Sand Hill Global Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Sand Hill Global Advisors, LLC held in its portfolio 196 assets valued at $2,865,610,938 (i.e. $2.87B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($304.47M), ISHARES TR ($278.22M), and SPDR S&P 500 ETF TR ($228.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 196 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sand Hill Global Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 485490 | 304465622 | S&P 500 ETF SHS |
| ISHARES TR | 2897259 | 278223790 | MSCI EAFE ETF |
| SPDR S&P 500 ETF TR | 335243 | 228608685 | TR UNIT |
| VANGUARD INTL EQUITY INDEX F | 3134953 | 168535066 | FTSE EMR MKT ETF |
| ISHARES TR | 2283286 | 150696862 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1663150 | 147172144 | REAL ESTATE ETF |
| ISHARES TR | 562884 | 138559435 | RUSSELL 2000 ETF |
| SPDR SERIES TRUST | 1622773 | 129872400 | STATE STREET SPD |
| VANGUARD INDEX FDS | 306241 | 92518488 | SML CP GRW ETF |
| INVESCO QQQ TR | 120248 | 73869323 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 1206289 | 72292902 | INTER TERM TREAS |
| ISHARES TR | 706139 | 70529122 | CORE US AGGBD ET |
| PIMCO ETF TR | 624484 | 58126956 | ACTIVE BD ETF |
| ISHARES TR | 75456 | 51682638 | CORE S&P500 ETF |
| APPLE INC | 143636 | 39048927 | COM |
| NVIDIA CORPORATION | 204579 | 38153951 | COM |
| ALPHABET INC | 110385 | 34550535 | CAP STK CL A |
| MICROSOFT CORP | 66398 | 32111263 | COM |
| AMAZON COM INC | 125196 | 28897801 | COM |
| JPMORGAN CHASE & CO. | 77436 | 24951345 | COM |
| ISHARES TR | 155011 | 23093539 | ESG AWR MSCI USA |
| META PLATFORMS INC | 33864 | 22353508 | CL A |
| ISHARES TR | 474591 | 21821698 | ESG AWARE MSCI |
| VANGUARD TAX-MANAGED FDS | 326830 | 20417063 | VAN FTSE DEV MKT |
| ISHARES TR | 183801 | 17257122 | U.S. REAL ES ETF |
| VISA INC | 48706 | 17081779 | COM CL A |
| ISHARES TR | 332746 | 16830293 | ULTRA SHORT DUR |
| J P MORGAN EXCHANGE TRADED F | 295889 | 14969025 | ULTRA SHRT ETF |
| PGIM ETF TR | 298865 | 14820715 | PGIM ULTRA SH BD |
| BERKSHIRE HATHAWAY INC DEL | 18 | 13586400 | CL A |
| PARKER-HANNIFIN CORP | 15448 | 13578174 | COM |
| TJX COS INC NEW | 85031 | 13061601 | COM |
| BROADCOM INC | 36412 | 12602336 | COM |
| ISHARES TR | 129403 | 12304957 | ESG AW MSCI EAFE |
| VEEVA SYS INC | 52869 | 11801947 | CL A COM |
| VANGUARD BD INDEX FDS | 139595 | 11001482 | SHORT TRM BOND |
| DOXIMITY INC | 240301 | 10640528 | CL A |
| CME GROUP INC | 37260 | 10175037 | COM |
| JOHNSON & JOHNSON | 49145 | 10170557 | COM |
| ZOOM COMMUNICATIONS INC | 117864 | 10170485 | CL A |
