Sand Hill Global Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Sand Hill Global Advisors, LLC reported 162 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.8% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 10.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 10.0%). Compared with Q4 2023, it opened 10 new positions, sold out of 9, added to 34 and reduced 96. The biggest buy was PIMCO Active Bond Exchange-T (BOND, shares +1563%) and the biggest sale Vanguard Long-Term Treasury (VGLT, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001580642-24-002708 ↗ filed May 13, 2024
Holdings Value
Holdings 162 stocks · $2.1B
| VOO Vanguard S&P 500 ETF | 11.80% | 517,356 | $248.7M | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 10.26% | 2,707,472 | $216.2M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.01% | 403,551 | $211.1M | Reduce -4.6% |
| IJH iShares Core S&P Midcap ETF | 6.19% | 2,149,129 | $130.5M | Reduce -3.0% |
| IWM iShares Russell 2000 ETF | 6.16% | 617,011 | $129.8M | Reduce -2.0% |
| VWO Vanguard Ftse Emerging Marke | 5.88% | 2,966,625 | $123.9M | Add +2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.54% | 1,557,111 | $95.8M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 3.19% | 777,486 | $67.2M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 2.93% | 630,062 | $61.7M | Add +9.9% |
| IVV iShares Core S&P 500 ETF | 2.56% | 102,624 | $54.0M | Reduce -0.5% |
| BOND PIMCO Active Bond Exchange-T | 1.74% | 399,783 | $36.7M | Add +1562.8% |
| GOVT iShares US Treasury Bond ETF | 1.36% | 1,259,795 | $28.7M | Add +24.2% |
| MSFT Microsoft Corp. | 1.29% | 64,675 | $27.2M | Add +2.7% |
| NVDA Nvidia Corp. | 1.21% | 28,242 | $25.5M | Reduce -10.8% |
| AAPL Apple Inc. | 1.18% | 144,572 | $24.8M | Reduce -5.8% |
| VGLT Vanguard Long-Term Treasury | 1.10% | 391,449 | $23.2M | Reduce -67.8% |
| GOOGL Alphabet Inc. Class A | 1.09% | 152,197 | $23.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.91% | 106,123 | $19.1M | Reduce -6.7% |
| ESGU iShares ESG Aware MSCI USA | 0.86% | 157,358 | $18.1M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.84% | 87,943 | $17.6M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.81% | 35,265 | $17.1M | Reduce -16.9% |
| V Visa Inc. Class A | 0.79% | 59,945 | $16.7M | Reduce -3.8% |
| MUB iShares National Muni Bond E | 0.78% | 153,289 | $16.5M | Reduce -46.0% |
| VEA Vanguard Ftse Developed ETF | 0.78% | 326,451 | $16.4M | Reduce -3.6% |
| VGSH Vanguard Short-Term Treasury | 0.71% | 259,209 | $15.1M | Add +1.3% |
| EEM iShares MSCI Emerging Market | 0.68% | 347,937 | $14.3M | Reduce -3.8% |
| IYR iShares US Real Estate ETF | 0.67% | 157,234 | $14.1M | Reduce -1.7% |
| ICSH iShares Ultra Short Duration | 0.65% | 270,734 | $13.7M | Add +35.2% |
| WM Waste Management Inc. | 0.57% | 56,721 | $12.1M | Reduce -5.7% |
| ESML iShares ESG Aware MSCI USA S | 0.57% | 296,880 | $12.0M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.53% | 36,789 | $11.1M | Reduce -5.0% |
| PH Parker Hannifin Corp. | 0.47% | 18,014 | $10.0M | Reduce -6.9% |
| CVX Chevron Corp. | 0.46% | 61,637 | $9.7M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 95,527 | $9.7M | Reduce -3.2% |
| ADBE Adobe Inc. | 0.45% | 18,864 | $9.5M | Reduce -4.6% |
| MUNI PIMCO Intermediate Municipal | 0.43% | 173,292 | $9.1M | Reduce -33.3% |
| JNJ Johnson & Johnson | 0.42% | 56,530 | $8.9M | Reduce -3.7% |
| SYK Stryker Corp. | 0.42% | 24,579 | $8.8M | Reduce -7.2% |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 109,539 | $8.8M | Add +0.6% |
| CME Cme Group Inc. | 0.41% | 40,441 | $8.7M | Reduce -10.7% |
| PG The Procter & Gamble Co. | 0.41% | 52,713 | $8.6M | Reduce -6.1% |
| ECL Ecolab Inc. | 0.40% | 36,295 | $8.4M | Reduce -3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 68,059 | $8.3M | Add +13.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 36,338 | $8.3M | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 32,457 | $8.1M | Reduce -0.7% |
| ADSK Autodesk Inc. | 0.37% | 29,744 | $7.7M | Add +0.6% |
| ABT Abbott Laboratories | 0.37% | 68,126 | $7.7M | Reduce -1.5% |
| BLK BlackRock Finance Inc. | 0.37% | 9,287 | $7.7M | Reduce -5.4% |
| HON Honeywell International Inc. | 0.36% | 36,580 | $7.5M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 0.35% | 147,786 | $7.5M | Add +27.9% |
| BA The Boeing Co. | 0.35% | 37,719 | $7.3M | Reduce -0.2% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 99,680 | $7.0M | Reduce -3.1% |
