Sand Hill Advisors

Sand Hill Global Advisors as of June 30, 2026

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 214 positions in its portfolio as reported in the June 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 $354M 515k 686.81
Ishares Tr Msci Eafe Etf (EFA) 9.4 $311M 3.0M 103.88
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.3 $242M 324k 746.77
Vanguard Index Fds Real Estate Etf (VNQ) 5.1 $169M 1.8M 96.43
Spdr Series Trust St Str P500etf (SPYM) 4.8 $159M 1.8M 87.88
Ishares Tr Russell 2000 Etf (IWM) 4.4 $145M 482k 300.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $144M 2.4M 59.69
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $140M 1.8M 77.11
Pimco Etf Tr Active Bd Etf (BOND) 3.5 $115M 1.2M 92.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.3 $109M 297k 365.70
Ishares Tr Msci Acwi Ex Us (ACWX) 3.0 $98M 1.3M 76.11
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $88M 1.3M 68.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $87M 117k 736.40
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $80M 1.4M 58.98
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $72M 723k 98.98
Ishares Tr Core S&p500 Etf (IVV) 1.6 $52M 69k 748.89
Apple (AAPL) 1.5 $49M 168k 289.36
NVIDIA Corporation (NVDA) 1.2 $41M 207k 200.09
Alphabet Cap Stk Cl A (GOOGL) 1.1 $36M 101k 357.37
Amazon (AMZN) 0.9 $30M 128k 238.34
Microsoft Corporation (MSFT) 0.9 $30M 79k 373.02
Ishares Tr Esg Aware Msci (ESML) 0.8 $26M 457k 55.93
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $25M 155k 163.67
Ishares Tr Ultra Short Dur (ICSH) 0.7 $24M 481k 50.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $22M 314k 71.25
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $22M 432k 50.57
JPMorgan Chase & Co. (JPM) 0.6 $21M 66k 327.33
Meta Platforms Cl A (META) 0.6 $19M 34k 563.29
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $19M 181k 102.25
Visa Com Cl A (V) 0.5 $17M 49k 343.09
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $15M 310k 49.55
Broadcom (AVGO) 0.4 $15M 39k 377.75
Parker-Hannifin Corporation (PH) 0.4 $15M 15k 978.15
Palo Alto Networks (PANW) 0.4 $15M 43k 341.02
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $14M 133k 102.81
Union Pacific Corporation (UNP) 0.4 $13M 48k 272.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $13M 17.00 748850.00
TJX Companies (TJX) 0.4 $13M 84k 151.50
Johnson & Johnson (JNJ) 0.4 $12M 48k 253.97
Snowflake Com Shs (SNOW) 0.3 $11M 45k 254.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $11M 140k 77.91
Vanguard Index Fds Small Cp Etf (VB) 0.3 $11M 35k 303.12
Eli Lilly & Co. (LLY) 0.3 $11M 8.7k 1199.39
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $10M 5.1k 1989.44
Chevron Corporation (CVX) 0.3 $9.8M 59k 165.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $9.8M 20k 500.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $9.4M 198k 47.41
Ecolab (ECL) 0.3 $8.8M 32k 278.61
Blackrock (BLK) 0.3 $8.8M 9.1k 961.58
American Electric Power Company (AEP) 0.2 $8.2M 60k 136.81
Doordash Cl A (DASH) 0.2 $8.2M 44k 184.53
Quanta Services (PWR) 0.2 $8.0M 11k 720.04
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $8.0M 11k 703.37
Procter & Gamble Company (PG) 0.2 $7.9M 54k 146.64
Raytheon Technologies Corp (RTX) 0.2 $7.9M 41k 189.73
Cme (CME) 0.2 $7.9M 36k 220.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $7.5M 20k 370.03
Tesla Motors (TSLA) 0.2 $7.4M 18k 420.59
Stryker Corporation (SYK) 0.2 $7.2M 23k 314.84
Eaton Corp SHS (ETN) 0.2 $7.2M 17k 426.11
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.2 $7.2M 141k 50.66
Waste Management (WM) 0.2 $7.0M 31k 222.88
Cadence Design Systems (CDNS) 0.2 $6.9M 19k 375.32
Alphabet Cap Stk Cl C (GOOG) 0.2 $6.2M 18k 353.32
Booking Holdings (BKNG) 0.2 $6.1M 34k 178.24
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.0M 76k 79.03
Autodesk (ADSK) 0.2 $5.9M 30k 194.42
Walt Disney Company (DIS) 0.2 $5.9M 61k 96.25
Prologis (PLD) 0.2 $5.6M 42k 135.47
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.5M 35k 156.97
