Sand Hill Global Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Sand Hill Global Advisors, LLC reported 189 stock positions worth $2.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.9%) and iShares MSCI Eafe ETF (EFA, 9.6%). Compared with Q1 2024, it opened 35 new positions, sold out of 8, added to 63 and reduced 70. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +44%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $2.2B (Q2 2024)
- SEC Filing
- 0001580642-24-004504 ↗ filed Aug 13, 2024
Holdings Value
Holdings 189 stocks · $2.2B
| VOO Vanguard S&P 500 ETF | 11.83% | 520,994 | $260.6M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.86% | 399,154 | $217.2M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 9.58% | 2,691,896 | $210.9M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 5.92% | 2,980,873 | $130.4M | Add +0.5% |
| IWM iShares Russell 2000 ETF | 5.82% | 631,942 | $128.2M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 5.75% | 2,164,888 | $126.7M | Add +0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.73% | 1,627,226 | $104.1M | Add +4.5% |
| VNQ Vanguard Real Estate ETF | 3.06% | 804,436 | $67.4M | Add +3.5% |
| AGG iShares Core U.S. Aggregate | 2.63% | 597,537 | $58.0M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 2.50% | 100,789 | $55.2M | Reduce -1.8% |
| BOND PIMCO Active Bond Exchange-T | 2.16% | 522,944 | $47.6M | Add +30.8% |
| GOVT iShares US Treasury Bond ETF | 1.85% | 1,808,982 | $40.8M | Add +43.6% |
| NVDA Nvidia Corp. | 1.58% | 280,944 | $34.7M | Reduce -0.5% |
| AAPL Apple Inc. | 1.40% | 146,090 | $30.8M | Add +1.1% |
| MSFT Microsoft Corp. | 1.35% | 66,694 | $29.8M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 1.09% | 131,309 | $23.9M | Reduce -13.7% |
| VGLT Vanguard Long-Term Treasury | 1.00% | 380,828 | $22.0M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.95% | 108,459 | $21.0M | Add +2.2% |
| ESGU iShares ESG Aware MSCI USA | 0.86% | 158,065 | $18.9M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.84% | 91,048 | $18.4M | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.82% | 35,903 | $18.1M | Add +1.8% |
| V Visa Inc. Class A | 0.75% | 63,203 | $16.6M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 0.70% | 311,324 | $15.4M | Reduce -4.6% |
| EEM iShares MSCI Emerging Market | 0.67% | 346,636 | $14.8M | Reduce -0.4% |
| IYR iShares US Real Estate ETF | 0.65% | 163,694 | $14.4M | Add +4.1% |
| MUB iShares National Muni Bond E | 0.63% | 130,573 | $13.9M | Reduce -14.8% |
| VGSH Vanguard Short-Term Treasury | 0.55% | 208,310 | $12.1M | Reduce -19.6% |
| ESML iShares ESG Aware MSCI USA S | 0.52% | 295,534 | $11.4M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.48% | 19,112 | $10.6M | Add +1.3% |
| ICSH iShares Ultra Short Duration | 0.48% | 208,143 | $10.5M | Reduce -23.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 94,716 | $10.4M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.47% | 39,951 | $10.3M | Add +8.6% |
| CVX Chevron Corp. | 0.44% | 61,792 | $9.7M | Add +0.3% |
| VEEV Veeva Systems Inc. Class A | 0.41% | 48,820 | $8.9M | New |
| MUNI PIMCO Intermediate Municipal | 0.40% | 170,947 | $8.9M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 40,714 | $8.9M | Add +12.0% |
| PH Parker Hannifin Corp. | 0.40% | 17,230 | $8.7M | Reduce -4.3% |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 108,814 | $8.6M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.39% | 51,859 | $8.6M | Reduce -1.6% |
| ECL Ecolab Inc. | 0.39% | 35,620 | $8.5M | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.38% | 56,801 | $8.3M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 162,881 | $8.2M | Add +10.2% |
| SYK Stryker Corp. | 0.37% | 24,041 | $8.2M | Reduce -2.2% |
| CME Cme Group Inc. | 0.36% | 40,438 | $8.0M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.35% | 36,584 | $7.8M | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 32,135 | $7.8M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.35% | 8,461 | $7.7M | New |
| ADSK Autodesk Inc. | 0.34% | 30,130 | $7.5M | Add +1.3% |
| BLK BlackRock Finance Inc. | 0.34% | 9,368 | $7.4M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 0.33% | 21,562 | $7.3M | Add +0.6% |
| WM Waste Management Inc. | 0.33% | 33,649 | $7.2M | Reduce -40.7% |
| ABT Abbott Laboratories | 0.32% | 67,648 | $7.0M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 69,103 | $6.9M | Add +1.5% |
