Sand Hill Global Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Sand Hill Global Advisors, LLC reported 195 stock positions worth $2.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.6% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 9.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 9.5%). Compared with Q2 2024, it opened 12 new positions, sold out of 6, added to 67 and reduced 74. The biggest buy was a new position in Pgim Ultra Short Bond ETF (PULS) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $2.4B (Q3 2024)
- SEC Filing
- 0001580642-24-006890 ↗ filed Nov 12, 2024
Holdings Value
Holdings 195 stocks · $2.4B
| VOO Vanguard S&P 500 ETF | 11.65% | 523,528 | $276.2M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 9.61% | 2,726,546 | $228.0M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.49% | 392,321 | $225.1M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 6.10% | 3,021,393 | $144.6M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 5.91% | 635,043 | $140.3M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 5.76% | 2,191,849 | $136.6M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.71% | 1,654,420 | $111.7M | Add +1.7% |
| VNQ Vanguard Real Estate ETF | 3.38% | 822,952 | $80.2M | Add +2.3% |
| AGG iShares Core U.S. Aggregate | 2.58% | 604,086 | $61.2M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 2.45% | 100,802 | $58.1M | Add +0.0% |
| BOND PIMCO Active Bond Exchange-T | 2.13% | 533,681 | $50.5M | Add +2.0% |
| GOVT iShares US Treasury Bond ETF | 1.84% | 1,857,256 | $43.6M | Add +2.7% |
| NVDA Nvidia Corp. | 1.46% | 285,443 | $34.7M | Add +1.6% |
| AAPL Apple Inc. | 1.40% | 142,604 | $33.2M | Reduce -2.4% |
| MSFT Microsoft Corp. | 1.20% | 66,093 | $28.4M | Reduce -0.9% |
| VGLT Vanguard Long-Term Treasury | 1.03% | 398,342 | $24.5M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 0.92% | 131,167 | $21.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.87% | 35,954 | $20.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.85% | 108,458 | $20.2M | Reduce 0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.85% | 159,675 | $20.1M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.78% | 88,047 | $18.6M | Reduce -3.3% |
| V Visa Inc. Class A | 0.73% | 62,960 | $17.3M | Reduce -0.4% |
| ICSH iShares Ultra Short Duration | 0.73% | 339,944 | $17.2M | Add +63.3% |
| IYR iShares US Real Estate ETF | 0.70% | 163,342 | $16.6M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 303,848 | $16.0M | Reduce -2.4% |
| EEM iShares MSCI Emerging Market | 0.66% | 341,818 | $15.7M | Reduce -1.4% |
| JPST JPMorgan Ultra-Short Income | 0.63% | 293,288 | $14.9M | Add +80.1% |
| PULS Pgim Ultra Short Bond ETF | 0.61% | 290,682 | $14.5M | New |
| MUB iShares National Muni Bond E | 0.56% | 122,849 | $13.3M | Reduce -5.9% |
| ESML iShares ESG Aware MSCI USA S | 0.53% | 298,751 | $12.5M | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 0.51% | 206,140 | $12.2M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.46% | 40,195 | $11.0M | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 92,590 | $10.9M | Reduce -2.2% |
| PH Parker Hannifin Corp. | 0.45% | 16,718 | $10.6M | Reduce -3.0% |
| VEEV Veeva Systems Inc. Class A | 0.43% | 48,820 | $10.2M | No change |
| ADBE Adobe Inc. | 0.42% | 19,054 | $9.9M | Reduce -0.3% |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 110,257 | $9.3M | Add +1.3% |
| CVX Chevron Corp. | 0.39% | 61,996 | $9.1M | Add +0.3% |
| JNJ Johnson & Johnson | 0.38% | 56,305 | $9.1M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 38,273 | $9.1M | Reduce -6.0% |
| PG The Procter & Gamble Co. | 0.38% | 52,103 | $9.0M | Add +0.5% |
| ECL Ecolab Inc. | 0.37% | 34,756 | $8.9M | Reduce -2.4% |
| BLK BlackRock Finance Inc. | 0.37% | 9,297 | $8.8M | Reduce -0.8% |
| CME Cme Group Inc. | 0.37% | 39,724 | $8.8M | Reduce -1.8% |
| SYK Stryker Corp. | 0.36% | 23,947 | $8.7M | Reduce -0.4% |
| MUNI PIMCO Intermediate Municipal | 0.36% | 162,208 | $8.6M | Reduce -5.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 32,121 | $8.5M | Reduce -0.0% |
| ADSK Autodesk Inc. | 0.35% | 30,196 | $8.3M | Add +0.2% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.33% | 111,128 | $7.8M | No change |
| LLY Eli Lilly & Co. | 0.32% | 8,628 | $7.6M | Add +2.0% |
| HON Honeywell International Inc. | 0.32% | 36,696 | $7.6M | Add +0.3% |
| DHR Danaher Corp. | 0.32% | 27,135 | $7.5M | Reduce -1.0% |
| DASH DoorDash Inc. Class A | 0.31% | 52,312 | $7.5M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.31% | 21,702 | $7.4M | Add +0.7% |
