Sand Hill Global Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sand Hill Global Advisors, LLC 13F Holdings
CIK 0001009209 · Palo Alto, CA
As of Sep 30, 2025, Sand Hill Global Advisors, LLC reported
199 positions worth $2.8B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 498,024 | $305.0M | 10.74% |
| ISHARES MSCI EAFE ETF | EFA | — | 2,841,288 | $265.3M | 9.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 348,756 | $232.3M | 8.18% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 3,143,808 |
|
70.3M6.00% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 1,623,190 |
48.4M | 5.22% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 2,260,253 |
47.5M | 5.19% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 582,631 |
41.0M | 4.96% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 1,672,735 |
31.0M | 4.61% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 305,716 | $91.0M | 3.20% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 131,728 | $79.1M | 2.78% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 1,128,842 | $67.8M | 2.39% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 667,066 | $66.9M | 2.35% |
| ISHARES CORE S&P 500 ETF | IVV | — | 75,541 | $50.6M | 1.78% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 531,973 | $49.7M | 1.75% |
| NVIDIA CORP | NVDA | Technology | 236,373 | $44.1M | 1.55% |
| APPLE INC | AAPL | Technology | 143,828 | $36.6M | 1.29% |
| MICROSOFT CORP | MSFT | Technology | 66,836 | $34.6M | 1.22% |
| ALPHABET INC | GOOGL | Equity | 113,527 | $27.6M | 0.97% |
| AMAZON.COM INC | AMZN | Equity | 124,244 | $27.3M | 0.96% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 79,447 | $25.1M | 0.88% |
| META PLATFORMS INC | META | Communication Services | 33,918 | $24.9M | 0.88% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 161,337 | $23.5M | 0.83% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 327,920 |
9.6M | 0.69% |
| DOXIMITY INC | DOCS | Healthcare | 240,301 |
7.6M | 0.62% |
| VISA INC-CLASS A SHARES | V | Financial Services | 48,618 |
6.6M | 0.58% |