Sand Hill Global Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Sand Hill Global Advisors, LLC reported 214 stock positions worth $3.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.6% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 9.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.3%). Compared with Q1 2026, it opened 20 new positions, sold out of 11, added to 57 and reduced 98. The biggest buy was iShares MSCI Emerging Market (EEM, shares +978%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $3.3B (Q2 2026)
- SEC Filing
- 0001580642-26-005119 ↗ filed Aug 11, 2026
Holdings Value
Holdings 214 stocks · $3.3B
| VOO Vanguard S&P 500 ETF | 10.65% | 514,982 | $353.7M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 9.37% | 2,996,113 | $311.2M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.27% | 323,543 | $241.6M | Reduce -2.6% |
| VNQ Vanguard Real Estate ETF | 5.09% | 1,754,412 | $169.2M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.79% | 1,812,084 | $159.2M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 4.36% | 481,468 | $144.7M | Reduce -14.6% |
| VWO Vanguard Ftse Emerging Marke | 4.35% | 2,419,156 | $144.4M | Reduce -25.1% |
| IJH iShares Core S&P Midcap ETF | 4.21% | 1,811,344 | $139.7M | Reduce -22.9% |
| BOND PIMCO Active Bond Exchange-T | 3.45% | 1,243,907 | $114.7M | Add +16.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.27% | 296,997 | $108.6M | Reduce -5.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.96% | 1,291,719 | $98.3M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 2.63% | 1,279,350 | $87.5M | Add +977.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.60% | 117,449 | $86.5M | Reduce -5.6% |
| VGIT Vanguard Intermediate-Term T | 2.42% | 1,360,880 | $80.3M | Add +7.1% |
| AGG iShares Core U.S. Aggregate | 2.15% | 722,961 | $71.6M | Add +9.4% |
| IVV iShares Core S&P 500 ETF | 1.56% | 69,045 | $51.7M | Reduce -5.2% |
| AAPL Apple Inc. | 1.47% | 168,159 | $48.7M | Add +2.5% |
| NVDA Nvidia Corp. | 1.25% | 206,926 | $41.4M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.09% | 101,056 | $36.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.92% | 127,690 | $30.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.89% | 79,441 | $29.6M | Add +4.3% |
| ESML iShares ESG Aware MSCI USA S | 0.77% | 457,065 | $25.6M | Reduce -3.3% |
| ESGU iShares ESG Aware MSCI USA | 0.76% | 154,912 | $25.4M | Reduce -1.5% |
| ICSH iShares Ultra Short Duration | 0.73% | 480,554 | $24.3M | Add +47.4% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 314,123 | $22.4M | Reduce -2.4% |
| JPST JPMorgan Ultra-Short Income | 0.66% | 431,876 | $21.8M | Add +50.4% |
| JPM JPMorgan Chase & Co. | 0.65% | 65,525 | $21.4M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.57% | 33,704 | $19.0M | Reduce -0.7% |
| IYR iShares US Real Estate ETF | 0.56% | 180,587 | $18.5M | Reduce -2.4% |
| V Visa Inc. Class A | 0.51% | 49,014 | $16.8M | Add +1.1% |
| PULS Pgim Ultra Short Bond ETF | 0.46% | 310,228 | $15.4M | Add +7.2% |
| AVGO Broadcom Inc. | 0.44% | 38,970 | $14.7M | Reduce -0.3% |
| PH Parker Hannifin Corp. | 0.44% | 15,019 | $14.7M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.44% | 42,826 | $14.6M | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.41% | 132,543 | $13.6M | Add +0.7% |
| UNP Union Pacific Corp. | 0.39% | 47,506 | $12.9M | Add +2011.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 17 | $12.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 83,497 | $12.6M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.37% | 48,282 | $12.3M | Reduce -1.6% |
