Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $354M | 10.6% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $311M | 9.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $242M | 7.3% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $169M | 5.1% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $159M | 4.8% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $145M | 4.4% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $144M | 4.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $140M | 4.2% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $115M | 3.5% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $109M | 3.3% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $98.3M | 3.0% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $87.5M | 2.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $86.5M | 2.6% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $80.3M | 2.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $71.6M | 2.2% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $51.7M | 1.6% |
| Apple Inc.COM | COM | $48.7M | 1.5% |
| Nvidia CorporationCOM | COM | $41.4M | 1.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $36.1M | 1.1% |
| Amazon Com Inc.COM | COM | $30.4M | 0.9% |
| Microsoft Corp.COM | COM | $29.6M | 0.9% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $25.6M | 0.8% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $25.4M | 0.8% |
| iShares TRULTRA SHORT DUR | ULTRA SHORT DUR | $24.3M | 0.7% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $22.4M | 0.7% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $21.8M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $21.4M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $19M | 0.6% |
| iShares TRU.S. REAL ES ETF | U.S. REAL ES ETF | $18.5M | 0.6% |
| Visa Inc.COM CL A | COM CL A | $16.8M | 0.5% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $15.4M | 0.5% |
| Broadcom Inc.COM | COM | $14.7M | 0.4% |
| Parker-hannifin Corp.COM | COM | $14.7M | 0.4% |
| Palo Alto Networks Inc.COM | COM | $14.6M | 0.4% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $13.6M | 0.4% |
| Union Pac Corp.COM | COM | $12.9M | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $12.7M | 0.4% |
| TJX Cos Inc. NewCOM | COM | $12.6M | 0.4% |
| Johnson & JohnsonCOM | COM | $12.3M | 0.4% |
| Snowflake Inc.COM SHS | COM SHS | $11.3M | 0.3% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $10.9M | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $10.5M | 0.3% |
| Eli Lilly & COCOM | COM | $10.5M | 0.3% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $10.2M | 0.3% |
| Chevron CorporationCOM | COM | $9.85M | 0.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $9.84M | 0.3% |
| iShares TRESG AWR US AGRGT | ESG AWR US AGRGT | $9.38M | 0.3% |
| Ecolab Inc.COM | COM | $8.82M | 0.3% |
| Blackrock Inc.COM | COM | $8.79M | 0.3% |
| American Elec Pwr CO Inc.COM | COM | $8.21M | 0.2% |
Vanguard Index FdsS&P 500 ETF SHS$354M
- Class
- S&P 500 ETF SHS
- Share
- 10.6%
iShares TRMSCI EAFE ETF$311M
- Class
- MSCI EAFE ETF
- Share
- 9.4%
State Str SPDR S&P 500 ETF TTR UNIT$242M
- Class
- TR UNIT
- Share
- 7.3%
Vanguard Index FdsREAL ESTATE ETF$169M
- Class
- REAL ESTATE ETF
- Share
- 5.1%
SPDR Series TrustST STR P500ETF$159M
- Class
- ST STR P500ETF
- Share
- 4.8%
iShares TRRUSSELL 2000 ETF$145M
- Class
- RUSSELL 2000 ETF
- Share
- 4.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$144M
- Class
- FTSE EMR MKT ETF
- Share
- 4.3%
iShares TRCORE S&P MCP ETF$140M
- Class
- CORE S&P MCP ETF
- Share
- 4.2%
Pimco ETF TRACTIVE BD ETF$115M
- Class
- ACTIVE BD ETF
- Share
- 3.5%
Vanguard Index FdsSML CP GRW ETF$109M
