Sand Hill Global Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Sand Hill Global Advisors, LLC reported 204 stock positions worth $3.0 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.6% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 9.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.3%). Compared with Q4 2025, it opened 16 new positions, sold out of 9, added to 88 and reduced 70. The biggest buy was iShares MSCI Acwi Ex US ETF (ACWX, shares +956%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001009209
- Portfolio Value
- $3.0B (Q1 2026)
- SEC Filing
- 0001580642-26-003176 ↗ filed May 14, 2026
Holdings Value
Holdings 204 stocks · $3.0B
| VOO Vanguard S&P 500 ETF | 10.57% | 525,971 | $314.3M | Add +8.3% |
| EFA iShares MSCI Eafe ETF | 9.87% | 3,020,430 | $293.4M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.27% | 332,226 | $216.1M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 5.87% | 3,228,121 | $174.5M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 5.34% | 2,349,194 | $158.6M | Add +2.9% |
| VNQ Vanguard Real Estate ETF | 5.20% | 1,741,408 | $154.5M | Add +4.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.75% | 1,843,291 | $141.1M | Add +14.2% |
| IWM iShares Russell 2000 ETF | 4.71% | 563,866 | $139.8M | Add +0.2% |
| BOND PIMCO Active Bond Exchange-T | 3.31% | 1,065,087 | $98.3M | Add +70.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.20% | 314,286 | $95.0M | Add +2.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.97% | 1,290,721 | $88.4M | Add +956.2% |
| VGIT Vanguard Intermediate-Term T | 2.55% | 1,271,182 | $75.7M | Add +5.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.42% | 124,414 | $71.8M | Add +3.5% |
| AGG iShares Core U.S. Aggregate | 2.21% | 660,811 | $65.6M | Reduce -6.4% |
| IVV iShares Core S&P 500 ETF | 1.60% | 72,845 | $47.6M | Reduce -3.5% |
| AAPL Apple Inc. | 1.40% | 164,127 | $41.7M | Add +14.3% |
| NVDA Nvidia Corp. | 1.22% | 208,628 | $36.4M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.98% | 101,278 | $29.1M | Reduce -8.3% |
| MSFT Microsoft Corp. | 0.95% | 76,135 | $28.2M | Add +14.7% |
| AMZN Amazon.com Inc. | 0.89% | 127,496 | $26.6M | Add +1.8% |
| ESGU iShares ESG Aware MSCI USA | 0.75% | 157,309 | $22.2M | Add +1.5% |
| ESML iShares ESG Aware MSCI USA S | 0.75% | 472,402 | $22.2M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 321,897 | $20.6M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.65% | 33,941 | $19.4M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.65% | 65,673 | $19.3M | Reduce -15.2% |
| IYR iShares US Real Estate ETF | 0.59% | 185,028 | $17.5M | Add +0.7% |
| ICSH iShares Ultra Short Duration | 0.56% | 326,082 | $16.5M | Reduce -2.0% |
| V Visa Inc. Class A | 0.49% | 48,475 | $14.7M | Reduce -0.5% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 287,134 | $14.5M | Reduce -3.0% |
| PULS Pgim Ultra Short Bond ETF | 0.48% | 289,424 | $14.3M | Reduce -3.2% |
| PH Parker Hannifin Corp. | 0.46% | 15,138 | $13.6M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 84,462 | $13.5M | Reduce -0.7% |
| CVX Chevron Corp. | 0.43% | 61,484 | $12.7M | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 131,592 | $12.6M | Add +1.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 17 | $12.2M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.41% | 39,103 | $12.1M | Add +7.4% |
| JNJ Johnson & Johnson | 0.40% | 49,043 | $12.0M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 139,622 | $10.9M | Add +0.0% |
| CME Cme Group Inc. | 0.36% | 36,693 | $10.8M | Reduce -1.5% |
| EAGG iShares ESG Aware US Aggrega | 0.33% | 209,264 | $10.0M | Add +12.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 20,305 | $9.7M | Add +6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 35,399 | $9.3M | Reduce -1.3% |
| BLK BlackRock Inc. | 0.30% | 9,150 | $8.8M | Add +1.8% |
| ECL Ecolab Inc. | 0.28% | 31,807 | $8.5M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.27% | 55,350 | $8.0M | Add +4.0% |
| AEP American Electric Power | 0.27% | 60,698 | $8.0M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.27% | 8,593 | $7.9M | Add +2.2% |
| HON Honeywell International Inc. | 0.25% | 33,403 | $7.6M | Reduce -1.5% |
| SYK Stryker Corp. | 0.25% | 22,879 | $7.5M | Add +0.0% |
| WM Waste Management Inc. | 0.25% | 31,904 | $7.3M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 0.25% | 11,886 | $7.3M | Reduce -0.4% |
