Portfolio (Quarterly) Guide ↗

HALBERT HARGROVE GLOBAL ADVISORS, LLC

· CIK 0001484205

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

Q2 2026 Q1 2026 · All 24 New 32 Added 80 Reduced

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	EFV	ISHARES TR	—	750.0	$56K	0.00%	+131.0	+21.2%	$74.40	+10.5%
22	TQQQ	PROSHARES TR	—	1,202.0	$50K	0.00%	+350.0	+41.1%	$41.68	+69.0%
23	MTUM	ISHARES TR	—	183.0	$44K	0.00%	+22.0	+13.7%	$240.34	+26.4%
24	SPXL	DIREXION SHARES ETF TRUST	—	187.0	$35K	0.00%	+66.0	+54.5%	$184.72	+55.1%
25	NVDU	DIREXION SHARES ETF TRUST	—	345.0	$33K	0.00%	+26.0	+8.2%	$96.27	+32.1%
26	SOXL	DIREXION SHARES ETF TRUST	—	563.0	$27K	0.00%	+138.0	+32.5%	$47.93	+142.8%
27	SPYG	SPDR SERIES TRUST	—	210.0	$21K	0.00%	+194.0	+1212.5%	$97.91	+22.6%
28	—	MSC INCOME FUND INC	—	1,075.0	$13K	0.00%	+359.0	+50.1%	$12.18	—
29	EAOA	ISHARES TR	—	226.0	$9K	—	+119.0	+111.2%	$40.58	+13.1%
30	IVW	ISHARES TR	—	72.0	$8K	—	+1.0	+1.4%	$112.89	+22.8%
31	EFG	ISHARES TR	—	66.0	$7K	—	+25.0	+61.0%	$111.38	+12.7%
32	SPBO	SPDR SERIES TRUST	—	5.0	$146.0	—	+2.0	+66.7%	$29.20	-2.2%

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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 28.3%

Technology 21.1%

Financial Services 18.0%

Communication Services 11.9%

Healthcare 11.2%

Industrials 2.8%

Consumer Defensive 2.8%

Real Estate 1.8%

Energy 1.2%

Basic Materials 0.4%