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Sand Hill Global Advisors, LLC — 13F Holdings & Portfolio

CIK 1009209 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Sand Hill Global Advisors, LLC manages $3.32B in 13F-reported U.S. long-equity assets across 214 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (10.65%), EFA (9.37%), SPY (7.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions and exited 12; 115 existing positions rose in reported value and 33 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$3.32B

Long-equity book

Holdings
214

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+22 / −12 / ↑115 / ↓33

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO10.6% · -2%EFA9.4% · -1%SPY7.3% · -3%VNQ5.1% · +1%SPYM4.8% · -2%IWM4.4% · -15%VWO4.3% · -25%IJH4.2% · -23%BOND3.5% · +17%VBK3.3% · -6%ACWX3.0% · +0%EEM2.6% · +978%QQQ2.6% · -6%VGIT2.4% · +7%AGG2.2% · +9%IVV1.6% · -5%AAPL1.5% · +2%NVDA1.2% · -1%GOOGL1.1% · -0%AMZN0.9% · +0%MSFT0.9% · +4%ESML0.8% · -3%ESGU0.8% · -2%ICSH0.7% · +47%VEA0.7% · -2%JPST0.7% · +50%JPM0.6% · -0%META0.6% · -1%IYR0.6% · -2%V0.5% · +1%PULS0.5% · +7%AVGO0.4% · -0%PH0.4% · -1%PANW0.4% · -0%ESGD0.4% · +1%UNP0.4% · +2011%BRK.A0.4% · 0%TJX0.4% · -1%JNJ0.4% · -2%SNOW0.3% · +53%BSV0.3% · -0%VB0.3% · -2%LLY0.3% · +2%ASML0.3% · +2155%CVX0.3% · -3%BRK.B0.3% · -3%EAGG0.3% · -6%ECL0.3% · -0%BLK0.3% · -0%AEP0.2% · -1%DASH0.2% · 0%PWR0.2% · -9%MDY0.2% · -5%PG0.2% · -2%RTX0.2% · +1221%CME0.2% · -3%VTI0.2% · -2%TSLA0.2% · -3%SYK0.2% · +0%ETN0.2% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$4.39B
Discretionary
$4.33B
Employees
33
Accounts
2,153
Address
245 LYTTON AVENUE
SUITE 300
PALO ALTO, CA 94301
Phone
(650) 854-9150
Website
Name Title / Status Ownership Type
CRAUN, ANTHONY, DONALD ControlCHIEF OPERATING OFFICER
since Jun 2009
5–10%Individual
CRAVEN, SARA, KATHLEEN ControlCHIEF WEALTH MANAGER
since Jun 2009
5–10%Individual
DOMBKOWSKI, BRIAN, EUGENE ControlCHIEF EXECUTIVE OFFICER
since Feb 2010
10–25%Individual
VINGIELLO, BRENDA, ANN ControlCHIEF INVESTMENT OFFICER
since Jun 2012
5–10%Individual
ABADIE, JEFFREY, LOUISSENIOR WEALTH MANAGER
since Jun 2009
5–10%Individual
BRESLIN, MEGAN, SHEASENIOR WEALTH MANAGER
since Jun 2022
Less than 5%Individual
CODY, ELIZABETH, RUFFALOSENIOR WEALTH MANAGER
since Jun 2020
Less than 5%Individual
CURTS, CAROLINE, ALMACHIEF COMPLIANCE OFFICER
since Mar 2018
Less than 5%Individual
DATERS, MEGHAN, DEGROOTSENIOR PORTFOLIO MANAGER
since Jun 2021
Less than 5%Individual
HOFFMANN, JANET, LYNNSENIOR WEALTH MANAGER
since Nov 2019
Less than 5%Individual
PETERSON, STEPHEN, FORDSENIOR WEALTH MANAGER
since Jun 2009
5–10%Individual
STRAHS, MARK, FRANCISSENIOR PORTFOLIO MANAGER
since Jun 2017
5–10%Individual
SUN, KRISTIN, MICHELLESENIOR WEALTH MANAGER
since Jun 2018
5–10%Individual
WILLIAMS, KIMBERLEIGH, ANNESENIOR WEALTH MANAGER
since Jun 2009
5–10%Individual