| DHR Danaher Corp. | 0.31% | 27,410 | $6.8M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 25,341 | $6.8M | Add +10.6% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.30% | 111,128 | $6.6M | New |
| MDY State Street SPDR S&P Midcap | 0.30% | 12,283 | $6.6M | Add +4.0% |
| BA The Boeing Co. | 0.30% | 36,032 | $6.6M | Reduce -4.5% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 99,836 | $6.5M | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.28% | 116,045 | $6.2M | No change |
| BKNG Booking Holdings Inc. | 0.28% | 1,536 | $6.1M | Reduce -0.1% |
| DASH DoorDash Inc. Class A | 0.26% | 53,112 | $5.8M | Add +7.5% |
| AEP American Electric Power | 0.24% | 60,286 | $5.3M | Add +0.0% |
| UPS United Parcel Service Class B | 0.24% | 38,036 | $5.2M | Reduce -0.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.23% | 149,776 | $5.0M | Add +0.3% |
| NEM Newmont Corp. | 0.21% | 112,845 | $4.7M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.21% | 28,390 | $4.6M | New |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 98,105 | $4.6M | Reduce -0.9% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 39,889 | $4.5M | Add +2.2% |
| PLD Prologis Inc. | 0.20% | 39,567 | $4.4M | New |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 75,341 | $4.4M | Reduce 0.0% |
| TSLA Tesla Inc. | 0.20% | 21,930 | $4.3M | Reduce -2.7% |
| LNG Cheniere Energy Inc. | 0.19% | 23,985 | $4.2M | Add +1.1% |
| STZ Constellation Brands Inc. Class A | 0.18% | 15,659 | $4.0M | Reduce -0.0% |
| ZTS Zoetis Inc. | 0.18% | 23,228 | $4.0M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 20,097 | $3.7M | Add +33.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 14,629 | $3.7M | Add +296.4% |
| AMT American Tower Corp. | 0.16% | 18,268 | $3.6M | Add +18.6% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 54,002 | $3.5M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 69,132 | $3.5M | Reduce -28.5% |
| COST Costco Wholesale Corp. | 0.16% | 4,020 | $3.4M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 6,779 | $3.2M | Add +132.3% |
| IWB iShares Russell 1000 ETF | 0.14% | 10,640 | $3.2M | Reduce -5.6% |
| IWV iShares Russell 3000 ETF | 0.14% | 10,161 | $3.1M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 7,308 | $3.0M | Add +64.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.13% | 26,621 | $2.8M | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 0.11% | 65,143 | $2.5M | No change |
| ACN Accenture PLC Class A | 0.10% | 7,593 | $2.3M | No change |
| IWO iShares Russell 2000 Growth | 0.10% | 8,617 | $2.3M | Add +5.8% |
| HD Home Depot Inc. | 0.10% | 6,525 | $2.2M | Add +2.3% |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 21,562 | $2.2M | New |
| XLV SS Health Care Select Sector | 0.10% | 14,843 | $2.2M | Reduce -0.0% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 17,159 | $2.0M | New |
| XOM Exxon Mobil Corp. | 0.09% | 17,190 | $2.0M | Reduce -1.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 32,024 | $1.9M | Add +72.6% |
| PGR Progressive Corp. | 0.07% | 7,837 | $1.6M | No change |
| AMAT Applied Materials Inc. | 0.07% | 6,521 | $1.5M | Add +3.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 20,589 | $1.5M | New |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 8,142 | $1.5M | Reduce -2.5% |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 11,600 | $1.5M | New |
Portfolio Sells Q1 2024 → Q2 2024
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 9.58% | −0.68 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.29 |
| AGG iShares Core U.S. Aggregate | Reduce -5.2% | 2.63% | −0.29 |
| WM Waste Management Inc. | Reduce -40.7% | 0.33% | −0.25 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.20 |
| ICSH iShares Ultra Short Duration | Reduce -23.1% | 0.48% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Reduce -19.6% | 0.55% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -14.8% | 0.63% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 9.86% | −0.15 |
| VGLT Vanguard Long-Term Treasury | Reduce -2.7% | 1.00% | −0.10 |
| PH Parker Hannifin Corp. | Reduce -4.3% | 0.40% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.6% | 0.70% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -28.5% | 0.16% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 2.50% | −0.05 |
| CME Cme Group Inc. | Reduce -0.0% | 0.36% | −0.05 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.5% | 0.52% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.32% | −0.05 |
