Sand Hill Advisors

Sand Hill Global Advisors as of March 31, 2026

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $314M 526k 597.55
Ishares Tr Msci Eafe Etf (EFA) 9.9 $293M 3.0M 97.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.3 $216M 332k 650.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.9 $175M 3.2M 54.05
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $159M 2.3M 67.53
Vanguard Index Fds Real Estate Etf (VNQ) 5.2 $155M 1.7M 88.70
Spdr Series Trust State Street Spd (SPYM) 4.7 $141M 1.8M 76.54
Ishares Tr Russell 2000 Etf (IWM) 4.7 $140M 564k 248.00
Pimco Etf Tr Active Bd Etf (BOND) 3.3 $98M 1.1M 92.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $95M 314k 302.25
Ishares Tr Msci Acwi Ex Us (ACWX) 3.0 $88M 1.3M 68.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $76M 1.3M 59.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $72M 124k 577.18
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $66M 661k 99.27
Ishares Tr Core S&p500 Etf (IVV) 1.6 $48M 73k 653.21
Apple (AAPL) 1.4 $42M 164k 253.79
NVIDIA Corporation (NVDA) 1.2 $36M 209k 174.40
Alphabet Cap Stk Cl A (GOOGL) 1.0 $29M 101k 287.56
Microsoft Corporation (MSFT) 0.9 $28M 76k 370.17
Amazon (AMZN) 0.9 $27M 128k 208.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $22M 157k 141.42
Ishares Tr Esg Aware Msci (ESML) 0.7 $22M 472k 47.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $21M 322k 64.08
Meta Platforms Cl A (META) 0.7 $19M 34k 572.14
JPMorgan Chase & Co. (JPM) 0.6 $19M 66k 294.16
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $18M 185k 94.56
Ishares Tr Ultra Short Dur (ICSH) 0.6 $17M 326k 50.62
Visa Com Cl A (V) 0.5 $15M 49k 302.24
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $15M 287k 50.61
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $14M 289k 49.50
Parker-Hannifin Corporation (PH) 0.5 $14M 15k 895.26
TJX Companies (TJX) 0.5 $14M 85k 159.70
Chevron Corporation (CVX) 0.4 $13M 62k 206.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $13M 132k 95.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $12M 17.00 718140.00
Broadcom (AVGO) 0.4 $12M 39k 309.51
Johnson & Johnson (JNJ) 0.4 $12M 49k 244.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 140k 78.41
Cme (CME) 0.4 $11M 37k 295.35
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $10M 209k 47.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.7M 20k 479.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.3M 35k 261.92
Blackrock (BLK) 0.3 $8.8M 9.2k 961.73
Ecolab (ECL) 0.3 $8.5M 32k 266.02
Procter & Gamble Company (PG) 0.3 $8.0M 55k 144.44
American Electric Power Company (AEP) 0.3 $8.0M 61k 131.08
Eli Lilly & Co. (LLY) 0.3 $7.9M 8.6k 919.74
Honeywell International (HON) 0.3 $7.6M 33k 226.03
Stryker Corporation (SYK) 0.3 $7.5M 23k 328.58
Waste Management (WM) 0.2 $7.3M 32k 229.79
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $7.3M 12k 616.78
Autodesk (ADSK) 0.2 $7.3M 30k 239.40
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $7.2M 141k 50.84
Palo Alto Networks (PANW) 0.2 $6.9M 43k 160.32
Tesla Motors (TSLA) 0.2 $6.8M 18k 371.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.7M 119k 56.79
Quanta Services (PWR) 0.2 $6.7M 12k 549.02
Doordash Cl A (DASH) 0.2 $6.7M 44k 150.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.6M 21k 320.80
Cheniere Energy Com New (LNG) 0.2 $6.4M 23k 283.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.0M 76k 79.27
Eaton Corp SHS (ETN) 0.2 $6.0M 17k 357.66
Walt Disney Company (DIS) 0.2 $5.9M 62k 96.38
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.8M 42k 138.37
Wynn Resorts (WYNN) 0.2 $5.8M 57k 101.55
Booking Holdings (BKNG) 0.2 $5.8M 1.4k 4210.34
Prologis (PLD) 0.2 $5.6M 42k 132.18
Newmont Mining Corporation (NEM) 0.2 $5.4M 50k 108.25
