Q2 2026 13F · SEC CIK 1009209

Sand Hill Global Advisors, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.3B
Reported positions: 214
Top holdings a year, 3 yrs: +16.0%
Assets under management: $4.4B

Sand Hill Global Advisors, LLC is a wealth manager that reported 214 positions worth $3.3B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard S&p 500 ETF (VOO, 10.6%), iShs MSCI EAFE (EFA, 9.4%), Spdr S&p 500 ETF Tr (SPY, 7.3%). A portfolio copying its top holdings returned 16.0% a year over the last 3 years, against 20.4% for the S&P 500.

Sand Hill Global Advisors, LLC holdings largest 50 of 214 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sand Hill Global Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	10.6%	10.6%	514,982	-2.1%	$353.7M
EFAiShs MSCI EAFE	9.4%	9.9%	2,996,113	-0.8%	$311.2M
SPYSpdr S&p 500 ETF Tr	7.3%	7.3%	323,543	-2.6%	$241.6M
VNQVanguard Real Estate ETF	5.1%	5.2%	1,754,412	+0.7%	$169.2M
SPLGSpdr Series Trust	4.8%	4.7%	1,812,084	-1.7%	$159.2M
IWMIshares	4.4%	4.7%	481,468	-14.6%	$144.7M
VWOVanguard Intl Equity Index F	4.3%	5.9%	2,419,156	-25.1%	$144.4M
IJHIshares Tr	4.2%	5.3%	1,811,344	-22.9%	$139.7M
BONDPimco ETF Tr	3.5%	3.3%	1,243,907	+16.8%	$114.7M
VBKVanguard Small Cap Growth ETF	3.3%	3.2%	296,997	-5.5%	$108.6M
ACWXIshares Tr	3.0%	3.0%	1,291,719	+0.1%	$98.3M
EEMIshares	2.6%	—	1,279,350	—	$87.5M
QQQInvesco Qqq Tr	2.6%	2.4%	117,449	-5.6%	$86.5M
VGITVanguard Intermediate Treasury ETF	2.4%	2.5%	1,360,880	+7.1%	$80.3M
AGGIshares Tr	2.2%	2.2%	722,961	+9.4%	$71.6M
IVVIshares Core S&p 500 ETF	1.6%	1.6%	69,045	-5.2%	$51.7M
AAPLApple Inc	1.5%	1.4%	168,159	+2.5%	$48.7M
NVDANvidia Corporation Com	1.2%	1.2%	206,926	-0.8%	$41.4M
GOOGLAlphabet Inc	1.1%	1.0%	101,056	-0.2%	$36.1M
AMZNAmazon Com Inc Com	0.9%	0.9%	127,690	+0.2%	$30.4M
MSFTMicrosoft Corp	0.9%	0.9%	79,441	+4.3%	$29.6M
ESMLIshares Tr	0.8%	0.7%	457,065	-3.2%	$25.6M
ESGUIshares Msci Usa Esg	0.8%	0.7%	154,912	-1.5%	$25.4M
ICSHIshares Tr	0.7%	0.6%	480,554	+47.4%	$24.3M
VEAVanguard Tax-Managed Fds	0.7%	0.7%	314,123	-2.4%	$22.4M
JPSTJ P Morgan Exchange Traded Fd	0.7%	0.5%	431,876	+50.4%	$21.8M
JPMJpmorgan Chase & Co	0.6%	0.7%	65,525	-0.2%	$21.4M
METAMeta Platforms Inc Class A	0.6%	0.7%	33,704	-0.7%	$19.0M
IYRiShares US Real Estate ETF	0.6%	0.6%	180,587	-2.4%	$18.5M
VVisa Inc Com Cl A	0.5%	0.5%	49,014	+1.1%	$16.8M
PULSPgim Ultra Short Bond ETF	0.5%	0.5%	310,228	+7.2%	$15.4M
AVGOBroadcom Inc	0.4%	0.4%	38,970	-0.3%	$14.7M
PHParker-Hannifin Corp	0.4%	0.5%	15,019	-0.8%	$14.7M
PANWPalo Alto Networks Inc	0.4%	—	42,826	—	$14.6M
ESGDIshares Msci Eafe Esg	0.4%	0.4%	132,543	+0.7%	$13.6M
UNPUnion Pac Corp	0.4%	—	47,506	—	$12.9M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	17	+0.0%	$12.7M
TJXTjx Cos Inc New Com	0.4%	0.5%	83,497	-1.1%	$12.6M
JNJJohnson & Johnson	0.4%	0.4%	48,282	-1.6%	$12.3M
SNOWSnowflake Inc	0.3%	—	44,489	—	$11.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.3%	0.4%	139,513	-0.1%	$10.9M
VBVanguard Indx Fd	0.3%	0.3%	34,748	-1.8%	$10.5M
LLYLilly Eli & Co	0.3%	0.3%	8,749	+1.8%	$10.5M
ASMLAsml Hldg NV	0.3%	—	5,142	—	$10.2M
CVXChevron Corp New	0.3%	0.4%	59,409	-3.4%	$9.8M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	19,665	-3.2%	$9.8M
EAGGIshares Tr	0.3%	0.3%	197,858	-5.5%	$9.4M
ECLEcolab Inc	0.3%	0.3%	31,651	-0.5%	$8.8M
BLKBlackrock Inc	0.3%	0.3%	9,143	-0.1%	$8.8M
AEPAmerican Elec Pwr Co Inc	0.2%	0.3%	60,029	-1.1%	$8.2M

