Sand Hill Global Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sand Hill Global Advisors, LLC reported 188 stock positions worth $2.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.2%) and iShares MSCI Eafe ETF (EFA, 8.7%). Compared with Q3 2024, it opened 8 new positions, sold out of 15, added to 38 and reduced 104. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $2.4B (Q4 2024)
- SEC Filing
- 0001580642-25-000976 ↗ filed Feb 13, 2025
Holdings Value
Holdings 188 stocks · $2.4B
| VOO Vanguard S&P 500 ETF | 11.10% | 486,952 | $262.4M | Reduce -7.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.23% | 372,011 | $218.0M | Reduce -5.2% |
| EFA iShares MSCI Eafe ETF | 8.74% | 2,729,642 | $206.4M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 5.96% | 3,199,964 | $140.9M | Add +5.9% |
| IWM iShares Russell 2000 ETF | 5.93% | 633,928 | $140.1M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 5.80% | 2,199,537 | $137.1M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.85% | 1,663,681 | $114.7M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 3.15% | 836,245 | $74.5M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 3.07% | 414,311 | $72.6M | New |
| AGG iShares Core U.S. Aggregate | 2.71% | 660,319 | $64.0M | Add +9.3% |
| IVV iShares Core S&P 500 ETF | 2.52% | 101,150 | $59.5M | Add +0.3% |
| BOND PIMCO Active Bond Exchange-T | 2.02% | 527,443 | $47.7M | Reduce -1.2% |
| NVDA Nvidia Corp. | 1.52% | 267,026 | $35.9M | Reduce -6.5% |
| GOVT iShares US Treasury Bond ETF | 1.52% | 1,558,773 | $35.8M | Reduce -16.1% |
| AAPL Apple Inc. | 1.51% | 142,539 | $35.7M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.16% | 64,960 | $27.4M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.02% | 127,361 | $24.1M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 0.98% | 105,138 | $23.1M | Reduce -3.1% |
| VGLT Vanguard Long-Term Treasury | 0.93% | 396,090 | $21.9M | Reduce -0.6% |
| ESGU iShares ESG Aware MSCI USA | 0.92% | 168,668 | $21.7M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.87% | 35,254 | $20.6M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.87% | 85,676 | $20.5M | Reduce -2.7% |
| V Visa Inc. Class A | 0.69% | 51,258 | $16.2M | Reduce -18.6% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 329,818 | $15.8M | Add +8.6% |
| ICSH iShares Ultra Short Duration | 0.65% | 303,882 | $15.3M | Reduce -10.6% |
| IYR iShares US Real Estate ETF | 0.60% | 153,288 | $14.3M | Reduce -6.2% |
| MUB iShares National Muni Bond E | 0.58% | 128,687 | $13.7M | Add +4.8% |
| CRM Salesforce Inc. | 0.55% | 39,004 | $13.0M | Reduce -3.0% |
| ESML iShares ESG Aware MSCI USA S | 0.54% | 305,678 | $12.9M | Add +2.3% |
| VGSH Vanguard Short-Term Treasury | 0.53% | 214,246 | $12.5M | Add +3.9% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 230,745 | $11.6M | Reduce -21.3% |
| PULS Pgim Ultra Short Bond ETF | 0.49% | 231,837 | $11.5M | Reduce -20.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 89,441 | $10.8M | Reduce -3.4% |
| VEEV Veeva Systems Inc. Class A | 0.43% | 48,820 | $10.3M | No change |
| PH Parker Hannifin Corp. | 0.43% | 16,068 | $10.2M | Reduce -3.9% |
| ZM Zoom Communications Inc. | 0.43% | 123,610 | $10.1M | Add +11.2% |
| BLK BlackRock Inc. | 0.40% | 9,148 | $9.4M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 37,532 | $9.0M | Reduce -1.9% |
| CME Cme Group Inc. | 0.38% | 38,726 | $9.0M | Reduce -2.5% |
| ESGD iShares Trust iShares ESG Aw | 0.38% | 117,156 | $8.9M | Add +6.3% |
| CVX Chevron Corp. | 0.37% | 60,905 | $8.8M | Reduce -1.8% |
| DASH DoorDash Inc. Class A | 0.37% | 52,212 | $8.8M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.37% | 52,036 | $8.7M | Reduce -0.1% |
| ADSK Autodesk Inc. | 0.37% | 29,202 | $8.6M | Reduce -3.3% |
| SYK Stryker Corp. | 0.36% | 23,534 | $8.5M | Reduce -1.7% |
| ADBE Adobe Inc. | 0.35% | 18,582 | $8.3M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.34% | 20,018 | $8.1M | Reduce -6.6% |
| HON Honeywell International Inc. | 0.34% | 35,534 | $8.0M | Reduce -3.2% |
| MUNI PIMCO Intermediate Municipal | 0.33% | 152,137 | $7.9M | Reduce -6.2% |
| ECL Ecolab Inc. | 0.33% | 33,499 | $7.8M | Reduce -3.6% |
| PANW Palo Alto Networks Inc. | 0.33% | 42,709 | $7.8M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.32% | 52,193 | $7.5M | Reduce -7.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 24,920 | $7.2M | Reduce -1.3% |
| BKNG Booking Holdings Inc. | 0.31% | 1,451 | $7.2M | Reduce -4.7% |
