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Sand Hill Global Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2024: $2,371,563,377
- Dec 31, 2024: $2,362,732,307
- Mar 31, 2025: $2,427,702,370
- Jun 30, 2025: $2,693,784,117
- Sep 30, 2025: $2,840,880,434
- Dec 31, 2025: $2,865,610,938
- Mar 31, 2026: $2,972,107,243
- Jun 30, 2026: $3,321,438,480
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $353,695,047
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $311,236,220
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $241,612,555
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $169,177,922
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $159,245,919
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $144,657,202
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $144,399,444
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $139,672,763
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $114,700,628
- VANGUARD INDEX FDS · SML CP GRW ETF · 922908595 · shares: $108,611,875
Reported holdings
214 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 37,922 shares | $2,781,579 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 14,238 shares | $2,712,624 |
| ORACLE CORP | COM | 68389X105 | — | 18,177 shares | $2,663,797 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 33,026 shares | $2,660,905 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 7,600 shares | $2,613,716 |
| AEHR TEST SYS | COM | 00760J108 | — | 25,700 shares | $2,468,742 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 13,868 shares | $1,895,971 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 22,506 shares | $1,884,838 |
| MCDONALDS CORP | COM | 580135101 | — | 6,943 shares | $1,876,762 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 7,626 shares | $1,804,398 |
| PROGRESSIVE CORP | COM | 743315103 | — | 7,977 shares | $1,742,576 |
| ABBVIE INC | COM | 00287Y109 | — | 6,617 shares | $1,665,102 |
| CISCO SYS INC | COM | 17275R102 | — | 12,724 shares | $1,494,561 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | — | 15,359 shares | $1,468,474 |
| EVERPURE INC | CL A | 74624M102 | — | 18,000 shares | $1,418,220 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 3,805 shares | $1,392,164 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,854 shares | $1,362,985 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 8,153 shares | $1,293,555 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 10,336 shares | $1,283,421 |
| YUM BRANDS INC | COM | 988498101 | — | 7,494 shares | $1,197,991 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 3,114 shares | $1,147,135 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 24,744 shares | $1,097,644 |
| EA SERIES TRUST | JLEN 500 JEW ETF | 02072Q846 | — | 33,779 shares | $1,064,508 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 17,432 shares | $1,014,553 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 19,808 shares | $1,003,374 |
| QUALCOMM INC | COM | 747525103 | — | 5,230 shares | $966,452 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 19,894 shares | $957,299 |
| BANK MONTREAL MEDIUM | COM | 063671101 | — | 5,411 shares | $956,124 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 9,489 shares | $954,593 |
| COCA COLA CO | COM | 191216100 | — | 11,544 shares | $938,181 |
| CATERPILLAR INC | COM | 149123101 | — | 871 shares | $927,528 |
| AFLAC INC | COM | 001055102 | — | 7,693 shares | $902,004 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 23,792 shares | $862,698 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,916 shares | $819,983 |
| WELLS FARGO & CO | COM | 949746101 | — | 9,686 shares | $800,451 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 8,173 shares | $789,357 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 25,367 shares | $788,916 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,520 shares | $780,848 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 6,553 shares | $764,539 |
| LOWES COS INC | COM | 548661107 | — | 3,356 shares | $739,964 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 55,298 shares | $738,781 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,617 shares | $604,321 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 7,924 shares | $581,688 |
| COUPANG INC | CL A | 22266T109 | — | 33,107 shares | $575,069 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 8,128 shares | $568,147 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 6,045 shares | $557,772 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 4,440 shares | $552,454 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,050 shares | $548,510 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | — | 6,516 shares | $535,615 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 9,276 shares | $534,947 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 5,865 shares | $532,182 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 2,294 shares | $513,741 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 2,116 shares | $512,982 |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | 14020Y201 | — | 18,645 shares | $512,178 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 6,722 shares | $507,578 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 11,970 shares | $479,039 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 3,038 shares | $468,820 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 5,623 shares | $462,617 |
| GE VERNOVA INC | COM | 36828A101 | — | 390 shares | $458,195 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 5,519 shares | $457,163 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 3,812 shares | $455,610 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 434 shares | $438,935 |
| DANAHER CORP DEL | COM | 235851102 | — | 2,288 shares | $435,723 |
| 3M CO | COM | 88579Y101 | — | 2,678 shares | $433,595 |
| INTEL CORP | COM | 458140100 | — | 3,102 shares | $433,115 |
| PEPSICO INC | COM | 713448108 | — | 3,192 shares | $432,197 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 5,890 shares | $425,022 |
| LINDE PLC | SHS | G54950103 | — | 792 shares | $411,000 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 1,323 shares | $400,829 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,194 shares | $396,917 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 5,410 shares | $387,356 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,121 shares | $379,178 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 10,061 shares | $367,528 |
| CVB FINL CORP | COM | 126600105 | — | 16,025 shares | $361,364 |
| S&P GLOBAL INC | COM | 78409V104 | — | 885 shares | $360,425 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,191 shares | $355,001 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 2,291 shares | $339,787 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 579 shares | $336,341 |
| MAPLEBEAR INC | COM | 565394103 | — | 6,965 shares | $329,793 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,496 shares | $312,724 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 4,417 shares | $309,102 |
| WALMART INC | COM | 931142103 | — | 2,676 shares | $303,084 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,313 shares | $302,735 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,702 shares | $300,097 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,287 shares | $293,880 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 7,559 shares | $287,678 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,802 shares | $281,653 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 12,335 shares | $280,991 |
| FASTENAL CO | COM | 311900104 | — | 5,830 shares | $280,015 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 549 shares | $275,247 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 2,752 shares | $265,403 |
| AMGEN INC | COM | 031162100 | — | 729 shares | $263,985 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 2,990 shares | $262,432 |
| STARBUCKS CORP | COM | 855244109 | — | 2,565 shares | $262,107 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 3,057 shares | $261,355 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 336 shares | $256,415 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734K109 | — | 1,821 shares | $254,709 |
| ISHARES TR | US REGNL BKS ETF | 464288778 | — | 4,090 shares | $254,439 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 220 shares | $253,944 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 1,971 shares | $248,346 |