Applied Materials (AMAT) 0.2 $5.4M 7.4k 723.00
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.3M 13k 409.50
Cheniere Energy Com New (LNG) 0.2 $5.3M 22k 239.01
Wynn Resorts (WYNN) 0.2 $5.3M 54k 97.09
Ishares Esg Awr Msci Em (ESGE) 0.2 $5.1M 92k 54.69
Entergy Corporation (ETR) 0.2 $5.0M 44k 114.86
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $4.9M 202k 24.14
Ishares Tr National Mun Etf (MUB) 0.1 $4.8M 45k 107.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.7M 160k 29.43
Newmont Mining Corporation (NEM) 0.1 $4.7M 50k 93.40
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $4.6M 405k 11.38
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $4.5M 55k 81.94
salesforce (CRM) 0.1 $4.2M 27k 156.66
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $4.1M 71k 57.64
Target Corporation (TGT) 0.1 $4.1M 31k 130.61
Ishares Tr Russell 3000 Etf (IWV) 0.1 $4.0M 9.4k 426.42
Arthur J. Gallagher & Co. (AJG) 0.1 $3.9M 17k 229.57
Honeywell International (HON) 0.1 $3.6M 16k 223.89
Netflix (NFLX) 0.1 $3.6M 51k 71.40
Honeywell Aerospace (HONA) 0.1 $3.6M 16k 221.07
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $3.6M 70k 51.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.6M 9.0k 393.96
Cbre Group Cl A (CBRE) 0.1 $3.5M 26k 134.69
Costco Wholesale Corporation (COST) 0.1 $3.4M 3.6k 935.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $3.4M 123k 27.70
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.3M 62k 52.60
Western Digital (WDC) 0.1 $3.0M 4.7k 638.72
Verisk Analytics (VRSK) 0.1 $2.9M 16k 179.53
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.9M 5.9k 496.75
Home Depot (HD) 0.1 $2.9M 8.2k 352.66
Carrier Global Corporation (CARR) 0.1 $2.8M 38k 73.35
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $2.7M 14k 190.52
Oracle Corporation (ORCL) 0.1 $2.7M 18k 146.55
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.7M 33k 80.57
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.6M 7.6k 343.91
Aehr Test Systems (AEHR) 0.1 $2.5M 26k 96.06
Exxon Mobil Corporation (XOM) 0.1 $1.9M 14k 136.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.9M 23k 83.75
McDonald's Corporation (MCD) 0.1 $1.9M 6.9k 270.31
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.8M 7.6k 236.61
Progressive Corporation (PGR) 0.1 $1.7M 8.0k 218.45
Abbvie (ABBV) 0.1 $1.7M 6.6k 251.64
Cisco Systems (CSCO) 0.0 $1.5M 13k 117.46
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.5M 15k 95.61
Everpure Cl A (P) 0.0 $1.4M 18k 78.79
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.4M 3.8k 365.88
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $1.4M 2.9k 477.57
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $1.3M 8.2k 158.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.3M 10k 124.17
Yum! Brands (YUM) 0.0 $1.2M 7.5k 159.86
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.1M 3.1k 368.38
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $1.1M 25k 44.36
Ea Series Trust Jlen 500 Jew Etf (TOV) 0.0 $1.1M 34k 31.51
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.0M 17k 58.20
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.0M 20k 50.66
Qualcomm (QCOM) 0.0 $967k 5.2k 184.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $957k 20k 48.12
Bank Of Montreal Cadcom (BMO) 0.0 $956k 5.4k 176.70
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $955k 9.5k 100.60
Coca-Cola Company (KO) 0.0 $938k 12k 81.27
Caterpillar (CAT) 0.0 $928k 871.00 1064.90
AFLAC Incorporated (AFL) 0.0 $902k 7.7k 117.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $863k 24k 36.26
International Business Machines (IBM) 0.0 $820k 2.9k 281.20
Wells Fargo & Company (WFC) 0.0 $801k 9.7k 82.64
Ishares Tr Core Msci Eafe (IEFA) 0.0 $789k 8.2k 96.58
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $789k 25k 31.10
Mastercard Incorporated Cl A (MA) 0.0 $781k 1.5k 513.72
Palantir Technologies Cl A (PLTR) 0.0 $765k 6.6k 116.67
Lowe's Companies (LOW) 0.0 $740k 3.4k 220.49