| SNOW Snowflake Inc. | 0.34% | 44,489 | $11.3M | Add +53.0% |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 139,513 | $10.9M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 34,748 | $10.5M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.32% | 8,749 | $10.5M | Add +1.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.31% | 5,142 | $10.2M | Add +2155.3% |
| CVX Chevron Corp. | 0.30% | 59,409 | $9.8M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 19,665 | $9.8M | Reduce -3.1% |
| EAGG iShares ESG Aware US Aggrega | 0.28% | 197,858 | $9.4M | Reduce -5.5% |
| ECL Ecolab Inc. | 0.27% | 31,651 | $8.8M | Reduce -0.5% |
| BLK BlackRock Inc. | 0.26% | 9,143 | $8.8M | Reduce -0.1% |
| AEP American Electric Power | 0.25% | 60,029 | $8.2M | Reduce -1.1% |
| DASH DoorDash Inc. Class A | 0.25% | 44,386 | $8.2M | No change |
| PWR Quanta Services Inc. | 0.24% | 11,172 | $8.0M | Reduce -9.0% |
| MDY State Street SPDR S&P Midcap | 0.24% | 11,309 | $8.0M | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.24% | 54,122 | $7.9M | Reduce -2.2% |
| RTX RTX Corp. | 0.24% | 41,425 | $7.9M | Add +1221.0% |
| CME Cme Group Inc. | 0.24% | 35,549 | $7.9M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 20,334 | $7.5M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.22% | 17,705 | $7.4M | Reduce -2.7% |
| SYK Stryker Corp. | 0.22% | 22,942 | $7.2M | Add +0.3% |
| ETN Eaton Corp. PLC | 0.22% | 16,820 | $7.2M | Add +0.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.22% | 141,314 | $7.2M | No change |
| WM Waste Management Inc. | 0.21% | 31,242 | $7.0M | Reduce -2.1% |
| CDNS Cadence Design SYS Inc. | 0.21% | 18,459 | $6.9M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.19% | 17,671 | $6.2M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.18% | 34,018 | $6.1M | Reduce -1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 76,186 | $6.0M | No change |
| ADSK Autodesk Inc. | 0.18% | 30,282 | $5.9M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 61,038 | $5.9M | Reduce -1.0% |
| PLD Prologis Inc. | 0.17% | 41,616 | $5.6M | Reduce -1.3% |
| ACWI iShares MSCI Acwi ETF | 0.17% | 35,154 | $5.5M | Reduce -16.4% |
| AMAT Applied Materials Inc. | 0.16% | 7,400 | $5.4M | Add +20.1% |
| IWB iShares Russell 1000 ETF | 0.16% | 12,994 | $5.3M | Add +3.9% |
| LNG Cheniere Energy Inc. | 0.16% | 22,187 | $5.3M | Reduce -1.9% |
| WYNN WYNN Resorts Ltd. | 0.16% | 54,232 | $5.3M | Reduce -4.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 92,355 | $5.1M | Reduce -11.6% |
| ETR Entergy Corp. | 0.15% | 43,630 | $5.0M | Reduce -1.3% |
| SCHO Schwab Short-Term US Treas | 0.15% | 201,936 | $4.9M | No change |
| MUB iShares National Muni Bond E | 0.14% | 44,687 | $4.8M | No change |
| SCHX Schwab US Large-Cap ETF | 0.14% | 160,379 | $4.7M | No change |
| NEM Newmont Corp. | 0.14% | 49,788 | $4.7M | Reduce -1.0% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.14% | 404,502 | $4.6M | Add +2.0% |
| DFUS Dimensional US Eq MKT ETF | 0.14% | 54,731 | $4.5M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.13% | 26,752 | $4.2M | Reduce -1.2% |
| CMF iShares California Muni Bond | 0.12% | 71,158 | $4.1M | Add +1.7% |
| TGT Target Corp. | 0.12% | 31,088 | $4.1M | Reduce -0.7% |
| IWV iShares Russell 3000 ETF | 0.12% | 9,385 | $4.0M | Reduce -2.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 17,197 | $3.9M | Reduce -8.0% |
