Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

$2.82 Billion
Q3 2025

Sand Hill Global Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.82 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $305M, Ishares Tr Msci Eafe ETF with a value of $265M, Spdr S&P 500 ETF Trust with a value of $232M, Vanguard Ftse Emerging Mkts Et with a value of $170M, and Vanguard Specialized Funds Van with a value of $148M.

Examining the 13F form we can see an increase of $142M in the current position value, from $2.68B to 2.82B.

Sand Hill Global Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Sand Hill Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.82 Billion

ETFs: $2.23 Billion

Technology: $184 Million

Financial Services: $80.9 Million

Communication Services: $77.1 Million

Healthcare: $71.2 Million

Consumer Cyclical: $66.6 Million

Industrials: $41 Million

Consumer Defensive: $21.5 Million

Other: $52.2 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$305 Million 10.82% of portfolio	498,024	Q3 2025 Reduced 6.21%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$265 Million 9.41% of portfolio	2,841,288	Q3 2025 Added 1.1%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$232 Million 8.24% of portfolio	348,756	Q3 2025 Reduced 4.29%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$170 Million 6.04% of portfolio	3,143,808	Q3 2025 Reduced 1.23%
VNQ Vanguard Specialized Funds Van ETFs	$0	$148 Million 5.26% of portfolio	1,623,190	Q3 2025 Added 89.49%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$148 Million 5.23% of portfolio	2,260,253	Q3 2025 Reduced 0.38%
IWM Ishares Russell 2000 ETF ETFs	$0	$141 Million 5.0% of portfolio	582,631	Q3 2025 Reduced 4.36%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$131 Million 4.65% of portfolio	1,672,735	Q3 2025 Reduced 1.86%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$91 Million 3.23% of portfolio	305,716	Q3 2025 Reduced 0.47%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$79.1 Million 2.81% of portfolio	131,728	Q3 2025 Reduced 1.24%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$67.8 Million 2.4% of portfolio	1,128,842	Q3 2025 Added 1.67%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$66.9 Million 2.37% of portfolio	667,066	Q3 2025 Added 3.06%
IVV Ishares Core S&P 500 ETF ETFs	$0	$50.6 Million 1.79% of portfolio	75,541	Q3 2025 Reduced 9.43%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$49.7 Million 1.76% of portfolio	531,973	Q3 2025 Added 0.18%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$23.5 Million 0.83% of portfolio	161,337	Q3 2025 Reduced 4.75%
VEA Vanguard Ftse Developed Market ETFs	$0	$19.6 Million 0.7% of portfolio	327,920	Q3 2025 Reduced 1.12%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$16 Million 0.57% of portfolio	314,561	Q3 2025 Reduced 68.41%
IYR Ishares Tr ETFs	$0	$15.3 Million 0.54% of portfolio	157,651	Q3 2025 Added 8.03%

PULS Pgim ETF Tr ETFs	$0	$14.3 Million 0.51% of portfolio	286,068	Q3 2025 Added 66.19%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$14.3 Million 0.51% of portfolio	282,629	Q3 2025 Added 65.64%
ESML Ishares Esg Aware Msci Usa Sma ETFs	$0	$13.6 Million 0.48% of portfolio	301,505	Q3 2025 Reduced 0.9%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$11.7 Million 0.42% of portfolio	126,031	Q3 2025 Added 3.02%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$10.8 Million 0.38% of portfolio	136,734	Q2 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$9.23 Million 0.33% of portfolio	36,282	Q3 2025 Reduced 3.16%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$7.62 Million 0.27% of portfolio	117,252	Q3 2025 Reduced 0.03%
NEAR Blackrock Short Maturity Bond ETFs	$0	$7.26 Million 0.26% of portfolio	141,566	Q3 2025 Added 0.08%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$7.12 Million 0.25% of portfolio	11,939	Q3 2025 Reduced 2.16%
EEM Ishares Msci Emerging Markets ETFs	$0	$6.78 Million 0.24% of portfolio	127,003	Q3 2025 Reduced 2.43%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.85 Million 0.24% of portfolio	20,878	Q3 2025 Reduced 11.86%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$6.09 Million 0.22% of portfolio	76,186	Q2 2025 New
ACWI Ishares Msci Acwi ETF ETFs	$0	$5.81 Million 0.21% of portfolio	42,046	Q2 2025 Added 6.24%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$5.26 Million 0.19% of portfolio	109,429	Q3 2025 Added 2.36%
MUB Ishares National Muni Bond ETF ETFs	$0	$5.04 Million 0.18% of portfolio	47,287	Q3 2025 Reduced 34.52%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$4.72 Million 0.17% of portfolio	12,905	Q3 2025 Reduced 1.02%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$4.8 Million 0.17% of portfolio	110,455	Q3 2025 Added 0.07%
SCHO Schwab Short Term Us Treasury ETFs	$0	$4.84 Million 0.17% of portfolio	198,408	Q3 2025 Added 1.36%
CMF Ishares California Muni Bond E ETFs	$0	$4.42 Million 0.16% of portfolio	77,453	Q3 2025 Reduced 13.28%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$4.22 Million 0.15% of portfolio	58,249	Q3 2025 Reduced 2.23%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$4.21 Million 0.15% of portfolio	159,817	Q2 2025 Reduced 3.66%
IWV Ishares Russell 3000 ETF ETFs	$0	$3.71 Million 0.13% of portfolio	9,802	Q3 2025 Reduced 0.54%
QQMG Invesco Exchange Traded Fd Tr ETFs	$0	$3.42 Million 0.12% of portfolio	82,732	Q3 2025 Added 0.34%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$3.47 Million 0.12% of portfolio	66,418	Q3 2025 Added 0.04%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$3.06 Million 0.11% of portfolio	131,495	Q2 2025 Added 8.62%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$2.88 Million 0.1% of portfolio	8,984	Q2 2025 Reduced 0.01%
VV Vanguard Large Cap ETF ETFs	$0	$2.44 Million 0.09% of portfolio	7,938	Q4 2024 Reduced 0.9%
VO Vanguard Mid Cap ETF ETFs	$0	$2.5 Million 0.09% of portfolio	8,509	Q3 2025 Reduced 8.35%
XLK Technology Sector Spdr ETFs	$0	$1.69 Million 0.06% of portfolio	5,981	Q3 2025 Reduced 3.67%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.61 Million 0.06% of portfolio	22,506	Q3 2025 Reduced 6.45%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.71 Million 0.06% of portfolio	12,268	Q3 2025 Reduced 0.38%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.47 Million 0.05% of portfolio	8,071	Q2 2025 Reduced 10.67%

Summary

Portfolio
No. of Stocks 199
Current Value $2.82 Billion
Prior Value $2.68 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 12 stocks
Additional Purchases 27 stocks
Sold out of 0 stocks
Reduced holdings in 110 stocks

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Sand Hill Global Advisors, LLC Portfolio Holdings