Halbert Hargrove Global Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 16, 2026

Latest 13F moves (filed Oct 16, 2026): 1 new position, 9 added, 21 reduced, 1 sold out. Largest change by value: reduced $WT ($281.54M held).

New positions
1
Added / reduced
9 / 21
Sold out
1

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PYLD Added +11.95K (+3.99%) 311.30K $7.90M —
$MINT Added +8.87K (+15.05%) 67.83K $6.82M —
$GOOG Added +110 (+2.35%) 4.79K $1.63M —
$AMZN Added +163 (+3.34%) 5.04K $1.26M —
$VUG Added +2.74K (+33.04%) 11.04K $995.15K —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WT Reduced -539.69K (-10.08%) 4.82M $281.54M —
$EEM Reduced -29.95K (-2.83%) 1.03M $68.57M —
$SPDW Reduced -45.04K (-4.04%) 1.07M $53.68M —
$IWM Reduced -8.99K (-11%) 72.71K $20.21M —
$VEA Reduced -4.40K (-2.31%) 185.77K $13.12M —

New position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PECO New +2.02K 2.02K $75.47K Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PYLD Added +11.95K (+3.99%) 311.30K $7.90M —
$MINT Added +8.87K (+15.05%) 67.83K $6.82M —
$GOOG Added +110 (+2.35%) 4.79K $1.63M —
$AMZN Added +163 (+3.34%) 5.04K $1.26M —
$VUG Added +2.74K (+33.04%) 11.04K $995.15K —
$CRBN Added +1.51K (+119.21%) 2.77K $710.20K —
$SPCX Added +3K (+10344.83%) 3.03K $456.94K —
$VB Added +458 (+41.19%) 1.57K $446.78K —
$VTV Added +1.08K (+117.35%) 2K $433.02K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WT Reduced -539.69K (-10.08%) 4.82M $281.54M —
$EEM Reduced -29.95K (-2.83%) 1.03M $68.57M —
$SPDW Reduced -45.04K (-4.04%) 1.07M $53.68M —
$IWM Reduced -8.99K (-11%) 72.71K $20.21M —
$VEA Reduced -4.40K (-2.31%) 185.77K $13.12M —
$IWB Reduced -297 (-1.96%) 14.86K $6.18M —
$EFA Reduced -1.03K (-1.95%) 51.80K $5.38M —
$AAPL Reduced -330 (-2.82%) 11.39K $3.79M —
$VTWO Reduced -4.05K (-19.91%) 16.28K $1.83M —
$QQQ Reduced -220 (-8.58%) 2.34K $1.73M —
$ISRG Reduced -185 (-4.31%) 4.11K $1.67M —
$VTI Reduced -141 (-5.48%) 2.43K $910.25K —
$AGG Reduced -1.08K (-18.67%) 4.70K $443.95K —
$WMT Reduced -1.87K (-41.15%) 2.68K $278.07K —
$XLK Reduced -398 (-28.15%) 1.02K $198.88K —
$BRK.B Reduced -76 (-20.82%) 289 $143.91K —
$VO Reduced -833 (-38.65%) 1.32K $103.71K —
$MA Reduced -85 (-61.15%) 54 $29.78K —
$CGDV Reduced -4.91K (-91.18%) 475 $23.20K —
$XLV Reduced -641 (-87.81%) 89 $14.99K —
$CSX Reduced -928 (-88.30%) 123 $5.72K —

Sold out position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$CGGR Sold out -1.64K — — Read

All tracked 13F moves by Halbert Hargrove Global Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -141 (-5.48%) 2.43K $910.25K —
$VEA Reduced -4.40K (-2.31%) 185.77K $13.12M —
$SPDW Reduced -45.04K (-4.04%) 1.07M $53.68M —
$IWB Reduced -297 (-1.96%) 14.86K $6.18M —
$EEM Reduced -29.95K (-2.83%) 1.03M $68.57M —
$EFA Reduced -1.03K (-1.95%) 51.80K $5.38M —
$QQQ Reduced -220 (-8.58%) 2.34K $1.73M —
$ISRG Reduced -185 (-4.31%) 4.11K $1.67M —
$AAPL Reduced -330 (-2.82%) 11.39K $3.79M —
$PECO New +2.02K 2.02K $75.47K Read
$WT Reduced -539.69K (-10.08%) 4.82M $281.54M —
$WMT Reduced -1.87K (-41.15%) 2.68K $278.07K —
$VO Reduced -833 (-38.65%) 1.32K $103.71K —
$VTWO Reduced -4.05K (-19.91%) 16.28K $1.83M —
$XLK Reduced -398 (-28.15%) 1.02K $198.88K —
$XLV Reduced -641 (-87.81%) 89 $14.99K —
$MA Reduced -85 (-61.15%) 54 $29.78K —
$IWM Reduced -8.99K (-11%) 72.71K $20.21M —
$CSX Reduced -928 (-88.30%) 123 $5.72K —
$CGGR Sold out -1.64K — — Read
$CGDV Reduced -4.91K (-91.18%) 475 $23.20K —
$BRK.B Reduced -76 (-20.82%) 289 $143.91K —
$AGG Reduced -1.08K (-18.67%) 4.70K $443.95K —
$VUG Added +2.74K (+33.04%) 11.04K $995.15K —
$VTV Added +1.08K (+117.35%) 2K $433.02K —
$VB Added +458 (+41.19%) 1.57K $446.78K —
$SPCX Added +3K (+10344.83%) 3.03K $456.94K —
$PYLD Added +11.95K (+3.99%) 311.30K $7.90M —
$MINT Added +8.87K (+15.05%) 67.83K $6.82M —
$CRBN Added +1.51K (+119.21%) 2.77K $710.20K —
$AMZN Added +163 (+3.34%) 5.04K $1.26M —
$GOOG Added +110 (+2.35%) 4.79K $1.63M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Halbert Hargrove Global Advisors holds or traded

Frequently asked questions

What did Halbert Hargrove Global Advisors buy and sell in its latest 13F?

It opened or added to $PYLD, $MINT, $GOOG, $AMZN and $VUG; it cut or exited $WT, $EEM, $SPDW, $IWM and $VEA.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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