| DHR Danaher Corp. | 0.33% | 27,725 | $6.9M | Reduce -9.6% |
| DASH DoorDash Inc. Class A | 0.32% | 49,416 | $6.8M | No change |
| MDY State Street SPDR S&P Midcap | 0.31% | 11,815 | $6.6M | Reduce -0.5% |
| CVS CVS Health Corp. | 0.29% | 77,809 | $6.2M | Reduce -0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.29% | 116,045 | $6.2M | No change |
| PANW Palo Alto Networks Inc. | 0.29% | 21,432 | $6.1M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 22,918 | $6.0M | Reduce -3.3% |
| UPS United Parcel Service Class B | 0.27% | 38,343 | $5.7M | Reduce -3.6% |
| BKNG Booking Holdings Inc. | 0.26% | 1,537 | $5.6M | Reduce -2.1% |
| AEP American Electric Power | 0.25% | 60,265 | $5.2M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 96,638 | $4.9M | Reduce -16.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.23% | 149,287 | $4.8M | Add +2.3% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 99,019 | $4.7M | Add +108.2% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 39,045 | $4.3M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 75,343 | $4.3M | Reduce -0.3% |
| STZ Constellation Brands Inc. Class A | 0.20% | 15,663 | $4.3M | Reduce -0.5% |
| KEYS Keysight Technologies Inc. | 0.20% | 26,935 | $4.2M | Add +0.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.19% | 26,345 | $4.1M | New |
| NEM Newmont Corp. | 0.19% | 113,162 | $4.1M | Add +1.1% |
| TSLA Tesla Inc. | 0.19% | 22,546 | $4.0M | Reduce -3.8% |
| ZTS Zoetis Inc. | 0.19% | 23,254 | $3.9M | Add +0.7% |
| LNG Cheniere Energy Inc. | 0.18% | 23,718 | $3.8M | Add +1.8% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 54,130 | $3.4M | No change |
| IWB iShares Russell 1000 ETF | 0.15% | 11,266 | $3.2M | Reduce -1.9% |
| IWV iShares Russell 3000 ETF | 0.15% | 10,594 | $3.2M | Reduce -5.6% |
| AMT American Tower Corp. | 0.14% | 15,396 | $3.0M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.14% | 3,950 | $2.9M | Add +3.7% |
| ACN Accenture PLC Class A | 0.12% | 7,593 | $2.6M | Reduce -6.5% |
| SCHF Schwab Intl Equity ETF | 0.12% | 65,143 | $2.5M | Add +1.4% |
| HD Home Depot Inc. | 0.12% | 6,377 | $2.4M | Reduce -5.0% |
| GOOG Alphabet Inc. Class C | 0.11% | 15,111 | $2.3M | Add +0.2% |
| IWO iShares Russell 2000 Growth | 0.10% | 8,142 | $2.2M | Reduce -47.7% |
| XLV SS Health Care Select Sector | 0.10% | 14,845 | $2.2M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.10% | 17,525 | $2.0M | Add +57.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 4,451 | $1.9M | Reduce -15.6% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 29,132 | $1.7M | Reduce -60.5% |
| PGR Progressive Corp. | 0.08% | 7,837 | $1.6M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 8,347 | $1.5M | Add +26.6% |
| XLK SS Technology Select Sector | 0.06% | 6,512 | $1.4M | Reduce -7.6% |
| DG Dollar General Corp. | 0.06% | 8,367 | $1.3M | Reduce -0.8% |
| AMAT Applied Materials Inc. | 0.06% | 6,318 | $1.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 2,918 | $1.3M | Add +282.9% |
| UNH Unitedhealth Group Inc. | 0.06% | 2,446 | $1.2M | Reduce -15.5% |
| ABBV Abbvie Inc. | 0.06% | 6,521 | $1.2M | Add +11.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 18,555 | $1.1M | Add +0.0% |
| HTGC Hercules Capital Inc. | 0.05% | 54,348 | $1.0M | No change |
| OEF iShares S&P 100 ETF | 0.04% | 3,838 | $950K | Reduce -6.7% |
| ANET Arista Networks Inc. | 0.04% | 3,250 | $942K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| VGLT Vanguard Long-Term Treasury | Reduce -67.8% | 1.10% | −2.50 |
| BIV Vanguard Intermediate-Term B | Reduce -98.6% | 0.01% | −0.85 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -97.7% | 0.02% | −0.81 |
| MUB iShares National Muni Bond E | Reduce -46.0% | 0.78% | −0.70 |
| AAPL Apple Inc. | Reduce -5.8% | 1.18% | −0.25 |
| MUNI PIMCO Intermediate Municipal | Reduce -33.3% | 0.43% | −0.23 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.21 |
| TLT iShares 20+ Year Treasury BD | Reduce -83.0% | 0.04% | −0.18 |
| VGIT Vanguard Intermediate-Term T | Reduce -60.5% | 0.08% | −0.13 |
| BA The Boeing Co. | Reduce -0.2% | 0.35% | −0.13 |
| ADBE Adobe Inc. | Reduce -4.6% | 0.45% | −0.12 |
| ICLN iShares Global Clean Energy | Reduce -88.1% | 0.01% | −0.11 |
| TSLA Tesla Inc. | Reduce -3.8% | 0.19% | −0.09 |
| IWO iShares Russell 2000 Growth | Reduce -47.7% | 0.10% | −0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -78.3% | 0.02% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.9% | 0.23% | −0.05 |