| HON Honeywell International Inc. | 0.11% | 16,247 | $3.6M | Reduce -2.7% |
| NFLX Netflix Inc. | 0.11% | 50,693 | $3.6M | Add +0.9% |
| HONA Honeywell Aerospace Inc. | 0.11% | 16,251 | $3.6M | Reduce -2.7% |
| QQMG Invesco ESG Nasdaq 100 | 0.11% | 69,826 | $3.6M | Reduce -2.5% |
| IWO iShares Russell 2000 Growth | 0.11% | 9,012 | $3.6M | Add +0.3% |
| CBRE CBRE Group Inc. Class A | 0.11% | 26,218 | $3.5M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.10% | 3,642 | $3.4M | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 0.10% | 122,753 | $3.4M | No change |
| MUNI PIMCO Intermediate Municipal | 0.10% | 62,339 | $3.3M | Reduce -0.6% |
| WDC Western Digital Corp. | 0.09% | 4,731 | $3.0M | New |
| VRSK Verisk Analytics Inc. | 0.09% | 16,348 | $2.9M | Reduce -20.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.09% | 5,885 | $2.9M | Reduce -7.6% |
| HD Home Depot Inc. | 0.09% | 8,160 | $2.9M | Reduce -1.3% |
Portfolio Sells Q1 2026 → Q2 2026
| VWO Vanguard Ftse Emerging Marke | Reduce -25.1% | 4.35% | −1.52 |
| IJH iShares Core S&P Midcap ETF | Reduce -22.9% | 4.21% | −1.13 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 9.37% | −0.50 |
| IWM iShares Russell 2000 ETF | Reduce -14.6% | 4.36% | −0.35 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.15 |
| HON Honeywell International Inc. | Reduce -2.7% | 0.11% | −0.14 |
| CVX Chevron Corp. | Reduce -3.4% | 0.30% | −0.13 |
| CME Cme Group Inc. | Reduce -3.1% | 0.24% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.57% | −0.08 |
| TJX TJX Companies Inc. | Reduce -1.1% | 0.38% | −0.07 |
| ADSK Autodesk Inc. | Reduce -0.4% | 0.18% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -1.9% | 0.16% | −0.06 |
| EAGG iShares ESG Aware US Aggrega | Reduce -5.5% | 0.28% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -5.2% | 1.56% | −0.04 |
| CRM Salesforce Inc. | Reduce -1.2% | 0.13% | −0.04 |
| NEM Newmont Corp. | Reduce -1.0% | 0.14% | −0.04 |
| VRSK Verisk Analytics Inc. | Reduce -20.1% | 0.09% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.1% | 0.33% | −0.04 |
| WM Waste Management Inc. | Reduce -2.1% | 0.21% | −0.04 |
| WYNN WYNN Resorts Ltd. | Reduce -4.9% | 0.16% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.37% | −0.03 |
| IYR iShares US Real Estate ETF | Reduce -2.4% | 0.56% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.1% | 0.26% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 0.30% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.24% | −0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce -16.4% | 0.17% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -6.9% | 0.06% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.18% | −0.02 |
| AEP American Electric Power | Reduce -1.1% | 0.25% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.4% | 0.67% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.10% | −0.02 |
| ECL Ecolab Inc. | Reduce -0.5% | 0.27% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| PLD Prologis Inc. | Reduce -1.3% | 0.17% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -8.0% | 0.12% | −0.02 |
| CBRE CBRE Group Inc. Class A | Reduce -3.0% | 0.11% | −0.02 |
| ETR Entergy Corp. | Reduce -1.3% | 0.15% | −0.02 |
| HONA Honeywell Aerospace Inc. | Reduce -2.7% | 0.11% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -0.8% | 0.44% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -23.4% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.02% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -1.0% | 0.18% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.6% | 0.10% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.01 |