| ABT Abbott Laboratories | 0.30% | 63,355 | $7.2M | Reduce -2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 64,208 | $7.1M | Reduce -7.8% |
| MDY State Street SPDR S&P Midcap | 0.29% | 12,221 | $7.0M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.29% | 19,742 | $6.9M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.28% | 8,568 | $6.6M | Reduce -0.7% |
| WM Waste Management Inc. | 0.28% | 32,408 | $6.5M | Reduce -2.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.25% | 115,173 | $6.0M | Add +0.1% |
| DHR Danaher Corp. | 0.25% | 25,993 | $6.0M | Reduce -4.2% |
| EEM iShares MSCI Emerging Market | 0.25% | 139,396 | $5.8M | Reduce -59.2% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 93,695 | $5.6M | Reduce -4.0% |
| ETN Eaton Corp. PLC | 0.24% | 16,744 | $5.6M | Add +0.3% |
| AEP American Electric Power | 0.23% | 58,900 | $5.4M | Reduce -0.5% |
| LNG Cheniere Energy Inc. | 0.21% | 23,436 | $5.0M | Reduce -0.7% |
| INTU Intuit Inc. | 0.20% | 7,665 | $4.8M | Add +658.9% |
| EAGG iShares ESG Aware US Aggrega | 0.20% | 102,019 | $4.7M | Add +4.0% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 39,577 | $4.7M | No change |
| PLD Prologis Inc. | 0.18% | 39,291 | $4.2M | Reduce -2.9% |
| UPS United Parcel Service Class B | 0.17% | 32,396 | $4.1M | Reduce -13.4% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 165,881 | $3.8M | Add +2.4% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 59,872 | $3.8M | Reduce -20.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 112,199 | $3.7M | Reduce -26.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 71,318 | $3.6M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 6,941 | $3.5M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.15% | 18,207 | $3.5M | Reduce -2.5% |
| IWB iShares Russell 1000 ETF | 0.15% | 10,742 | $3.5M | Reduce -0.6% |
| VGIT Vanguard Intermediate-Term T | 0.14% | 58,606 | $3.4M | Add +259.7% |
| COST Costco Wholesale Corp. | 0.14% | 3,678 | $3.4M | No change |
| DOCS Doximity Inc. Class A | 0.14% | 63,013 | $3.4M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 7,388 | $3.3M | Add +1.9% |
| IWV iShares Russell 3000 ETF | 0.14% | 9,931 | $3.3M | Reduce -2.3% |
| NEM Newmont Corp. | 0.13% | 81,802 | $3.0M | Reduce -26.5% |
| ZTS Zoetis Inc. | 0.12% | 18,065 | $2.9M | Reduce -23.2% |
| IWO iShares Russell 2000 Growth | 0.11% | 8,724 | $2.5M | Reduce -1.3% |
| HD Home Depot Inc. | 0.11% | 6,408 | $2.5M | Reduce -2.1% |
| AMT American Tower Corp. | 0.10% | 13,484 | $2.5M | Reduce -28.0% |
| AMD Advanced Micro Devices | 0.10% | 20,099 | $2.4M | Reduce -30.9% |
| WYNN WYNN Resorts Ltd. | 0.10% | 26,150 | $2.3M | New |
| SCHF Schwab Intl Equity ETF | 0.09% | 121,062 | $2.2M | Reduce -7.1% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 16,672 | $2.1M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 7,938 | $2.1M | Reduce -0.9% |
| XLV SS Health Care Select Sector | 0.09% | 14,792 | $2.0M | Reduce -0.3% |
| PGR Progressive Corp. | 0.08% | 7,942 | $1.9M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.08% | 16,901 | $1.8M | Reduce -1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.07% | 6,435 | $1.6M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 8,096 | $1.6M | Add +0.1% |
| XLK SS Technology Select Sector | 0.06% | 6,394 | $1.5M | Reduce -1.2% |
Portfolio Sells Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Reduce -7.0% | 11.10% | −0.54 |
| EEM iShares MSCI Emerging Market | Reduce -59.2% | 0.25% | −0.41 |
| GOVT iShares US Treasury Bond ETF | Reduce -16.1% | 1.52% | −0.32 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -86.0% | 0.05% | −0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 9.23% | −0.26 |
| JPST JPMorgan Ultra-Short Income | Reduce -21.3% | 0.49% | −0.14 |
| PULS Pgim Ultra Short Bond ETF | Reduce -20.2% | 0.49% | −0.12 |
| NEM Newmont Corp. | Reduce -26.5% | 0.13% | −0.12 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.2% | 2.02% | −0.11 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.11 |
| VGLT Vanguard Long-Term Treasury | Reduce -0.6% | 0.93% | −0.11 |
| AMD Advanced Micro Devices | Reduce -30.9% | 0.10% | −0.10 |
| IYR iShares US Real Estate ETF | Reduce -6.2% | 0.60% | −0.10 |
| AMT American Tower Corp. | Reduce -28.0% | 0.10% | −0.08 |
| ICSH iShares Ultra Short Duration | Reduce -10.6% | 0.65% | −0.08 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -26.7% | 0.16% | −0.08 |
| ZTS Zoetis Inc. | Reduce -23.2% | 0.12% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.0% | 0.24% | −0.07 |
