Sand Hill Advisors

Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sand Hill Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 199 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.7 $305M -6% 498k 612.38
 View chart
Ishares Tr Msci Eafe Etf (EFA) 9.3 $265M 2.8M 93.37
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.2 $232M -4% 349k 666.18
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $170M 3.1M 54.18
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 5.2 $148M +89% 1.6M 91.42
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $148M 2.3M 65.26
 View chart
Ishares Tr Russell 2000 Etf (IWM) 5.0 $141M -4% 583k 241.96
 View chart
Spdr Series Trust Portfolio S&p500 (SPLG) 4.6 $131M 1.7M 78.34
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $91M 306k 297.62
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $79M 132k 600.37
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $68M 1.1M 60.03
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $67M +3% 667k 100.25
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.8 $51M -9% 76k 669.30
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 1.7 $50M 532k 93.35
 View chart
NVIDIA Corporation (NVDA) 1.6 $44M -2% 236k 186.58
 View chart
Apple (AAPL) 1.3 $37M 144k 254.63
 View chart
Microsoft Corporation (MSFT) 1.2 $35M 67k 517.95
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.0 $28M -2% 114k 243.10
 View chart
Amazon (AMZN) 1.0 $27M -2% 124k 219.57
 View chart
JPMorgan Chase & Co. (JPM) 0.9 $25M -6% 79k 315.43
 View chart
Meta Platforms Cl A (META) 0.9 $25M -2% 34k 734.38
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $24M -4% 161k 145.60
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $20M 328k 59.92
 View chart
Doximity Cl A (DOCS) 0.6 $18M 240k 73.15
 View chart
Visa Com Cl A (V) 0.6 $17M -6% 49k 341.38
 View chart
Ishares Tr Ultra Short Dur (ICSH) 0.6 $16M -68% 315k 50.75
 View chart
Veeva Sys Cl A Com (VEEV) 0.6 $16M 53k 297.91
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $15M +8% 158k 97.08
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $14M +65% 283k 50.73
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $14M 19.00 754200.00
 View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $14M +66% 286k 49.83
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.5 $14M 302k 45.08
 View chart
TJX Companies (TJX) 0.4 $13M -4% 87k 144.54
 View chart
Doordash Cl A (DASH) 0.4 $12M -14% 44k 271.99
 View chart
Parker-Hannifin Corporation (PH) 0.4 $12M 16k 758.13
 View chart
Broadcom (AVGO) 0.4 $12M -3% 36k 329.91
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $12M +3% 126k 92.98
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 137k 78.91
 View chart
Zoom Communications Cl A (ZM) 0.4 $11M +5% 130k 82.50
 View chart
Blackrock (BLK) 0.4 $11M -3% 9.0k 1165.91
 View chart
Cme (CME) 0.4 $10M -2% 38k 270.19
 View chart
Chevron Corporation (CVX) 0.3 $9.7M 63k 155.29
 View chart
Autodesk (ADSK) 0.3 $9.3M -2% 29k 317.67
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.3 $9.2M -3% 36k 254.28
 View chart
Johnson & Johnson (JNJ) 0.3 $9.2M -3% 50k 185.42
 View chart
Ecolab (ECL) 0.3 $8.8M -2% 32k 273.86
 View chart
Stryker Corporation (SYK) 0.3 $8.6M -2% 23k 369.68
 View chart
Palo Alto Networks (PANW) 0.3 $8.5M -3% 42k 203.62
 View chart
Tesla Motors (TSLA) 0.3 $8.2M -7% 19k 444.71
 View chart
Procter & Gamble Company (PG) 0.3 $8.2M -2% 53k 153.65
 View chart
Abbott Laboratories (ABT) 0.3 $7.9M -3% 59k 133.94
 View chart
Booking Holdings (BKNG) 0.3 $7.7M 1.4k 5399.46
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $7.6M 117k 65.01
 View chart
Walt Disney Company (DIS) 0.3 $7.4M -2% 65k 114.50
 View chart
Honeywell International (HON) 0.3 $7.3M -3% 35k 210.50
 View chart
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $7.3M 142k 51.28
 View chart
Waste Management (WM) 0.3 $7.2M 33k 220.83
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $7.1M -2% 12k 596.05
 View chart
salesforce (CRM) 0.2 $7.1M 30k 237.00
 View chart
American Electric Power Company (AEP) 0.2 $6.9M 61k 112.50
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.9M -11% 21k 328.17
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.8M -2% 127k 53.40
 View chart
Eli Lilly & Co. (LLY) 0.2 $6.6M -3% 8.7k 762.98
 View chart
Wynn Resorts (WYNN) 0.2 $6.6M +5% 51k 128.27
 View chart
Snowflake Com Shs (SNOW) 0.2 $6.3M 28k 225.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $6.2M -21% 12k 502.76
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.1M 76k 79.93
