	4,757.0	$991K	0.05%	+4K	+1655.3%	$208.27	+14.0%
4	VTI	VANGUARD INDEX FDS	—	2,630.0	$844K	0.04%	+89.0	+3.5%	$320.84	+14.0%
5	VWO	VANGUARD INTL EQUITY INDEX F	—	14,519.0	$785K	0.04%	+100.0	+0.7%	$54.05	+10.7%
6	WMT	WALMART INC	Consumer Defensive	4,196.0	$521K	0.03%	+345.0	+9.0%	$124.28	-2.6%
7	QGRW	WISDOMTREE TR	—	7,139.0	$381K	0.02%	+145.0	+2.1%	$53.43	+21.7%
8	WCBR	WISDOMTREE TR	—	8,610.0	$215K	0.01%	+321.0	+3.9%	$24.94	+28.3%
9	BA	BOEING CO	Industrials	1,079.0	$215K	0.01%	+79.0	+7.9%	$199.03	+13.4%
10	WTAI	WISDOMTREE TR	—	6,922.0	$195K	0.01%	+221.0	+3.3%	$28.23	+59.6%
11	QUAL	ISHARES TR	—	1,001.0	$192K	0.01%	+26.0	+2.7%	$191.84	+11.8%
12	WCLD	WISDOMTREE TR	—	5,710.0	$156K	0.01%	+338.0	+6.3%	$27.32	+8.4%
13	CVX	CHEVRON CORPORATION	Energy	686.0	$142K	0.01%	+230.0	+50.4%	$207.05	-14.2%
14	IJH	ISHARES TR	—	1,798.0	$121K	0.01%	+133.0	+8.0%	$67.53	+11.0%
15	EXG	EATON VANCE TAX-MANAGED GLOB	Financial Services	13,500.0	$117K	0.01%	+800.0	+6.3%	$8.66	+9.8%
16	VNQ	VANGUARD INDEX FDS	—	1,281.0	$114K	0.01%	+42.0	+3.4%	$88.67	+7.8%
17	WDEF	WISDOMTREE TR	—	3,538.0	$109K	0.01%	+406.0	+13.0%	$30.94	-7.9%
18	BIL	SPDR SERIES TRUST	—	772.0	$71K	0.00%	+771.0	+10000.0%	$91.59	-0.1%
19	SCHF	SCHWAB STRATEGIC TR	—	2,459.0	$61K	0.00%	+460.0	+23.0%	$24.75	+12.8%
20	ARLP	ALLIANCE RESOURCE PARTNERS L	Energy	2,100.0	$58K	0.00%	+100.0	+5.0%	$27.65	-12.1%

Page 1 of 2 · 32 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Consumer Cyclical 27.2%

Technology 20.3%

Financial Services 17.3%

Communication Services 15.1%

Healthcare 10.8%

Industrials 2.7%

Consumer Defensive 2.7%

Real Estate 1.7%

Energy 1.4%

Basic Materials 0.4%