Ownership & leadership changes · 13 filings with changes since Nov 22, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2025 filing
  • ChangedHOFFMANN, JANET, LYNN · ownership 5–10% → Less than 5%
  • ChangedSUN, KRISTIN, MICHELLE · ownership Less than 5% → 5–10%
Mar 30, 2023 filing
  • AddedBRESLIN, MEGAN, SHEA · SENIOR WEALTH MANAGER · Less than 5%
  • ChangedCRAVEN, SARA, KATHLEEN · ownership 10–25% → 5–10%
Mar 31, 2022 filing
  • AddedDATERS, MEGHAN, DEGROOT · SENIOR PORTFOLIO MANAGER · Less than 5%
Mar 30, 2021 filing
  • No longer listedWILLIAMS, JANE, HYDE · CHAIRMAN · 5–10% · listed since Mar 1982
  • AddedCODY, ELIZABETH, RUFFALO · SENIOR WEALTH MANAGER · Less than 5%
  • ChangedHOFFMANN, JANET, LYNN · ownership Less than 5% → 5–10%
  • ChangedPETERSON, STEPHEN, FORD · ownership 10–25% → 5–10%
  • ChangedSUN, KRISTIN, MICHELLE · ownership 5–10% → Less than 5%
  • ChangedVINGIELLO, BRENDA, ANN · ownership 10–25% → 5–10%
Nov 27, 2019 filing
  • No longer listedHUTCHINSON, ROBERT, SCOTT · SENIOR PORTFOLIO MANAGER · Less than 5% · listed since Jun 2017
  • AddedHOFFMANN, JANET, LYNN · SENIOR WEALTH MANAGER · Less than 5%
Mar 28, 2019 filing
  • No longer listedLEE, CYNTHIA, Y. · MANAGING DIRECTOR · Less than 5% · control person · listed since Jun 2009
  • AddedSUN, KRISTIN, MICHELLE · SENIOR WEALTH MANAGER · 5–10%
  • ChangedSTRAHS, MARK, FRANCIS · ownership Less than 5% → 5–10%
Mar 29, 2018 filing
  • AddedCURTS, CAROLINE, ALMA · CHIEF COMPLIANCE OFFICER · Less than 5%
  • AddedHUTCHINSON, ROBERT, SCOTT · SENIOR PORTFOLIO MANAGER · Less than 5%
  • AddedSTRAHS, MARK, FRANCIS · SENIOR PORTFOLIO MANAGER · Less than 5%
  • ChangedABADIE, JEFFREY, LOUIS · title SR. WEALTH MANAGER → SENIOR WEALTH MANAGER
  • ChangedCRAUN, ANTHONY, DONALD · now a control person
  • ChangedCRAVEN, SARA, KATHLEEN · now a control person
  • ChangedDOMBKOWSKI, BRIAN, EUGENE · title CEO → CHIEF EXECUTIVE OFFICER
  • ChangedLEE, CYNTHIA, Y. · title CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR; now a control person
  • ChangedPETERSON, STEPHEN, FORD · title SR. WEALTH MANAGER → SENIOR WEALTH MANAGER
  • ChangedVINGIELLO, BRENDA, ANN · now a control person
  • ChangedWILLIAMS, JANE, HYDE · ownership 10–25% → 5–10%; no longer a control person
  • ChangedWILLIAMS, KIMBERLEIGH, ANNE · title SR. WEALTH MANAGER → SENIOR WEALTH MANAGER
Mar 27, 2017 filing
  • No longer listedCREIGHTON, JANE, ELLEN · MANAGING DIRECTOR, SR. WEALTH MANAGER · Less than 5% · listed since Jun 1984
  • ChangedCRAUN, ANTHONY, DONALD · title DIRECTOR OF OPERATIONS → CHIEF OPERATING OFFICER
  • ChangedCRAVEN, SARA, KATHLEEN · title SR. WEALTH MANAGER → CHIEF WEALTH MANAGER
  • ChangedDOMBKOWSKI, BRIAN, EUGENE · title CEO, CO- CHIEF INVESTMENT OFFICER → CEO
  • ChangedVINGIELLO, BRENDA, ANN · title CO-CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER
Mar 28, 2016 filing
  • ChangedCRAVEN, SARA, KATHLEEN · ownership 5–10% → 10–25%