What Sand Hill Global Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JPST J P Morgan Exchange Traded Fd+50.4% shares
ICSH Ishares Tr+47.4% shares
BOND Pimco ETF Tr+16.8% shares
AGG Ishares Tr+9.4% shares
PULS Pgim Ultra Short Bond ETF+7.2% shares
VGIT Vanguard Intermediate Treasury ETF+7.1% shares

Reduced

VWO Vanguard Intl Equity Index F-25.1% shares
IJH Ishares Tr-22.9% shares
IWM Ishares-14.6% shares
QQQ Invesco Qqq Tr-5.6% shares
VBK Vanguard Small Cap Growth ETF-5.5% shares
EAGG Ishares Tr-5.5% shares
IVV Ishares Core S&p 500 ETF-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +16.0% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.3B	214
Q1 2026	$3.0B	204
Q4 2025	$2.9B	197
Q3 2025	$2.8B	199
Q2 2025	$2.7B	202
Q1 2025	$2.4B	194
Q4 2024	$2.4B	188
Q3 2024	$2.4B	195
Q2 2024	$2.2B	189
Q1 2024	$2.1B	162
Q4 2023	$2.1B	161
Q3 2023	$1.8B	152

Questions about Sand Hill Global Advisors, LLC's portfolio

What stocks does Sand Hill Global Advisors, LLC own?

Sand Hill Global Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 214 positions worth $3.3B. The largest are Vanguard S&p 500 ETF (VOO) at 10.6%, iShs MSCI EAFE (EFA) at 9.4%, Spdr S&p 500 ETF Tr (SPY) at 7.3%, Vanguard Real Estate ETF (VNQ) at 5.1% and Spdr Series Trust (SPLG) at 4.8%.

What did Sand Hill Global Advisors, LLC buy last quarter?

In Q2 2026, Sand Hill Global Advisors, LLC added J P Morgan Exchange Traded Fd (JPST) (+50.4% shares), Ishares Tr (ICSH) (+47.4% shares) and Pimco ETF Tr (BOND) (+16.8% shares), compared with its Q1 2026 filing.

What did Sand Hill Global Advisors, LLC sell last quarter?

In Q2 2026, Sand Hill Global Advisors, LLC cut from its top 50 Cme Group Inc (CME), cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Waste Mgmt Inc Del (WM), Vanguard Intl Equity Index F (VWO) (-25.1% shares), Ishares Tr (IJH) (-22.9% shares) and Ishares (IWM) (-14.6% shares), compared with its Q1 2026 filing.

How has Sand Hill Global Advisors, LLC's portfolio performed?

A portfolio copying Sand Hill Global Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is Sand Hill Global Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sand Hill Global Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sand Hill Global Advisors, LLC manage?

Sand Hill Global Advisors, LLC reported $4.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.3B.