| CME Cme Group Inc. | Reduce -10.7% | 0.41% | −0.05 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.03 |
| IYR iShares US Real Estate ETF | Reduce -1.7% | 0.67% | −0.03 |
| UPS United Parcel Service Class B | Reduce -3.6% | 0.27% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.1% | 0.33% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -3.8% | 0.68% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -43.6% | 0.03% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.42% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -5.4% | 0.37% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -15.5% | 0.06% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.0% | 0.29% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.4% | 0.36% | −0.01 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.01 |
| DHR Danaher Corp. | Reduce -9.6% | 0.33% | −0.01 |
| ACN Accenture PLC Class A | Reduce -6.5% | 0.12% | −0.01 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Sold out | 0.00% | −0.01 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.01 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.01 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -44.1% | 0.01% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -43.6% | 0.02% | −0.01 |
| SBUX Starbucks Corp. | Reduce -40.6% | 0.01% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -30.5% | 0.02% | −0.01 |
| PDBC Invesco Optimum Yield Divers | Reduce -29.0% | 0.02% | −0.01 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -8.3% | 0.03% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.6% | 0.78% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -2.1% | 0.26% | −0.00 |
| CVS CVS Health Corp. | Reduce -0.7% | 0.29% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -5.5% | 0.03% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.6% | 0.03% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.6% | 0.09% | −0.00 |
| DFAT Dimensional US Target Value | Reduce -6.1% | 0.02% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| BOND PIMCO Active Bond Exchange-T | Add +1562.8% | 1.74% | +1.64 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 10.26% | +0.52 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.1% | 4.54% | +0.48 |
| GOVT iShares US Treasury Bond ETF | Add +24.2% | 1.36% | +0.24 |
| EL Estee Lauder Companies Class A | New | 0.19% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +9.9% | 2.93% | +0.19 |
| ICSH iShares Ultra Short Duration | Add +35.2% | 0.65% | +0.16 |
| MSFT Microsoft Corp. | Add +2.7% | 1.29% | +0.15 |
| DIS The Walt Disney Co. | Add +13.0% | 0.40% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 5.88% | +0.13 |
| EAGG iShares ESG Aware US Aggrega | Add +108.2% | 0.22% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +27.9% | 0.35% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +282.9% | 0.06% | +0.05 |
| XOM Exxon Mobil Corp. | Add +57.8% | 0.10% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +4.5% | 3.19% | +0.02 |
| ADSK Autodesk Inc. | Add +0.6% | 0.37% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +0.6% | 0.42% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +26.6% | 0.07% | +0.02 |
| COST Costco Wholesale Corp. | Add +3.7% | 0.14% | +0.02 |
| MMM 3M Co. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +11.7% | 0.06% | +0.01 |
| AEP American Electric Power | Add +0.8% | 0.25% | +0.01 |
| CAT Caterpillar Inc. | New | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | New | 0.01% | +0.01 |
| VGT Vanguard Info Tech ETF | New | 0.01% | +0.01 |
| HOLX Hologic Inc. | New | 0.01% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| FAST Fastenal Co. | New | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.11% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.4% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +19.8% | 0.02% | +0.00 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.02% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +2.3% | 0.23% | +0.00 |
| TGT Target Corp. | Add +0.6% | 0.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.05% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +1.3% | 0.71% | −0.00 |
| KEYS Keysight Technologies Inc. | Add +0.1% | 0.20% | −0.01 |
| LNG Cheniere Energy Inc. | Add +1.8% | 0.18% | −0.01 |
| AMT American Tower Corp. | Add +1.6% | 0.14% | −0.01 |
| NEM Newmont Corp. | Add +1.1% | 0.19% | −0.03 |
| ZTS Zoetis Inc. | Add +0.7% | 0.19% | −0.03 |
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 |