Holders — by stockHoldings — by fund
Sand Hill Global Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001009209
$3.32B
disclosed book value
214
positions
10.6%
largest position share
Positions, as of 2026-06-30
top 100 of 214 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 514,982 | $353.7M | 10.6% |
| 2 | EFAISHARES TR | 3.0M | $311.2M | 9.4% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 323,543 | $241.6M | 7.3% |
| 4 | VNQVANGUARD INDEX FDS | 1.8M | $169.2M | 5.1% |
| 5 | SPYMSPDR SERIES TRUST | 1.8M | $159.2M | 4.8% |
| 6 | IWMISHARES TR | 481,468 | $144.7M | 4.4% |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 2.4M | $144.4M | 4.3% |
| 8 | IJHISHARES TR | 1.8M | $139.7M | 4.2% |
| 9 | BONDPIMCO ETF TR | 1.2M | $114.7M | 3.5% |
| 10 | VBKVANGUARD INDEX FDS | 296,997 | $108.6M | 3.3% |
| 11 | ACWXISHARES TR | 1.3M | $98.3M | 3% |
| 12 | EEMISHARES TR | 1.3M | $87.5M | 2.6% |
| 13 | QQQINVESCO QQQ TR | 117,449 | $86.5M | 2.6% |
| 14 | VGITVANGUARD SCOTTSDALE FDS | 1.4M | $80.3M | 2.4% |
| 15 | AGGISHARES TR | 722,961 | $71.6M | 2.2% |
| 16 | IVVISHARES TR | 69,045 | $51.7M | 1.6% |
| 17 | AAPLAPPLE INC | 168,159 | $48.7M | 1.5% |
| 18 | NVDANVIDIA CORPORATION | 206,926 | $41.4M | 1.2% |
| 19 | GOOGLALPHABET INC | 101,056 | $36.1M | 1.1% |
| 20 | AMZNAMAZON COM INC | 127,690 | $30.4M | 0.9% |
| 21 | MSFTMICROSOFT CORP | 79,441 | $29.6M | 0.9% |
| 22 | ESMLISHARES TR | 457,065 | $25.6M | 0.8% |
| 23 | ESGUISHARES TR | 154,912 | $25.4M | 0.8% |
| 24 | ICSHISHARES TR | 480,554 | $24.3M | 0.7% |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 314,123 | $22.4M | 0.7% |
| 26 | JPSTJ P MORGAN EXCHANGE TRADED F | 431,876 | $21.8M | 0.7% |
| 27 | JPMJPMORGAN CHASE & CO | 65,525 | $21.4M | 0.6% |
| 28 | METAMETA PLATFORMS INC | 33,704 | $19.0M | 0.6% |
| 29 | IYRISHARES TR | 180,587 | $18.5M | 0.6% |
| 30 | VVISA INC | 49,014 | $16.8M | 0.5% |
| 31 | PULSPGIM ETF TR | 310,228 | $15.4M | 0.5% |
| 32 | AVGOBROADCOM INC | 38,970 | $14.7M | 0.4% |
| 33 | PHPARKER-HANNIFIN CORP | 15,019 | $14.7M | 0.4% |
| 34 | PANWPALO ALTO NETWORKS INC | 42,826 | $14.6M | 0.4% |
| 35 | ESGDISHARES TR | 132,543 | $13.6M | 0.4% |
| 36 | UNPUNION PAC CORP | 47,506 | $12.9M | 0.4% |
| 37 | BRK/ABERKSHIRE HATHAWAY INC DEL | 17 | $12.7M | 0.4% |
| 38 | TJXTJX COS INC NEW | 83,497 | $12.6M | 0.4% |
| 39 | JNJJOHNSON & JOHNSON | 48,282 | $12.3M | 0.4% |
| 40 | SNOWSNOWFLAKE INC | 44,489 | $11.3M | 0.3% |
| 41 | BSVVANGUARD BD INDEX FDS | 139,513 | $10.9M | 0.3% |
| 42 | VBVANGUARD INDEX FDS | 34,748 | $10.5M | 0.3% |
| 43 | LLYELI LILLY & CO | 8,749 | $10.5M | 0.3% |
| 44 | ASML HLDG NV | 5,142 | $10.2M | 0.3% |
| 45 | CVXCHEVRON CORPORATION | 59,409 | $9.8M | 0.3% |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,665 | $9.8M | 0.3% |
| 47 | EAGGISHARES TR | 197,858 | $9.4M | 0.3% |
| 48 | ECLECOLAB INC | 31,651 | $8.8M | 0.3% |