  • ChangedDOMBKOWSKI, BRIAN, EUGENE · title CEO, CHIEF INVESTMENT OFFICER → CEO, CO- CHIEF INVESTMENT OFFICER
  • ChangedWILLIAMS, KIMBERLEIGH, ANNE · ownership 10–25% → 5–10%
Mar 16, 2015 filing
  • ChangedABADIE, JEFFREY, LOUIS · title SENIOR WEALTH MANAGER → SR. WEALTH MANAGER
  • ChangedCREIGHTON, JANE, ELLEN · ownership 5–10% → Less than 5%
  • ChangedVINGIELLO, BRENDA, ANN · title SR. PORTFOLIO MANAGER → CO-CHIEF INVESTMENT OFFICER
Older changes (4 more filings)
Jan 22, 2014 filing
  • ChangedABADIE, JEFFREY, LOUIS · title SENIOR WEALTH ADVISOR → SENIOR WEALTH MANAGER
  • ChangedCRAVEN, SARA, KATHLEEN · title SR. PORTFOLIO MANAGER → SR. WEALTH MANAGER
  • ChangedCREIGHTON, JANE, ELLEN · title MANAGING DIRECTOR, SR. WEALTH ADVISOR → MANAGING DIRECTOR, SR. WEALTH MANAGER; no longer a control person
  • ChangedDOMBKOWSKI, BRIAN, EUGENE · title PRESIDENT, CHIEF INVESTMENT OFFICER → CEO, CHIEF INVESTMENT OFFICER
  • ChangedPETERSON, STEPHEN, FORD · title SR. WEALTH ADVISOR → SR. WEALTH MANAGER
  • ChangedVINGIELLO, BRENDA, ANN · ownership 5–10% → 10–25%
  • ChangedWILLIAMS, JANE, HYDE · title CEO → CHAIRMAN
  • ChangedWILLIAMS, KIMBERLEIGH, ANNE · title SR. WEALTH ADVISOR → SR. WEALTH MANAGER; ownership 5–10% → 10–25%
Mar 19, 2013 filing
  • ChangedABADIE, JEFFREY, LOUIS · title WEALTH ADVISOR → SENIOR WEALTH ADVISOR
  • ChangedCRAUN, ANTHONY, DONALD · title DIRECTOR CLIENT SERVICE → DIRECTOR OF OPERATIONS
Aug 2, 2012 filing
  • No longer listedSCOTT, TYLER, J. · SR. PORTFOLIO MANAGER · 5–10% · listed since Jun 2009
  • AddedVINGIELLO, BRENDA, ANN · SR. PORTFOLIO MANAGER · 5–10%
Nov 22, 2011 filing (earliest on record)
  • ListedABADIE, JEFFREY, LOUIS · WEALTH ADVISOR · 5–10%
  • ListedCRAUN, ANTHONY, DONALD · DIRECTOR CLIENT SERVICE · 5–10%
  • ListedCRAVEN, SARA, KATHLEEN · SR. PORTFOLIO MANAGER · 5–10%
  • ListedCREIGHTON, JANE, ELLEN · MANAGING DIRECTOR, SR. WEALTH ADVISOR · 5–10% · control person
  • ListedDOMBKOWSKI, BRIAN, EUGENE · PRESIDENT, CHIEF INVESTMENT OFFICER · 10–25% · control person
  • ListedLEE, CYNTHIA, Y. · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedPETERSON, STEPHEN, FORD · SR. WEALTH ADVISOR · 10–25%
  • ListedSCOTT, TYLER, J. · SR. PORTFOLIO MANAGER · 5–10%
  • ListedWILLIAMS, JANE, HYDE · CEO · 10–25% · control person
  • ListedWILLIAMS, KIMBERLEIGH, ANNE · SR. WEALTH ADVISOR · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Sand Hill Global Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $353.7M 10.65% 514,982 SH
2 ISHARES TR EFA 464287465 $311.2M 9.37% 2,996,113 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $241.6M 7.27% 323,543 SH
4 VANGUARD INDEX FDS VNQ 922908553 $169.2M 5.09% 1,754,412 SH
5 SPDR SERIES TRUST SPYM 78464A854 $159.2M 4.79% 1,812,084 SH
6 ISHARES TR IWM 464287655 $144.7M 4.36% 481,468 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $144.4M 4.35% 2,419,156 SH
8 ISHARES TR IJH 464287507 $139.7M 4.21% 1,811,344 SH