Cadence Design Systems (CDNS) 0.2 $5.2M 19k 277.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $5.1M 18k 286.86
salesforce (CRM) 0.2 $5.1M 27k 186.67
Entergy Corporation (ETR) 0.2 $5.0M 44k 112.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.9M 202k 24.27
Netflix (NFLX) 0.2 $4.8M 50k 96.15
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.7M 104k 45.47
Ishares Tr National Mun Etf (MUB) 0.2 $4.7M 45k 106.15
Intuit (INTU) 0.2 $4.5M 10k 432.37
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.5M 13k 356.57
Snowflake Com Shs (SNOW) 0.1 $4.4M 29k 150.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.1M 160k 25.64
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $4.1M 397k 10.33
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.1M 57k 70.91
Arthur J. Gallagher & Co. (AJG) 0.1 $4.0M 19k 216.58
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $4.0M 70k 56.86
Verisk Analytics (VRSK) 0.1 $3.9M 21k 189.75
Target Corporation (TGT) 0.1 $3.8M 31k 121.20
Cbre Group Cl A (CBRE) 0.1 $3.7M 27k 135.46
Costco Wholesale Corporation (COST) 0.1 $3.6M 3.6k 996.48
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.6M 9.6k 370.70
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.3M 63k 52.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $3.0M 123k 24.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.8M 6.4k 446.55
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $2.8M 72k 39.56
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.8M 9.0k 313.81
Home Depot (HD) 0.1 $2.7M 8.3k 328.90
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.6M 9.0k 287.18
Exxon Mobil Corporation (XOM) 0.1 $2.5M 15k 169.67
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M 7.7k 298.85
Applied Materials (AMAT) 0.1 $2.1M 6.2k 341.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.7M 23k 75.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 7.7k 215.05
Progressive Corporation (PGR) 0.1 $1.6M 8.0k 198.24
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $1.6M 11k 146.61
Abbvie (ABBV) 0.1 $1.5M 7.0k 217.49
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.5M 11k 132.90
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.3M 14k 95.82
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.1M 23k 49.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.1M 2.6k 426.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.1M 19k 58.54
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.1M 3.5k 318.08
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M 2.5k 430.29
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.0M 26k 38.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $997k 2.9k 337.99
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $940k 9.5k 99.08
Cisco Systems (CSCO) 0.0 $931k 12k 77.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $930k 20k 46.74
Palantir Technologies Cl A (PLTR) 0.0 $907k 6.2k 146.28
Accenture Plc Ireland Shs Class A (ACN) 0.0 $881k 4.4k 198.29
Ea Series Trust Jlens 500 Jewish (TOV) 0.0 $877k 32k 27.34
AFLAC Incorporated (AFL) 0.0 $853k 7.8k 109.71
Nu Hldgs Ord Shs Cl A (NU) 0.0 $839k 58k 14.37
Lowe's Companies (LOW) 0.0 $822k 3.5k 236.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $784k 24k 32.95
Ishares Tr Core Msci Eafe (IEFA) 0.0 $740k 8.2k 90.53
Mastercard Incorporated Cl A (MA) 0.0 $734k 1.5k 499.78
Bank Of Montreal Cadcom (BMO) 0.0 $732k 5.4k 135.34
Coca-Cola Company (KO) 0.0 $732k 9.6k 76.05
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $707k 25k 27.85
International Business Machines (IBM) 0.0 $684k 2.8k 242.41
Abbott Laboratories (ABT) 0.0 $653k 6.4k 102.67
McDonald's Corporation (MCD) 0.0 $650k 2.1k 310.79
Caterpillar (CAT) 0.0 $633k 893.00 708.46
Coupang Cl A (CPNG) 0.0 $625k 33k 18.88
