Sand Hill Global Advisors, LLC

Est. AUM

$2.97B

13F long equity, this entity only

Positions

204

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$314.3M	525971	10.57%	SOLE
2	ISHARES TR	MSCI EAFE ETF	$293.4M	3020430	9.87%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$216.1M	332226	7.27%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$174.5M	3228121	5.87%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$158.6M	2349194	5.34%	SOLE
6	VANGUARD INDEX FDS	REAL ESTATE ETF	$154.5M	1741408	5.20%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$141.1M	1843291	4.75%	SOLE
8	ISHARES TR	RUSSELL 2000 ETF	$139.8M	563866	4.71%	SOLE
9	PIMCO ETF TR	ACTIVE BD ETF	$98.3M	1065087	3.31%	SOLE
10	VANGUARD INDEX FDS	SML CP GRW ETF	$95.0M	314286	3.20%	SOLE
11	ISHARES TR	MSCI ACWI EX US	$88.4M	1290721	2.97%	SOLE
12	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$75.7M	1271182	2.55%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$71.8M	124414	2.42%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$65.6M	660811	2.21%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$47.6M	72845	1.60%	SOLE
16	APPLE INC	COM	$41.7M	164127	1.40%	SOLE
17	NVIDIA CORPORATION	COM	$36.4M	208628	1.22%	SOLE
18	ALPHABET INC	CAP STK CL A	$29.1M	101278	0.98%	SOLE
19	MICROSOFT CORP	COM	$28.2M	76135	0.95%	SOLE
20	AMAZON COM INC	COM	$26.6M	127496	0.89%	SOLE
21	ISHARES TR	ESG AWR MSCI USA	$22.2M	157309	0.75%	SOLE
22	ISHARES TR	ESG AWARE MSCI	$22.2M	472402	0.75%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.6M	321897	0.69%	SOLE
24	META PLATFORMS INC	CL A	$19.4M	33941	0.65%	SOLE
25	JPMORGAN CHASE & CO	COM	$19.3M	65673	0.65%	SOLE
26	ISHARES TR	U.S. REAL ES ETF	$17.5M	185028	0.59%	SOLE
27	ISHARES TR	ULTRA SHORT DUR	$16.5M	326082	0.56%	SOLE
28	VISA INC	COM CL A	$14.7M	48475	0.49%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.5M	287134	0.49%	SOLE
30	PGIM ETF TR	PGIM ULTRA SH BD	$14.3M	289424	0.48%	SOLE
31	PARKER-HANNIFIN CORP	COM	$13.6M	15138	0.46%	SOLE
32	TJX COS INC NEW	COM	$13.5M	84462	0.45%	SOLE
33	CHEVRON CORPORATION	COM	$12.7M	61484	0.43%	SOLE
34	ISHARES TR	ESG AW MSCI EAFE	$12.6M	131592	0.42%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL A	$12.2M	17	0.41%	SOLE
36	BROADCOM INC	COM	$12.1M	39103	0.41%	SOLE
37	JOHNSON & JOHNSON	COM	$12.0M	49043	0.40%	SOLE
38	VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.9M	139622	0.37%	SOLE
39	CME GROUP INC	COM	$10.8M	36693	0.36%	SOLE
40	ISHARES TR	ESG AWR US AGRGT	$10.0M	209264	0.33%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.7M	20305	0.33%	SOLE
42	VANGUARD INDEX FDS	SMALL CP ETF	$9.3M	35399	0.31%	SOLE
43	BLACKROCK INC	COM	$8.8M	9150	0.30%	SOLE
44	ECOLAB INC	COM	$8.5M	31807	0.28%	SOLE
45	PROCTER & GAMBLE CO	COM	$8.0M	55350	0.27%	SOLE
46	AMERICAN ELEC PWR CO INC	COM	$8.0M	60698	0.27%	SOLE
47	ELI LILLY & CO	COM	$7.9M	8593	0.27%	SOLE
48	HONEYWELL INTL INC	COM	$7.5M	33403	0.25%	SOLE
49	STRYKER CORPORATION	COM	$7.5M	22879	0.25%	SOLE
50	WASTE MGMT INC DEL	COM	$7.3M	31904	0.25%	SOLE

1–50 of 204

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.