| 49 | BLKBLACKROCK INC | 9,143 | $8.8M | 0.3% |
| 50 | AEPAMERICAN ELEC PWR CO INC | 60,029 | $8.2M | 0.2% |
| 51 | DASHDOORDASH INC | 44,386 | $8.2M | 0.2% |
| 52 | PWRQUANTA SVCS INC | 11,172 | $8.0M | 0.2% |
| 53 | MDYSTATE STR SPDR S&P MIDCAP 40 | 11,309 | $8.0M | 0.2% |
| 54 | PGPROCTER & GAMBLE CO | 54,122 | $7.9M | 0.2% |
| 55 | RTXRTX CORPORATION | 41,425 | $7.9M | 0.2% |
| 56 | CMECME GROUP INC | 35,549 | $7.9M | 0.2% |
| 57 | VTIVANGUARD INDEX FDS | 20,334 | $7.5M | 0.2% |
| 58 | TSLATESLA INC | 17,705 | $7.4M | 0.2% |
| 59 | SYKSTRYKER CORPORATION | 22,942 | $7.2M | 0.2% |
| 60 | EATON CORP PLC | 16,820 | $7.2M | 0.2% |
| 61 | NEARISHARES U S ETF TR | 141,314 | $7.2M | 0.2% |
| 62 | WMWASTE MGMT INC DEL | 31,242 | $7.0M | 0.2% |
| 63 | CDNSCADENCE DESIGN SYSTEM INC | 18,459 | $6.9M | 0.2% |
| 64 | GOOGALPHABET INC | 17,671 | $6.2M | 0.2% |
| 65 | BKNGBOOKING HOLDINGS INC | 34,018 | $6.1M | 0.2% |
| 66 | VCSHVANGUARD SCOTTSDALE FDS | 76,186 | $6.0M | 0.2% |
| 67 | ADSKAUTODESK INC | 30,282 | $5.9M | 0.2% |
| 68 | DISDISNEY WALT CO | 61,038 | $5.9M | 0.2% |
| 69 | PLDPROLOGIS INC. | 41,616 | $5.6M | 0.2% |
| 70 | ACWIISHARES TR | 35,154 | $5.5M | 0.2% |
| 71 | AMATAPPLIED MATLS INC | 7,400 | $5.4M | 0.2% |
| 72 | IWBISHARES TR | 12,994 | $5.3M | 0.2% |
| 73 | LNGCHENIERE ENERGY INC | 22,187 | $5.3M | 0.2% |
| 74 | WYNNWYNN RESORTS LTD | 54,232 | $5.3M | 0.2% |
| 75 | ESGEISHARES INC | 92,355 | $5.1M | 0.2% |
| 76 | ETRENTERGY CORP NEW | 43,630 | $5.0M | 0.2% |
| 77 | SCHOSCHWAB STRATEGIC TR | 201,936 | $4.9M | 0.1% |
| 78 | MUBISHARES TR | 44,687 | $4.8M | 0.1% |
| 79 | SCHXSCHWAB STRATEGIC TR | 160,379 | $4.7M | 0.1% |
| 80 | NEMNEWMONT CORP | 49,788 | $4.7M | 0.1% |
| 81 | VGSRMANAGER DIRECTED PORTFOLIOS | 404,502 | $4.6M | 0.1% |
| 82 | DFUSDIMENSIONAL ETF TRUST | 54,731 | $4.5M | 0.1% |
| 83 | CRMSALESFORCE INC | 26,752 | $4.2M | 0.1% |
| 84 | CMFISHARES TR | 71,158 | $4.1M | 0.1% |
| 85 | TGTTARGET CORP | 31,088 | $4.1M | 0.1% |
| 86 | IWVISHARES TR | 9,385 | $4.0M | 0.1% |
| 87 | AJGGALLAGHER ARTHUR J & CO | 17,197 | $3.9M | 0.1% |
| 88 | HONHONEYWELL INTL INC | 16,247 | $3.6M | 0.1% |
| 89 | NFLXNETFLIX INC. | 50,693 | $3.6M | 0.1% |
| 90 | HONAHONEYWELL AEROSPACE INC | 16,251 | $3.6M | 0.1% |
| 91 | QQMGINVESCO EXCH TRADED FD TR II | 69,826 | $3.6M | 0.1% |
| 92 | IWOISHARES TR | 9,012 | $3.6M | 0.1% |
| 93 | CBRECBRE GROUP INC | 26,218 | $3.5M | 0.1% |
| 94 | COSTCOSTCO WHOLESALE CORPORATION | 3,642 | $3.4M | 0.1% |
| 95 | SCHFSCHWAB STRATEGIC TR | 122,753 | $3.4M | 0.1% |
| 96 | MUNIPIMCO ETF TR | 62,339 | $3.3M | 0.1% |
| 97 | WDCWESTERN DIGITAL CORP | 4,731 | $3.0M | 0.1% |
| 98 | VRSKVERISK ANALYTICS INC | 16,348 | $2.9M | 0.1% |
| 99 | VRTXVERTEX PHARMACEUTICALS INC | 5,885 | $2.9M | 0.1% |
| 100 | HDHOME DEPOT INC | 8,160 | $2.9M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.