| ADSK Autodesk Inc. | 0.24% | 30,401 | $7.3M | Add +3.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.24% | 141,314 | $7.2M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.23% | 42,920 | $6.9M | Add +2.4% |
| TSLA Tesla Inc. | 0.23% | 18,196 | $6.8M | Add +0.5% |
| EEM iShares MSCI Emerging Market | 0.23% | 118,701 | $6.7M | Reduce -1.5% |
| PWR Quanta Services Inc. | 0.23% | 12,272 | $6.7M | Add +0.4% |
| DASH DoorDash Inc. Class A | 0.22% | 44,386 | $6.7M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 20,648 | $6.6M | Add +0.8% |
| LNG Cheniere Energy Inc. | 0.22% | 22,615 | $6.4M | Reduce -2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 76,186 | $6.0M | No change |
| ETN Eaton Corp. PLC | 0.20% | 16,776 | $6.0M | Add +2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 61,647 | $5.9M | Reduce -1.8% |
| ACWI iShares MSCI Acwi ETF | 0.20% | 42,046 | $5.8M | No change |
| WYNN WYNN Resorts Ltd. | 0.19% | 57,051 | $5.8M | Add +13.1% |
| BKNG Booking Holdings Inc. | 0.19% | 1,374 | $5.8M | Add +0.3% |
| PLD Prologis Inc. | 0.19% | 42,151 | $5.6M | Add +1.3% |
| NEM Newmont Corp. | 0.18% | 50,308 | $5.4M | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 0.17% | 18,669 | $5.2M | New |
| GOOG Alphabet Inc. Class C | 0.17% | 17,881 | $5.1M | Add +5.4% |
| CRM Salesforce Inc. | 0.17% | 27,087 | $5.1M | Reduce -8.4% |
| ETR Entergy Corp. | 0.17% | 44,192 | $5.0M | Add +0.4% |
| SCHO Schwab Short-Term US Treas | 0.16% | 201,936 | $4.9M | No change |
| NFLX Netflix Inc. | 0.16% | 50,217 | $4.8M | Add +1023.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 104,434 | $4.7M | Reduce -3.6% |
| MUB iShares National Muni Bond E | 0.16% | 44,687 | $4.7M | Reduce -5.0% |
| INTU Intuit Inc. | 0.15% | 10,343 | $4.5M | Reduce -11.2% |
| IWB iShares Russell 1000 ETF | 0.15% | 12,503 | $4.5M | Reduce -0.7% |
| SNOW Snowflake Inc. | 0.15% | 29,072 | $4.4M | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 160,379 | $4.1M | Reduce -5.5% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.14% | 396,605 | $4.1M | Reduce -0.3% |
| DFUS Dimensional US Eq MKT ETF | 0.14% | 57,141 | $4.1M | Reduce -0.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.14% | 18,682 | $4.0M | New |
| CMF iShares California Muni Bond | 0.13% | 69,965 | $4.0M | Reduce -7.1% |
| VRSK Verisk Analytics Inc. | 0.13% | 20,463 | $3.9M | Add +0.6% |
| TGT Target Corp. | 0.13% | 31,296 | $3.8M | Add +6.7% |
| CBRE CBRE Group Inc. Class A | 0.12% | 27,020 | $3.7M | New |
| COST Costco Wholesale Corp. | 0.12% | 3,644 | $3.6M | Add +4.0% |
| IWV iShares Russell 3000 ETF | 0.12% | 9,644 | $3.6M | Reduce -0.8% |
| MUNI PIMCO Intermediate Municipal | 0.11% | 62,742 | $3.3M | Reduce -5.5% |
| SCHF Schwab Intl Equity ETF | 0.10% | 122,753 | $3.0M | Reduce -2.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 6,369 | $2.8M | Add +23.1% |
| QQMG Invesco ESG Nasdaq 100 | 0.10% | 71,636 | $2.8M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.09% | 8,984 | $2.8M | No change |
| HD Home Depot Inc. | 0.09% | 8,269 | $2.7M | Add +30.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 8,950 | $2.6M | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.09% | 14,892 | $2.5M | Reduce -5.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.08% | 7,715 | $2.3M | No change |
| AMAT Applied Materials Inc. | 0.07% | 6,162 | $2.1M | Reduce -8.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.06% | 22,506 | $1.7M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 7.27% | −0.71 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.41 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.37 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.35 |
| AGG iShares Core U.S. Aggregate | Reduce -6.4% | 2.21% | −0.25 |
| ABT Abbott Laboratories | Reduce -89.0% | 0.02% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -8.3% | 0.98% | −0.23 |
| JPM JPMorgan Chase & Co. | Reduce -15.2% | 0.65% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 1.60% | −0.20 |
| DASH DoorDash Inc. Class A | Reduce -0.0% | 0.22% | −0.13 |
| INTU Intuit Inc. | Reduce -11.2% | 0.15% | −0.12 |
| ACN Accenture PLC Class A | Reduce -70.7% | 0.03% | −0.11 |
| CRM Salesforce Inc. | Reduce -8.4% | 0.17% | −0.10 |
| V Visa Inc. Class A | Reduce -0.5% | 0.49% | −0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -5.6% | 0.41% | −0.06 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.20% | −0.05 |
| PULS Pgim Ultra Short Bond ETF | Reduce -3.2% | 0.48% | −0.04 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.0% | 0.49% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -2.0% | 0.56% | −0.03 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.02 |
