Sand Hill Advisors

Sand Hill Global Advisors as of Sept. 30, 2025

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