- Class
- SML CP GRW ETF
- Share
- 3.3%
iShares TRMSCI ACWI EX US$98.3M
- Class
- MSCI ACWI EX US
- Share
- 3.0%
iShares TRMSCI EMG MKT ETF$87.5M
- Class
- MSCI EMG MKT ETF
- Share
- 2.6%
Invesco Qqq TRUNIT SER 1$86.5M
- Class
- UNIT SER 1
- Share
- 2.6%
Vanguard Scottsdale FdsINTER TERM TREAS$80.3M
- Class
- INTER TERM TREAS
- Share
- 2.4%
iShares TRCORE US AGGBD ET$71.6M
- Class
- CORE US AGGBD ET
- Share
- 2.2%
iShares TRCORE S&P500 ETF$51.7M
- Class
- CORE S&P500 ETF
- Share
- 1.6%
Apple Inc.COM$48.7M
- Class
- COM
- Share
- 1.5%
Nvidia CorporationCOM$41.4M
- Class
- COM
- Share
- 1.2%
Alphabet Inc.CAP STK CL A$36.1M
- Class
- CAP STK CL A
- Share
- 1.1%
Amazon Com Inc.COM$30.4M
- Class
- COM
- Share
- 0.9%
Microsoft Corp.COM$29.6M
- Class
- COM
- Share
- 0.9%
iShares TRESG AWARE MSCI$25.6M
- Class
- ESG AWARE MSCI
- Share
- 0.8%
iShares TRESG AWR MSCI USA$25.4M
- Class
- ESG AWR MSCI USA
- Share
- 0.8%
iShares TRULTRA SHORT DUR$24.3M
- Class
- ULTRA SHORT DUR
- Share
- 0.7%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$22.4M
- Class
- VAN FTSE DEV MKT
- Share
- 0.7%
J P Morgan Exchange Traded FULTRA SHRT ETF$21.8M
- Class
- ULTRA SHRT ETF
- Share
- 0.7%
JPMORGAN Chase & COCOM$21.4M
- Class
- COM
- Share
- 0.6%
Meta Platforms Inc.CL A$19M
- Class
- CL A
- Share
- 0.6%
iShares TRU.S. REAL ES ETF$18.5M
- Class
- U.S. REAL ES ETF
- Share
- 0.6%
Visa Inc.COM CL A$16.8M
- Class
- COM CL A
- Share
- 0.5%
Pgim ETF TRPGIM ULTRA SH BD$15.4M
- Class
- PGIM ULTRA SH BD
- Share
- 0.5%
Broadcom Inc.COM$14.7M
- Class
- COM
- Share
- 0.4%
Parker-hannifin Corp.COM$14.7M
- Class
- COM
- Share
- 0.4%
Palo Alto Networks Inc.COM$14.6M
- Class
- COM
- Share
- 0.4%
iShares TRESG AW MSCI EAFE$13.6M
- Class
- ESG AW MSCI EAFE
- Share
- 0.4%
Union Pac Corp.COM$12.9M
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$12.7M
- Class
- CL A
- Share
- 0.4%
TJX Cos Inc. NewCOM$12.6M
- Class
- COM
- Share
- 0.4%
Johnson & JohnsonCOM$12.3M
- Class
- COM
- Share
- 0.4%
Snowflake Inc.COM SHS$11.3M
- Class
- COM SHS
- Share
- 0.3%
Vanguard BD Index FdsSHORT TRM BOND$10.9M
- Class
- SHORT TRM BOND
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$10.5M
- Class
- SMALL CP ETF
- Share
- 0.3%
Eli Lilly & COCOM$10.5M
- Class
- COM
- Share
- 0.3%
ASML Hldg NVN Y REGISTRY SHS$10.2M
- Class
- N Y REGISTRY SHS
- Share
- 0.3%
Chevron CorporationCOM$9.85M
- Class
- COM
- Share
- 0.3%
Berkshire Hathaway Inc. DelCL B NEW$9.84M
- Class
- CL B NEW
- Share
- 0.3%
iShares TRESG AWR US AGRGT$9.38M
- Class
- ESG AWR US AGRGT
- Share
- 0.3%
Ecolab Inc.COM$8.82M
- Class
- COM
- Share
- 0.3%
Blackrock Inc.COM$8.79M
- Class
- COM
- Share
- 0.3%
American Elec Pwr CO Inc.COM$8.21M
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 214 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1009209
- File number
- 028-05390
- Options
- 0 call, 0 put
- In the 25 largest
- 79.7%
- Prior quarter
- $2.97B at 31 March 2026
- Positions opened
- 22
- Positions closed
- 12
Common questions
What are Sand Hill Global Advisors’ 13F holdings worth?
$3.32 billion across 214 positions for the quarter ended 30 June 2026.
What is Sand Hill Global Advisors’ largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $354 million, or 10.6% of reported 13F value, as of 30 June 2026.
How concentrated is Sand Hill Global Advisors’ 13F portfolio?
The ten largest positions accounted for 56.8% of reported value and the twenty-five largest for 79.7%, across 214 positions as of 30 June 2026.
Does Form 13F show everything Sand Hill Global Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sand Hill Global Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.