| PACS Pacs Group Inc. | Sold out | 0.00% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.5% | 0.14% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 0.69% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -2.0% | 0.46% | −0.02 |
| CMF iShares California Muni Bond | Reduce -7.1% | 0.13% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -5.0% | 0.16% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.7% | 0.15% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.5% | 0.75% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -12.9% | 0.05% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.6% | 0.14% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.5% | 0.11% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.8% | 0.12% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.31% | −0.01 |
| QQMG Invesco ESG Nasdaq 100 | Reduce -0.3% | 0.10% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -30.3% | 0.02% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.1% | 0.24% | −0.01 |
| PGR Progressive Corp. | Reduce -0.1% | 0.05% | −0.01 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.01 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.6% | 0.16% | −0.01 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.28% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.7% | 0.05% | −0.01 |
| VGSR Vert GLB Sust Re ETF | Reduce -0.3% | 0.14% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -10.5% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.05% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.25% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -2.8% | 0.10% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -1.5% | 0.23% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| ACWX iShares MSCI Acwi Ex US ETF | Add +956.2% | 2.97% | +2.69 |
| BOND PIMCO Active Bond Exchange-T | Add +70.5% | 3.31% | +1.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.2% | 4.75% | +0.23 |
| CDNS Cadence Design SYS Inc. | New | 0.17% | +0.17 |
| EFA iShares MSCI Eafe ETF | Add +4.3% | 9.87% | +0.16 |
| NFLX Netflix Inc. | Add +1023.4% | 0.16% | +0.15 |
| AJG Arthur J Gallagher & Co. | New | 0.14% | +0.14 |
| CBRE CBRE Group Inc. Class A | New | 0.12% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 5.34% | +0.08 |
| VNQ Vanguard Real Estate ETF | Add +4.7% | 5.20% | +0.06 |
| PWR Quanta Services Inc. | Add +0.4% | 0.23% | +0.05 |
| AAPL Apple Inc. | Add +14.3% | 1.40% | +0.04 |
| TGT Target Corp. | Add +6.7% | 0.13% | +0.03 |
| EAGG iShares ESG Aware US Aggrega | Add +12.9% | 0.33% | +0.03 |
| ETR Entergy Corp. | Add +0.4% | 0.17% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +5.4% | 2.55% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +142.7% | 0.03% | +0.02 |
| ETN Eaton Corp. PLC | Add +2.9% | 0.20% | +0.02 |
| COST Costco Wholesale Corp. | Add +4.0% | 0.12% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +30.1% | 0.09% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +23.1% | 0.10% | +0.01 |
| WMT Walmart Inc. | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +47.7% | 0.02% | +0.01 |
| SHOP Shopify Inc. Class A | New | 0.01% | +0.01 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
| COP Conocophillips | New | 0.01% | +0.01 |
| MS Morgan Stanley | New | 0.01% | +0.01 |
| O Realty Income Corp. | New | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | New | 0.01% | +0.01 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| NKE Nike Inc. Class B | New | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +11.6% | 0.02% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +55.2% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +21.9% | 0.02% | +0.00 |
| BMO Bank of Montreal | Add +15.6% | 0.02% | +0.00 |
| PG The Procter & Gamble Co. | Add +4.0% | 0.27% | +0.00 |
| PLD Prologis Inc. | Add +1.3% | 0.19% | +0.00 |
| LIN Linde PLC | Add +5.7% | 0.01% | +0.00 |
| DVY iShares Select Dividend ETF | Add +20.5% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +6.3% | 0.01% | +0.00 |
| FAST Fastenal Co. | Add +3.4% | 0.01% | +0.00 |
| NEE Nextera Energy Inc. | Add +2.2% | 0.01% | +0.00 |
| TXN Texas Instruments Inc. | Add +5.9% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Add +5.8% | 0.02% | +0.00 |
| PEP Pepsico Inc. | Add +0.3% | 0.02% | +0.00 |
| UNP Union Pacific Corp. | Add +2.3% | 0.02% | +0.00 |
| BAC Bank of America Corp. | Add +23.3% | 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 |