9 PIMCO ETF TR BOND 72201R775 $114.7M 3.45% 1,243,907 SH
10 VANGUARD INDEX FDS VBK 922908595 $108.6M 3.27% 296,997 SH
11 ISHARES TR ACWX 464288240 $98.3M 2.96% 1,291,719 SH
12 ISHARES TR EEM 464287234 $87.5M 2.64% 1,279,350 SH
13 INVESCO QQQ TR QQQ 46090E103 $86.5M 2.60% 117,449 SH
14 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $80.3M 2.42% 1,360,880 SH
15 ISHARES TR AGG 464287226 $71.6M 2.15% 722,961 SH
16 ISHARES TR IVV 464287200 $51.7M 1.56% 69,045 SH
17 APPLE INC AAPL 037833100 $48.7M 1.46% 168,159 SH
18 NVIDIA CORPORATION NVDA 67066G104 $41.4M 1.25% 206,926 SH
19 ALPHABET INC GOOGL 02079K305 $36.1M 1.09% 101,056 SH
20 AMAZON COM INC AMZN 023135106 $30.4M 0.92% 127,690 SH
21 MICROSOFT CORP MSFT 594918104 $29.6M 0.89% 79,441 SH
22 ISHARES TR ESML 46435U663 $25.6M 0.77% 457,065 SH
23 ISHARES TR ESGU 46435G425 $25.4M 0.76% 154,912 SH
24 ISHARES TR ICSH 46434V878 $24.3M 0.73% 480,554 SH
25 VANGUARD TAX-MANAGED FDS VEA 921943858 $22.4M 0.67% 314,123 SH
26 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $21.8M 0.66% 431,876 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $21.4M 0.65% 65,525 SH
28 META PLATFORMS INC META 30303M102 $19.0M 0.57% 33,704 SH
29 ISHARES TR IYR 464287739 $18.5M 0.56% 180,587 SH
30 VISA INC V 92826C839 $16.8M 0.51% 49,014 SH
31 PGIM ETF TR PULS 69344A107 $15.4M 0.46% 310,228 SH
32 BROADCOM INC AVGO 11135F101 $14.7M 0.44% 38,970 SH
33 PARKER-HANNIFIN CORP PH 701094104 $14.7M 0.44% 15,019 SH
34 PALO ALTO NETWORKS INC PANW 697435105 $14.6M 0.44% 42,826 SH
35 ISHARES TR ESGD 46435G516 $13.6M 0.41% 132,543 SH
36 UNION PAC CORP UNP 907818108 $12.9M 0.39% 47,506 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $12.7M 0.38% 17 SH
38 TJX COS INC NEW TJX 872540109 $12.6M 0.38% 83,497 SH
39 JOHNSON & JOHNSON JNJ 478160104 $12.3M 0.37% 48,282 SH
40 SNOWFLAKE INC SNOW 833445109 $11.3M 0.34% 44,489 SH
41 VANGUARD BD INDEX FDS BSV 921937827 $10.9M 0.33% 139,513 SH
42 VANGUARD INDEX FDS VB 922908751 $10.5M 0.32% 34,748 SH
43 ELI LILLY & CO LLY 532457108 $10.5M 0.32% 8,749 SH
44 ASML HLDG NV ASML N07059210 $10.2M 0.31% 5,142 SH
45 CHEVRON CORPORATION CVX 166764100 $9.8M 0.30% 59,409 SH
46 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.8M 0.30% 19,665 SH
47 ISHARES TR EAGG 46435U549 $9.4M 0.28% 197,858 SH
48 ECOLAB INC ECL 278865100 $8.8M 0.27% 31,651 SH
49 BLACKROCK INC BLK 09290D101 $8.8M 0.26% 9,143 SH
50 AMERICAN ELEC PWR CO INC AEP 025537101 $8.2M 0.25% 60,029 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $3.32B 214 0001580642-26-005119
2026-03-31 2026-05-14 $2.97B 204 0001580642-26-003176
2025-12-31 2026-02-12 $2.87B 207 0001580642-26-001025
2025-09-30 2025-11-12 $2.84B 199 0001580642-25-007219
Filer Information
Address
245 LYTTON AVENUE
SUITE 300
PALO ALTO, CA 94301
Phone
(650) 854-9150
Filing Manager
Sand Hill Global Advisors, LLC
Palo Alto, CA
Signatory
Caroline Curts
Chief Compliance Officer