Sand Hill Global Advisors, LLC holds a focused book of 214 stocks worth $3.3B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sand Hill Global Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $764.0B |
| MORGAN STANLEY | 80 / 80 | $590.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $550.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $433.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $172.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $170.9B |
| UBS Group AG | 80 / 80 | $151.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $110.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Sand Hill Global Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $353.7M | 515.0K | 10.6% | ▼−2.1% Reduced · −11K sh | |
| 2 | Ishares TR MSCI EAFE ETF | $311.2M | 3.00M | 9.4% | ▼−0.8% Reduced · −24K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $241.6M | 323.5K | 7.3% | ▼−2.6% Reduced · −9K sh | |
| 4 | Vanguard Index FDS REAL ESTATE ETF | $169.2M | 1.75M | 5.1% | ▲+0.7% Added · +13K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $159.2M | 1.81M | 4.8% | ▼−1.7% Reduced · −31K sh | |
| 6 | Ishares TR RUSSELL 2000 ETF | $144.7M | 481.5K | 4.4% | ▼−15% Reduced · −82K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $144.4M | 2.42M | 4.3% | ▼−25% Reduced · −809K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $139.7M | 1.81M | 4.2% | ▼−23% Reduced · −538K sh | |
| 9 | Pimco ETF TR ACTIVE BD ETF | $114.7M | 1.24M | 3.5% | ▲+17% Added · +179K sh | |
| 10 | Vanguard Index FDS SML CP GRW ETF | $108.6M | 297.0K | 3.3% | ▼−5.5% Reduced · −17K sh | |
| 11 | Ishares TR MSCI ACWI EX US | $98.3M | 1.29M | 3.0% | ▲+0.1% Added · +998 sh | |
| 12 | Ishares TR MSCI EMG MKT ETF | $87.5M | 1.28M | 2.6% | ▲11× Added · +1.2M sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $86.5M | 117.4K | 2.6% | ▼−5.6% Reduced · −7K sh | |
| 14 | Vanguard Scottsdale FDS INTER TERM TREAS | $80.3M | 1.36M | 2.4% | ▲+7.0% Added · +90K sh | |
| 15 | Ishares TR CORE US AGGBD ET | $71.6M | 723.0K | 2.2% | ▲+9.4% Added · +62K sh | |
| 16 | Ishares TR CORE S&P500 ETF | $51.7M | 69.0K | 1.6% | ▼−5.2% Reduced · −4K sh | |
| 17 | Apple Inc COM | $48.7M | 168.2K | 1.5% | ▲+2.5% Added · +4K sh | |
| 18 | Nvidia Corporation COM | $41.4M | 206.9K | 1.2% | ▼−0.8% Reduced · −2K sh | |
| 19 | Alphabet Inc CAP STK CL A | $36.1M | 101.1K | 1.1% | ▼−0.2% Reduced · −222 sh | |
| 20 | Amazon Com Inc COM | $30.4M | 127.7K | 0.9% | ▲+0.1% Added · +194 sh | |
| 21 | Microsoft Corp COM | $29.6M | 79.4K | 0.9% | ▲+4.3% Added · +3K sh | |
| 22 | Ishares TR ESG AWARE MSCI | $25.6M | 457.1K | 0.8% | ▼−3.2% Reduced · −15K sh | |
| 23 | Ishares TR ESG AWR MSCI USA | $25.4M | 154.9K | 0.8% | ▼−1.5% Reduced · −2K sh | |
| 24 | Ishares TR ULTRA SHORT DUR | $24.3M | 480.6K | 0.7% | ▲+47% Added · +154K sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $22.4M | 314.1K | 0.7% | ▼−2.4% Reduced · −8K sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $21.8M | 431.9K | 0.7% | ▲+50% Added · +145K sh | |
| 27 | JPMorgan Chase & Co COM | $21.4M | 65.5K | 0.6% | ▼−0.2% Reduced · −148 sh | |
| 28 | Meta Platforms Inc CL A | $19.0M | 33.7K | 0.6% | ▼−0.7% Reduced · −237 sh | |
| 29 | Ishares TR U.S. REAL ES ETF | $18.5M | 180.6K | 0.6% | ▼−2.4% Reduced · −4K sh | |
| 30 | Visa Inc COM CL A | $16.8M | 49.0K | 0.5% | ▲+1.1% Added · +539 sh | |
| 31 | Pgim ETF TR PGIM ULTRA SH BD | $15.4M | 310.2K | 0.5% | ▲+7.2% Added · +21K sh | |
| 32 | Broadcom Inc COM | $14.7M | 39.0K | 0.4% | ▼−0.3% Reduced · −133 sh | |
| 33 | Parker-Hannifin Corp COM | $14.7M | 15.0K | 0.4% | ▼−0.8% Reduced · −119 sh | |
| 34 | Palo Alto Networks Inc COM | $14.6M | 42.8K | 0.4% | ▼−0.2% Reduced · −94 sh | |
| 35 | Ishares TR ESG AW MSCI EAFE | $13.6M | 132.5K | 0.4% | ▲+0.7% Added · +951 sh | |
| 36 | Union Pac Corp COM | $12.9M | 47.5K | 0.4% | ▲21× Added · +45K sh | |
| 37 | Berkshire Hathaway Inc Del CL A | $12.7M | 17 | 0.4% | —Held | |
| 38 | TJX Cos Inc New COM | $12.6M | 83.5K | 0.4% | ▼−1.1% Reduced · −965 sh | |
| 39 | Johnson & Johnson COM | $12.3M | 48.3K | 0.4% | ▼−1.6% Reduced · −761 sh | |
| 40 | Snowflake Inc COM SHS | $11.3M | 44.5K | 0.3% | ▲+53% Added · +15K sh | |
| 41 | Vanguard BD Index FDS SHORT TRM BOND | $10.9M | 139.5K | 0.3% | ▼−0.1% Reduced · −109 sh | |
| 42 | Vanguard Index FDS SMALL CP ETF | $10.5M | 34.7K | 0.3% | ▼−1.8% Reduced · −651 sh | |
| 43 | Eli Lilly & Co COM | $10.5M | 8.7K | 0.3% | ▲+1.8% Added · +156 sh | |
| 44 | ASML Hldg NV N Y REGISTRY SHS | $10.2M | 5.1K | 0.3% | ▲23× Added · +5K sh | |
| 45 | Chevron Corporation COM | $9.8M | 59.4K | 0.3% | ▼−3.4% Reduced · −2K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $9.8M | 19.7K | 0.3% | ▼−3.1% Reduced · −640 sh | |
| 47 | Ishares TR ESG AWR US AGRGT | $9.4M | 197.9K | 0.3% | ▼−5.5% Reduced · −11K sh | |
| 48 | Ecolab Inc COM | $8.8M | 31.7K | 0.3% | ▼−0.5% Reduced · −156 sh | |
| 49 | BlackRock Inc COM | $8.8M | 9.1K | 0.3% | ▼−0.1% Reduced · −7 sh | |
| 50 | American Elec PWR Co Inc COM | $8.2M | 60.0K | 0.2% | ▼−1.1% Reduced · −669 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1009209/holdings"
Use Arkolith to show Sand Hill Global Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 214 | $3.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 204 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 207 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 199 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 202 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 194 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 188 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 195 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 189 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 163 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 162 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 153 | $1.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 153 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 155 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 160 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 155 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 154 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 151 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 177 | $1.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 175 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 160 | $1.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 140 | $1.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 139 | $1.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 10, 2020 | 131 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.