| DOORDASH INC | 44392 | 10053900 | CL A |
| BLACKROCK INC | 8993 | 9625914 | COM |
| CHEVRON CORP NEW | 62973 | 9597696 | COM |
| BERKSHIRE HATHAWAY INC DEL | 19050 | 9575701 | CL B NEW |
| VANGUARD INDEX FDS | 35875 | 9254040 | SMALL CP ETF |
| ELI LILLY & CO | 8411 | 9038941 | COM |
| ISHARES TR | 185400 | 8871390 | ESG AWR US AGRGT |
| AUTODESK INC | 29427 | 8710686 | COM |
| ECOLAB INC | 31854 | 8362285 | COM |
| ISHARES TR | 122207 | 8203756 | MSCI ACWI EX US |
| TESLA INC | 18111 | 8144659 | COM |
| STRYKER CORPORATION | 22877 | 8040747 | COM |
| SALESFORCE INC | 29569 | 7833091 | COM |
| PALO ALTO NETWORKS INC | 41900 | 7717980 | COM |
| INTUIT | 11645 | 7713612 | COM |
| PROCTER AND GAMBLE CO | 53202 | 7624446 | COM |
| BOOKING HOLDINGS INC | 1370 | 7337070 | COM |
| ISHARES U S ETF TR | 141416 | 7226358 | SHORT DURATION B |
| ABBOTT LABS | 57657 | 7223814 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 11929 | 7196819 | UTSER1 S&PDCRP |
| DISNEY WALT CO | 62803 | 7145133 | COM |
| WASTE MGMT INC DEL | 32094 | 7051418 | COM |
| AMERICAN ELEC PWR CO INC | 60848 | 7016357 | COM |
| VANGUARD INDEX FDS | 20477 | 6865375 | TOTAL STK MKT |
| HONEYWELL INTL INC | 33913 | 6616115 | COM |
| ISHARES TR | 120533 | 6594380 | MSCI EMG MKT ETF |
| SNOWFLAKE INC | 28218 | 6189791 | COM SHS |
| VANGUARD SCOTTSDALE FDS | 76186 | 6074310 | SHRT TRM CORP BD |
| WYNN RESORTS LTD | 50446 | 6070183 | COM |
| ISHARES TR | 42046 | 5949089 | MSCI ACWI ETF |
| ALPHABET INC | 16962 | 5322751 | CAP STK CL C |
| PROLOGIS INC. | 41599 | 5310556 | COM |
| EATON CORP PLC | 16301 | 5192002 | SHS |
| QUANTA SVCS INC | 12223 | 5158839 | COM |
| NEWMONT CORP | 50665 | 5058946 | COM |
| ISHARES TR | 47017 | 5035991 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 201936 | 4921180 | SHT TM US TRES |
| ISHARES INC | 108348 | 4785744 | ESG AWR MSCI EM |
| ISHARES TR | 12591 | 4702084 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 169616 | 4564367 | US LRG CAP ETF |
| VERISK ANALYTICS INC | 20345 | 4550973 | COM |
| CHENIERE ENERGY INC | 23073 | 4485208 | COM NEW |
| ISHARES TR | 75301 | 4326795 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 57456 | 4261512 | US EQUITY MARKET |
| MANAGER DIRECTED PORTFOLIOS | 397966 | 4138846 | VERT GLB SUST RE |
| ACCENTURE PLC IRELAND | 15173 | 4071017 | SHS CLASS A |
| ENTERGY CORP NEW | 44020 | 4068788 | COM |
| ISHARES TR | 9722 | 3761111 | RUSSELL 3000 ETF |
| PIMCO ETF TR | 66418 | 3480967 | INTER MUN BD ACT |
| INVESCO EXCH TRADED FD TR II | 71840 | 3044421 | ESG NASDAQ 100 |
| SCHWAB STRATEGIC TR | 126255 | 3035170 | INTL EQTY ETF |
