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Sand Hill Global Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2024: $2,371,563,377
- Dec 31, 2024: $2,362,732,307
- Mar 31, 2025: $2,427,702,370
- Jun 30, 2025: $2,693,784,117
- Sep 30, 2025: $2,840,880,434
- Dec 31, 2025: $2,865,610,938
- Mar 31, 2026: $2,972,107,243
- Jun 30, 2026: $3,321,438,480
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $353,695,047
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $311,236,220
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $241,612,555
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $169,177,922
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $159,245,919
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $144,657,202
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $144,399,444
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $139,672,763
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $114,700,628
- VANGUARD INDEX FDS · SML CP GRW ETF · 922908595 · shares: $108,611,875
Reported holdings
214 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 514,982 shares | $353,695,047 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 2,996,113 shares | $311,236,220 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 323,543 shares | $241,612,555 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 1,754,412 shares | $169,177,922 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 1,812,084 shares | $159,245,919 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 481,468 shares | $144,657,202 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 2,419,156 shares | $144,399,444 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 1,811,344 shares | $139,672,763 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 1,243,907 shares | $114,700,628 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 296,997 shares | $108,611,875 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 1,291,719 shares | $98,312,729 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 1,279,350 shares | $87,520,334 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 117,449 shares | $86,489,523 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 1,360,880 shares | $80,264,727 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 722,961 shares | $71,558,672 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 69,045 shares | $51,706,898 |
| APPLE INC | COM | 037833100 | — | 168,159 shares | $48,658,552 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 206,926 shares | $41,403,848 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 101,056 shares | $36,114,226 |
| AMAZON COM INC | COM | 023135106 | — | 127,690 shares | $30,433,697 |
| MICROSOFT CORP | COM | 594918104 | — | 79,441 shares | $29,633,232 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 457,065 shares | $25,563,650 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 154,912 shares | $25,354,447 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 480,554 shares | $24,306,421 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 314,123 shares | $22,381,256 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 431,876 shares | $21,839,969 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 65,525 shares | $21,448,437 |
| META PLATFORMS INC | CL A | 30303M102 | — | 33,704 shares | $18,985,232 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 180,587 shares | $18,465,056 |
| VISA INC | COM CL A | 92826C839 | — | 49,014 shares | $16,816,249 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 310,228 shares | $15,371,797 |
| BROADCOM INC | COM | 11135F101 | — | 38,970 shares | $14,721,048 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 15,019 shares | $14,690,776 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 42,826 shares | $14,604,523 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 132,543 shares | $13,626,773 |
| UNION PAC CORP | COM | 907818108 | — | 47,506 shares | $12,921,632 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 17 shares | $12,730,450 |
| TJX COS INC NEW | COM | 872540109 | — | 83,497 shares | $12,649,796 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 48,282 shares | $12,262,153 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 44,489 shares | $11,322,522 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 139,513 shares | $10,869,458 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 34,748 shares | $10,532,913 |
| ELI LILLY & CO | COM | 532457108 | — | 8,749 shares | $10,493,450 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 5,142 shares | $10,229,700 |
| CHEVRON CORPORATION | COM | 166764100 | — | 59,409 shares | $9,847,615 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 19,665 shares | $9,840,286 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 197,858 shares | $9,380,448 |
| ECOLAB INC | COM | 278865100 | — | 31,651 shares | $8,818,312 |
| BLACKROCK INC | COM | 09290D101 | — | 9,143 shares | $8,791,707 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 60,029 shares | $8,212,583 |
| DOORDASH INC | CL A | 25809K105 | — | 44,386 shares | $8,190,549 |
| QUANTA SVCS INC | COM | 74762E102 | — | 11,172 shares | $8,044,287 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 11,309 shares | $7,954,412 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 54,122 shares | $7,936,520 |
| RTX CORPORATION | COM | 75513E101 | — | 41,425 shares | $7,859,565 |
| CME GROUP INC | COM | 12572Q105 | — | 35,549 shares | $7,850,359 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 20,334 shares | $7,524,214 |
| TESLA INC | COM | 88160R101 | — | 17,705 shares | $7,446,517 |
| STRYKER CORPORATION | COM | 863667101 | — | 22,942 shares | $7,222,988 |
| EATON CORP PLC | SHS | G29183103 | — | 16,820 shares | $7,167,178 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 141,314 shares | $7,158,967 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 31,242 shares | $6,963,263 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 18,459 shares | $6,928,032 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 17,671 shares | $6,243,518 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 34,018 shares | $6,063,404 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 76,186 shares | $6,020,980 |
| AUTODESK INC | COM | 052769106 | — | 30,282 shares | $5,887,426 |
| DISNEY WALT CO | COM | 254687106 | — | 61,038 shares | $5,874,941 |
| PROLOGIS INC. | COM | 74340W103 | — | 41,616 shares | $5,637,720 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 35,154 shares | $5,518,123 |
| APPLIED MATLS INC | COM | 038222105 | — | 7,400 shares | $5,350,200 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 12,994 shares | $5,321,058 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 22,187 shares | $5,303,016 |
| WYNN RESORTS LTD | COM | 983134107 | — | 54,232 shares | $5,265,398 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 92,355 shares | $5,050,911 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 43,630 shares | $5,011,334 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 201,936 shares | $4,874,735 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 44,687 shares | $4,809,215 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 160,379 shares | $4,719,954 |
| NEWMONT CORP | COM | 651639106 | — | 49,788 shares | $4,650,168 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | — | 404,502 shares | $4,605,255 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 54,731 shares | $4,484,658 |
| SALESFORCE INC | COM | 79466L302 | — | 26,752 shares | $4,191,043 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 71,158 shares | $4,101,547 |
| TARGET CORP | COM | 87612E106 | — | 31,088 shares | $4,060,371 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 9,385 shares | $4,001,936 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 17,197 shares | $3,947,995 |
| HONEYWELL INTL INC | COM | 438516205 | — | 16,247 shares | $3,637,591 |
| NETFLIX INC. | COM | 64110L106 | — | 50,693 shares | $3,619,480 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 16,251 shares | $3,592,661 |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | 46138G540 | — | 69,826 shares | $3,577,186 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 9,012 shares | $3,550,368 |
| CBRE GROUP INC | CL A | 12504L109 | — | 26,218 shares | $3,531,302 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,642 shares | $3,407,163 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 122,753 shares | $3,400,258 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 62,339 shares | $3,279,031 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 4,731 shares | $3,021,784 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 16,348 shares | $2,934,956 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 5,885 shares | $2,923,355 |
| HOME DEPOT INC | COM | 437076102 | — | 8,160 shares | $2,877,692 |