Sand Hill Global Advisors, Llc Portfolio Stock Holdings
Sand Hill Global Advisors, Llc disclosed 204 stock positions valued at approximately $3.0 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 204
- Portfolio Value
- $3.0B
Holdings by Sector
Sand Hill Global Advisors, Llc Portfolio Holdings in Q1 2026
203 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 10.57% | 525,971 | +40,481 | +8.34% | $314,294,174 |
| ISHARES TR | EFA | Other | 9.87% | 3,020,430 | +123,171 | +4.25% | $293,374,400 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.27% | 332,226 | -3,017 | -0.90% | $216,059,645 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.87% | 3,228,121 | +93,168 | +2.97% | $174,479,966 |
| ISHARES TR | IJH | Other | 5.34% | 2,349,194 | +65,908 | +2.89% | $158,641,062 |
| VANGUARD INDEX FDS | VNQ | Other | 5.20% | 1,741,408 | +78,258 | +4.71% | $154,462,901 |
| SPDR SERIES TRUST | SPLG | Other | 4.75% | 1,843,291 | +229,705 | +14.24% | $141,085,523 |
| ISHARES TR | IWM | Other | 4.71% | 563,866 | +982 | +0.17% | $139,838,684 |
| PIMCO ETF TR | BOND | Other | 3.31% | 1,065,087 | +440,603 | +70.55% | $98,286,227 |
| VANGUARD INDEX FDS | VBK | Other | 3.20% | 314,286 | +8,045 | +2.63% | $94,992,794 |
| ISHARES TR | ACWX | Other | 2.97% | 1,290,721 | +1,168,514 | +956.18% | $88,375,667 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.55% | 1,271,182 | +64,893 | +5.38% | $75,698,908 |
| INVESCO QQQ TR | QQQ | Other | 2.42% | 124,414 | +4,166 | +3.46% | $71,809,335 |
| ISHARES TR | AGG | Other | 2.21% | 660,811 | -45,328 | -6.42% | $65,598,721 |
| ISHARES TR | IVV | Other | 1.60% | 72,845 | -2,611 | -3.46% | $47,583,324 |
| APPLE INC | AAPL | Technology | 1.40% | 164,127 | +20,491 | +14.27% | $41,653,836 |
| NVIDIA CORPORATION | NVDA | Technology | 1.22% | 208,628 | +4,049 | +1.98% | $36,384,763 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 101,278 | -9,107 | -8.25% | $29,123,630 |
| MICROSOFT CORP | MSFT | Technology | 0.95% | 76,135 | +9,737 | +14.66% | $28,183,042 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.89% | 127,496 | +2,300 | +1.84% | $26,553,646 |
| ISHARES TR | ESGU | Other | 0.75% | 157,309 | +2,298 | +1.48% | $22,246,639 |
| ISHARES TR | ESML | Other | 0.75% | 472,402 | -2,189 | -0.46% | $22,212,346 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.69% | 321,897 | -4,933 | -1.51% | $20,627,153 |
| META PLATFORMS INC | META | Communication Services | 0.65% | 33,941 | +77 | +0.23% | $19,418,855 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.65% | 65,673 | -11,763 | -15.19% | $19,318,340 |
| ISHARES TR | IYR | Other | 0.59% | 185,028 | +1,227 | +0.67% | $17,496,280 |
| ISHARES TR | ICSH | Other | 0.56% | 326,082 | -6,664 | -2.00% | $16,506,271 |
| VISA INC | V | Financial Services | 0.49% | 48,475 | -231 | -0.47% | $14,651,115 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.49% | 287,134 | -8,755 | -2.96% | $14,531,852 |
| PGIM ETF TR | PULS | Other | 0.48% | 289,424 | -9,441 | -3.16% | $14,326,488 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.46% | 15,138 | -310 | -2.01% | $13,552,501 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.45% | 84,462 | -569 | -0.67% | $13,488,581 |
| CHEVRON CORPORATION | CVX | Energy | 0.43% | 61,484 | -1,489 | -2.36% | $12,721,013 |
| ISHARES TR | ESGD | Other | 0.42% | 131,592 | +2,189 | +1.69% | $12,582,852 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.41% | 17 | -1 | -5.56% | $12,208,380 |
| BROADCOM INC | AVGO | Technology | 0.41% | 39,103 | +2,691 | +7.39% | $12,102,823 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.40% | 49,043 | -102 | -0.21% | $11,988,045 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.37% | 139,622 | +27 | +0.02% | $10,947,761 |
| CME GROUP INC | CME | Financial Services | 0.36% | 36,693 | -567 | -1.52% | $10,837,376 |
| ISHARES TR | EAGG | Other | 0.33% | 209,264 | +23,864 | +12.87% | $9,950,503 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 20,305 | +1,255 | +6.59% | $9,730,268 |
| VANGUARD INDEX FDS | VB | Other | 0.31% | 35,399 | -476 | -1.33% | $9,271,791 |
| BLACKROCK INC | BLK | Other | 0.30% | 9,150 | +157 | +1.75% | $8,799,810 |
| ECOLAB INC | ECL | Basic Materials | 0.28% | 31,807 | -47 | -0.15% | $8,461,324 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 55,350 | +2,148 | +4.04% | $7,994,765 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.27% | 60,698 | -150 | -0.25% | $7,956,309 |
| ELI LILLY & CO | LLY | Healthcare | 0.27% | 8,593 | +182 | +2.16% | $7,903,305 |
| HONEYWELL INTL INC | HON | Industrials | 0.25% | 33,403 | -510 | -1.50% | $7,550,113 |
