13F Insight
DOSSIER · 13F-HR · Q3 2026

Sand Hill Global Advisors, LLC

$3.4B in tracked AUM across 221 positions as of Q3 2026.

SH
CIK 0001009209 · last filed Sep 30, 2026
Total AUM
$3.4B
as of Q3 2026
Holdings
221
+7 QoQ
positions
Whale Score
58
58
tracked
Activity
184
+16 new, −9 sold
changes this Q
AI Analysis · Q3 2026

Sand Hill Global Advisors, LLC filed its latest 13F-HR for Q3 2026. 184 position changes this quarter — 16 new, 9 exited, 84 added, 75 trimmed.

Quarter at a glance — Q3 2026

184 material changes this filing.

TRIM
BONDPIMCO ETF TR
-74K sh
$-13M
3.0%
ADD
MSFTMICROSOFT CORP
+808 sh
+$12M
1.2%
ADD
IWMISHARES TR
+4K sh
$-10M
4.0%
ADD
VOOVANGUARD INDEX FDS
+3K sh
+$10M
10.8%
ADD
VNQVANGUARD INDEX FDS
+32K sh
$-9M
4.8%
ADD
IJHISHARES TR
+10K sh
$-9M
3.9%
TRIM
VGITVANGUARD SCOTTSDALE FDS
-87K sh
$-8M
2.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$363M518K10.8%02
EFA
ISHARES TR
$315M3.0M9.4%03
SPY
STATE STR SPDR S&P 500 ETF T
$248M325K7.4%04
SPYM
SPDR SERIES TRUST
$163M1.8M4.8%05
VNQ
VANGUARD INDEX FDS
$160M1.8M4.8%06
VWO
VANGUARD INTL EQUITY INDEX F
$146M2.5M4.3%07
IWM
ISHARES TR
$135M485K4.0%08
IJH
ISHARES TR
$131M1.8M3.9%09
VBK
VANGUARD INDEX FDS
$102M303K3.0%10
BOND
PIMCO ETF TR
$102M1.2M3.0%

Filing history

2026Q3Sep 30
$3.4B▲ 1.3%
221 positionsView →2026Q2Jun 30
$3.3B▲ 11.8%
214 positionsView →2026Q1Mar 31
$3.0B▲ 3.7%
204 positionsView →2025Q4Dec 31
$2.9B▲ 0.9%
207 positionsView →2025Q3Sep 30
$2.8B▲ 5.5%
199 positionsLocked2025Q2Jun 30
$2.7B▲ 11.0%
202 positionsLocked2025Q1Mar 31
$2.4B▲ 2.7%
194 positionsLocked2024Q4Dec 31
$2.4B▼ 0.4%
188 positionsLocked2024Q3Sep 30
$2.4B▲ 7.7%
195 positionsLocked2024Q2Jun 30
$2.2B▲ 4.5%
189 positionsLocked2024Q1Mar 31
$2.1B▲ 1.5%
163 positionsLocked2023Q4Dec 31
$2.1B▲ 14.5%
162 positionsLocked
Showing 12 of 84