 View chart
Eaton Corp SHS (ETN) 0.2 $6.1M 16k 374.25
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.8M 42k 138.24
 View chart
Cheniere Energy Com New (LNG) 0.2 $5.6M 24k 234.98
 View chart
Alexandria Real Estate Equities (ARE) 0.2 $5.3M NEW 63k 83.34
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $5.3M +2% 109k 48.03
 View chart
Intuit (INTU) 0.2 $5.2M 7.6k 682.87
 View chart
Quanta Services (PWR) 0.2 $5.1M -2% 12k 414.42
 View chart
Kimberly-Clark Corporation (KMB) 0.2 $5.1M -2% 41k 124.34
 View chart
Ishares Tr National Mun Etf (MUB) 0.2 $5.0M -34% 47k 106.49
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.8M 198k 24.40
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.8M 111k 43.42
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.8M -6% 19k 246.59
 View chart
Prologis (PLD) 0.2 $4.7M -2% 41k 114.52
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.7M 13k 365.49
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $4.4M -13% 78k 57.04
 View chart
Newmont Mining Corporation (NEM) 0.2 $4.4M -35% 52k 84.31
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.2M -2% 58k 72.44
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.2M 160k 26.34
 View chart
Entergy Corporation (ETR) 0.1 $4.1M +31% 44k 93.19
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $4.1M -21% 17k 243.55
 View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $4.0M NEW 375k 10.65
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.7M 9.8k 378.96
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.5M 66k 52.28
 View chart
Costco Wholesale Corporation (COST) 0.1 $3.4M 3.7k 925.68
 View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $3.4M 83k 41.33
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $3.1M 132k 23.28
 View chart
Target Corporation (TGT) 0.1 $3.1M -5% 34k 89.70
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.9M 9.0k 320.04
 View chart
Home Depot (HD) 0.1 $2.7M 6.6k 405.16
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.6M -8% 6.7k 391.64
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.5M -8% 8.5k 293.74
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.4M 7.9k 307.86
 View chart
Progressive Corporation (PGR) 0.1 $2.0M 8.0k 246.95
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 8.1k 215.78
 View chart
Exxon Mobil Corporation (XOM) 0.1 $1.7M 15k 112.75
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.7M 12k 139.17
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $1.7M -3% 6.0k 281.86
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.6M -6% 23k 71.37
 View chart
Abbvie (ABBV) 0.1 $1.5M -7% 6.6k 231.54
 View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.3M 13k 96.14
 View chart
Applied Materials (AMAT) 0.0 $1.3M 6.1k 204.74
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.2M 3.7k 332.88
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 2.6k 468.41
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.2M -29% 23k 50.47
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $1.1M -20% 6.2k 182.42
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.0M -5% 18k 58.85
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $1.0M 27k 38.57
 View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $959k +13% 9.6k 99.77
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $956k 2.7k 355.47
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.0 $941k 59k 16.01
 View chart
Ea Series Trust Jlens 500 Jewish (TOV) 0.0 $910k NEW 32k 28.09
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $905k +10% 20k 45.51
 View chart
Lowe's Companies (LOW) 0.0 $840k -5% 3.3k 251.31
 View chart
AFLAC Incorporated (AFL) 0.0 $821k 7.4k 111.70
 View chart
Oracle Corporation (ORCL) 0.0 $797k -39% 2.8k 281.20
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $794k 24k 33.37
 View chart
Cisco Systems (CSCO) 0.0 $777k 11k 68.42
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $752k -51% 1.3k 568.96
 View chart
International Business Machines (IBM) 0.0 $714k -10% 2.5k 282.16
 View chart
Bill Com Holdings Ord (BILL) 0.0 $668k 13k 52.97
 View chart
Automatic Data Processing (ADP) 0.0 $668k 2.3k 293.50
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $667k 25k 26.30
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $600k 6.9k 87.31
 View chart
McDonald's Corporation (MCD) 0.0 $596k -3% 2.0k 303.89
 View chart
Bank Of Montreal Cadcom (BMO) 0.0 $595k 4.6k 130.25
 View chart
Uber Technologies (UBER) 0.0 $591k -54% 6.0k 97.97
 View chart