| STRYKER CORPORATION | SYK | Healthcare | 0.25% | 22,879 | +2 | +0.01% | $7,517,684 |
| WASTE MGMT INC DEL | WM | Industrials | 0.25% | 31,904 | -190 | -0.59% | $7,331,267 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.25% | 11,886 | -43 | -0.36% | $7,331,107 |
| AUTODESK INC | ADSK | Technology | 0.24% | 30,401 | +974 | +3.31% | $7,277,999 |
| ISHARES U S ETF TR | NEAR | Other | 0.24% | 141,314 | -102 | -0.07% | $7,183,697 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.23% | 42,920 | +1,020 | +2.43% | $6,880,934 |
| TESLA INC | TSLA | Consumer Cyclical | 0.23% | 18,196 | +85 | +0.47% | $6,764,181 |
| ISHARES TR | EEM | Other | 0.23% | 118,701 | -1,832 | -1.52% | $6,741,050 |
| QUANTA SVCS INC | PWR | Industrials | 0.23% | 12,272 | +49 | +0.40% | $6,737,573 |
| DOORDASH INC | DASH | Communication Services | 0.22% | 44,386 | -6 | -0.01% | $6,664,558 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 20,648 | +171 | +0.84% | $6,623,929 |
| CHENIERE ENERGY INC | LNG | Energy | 0.22% | 22,615 | -458 | -1.99% | $6,417,352 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.20% | 76,186 | - | - | $6,039,264 |
| EATON CORP PLC | ETN | Other | 0.20% | 16,776 | +475 | +2.91% | $6,000,137 |
| DISNEY WALT CO | DIS | Communication Services | 0.20% | 61,647 | -1,156 | -1.84% | $5,941,572 |
| ISHARES TR | ACWI | Other | 0.20% | 42,046 | - | - | $5,817,905 |
| WYNN RESORTS LTD | WYNN | Consumer Cyclical | 0.19% | 57,051 | +6,605 | +13.09% | $5,793,542 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.19% | 1,374 | +4 | +0.29% | $5,785,013 |
| PROLOGIS INC. | PLD | Real Estate | 0.19% | 42,151 | +552 | +1.33% | $5,571,520 |
| NEWMONT CORP | NEM | Basic Materials | 0.18% | 50,308 | -357 | -0.70% | $5,445,805 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.17% | 18,669 | +18,669 | +100.00% | $5,187,555 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 17,881 | +919 | +5.42% | $5,129,412 |
| SALESFORCE INC | CRM | Technology | 0.17% | 27,087 | -2,482 | -8.39% | $5,056,408 |
| ENTERGY CORP NEW | ETR | Utilities | 0.17% | 44,192 | +172 | +0.39% | $4,965,440 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.16% | 201,936 | - | - | $4,900,987 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 50,217 | +45,747 | +1023.42% | $4,828,365 |
| ISHARES INC | ESGE | Other | 0.16% | 104,434 | -3,914 | -3.61% | $4,748,628 |
| ISHARES TR | MUB | Other | 0.16% | 44,687 | -2,330 | -4.96% | $4,743,525 |
| INTUIT | INTU | Technology | 0.15% | 10,343 | -1,302 | -11.18% | $4,471,954 |
| ISHARES TR | IWB | Other | 0.15% | 12,503 | -88 | -0.70% | $4,458,166 |
| SNOWFLAKE INC | SNOW | Technology | 0.15% | 29,072 | +854 | +3.03% | $4,384,624 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 160,379 | -9,237 | -5.45% | $4,112,118 |
| MANAGER DIRECTED PORTFOLIOS | VGSR | Other | 0.14% | 396,605 | -1,361 | -0.34% | $4,096,930 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.14% | 57,141 | -315 | -0.55% | $4,051,868 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.14% | 18,682 | +18,682 | +100.00% | $4,046,189 |
| ISHARES TR | CMF | Other | 0.13% | 69,965 | -5,336 | -7.09% | $3,978,210 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.13% | 20,463 | +118 | +0.58% | $3,882,854 |
| TARGET CORP | TGT | Consumer Defensive | 0.13% | 31,296 | +1,972 | +6.72% | $3,793,079 |
| CBRE GROUP INC | CBRE | Real Estate | 0.12% | 27,020 | +27,020 | +100.00% | $3,660,129 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 3,644 | +141 | +4.03% | $3,631,184 |
| ISHARES TR | IWV | Other | 0.12% | 9,644 | -78 | -0.80% | $3,574,987 |
| PIMCO ETF TR | MUNI | Other | 0.11% | 62,742 | -3,676 | -5.53% | $3,274,505 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.10% | 122,753 | -3,502 | -2.77% | $3,038,137 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.10% | 6,369 | +1,193 | +23.05% | $2,844,103 |
| INVESCO EXCH TRADED FD TR II | QQMG | Other | 0.10% | 71,636 | -204 | -0.28% | $2,833,755 |
| ISHARES TR | IWO | Other | 0.09% | 8,984 | - | - | $2,819,269 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 8,269 | +1,914 | +30.12% | $2,719,700 |
| VANGUARD INDEX FDS | VO | Other | 0.09% | 8,950 | +453 | +5.33% | $2,570,261 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 14,892 | -792 | -5.05% | $2,526,654 |
| VANGUARD INDEX FDS | VV | Other | 0.08% | 7,715 | - | - | $2,305,628 |
| APPLIED MATLS INC | AMAT | Technology | 0.07% | 6,162 | -535 | -7.99% | $2,106,110 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.06% | 22,506 | - | - | $1,690,165 |