| ADBE Adobe Inc. | Reduce -2.5% | 0.35% | −0.07 |
| DHR Danaher Corp. | Reduce -4.2% | 0.25% | −0.07 |
| JNJ Johnson & Johnson | Reduce -7.3% | 0.32% | −0.07 |
| V Visa Inc. Class A | Reduce -18.6% | 0.69% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.28% | −0.04 |
| UPS United Parcel Service Class B | Reduce -13.4% | 0.17% | −0.04 |
| ECL Ecolab Inc. | Reduce -3.6% | 0.33% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.7% | 1.16% | −0.04 |
| PLD Prologis Inc. | Reduce -2.9% | 0.18% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -20.5% | 0.16% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.03 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -6.2% | 0.33% | −0.03 |
| AEP American Electric Power | Reduce -0.5% | 0.23% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -20.5% | 0.06% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -7.1% | 0.09% | −0.02 |
| WM Waste Management Inc. | Reduce -2.9% | 0.28% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -6.2% | 0.04% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -26.8% | 0.03% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -3.9% | 0.43% | −0.01 |
| CVX Chevron Corp. | Reduce -1.8% | 0.37% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.37% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.3% | 0.09% | −0.01 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.01 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -2.2% | 0.03% | −0.01 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.01 |
| O Realty Income Corp. | Sold out | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| RSP Invesco S&P 500 Equal Weight | New | 3.07% | +3.07 |
| INTU Intuit Inc. | Add +658.9% | 0.20% | +0.18 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.6% | 4.85% | +0.14 |
| DOCS Doximity Inc. Class A | New | 0.14% | +0.14 |
| AGG iShares Core U.S. Aggregate | Add +9.3% | 2.71% | +0.13 |
| VGIT Vanguard Intermediate-Term T | Add +259.7% | 0.14% | +0.10 |
| ZM Zoom Communications Inc. | Add +11.2% | 0.43% | +0.10 |
| WYNN WYNN Resorts Ltd. | New | 0.10% | +0.10 |
| ESGU iShares ESG Aware MSCI USA | Add +5.6% | 0.92% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 2.52% | +0.07 |
| COMT iShares Gsci Commodity Dynam | New | 0.06% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 5.80% | +0.04 |
| MUB iShares National Muni Bond E | Add +4.8% | 0.58% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +2.3% | 0.54% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +3.9% | 0.53% | +0.01 |
| GVI iShares Intermediate Governm | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +19.1% | 0.06% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 0.15% | +0.01 |
| PDBC Invesco Optimum Yield Divers | Add +71.9% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| IAT iShares US Regional Banks Et | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +0.5% | 0.06% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +2.4% | 0.16% | +0.01 |
| BND Vanguard Total Bond Market | Add +66.7% | 0.02% | +0.01 |
| IAU iShares Gold Trust | Add +23.2% | 0.02% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.6% | 0.15% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +18.2% | 0.01% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.7% | 0.02% | +0.00 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.24% | +0.00 |
| EGHT 8X8 Inc. | New | 0.00% | +0.00 |
| ACN Accenture PLC Class A | Add +0.7% | 0.29% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.4% | 0.03% | +0.00 |
| HTGC Hercules Capital Inc. | Add +2.5% | 0.02% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.14% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +4.0% | 0.20% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.07% | −0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +7.3% | 0.02% | −0.00 |
| GE General Electric | Add +0.2% | 0.01% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +4.0% | 0.04% | −0.00 |
| AFL Aflac Inc. | Add +0.3% | 0.03% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 0.67% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +6.3% | 0.38% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +0.1% | 0.25% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +5.9% | 5.96% | −0.13 |
| VNQ Vanguard Real Estate ETF | Add +1.6% | 3.15% | −0.23 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 8.74% | −0.88 |
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 |