Coursera (COUR) 0.0 $582k -19% 50k 11.71
 View chart
Lam Research Corp Com New (LRCX) 0.0 $571k -72% 4.3k 133.90
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $551k +148% 7.4k 74.37
 View chart
Charles Schwab Corporation (SCHW) 0.0 $549k 5.7k 95.47
 View chart
Bank of America Corporation (BAC) 0.0 $536k NEW 10k 51.59
 View chart
Netflix (NFLX) 0.0 $531k -65% 443.00 1198.92
 View chart
Raytheon Technologies Corp (RTX) 0.0 $529k 3.2k 167.33
 View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $528k 19k 27.29
 View chart
Union Pacific Corporation (UNP) 0.0 $518k 2.2k 236.37
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $514k -10% 2.5k 203.59
 View chart
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $506k 11k 46.32
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $504k 8.7k 58.21
 View chart
Ishares Gold Tr Ishares New (IAU) 0.0 $485k 6.7k 72.77
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $459k NEW 1.0k 447.23
 View chart
Pepsi (PEP) 0.0 $453k -5% 3.2k 140.44
 View chart
Danaher Corporation (DHR) 0.0 $453k -91% 2.3k 198.22
 View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $450k 12k 37.62
 View chart
Ge Aerospace Com New (GE) 0.0 $435k -20% 1.4k 300.82
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $431k 5.6k 76.72
 View chart
Coca-Cola Company (KO) 0.0 $424k -15% 6.4k 66.32
 View chart
Wells Fargo & Company (WFC) 0.0 $419k 5.0k 83.82
 View chart
3M Company (MMM) 0.0 $417k 2.7k 155.18
 View chart
Ishares Tr Esg Optimized (SUSA) 0.0 $412k 3.0k 135.67
 View chart
Coeur Mng Com New (CDE) 0.0 $356k 19k 18.76
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $356k +18% 477.00 746.63
 View chart
Caterpillar (CAT) 0.0 $355k -4% 744.00 477.15
 View chart
Linde SHS (LIN) 0.0 $353k -6% 743.00 475.00
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $339k 1.2k 279.29
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $336k 10k 33.42
 View chart
American Express Company (AXP) 0.0 $323k -53% 973.00 332.16
 View chart
Kkr & Co (KKR) 0.0 $309k 2.4k 129.95
 View chart
Jacobs Engineering Group (J) 0.0 $306k 2.0k 149.86
 View chart
Gilead Sciences (GILD) 0.0 $303k 2.7k 111.00
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $301k -17% 2.7k 110.59
 View chart
S&p Global (SPGI) 0.0 $301k -2% 618.00 486.71
 View chart
Hercules Technology Growth Capital (HTGC) 0.0 $299k +2% 16k 18.91
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $299k -23% 13k 23.12
 View chart
Philip Morris International (PM) 0.0 $291k -8% 1.8k 162.20
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $286k -14% 2.4k 118.83
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $286k 1.2k 247.12
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $284k -3% 3.0k 95.19
 View chart
Goldman Sachs (GS) 0.0 $278k 349.00 796.35
 View chart
Apollo Global Mgmt (APO) 0.0 $265k 2.0k 133.27
 View chart
Fastenal Company (FAST) 0.0 $261k 5.3k 49.04
 View chart
Maplebear (CART) 0.0 $256k 7.0k 36.76
 View chart
New York Times Cl A (NYT) 0.0 $254k 4.4k 57.40
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $252k -77% 3.8k 65.92
 View chart
Texas Instruments Incorporated (TXN) 0.0 $245k 1.3k 183.73
 View chart
Nextera Energy (NEE) 0.0 $236k 3.1k 75.49
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $236k 7.6k 31.16
 View chart
Ge Vernova (GEV) 0.0 $231k -8% 376.00 614.90
 View chart
First Tr Exchange-traded A Com Shs (FEX) 0.0 $229k -19% 2.0k 116.82
 View chart
Starbucks Corporation (SBUX) 0.0 $228k -6% 2.7k 84.60
 View chart
Roblox Corp Cl A (RBLX) 0.0 $225k NEW 1.6k 138.52
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $225k +3% 3.1k 73.46
 View chart
Fair Isaac Corporation (FICO) 0.0 $225k 150.00 1496.53
 View chart
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $215k 4.1k 52.53
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $213k NEW 1.5k 142.10
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $212k NEW 1.8k 120.72
 View chart
Realty Income (O) 0.0 $212k 3.5k 60.79
 View chart
Thermo Fisher Scientific (TMO) 0.0 $210k NEW 432.00 485.02
 View chart
Northrop Grumman Corporation (NOC) 0.0 $205k NEW 337.00 609.32
 View chart
Bgc Group Cl A (BGC) 0.0 $109k 12k 9.46
 View chart
Opendoor Technologies (OPEN) 0.0 $96k NEW 12k 7.97
 View chart
Redwood Trust (RWT) 0.0 $75k NEW 13k 5.79
 View chart
Expensify Com Cl A (EXFY) 0.0 $38k 20k 1.85
 View chart

Past Filings by Sand Hill Global Advisors

SEC 13F filings are viewable for Sand Hill Global Advisors going back to 2010

View all past filings