| ABT Abbott Laboratories | 0.31% | 64,753 | $7.4M | Reduce -4.3% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 97,653 | $7.2M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 25,251 | $7.2M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 0.29% | 12,238 | $7.0M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.29% | 19,614 | $6.9M | Add +158.3% |
| WM Waste Management Inc. | 0.29% | 33,391 | $6.9M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 69,600 | $6.7M | Add +0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.28% | 115,108 | $6.6M | Reduce -0.8% |
| BKNG Booking Holdings Inc. | 0.27% | 1,522 | $6.4M | Reduce -0.9% |
| AEP American Electric Power | 0.26% | 59,168 | $6.1M | Reduce -1.9% |
| NEM Newmont Corp. | 0.25% | 111,282 | $5.9M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.24% | 21,430 | $5.6M | Reduce -2.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.24% | 153,125 | $5.6M | Add +2.2% |
| ETN Eaton Corp. PLC | 0.23% | 16,685 | $5.5M | New |
| PLD Prologis Inc. | 0.22% | 40,454 | $5.1M | Add +2.2% |
| UPS United Parcel Service Class B | 0.22% | 37,411 | $5.1M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.20% | 29,097 | $4.8M | Add +2.5% |
| EAGG iShares ESG Aware US Aggrega | 0.20% | 98,107 | $4.8M | Add +0.0% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 39,577 | $4.7M | Reduce -0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 75,341 | $4.7M | No change |
| ZTS Zoetis Inc. | 0.19% | 23,531 | $4.6M | Add +1.3% |
| AMT American Tower Corp. | 0.18% | 18,734 | $4.4M | Add +2.5% |
| LNG Cheniere Energy Inc. | 0.18% | 23,596 | $4.2M | Reduce -1.6% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 54,002 | $3.7M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 68,836 | $3.5M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 0.14% | 10,801 | $3.4M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 7,251 | $3.3M | Reduce -0.8% |
| IWV iShares Russell 3000 ETF | 0.14% | 10,162 | $3.3M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 6,779 | $3.3M | No change |
| COST Costco Wholesale Corp. | 0.14% | 3,678 | $3.3M | Reduce -8.5% |
| GOOG Alphabet Inc. Class C | 0.13% | 18,684 | $3.1M | Reduce -7.0% |
| SCHF Schwab Intl Equity ETF | 0.11% | 65,143 | $2.7M | No change |
| HD Home Depot Inc. | 0.11% | 6,544 | $2.7M | Add +0.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.11% | 26,160 | $2.6M | Reduce -1.7% |
| IWO iShares Russell 2000 Growth | 0.11% | 8,836 | $2.5M | Add +2.5% |
| XLV SS Health Care Select Sector | 0.10% | 14,843 | $2.3M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 8,010 | $2.1M | Reduce -45.3% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 16,672 | $2.1M | Reduce -2.8% |
| PGR Progressive Corp. | 0.09% | 7,974 | $2.0M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.08% | 17,142 | $2.0M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 30,269 | $1.9M | Reduce -5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 8,092 | $1.6M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.07% | 2,719 | $1.6M | Add +12.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 6,435 | $1.6M | Add +0.0% |
| XLK SS Technology Select Sector | 0.06% | 6,471 | $1.5M | No change |
| ABBV Abbvie Inc. | 0.06% | 7,261 | $1.4M | Add +13.8% |
Portfolio Sells Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 9.49% | −0.37 |
| BA The Boeing Co. | Sold out | 0.00% | −0.30 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.92% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.20% | −0.15 |
| AMZN Amazon.com Inc. | Reduce 0.0% | 0.85% | −0.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -45.3% | 0.09% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -5.9% | 0.56% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.42% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -62.3% | 0.03% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -3.3% | 0.78% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.1% | 0.36% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -55.9% | 0.03% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -7.0% | 0.13% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.0% | 0.51% | −0.04 |
| WM Waste Management Inc. | Reduce -0.8% | 0.29% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Reduce -0.4% | 0.73% | −0.02 |
| GLD SPDR Gold Shares | Reduce -42.7% | 0.03% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.4% | 0.68% | −0.02 |