| BA The Boeing Co. | Reduce -4.5% | 0.30% | −0.05 |
| SYK Stryker Corp. | Reduce -2.2% | 0.37% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -42.3% | 0.04% | −0.04 |
| UPS United Parcel Service Class B | Reduce -0.8% | 0.24% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.35% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -1.4% | 0.40% | −0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.7% | 0.39% | −0.03 |
| HTGC Hercules Capital Inc. | Reduce -50.0% | 0.03% | −0.02 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -0.0% | 0.18% | −0.02 |
| DHR Danaher Corp. | Reduce -1.1% | 0.31% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.39% | −0.02 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.9% | 0.21% | −0.01 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -47.7% | 0.01% | −0.01 |
| ECL Ecolab Inc. | Reduce -1.9% | 0.39% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -5.6% | 0.14% | −0.01 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.01 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -4.1% | 0.14% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.4% | 0.67% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.09% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.2% | 0.05% | −0.01 |
| ORCL Oracle Corp. | Reduce -21.9% | 0.03% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.0% | 0.10% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -32.2% | 0.01% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 0.07% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -6.4% | 0.03% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.01% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.02% | −0.00 |
| ZTS Zoetis Inc. | Reduce -0.1% | 0.18% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| GOVT iShares US Treasury Bond ETF | Add +43.6% | 1.85% | +0.49 |
| BOND PIMCO Active Bond Exchange-T | Add +30.8% | 2.16% | +0.42 |
| VEEV Veeva Systems Inc. Class A | New | 0.41% | +0.41 |
| LLY Eli Lilly & Co. | New | 0.35% | +0.35 |
| ZM Zoom Communications Inc. | New | 0.30% | +0.30 |
| AAPL Apple Inc. | Add +1.1% | 1.40% | +0.22 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| PLD Prologis Inc. | New | 0.20% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.5% | 4.73% | +0.18 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +296.4% | 0.17% | +0.12 |
| SGOV iShares 0-3 Month Treasury B | New | 0.10% | +0.10 |
| ITOT iShares Core S&P Total U.S. | New | 0.09% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +132.3% | 0.15% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| IUSG iShares Core S&P U.S. Growth | New | 0.07% | +0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +3.1% | 1.35% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +33.0% | 0.17% | +0.06 |
| IUSV iShares Core S&P U.S. Value | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +64.2% | 0.14% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 5.92% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.2% | 0.95% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.6% | 0.33% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| SCHD Schwab US DVD Equity ETF | New | 0.04% | +0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +531.2% | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 11.83% | +0.04 |
| NFLX Netflix Inc. | New | 0.03% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +72.6% | 0.09% | +0.03 |
| GLD SPDR Gold Shares | Add +115.4% | 0.06% | +0.03 |
| ADBE Adobe Inc. | Add +1.3% | 0.48% | +0.03 |
| BILL Bill Holdings Inc. | New | 0.03% | +0.03 |
| UBER Uber Technologies Inc. | Add +151.7% | 0.05% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.6% | 0.31% | +0.03 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +101.0% | 0.05% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +180.5% | 0.03% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +10.2% | 0.37% | +0.02 |
| BMO Bank of Montreal | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.16% | +0.02 |
| AMT American Tower Corp. | Add +18.6% | 0.16% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.02% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| VHT Vanguard Health Care ETF | New | 0.02% | +0.02 |
| MLM Martin Marietta Materials | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
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 |