Raytheon Technologies Corp (RTX) 0.0 $605k 3.1k 192.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $584k 7.9k 73.64
Ishares Gold Tr Ishares New (IAU) 0.0 $578k 6.6k 88.16
Oracle Corporation (ORCL) 0.0 $573k 3.9k 147.10
Charles Schwab Corporation (SCHW) 0.0 $568k 6.0k 93.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $559k 2.6k 213.71
Union Pacific Corporation (UNP) 0.0 $546k 2.3k 242.62
Intuitive Surgical Com New (ISRG) 0.0 $527k 1.1k 460.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $508k 8.1k 62.45
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $490k 18k 27.15
Pepsi (PEP) 0.0 $490k 3.2k 155.29
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $486k 1.1k 463.19
Automatic Data Processing (ADP) 0.0 $473k 2.3k 203.18
Danaher Corporation (DHR) 0.0 $471k 2.5k 189.60
Spdr Series Trust State Street Spd (SPSM) 0.0 $448k 9.3k 48.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $441k 5.6k 78.41
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $432k 12k 36.11
Ge Aerospace Com New (GE) 0.0 $431k 1.5k 283.82
Uber Technologies (UBER) 0.0 $430k 6.0k 71.93
Wells Fargo & Company (WFC) 0.0 $426k 5.3k 79.62
Ishares Tr Esg Optimized (SUSA) 0.0 $401k 3.0k 132.12
Ishares Core Msci Emkt (IEMG) 0.0 $390k 5.6k 69.75
3M Company (MMM) 0.0 $389k 2.7k 145.23
New York Times Co Mtn Be Cl A (NYT) 0.0 $370k 4.4k 83.73
Linde SHS (LIN) 0.0 $369k 744.00 495.76
Goldman Sachs (GS) 0.0 $366k 433.00 845.99
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $340k 10k 33.77
American Express Company (AXP) 0.0 $331k 1.1k 302.48
Wal-Mart Stores (WMT) 0.0 $331k 2.7k 124.28
Vanguard World Inf Tech Etf (VGT) 0.0 $327k 469.00 697.72
Philip Morris International (PM) 0.0 $324k 2.0k 165.30
S&p Global (SPGI) 0.0 $320k 753.00 425.34
Ge Vernova (GEV) 0.0 $318k 365.00 872.33
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $313k 1.3k 237.62
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $301k 228.00 1320.83
Nextera Energy (NEE) 0.0 $297k 3.2k 92.87
Merck & Co (MRK) 0.0 $295k 2.4k 120.27
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $290k 13k 22.91
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $289k 2.3k 124.31
Ishares Tr Select Divid Etf (DVY) 0.0 $274k 1.8k 151.41
Fastenal Company (FAST) 0.0 $271k 5.8k 46.40
Amgen (AMGN) 0.0 $268k 762.00 351.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $266k 2.8k 93.93
Thermo Fisher Scientific (TMO) 0.0 $266k 541.00 491.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $265k 2.2k 118.45
Bank of America Corporation (BAC) 0.0 $264k 5.4k 48.75
Maplebear (CART) 0.0 $261k 7.0k 37.46
Jacobs Engineering Group (J) 0.0 $255k 2.0k 127.28
Texas Instruments Incorporated (TXN) 0.0 $253k 1.3k 194.14
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $251k 2.1k 118.62
Northrop Grumman Corporation (NOC) 0.0 $248k 363.00 682.24
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $245k 7.6k 32.43
ConocoPhillips (COP) 0.0 $239k 1.8k 131.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $236k 3.1k 77.11
Morgan Stanley Com New (MS) 0.0 $233k 1.4k 164.57
Starbucks Corporation (SBUX) 0.0 $232k 2.6k 89.60
Coursera (COUR) 0.0 $231k 40k 5.82
First Tr Exchange-traded A Com Shs (FEX) 0.0 $222k 1.8k 121.93
Kkr & Co (KKR) 0.0 $220k 2.4k 92.50
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $220k 4.1k 53.84
Realty Income (O) 0.0 $220k 3.6k 61.18
Amphenol Corp Cl A (APH) 0.0 $215k 1.7k 126.35
Duke Energy Corp Com New (DUK) 0.0 $211k 1.6k 130.93
Hologic 0.0 $208k 2.7k 75.59
Apollo Global Mgmt (APO) 0.0 $207k 1.9k 111.44
Moody's Corporation (MCO) 0.0 $206k 471.00 436.25
Hercules Technology Growth Capital (HTGC) 0.0 $204k 14k 14.77
Bristol Myers Squibb (BMY) 0.0 $203k 3.4k 60.65
Nike CL B (NKE) 0.0 $200k 3.8k 52.83
Expensify Com Cl A (EXFY) 0.0 $18k 20k 0.87
Pmv Pharmaceuticals (PMVP) 0.0 $16k 13k 1.24