| UPS United Parcel Service Class B | Reduce -1.6% | 0.22% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -65.1% | 0.01% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.0% | 0.38% | −0.02 |
| EL Estee Lauder Companies Class A | Reduce -1.7% | 0.11% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -8.5% | 0.14% | −0.02 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -2.2% | 0.46% | −0.01 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -1.6% | 0.18% | −0.01 |
| ECL Ecolab Inc. | Reduce -2.4% | 0.37% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -1.4% | 0.66% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -10.3% | 0.06% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.4% | 0.15% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.3% | 0.31% | −0.01 |
| SYK Stryker Corp. | Reduce -0.4% | 0.36% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 0.30% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.27% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -8.1% | 0.04% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -11.7% | 0.04% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.08% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -10.3% | 0.04% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.5% | 0.08% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.29% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.8% | 0.09% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.8% | 0.20% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.02% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -19.6% | 0.01% | −0.00 |
| HTGC Hercules Capital Inc. | Reduce -1.6% | 0.02% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.0% | 0.04% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| PULS Pgim Ultra Short Bond ETF | New | 0.61% | +0.61 |
| VNQ Vanguard Real Estate ETF | Add +2.3% | 3.38% | +0.32 |
| JPST JPMorgan Ultra-Short Income | Add +80.1% | 0.63% | +0.25 |
| ICSH iShares Ultra Short Duration | Add +63.3% | 0.73% | +0.25 |
| ETN Eaton Corp. PLC | New | 0.23% | +0.23 |
| ACN Accenture PLC Class A | Add +158.3% | 0.29% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 6.10% | +0.17 |
| IWM iShares Russell 2000 ETF | Add +0.5% | 5.91% | +0.09 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.87% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 9.61% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +4.6% | 1.03% | +0.04 |
| AMT American Tower Corp. | Add +2.5% | 0.18% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| PLD Prologis Inc. | Add +2.2% | 0.22% | +0.01 |
| PDBC Invesco Optimum Yield Divers | New | 0.01% | +0.01 |
| CART Maplebear Inc. | New | 0.01% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | Add +0.2% | 0.35% | +0.01 |
| PGR Progressive Corp. | Add +1.8% | 0.09% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +12.8% | 0.07% | +0.01 |
| ZTS Zoetis Inc. | Add +1.3% | 0.19% | +0.01 |
| ABBV Abbvie Inc. | Add +13.8% | 0.06% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +1.1% | 0.53% | +0.01 |
| HD Home Depot Inc. | Add +0.3% | 0.11% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | New | 0.01% | +0.01 |
| DVY iShares Select Dividend ETF | New | 0.01% | +0.01 |
| SBUX Starbucks Corp. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| SYY Sysco Corp. | New | 0.01% | +0.01 |
| FAST Fastenal Co. | New | 0.01% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +2.2% | 0.24% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 5.76% | +0.01 |
| IBM Intl Business Machines Corp. | Add +6.5% | 0.03% | +0.01 |
| LOW Lowe's Cos Inc. | Add +3.8% | 0.03% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +9.4% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Add +3.4% | 0.03% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +2.5% | 0.11% | +0.00 |
| ADP Automatic Data Processing | Add +2.9% | 0.03% | +0.00 |
| SHOP Shopify Inc. Class A | Add +4.0% | 0.02% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +26.1% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | Add +3.3% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Add +3.7% | 0.02% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +9.4% | 0.05% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.3% | 0.39% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +7.8% | 0.02% | +0.00 |
| SPGI S&P Global Inc. | Add +4.5% | 0.02% | +0.00 |
| UNP Union Pacific Corp. | Add +5.2% | 0.03% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +14.4% | 0.01% | +0.00 |
| AVGO Broadcom Inc. | Add +7.0% | 0.02% | +0.00 |
| TXN Texas Instruments Inc. | Add +12.2% | 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 |