Halbert Hargrove Global Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 14, 2026, lists 363 total positions held by the firm.
The portfolio is diversified across various sectors and includes a mix of large-cap technology stocks, financial institutions, and exchange-traded funds. Among the largest individual stock holdings listed in the filing are Apple Inc., with 11,388 shares; Microsoft Corporation, with 5,422 shares; Amazon.com Inc., with 5,038 shares; and Eli Lilly & Co., with 1,562 shares.
The filing also details several put options held by the firm. These include 8,400 put contracts for Apple Inc., 3,000 put contracts for Microsoft Corporation, 3,200 put contracts for The Home Depot Inc., and 3,400 put contracts for Intuitive Surgical Inc.
Significant exposure to exchange-traded funds is also present in the portfolio. The firm holds substantial positions in the iShares Core S&P 500 ETF, with 490,079 shares, and the iShares Core S&P 500 ETF, with 375,327,055 shares. Other notable ETF holdings include the iShares Core MSCI Emerging Markets ETF and the iShares Trust Core S&P 500 ETF.