Nu Hldgs Ord Shs Cl A (NU) 0.0 $739k 55k 13.36
Ge Aerospace Com New (GE) 0.0 $604k 1.6k 373.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $582k 7.9k 73.41
Coupang Cl A (CPNG) 0.0 $575k 33k 17.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $568k 8.1k 69.90
Charles Schwab Corporation (SCHW) 0.0 $558k 6.0k 92.27
Accenture Plc Ireland Shs Class A (ACN) 0.0 $553k 4.4k 124.43
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $549k 1.1k 522.39
Western Alliance Bancorporation (WAL) 0.0 $536k 6.5k 82.20
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $535k 9.3k 57.67
Abbott Laboratories (ABT) 0.0 $532k 5.9k 90.74
Automatic Data Processing (ADP) 0.0 $514k 2.3k 223.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $513k 2.1k 242.43
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.0 $512k 19k 27.47
Ishares Gold Tr Ishares New (IAU) 0.0 $508k 6.7k 75.51
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $479k 12k 40.02
Ishares Tr Esg Optimized (SUSA) 0.0 $469k 3.0k 154.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $463k 5.6k 82.27
Ge Vernova (GEV) 0.0 $458k 390.00 1174.86
Ishares Core Msci Emkt (IEMG) 0.0 $457k 5.5k 82.83
Vanguard World Inf Tech Etf (VGT) 0.0 $456k 3.8k 119.52
Goldman Sachs (GS) 0.0 $439k 434.00 1011.37
Danaher Corporation (DHR) 0.0 $436k 2.3k 190.44
3M Company (MMM) 0.0 $434k 2.7k 161.91
Intel Corporation (INTC) 0.0 $433k 3.1k 139.62
Pepsi (PEP) 0.0 $432k 3.2k 135.40
Uber Technologies (UBER) 0.0 $425k 5.9k 72.16
Linde SHS (LIN) 0.0 $411k 792.00 518.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $401k 1.3k 302.97
Philip Morris International (PM) 0.0 $397k 2.2k 180.91
Otis Worldwide Corp (OTIS) 0.0 $387k 5.4k 71.60
American Express Company (AXP) 0.0 $379k 1.1k 338.25
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.0 $368k 10k 36.53
CVB Financial (CVBF) 0.0 $361k 16k 22.55
S&p Global (SPGI) 0.0 $360k 885.00 407.26
Texas Instruments Incorporated (TXN) 0.0 $355k 1.2k 298.07
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $340k 2.3k 148.31
Advanced Micro Devices (AMD) 0.0 $336k 579.00 580.90
Maplebear (CART) 0.0 $330k 7.0k 47.35
Morgan Stanley Com New (MS) 0.0 $313k 1.5k 209.04
New York Times Co Mtn Be Cl A (NYT) 0.0 $309k 4.4k 69.98
Wal-Mart Stores (WMT) 0.0 $303k 2.7k 113.26
Bank of America Corporation (BAC) 0.0 $303k 5.3k 56.98
Amphenol Corp Cl A (APH) 0.0 $300k 1.7k 176.32
Merck & Co (MRK) 0.0 $294k 2.3k 128.50
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $288k 7.6k 38.06
Ishares Tr Select Divid Etf (DVY) 0.0 $282k 1.8k 156.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $281k 12k 22.78
Fastenal Company (FAST) 0.0 $280k 5.8k 48.03
Thermo Fisher Scientific (TMO) 0.0 $275k 549.00 501.36
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $265k 2.8k 96.44
Amgen (AMGN) 0.0 $264k 729.00 362.12
Nextera Energy (NEE) 0.0 $262k 3.0k 87.77
Starbucks Corporation (SBUX) 0.0 $262k 2.6k 102.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $261k 3.1k 85.49
Crowdstrike Hldgs Cl A (CRWD) 0.0 $256k 336.00 763.14
First Tr Exchange-traded A Com Shs (FEX) 0.0 $255k 1.8k 139.87
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $254k 4.1k 62.21
Micron Technology (MU) 0.0 $254k 220.00 1154.29
Jacobs Engineering Group (J) 0.0 $248k 2.0k 126.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $248k 2.2k 114.20
Bruker Corporation (BRKR) 0.0 $241k 4.0k 60.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $237k 1.1k 212.68
Ishares Tr Ishares Biotech (IBB) 0.0 $226k 1.2k 190.19
Realty Income (O) 0.0 $223k 3.6k 61.96
Kkr & Co (KKR) 0.0 $219k 2.4k 91.78
Hercules Technology Growth Capital (HTGC) 0.0 $218k 14k 15.77
General Dynamics Corporation (GD) 0.0 $215k 608.00 354.24
Moody's Corporation (MCO) 0.0 $211k 466.00 452.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $210k 1.5k 137.53
Emcor (EME) 0.0 $204k 246.00 829.88
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $204k 2.1k 98.20
Expensify Com Cl A (EXFY) 0.0 $36k 20k 1.79
Pmv Pharmaceuticals (PMVP) 0.0 $17k 13k 1.34