| COP Conocophillips | Sold out | 0.00% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -12.7% | 0.03% | −0.01 |
| COUR Coursera Inc. | Sold out | 0.00% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -11.6% | 0.15% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.6% | 0.09% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| EEM iShares MSCI Emerging Market | Add +977.8% | 2.63% | +2.41 |
| UNP Union Pacific Corp. | Add +2011.4% | 0.39% | +0.37 |
| ASML ASML Holding NV-NY Reg SHS | Add +2155.3% | 0.31% | +0.30 |
| RTX RTX Corp. | Add +1221.0% | 0.24% | +0.22 |
| SNOW Snowflake Inc. | Add +53.0% | 0.34% | +0.19 |
| ICSH iShares Ultra Short Duration | Add +47.4% | 0.73% | +0.18 |
| JPST JPMorgan Ultra-Short Income | Add +50.4% | 0.66% | +0.17 |
| BOND PIMCO Active Bond Exchange-T | Add +16.8% | 3.45% | +0.15 |
| WDC Western Digital Corp. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | Add +20.1% | 0.16% | +0.09 |
| CARR Carrier Global Corp. | New | 0.08% | +0.08 |
| AEHR Aehr Test Systems | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +2.5% | 1.47% | +0.06 |
| ORCL Oracle Corp. | Add +367.0% | 0.08% | +0.06 |
| LLY Eli Lilly & Co. | Add +1.8% | 0.32% | +0.05 |
| P Everpure Inc. Class A | New | 0.04% | +0.04 |
| YUM Yum! Brands Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | Add +232.0% | 0.06% | +0.03 |
| XLK SS Technology Select Sector | Add +24.6% | 0.08% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.92% | +0.02 |
| WAL Western Alliance Bancorp | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.22% | +0.01 |
| CSCO Cisco Systems Inc. | Add +6.1% | 0.04% | +0.01 |
| V Visa Inc. Class A | Add +1.1% | 0.51% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +0.3% | 0.11% | +0.01 |
| OTIS Otis Worldwide Corp. | New | 0.01% | +0.01 |
| CVBF CVB Financial Corp. | New | 0.01% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +3.9% | 0.16% | +0.01 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +81.2% | 0.02% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| BRKR Bruker Corp. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | New | 0.01% | +0.01 |
| EME Emcor Group Inc. | New | 0.01% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.01% | +0.01 |
| OEF iShares S&P 100 ETF | Add +8.9% | 0.04% | +0.00 |
| GE General Electric | Add +6.4% | 0.02% | +0.00 |
| KO The Coca-Cola Co. | Add +20.0% | 0.03% | +0.00 |
| GEV GE Vernova Inc. | Add +6.8% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +1.6% | 0.01% | +0.00 |
| TOV Jlens 500 Jewish Advy US ETF | Add +5.3% | 0.03% | +0.00 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.02% | +0.00 |
| MS Morgan Stanley | Add +5.7% | 0.01% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.3% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 214 | $3.3B | VOO, EFA, SPY, VNQ, SPYM |
| Q1 2026 | 204 | $3.0B | VOO, EFA, SPY, VWO, IJH |
| Q4 2025 | 197 | $2.9B | VOO, EFA, SPY, VWO, IJH |
| Q3 2025 | 199 | $2.8B | VOO, EFA, SPY, VWO, VNQ |
| Q2 2025 | 202 | $2.7B | VOO, EFA, SPY, VWO, IJH |
| Q1 2025 | 194 | $2.4B | VOO, EFA, SPY, VWO, IJH |
| Q4 2024 | 188 | $2.4B | VOO, SPY, EFA, VWO, IWM |
| Q3 2024 | 195 | $2.4B | VOO, EFA, SPY, VWO, IWM |
| Q2 2024 | 189 | $2.2B | VOO, SPY, EFA, VWO, IWM |
| Q1 2024 | 162 | $2.1B | VOO, EFA, SPY, IJH, IWM |