| COSTCO WHSL CORP NEW | 3503 | 3020944 | COM |
| ISHARES TR | 8984 | 2901922 | RUS 2000 GRW ETF |
| TARGET CORP | 29324 | 2866400 | COM |
| VANGUARD INDEX FDS | 8497 | 2465999 | MID CAP ETF |
| VANGUARD INDEX FDS | 7715 | 2428682 | LARGE CAP ETF |
| VERTEX PHARMACEUTICALS INC | 5176 | 2346591 | COM |
| HOME DEPOT INC | 6355 | 2186583 | COM |
| SELECT SECTOR SPDR TR | 12233 | 1893668 | STATE STREET HEA |
| EXXON MOBIL CORP | 15684 | 1887358 | COM |
| PROGRESSIVE CORP | 7989 | 1819255 | COM |
| APPLIED MATLS INC | 6697 | 1721062 | COM |
| VANGUARD SPECIALIZED FUNDS | 7715 | 1695541 | DIV APP ETF |
| SELECT SECTOR SPDR TR | 11506 | 1656519 | STATE STREET TEC |
| VANGUARD INTL EQUITY INDEX F | 22506 | 1655507 | ALLWRLD EX US |
| ABBVIE INC | 7211 | 1647538 | COM |
| PIMCO ETF TR | 14149 | 1357526 | ENHNCD LW DUR AC |
| J P MORGAN EXCHANGE TRADED F | 25366 | 1280983 | MUNICIPAL ETF |
| ISHARES TR | 2630 | 1244779 | RUS 1000 GRW ETF |
| ISHARES TR | 3494 | 1198364 | S&P 100 ETF |
| PALANTIR TECHNOLOGIES INC | 6131 | 1089785 | CL A |
| VANGUARD SCOTTSDALE FDS | 18223 | 1070247 | SHORT TERM TREAS |
| DIMENSIONAL ETF TRUST | 25882 | 1024668 | US CORE EQUITY 2 |
| FIGMA INC | 26922 | 1006075 | CLASS A COM STK |
| SPDR GOLD TR | 2537 | 1005438 | GOLD SHS |
| SCHWAB STRATEGIC TR | 36395 | 990310 | FUNDAMENTAL US L |
| CISCO SYS INC | 12819 | 987455 | COM |
| NU HLDGS LTD | 58397 | 977566 | ORD SHS CL A |
| VANGUARD CALIF TAX FREE FDS | 9664 | 968913 | TAX EXEMPT BD FD |
| EA SERIES TRUST | 31898 | 914835 | JLENS 500 JEWISH |
| SCHWAB STRATEGIC TR | 20050 | 912877 | INTL SCEQT ETF |
| AFLAC INC | 7434 | 819747 | COM |
| INTERNATIONAL BUSINESS MACHS | 2732 | 809246 | COM |
| LOWES COS INC | 3322 | 801134 | COM |
| MASTERCARD INCORPORATED | 1400 | 799428 | CL A |
| SCHWAB STRATEGIC TR | 24140 | 790585 | EMRG MKTEQ ETF |
| COUPANG INC | 33107 | 780994 | CL A |
| ORACLE CORP | 3648 | 710976 | COM |
| BILL HOLDINGS INC | 12684 | 691785 | COM |
| PACS GROUP INC | 16724 | 642034 | COM SHS |
| BANK MONTREAL QUE | 4682 | 607677 | COM |
| MCDONALDS CORP | 1977 | 604231 | COM |
| ISHARES TR | 6701 | 599480 | CORE MSCI EAFE |
| INTUITIVE SURGICAL INC | 1057 | 598643 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 2299 | 591372 | COM |
| RTX CORPORATION | 3206 | 587980 | COM |
| SCHWAB CHARLES CORP | 5853 | 584773 | COM |
| CAPITAL GRP FIXED INCM ETF T | 20289 | 555513 | MUNICIPAL INCOME |
| VANGUARD BD INDEX FDS | 7396 | 547809 | TOTAL BND MRKT |
| ISHARES GOLD TR | 6669 | 541323 | ISHARES NEW |
| ISHARES TR | 2522 | 530477 | RUS 1000 VAL ETF |
| DANAHER CORPORATION | 2313 | 529378 | COM |
| UNION PAC CORP | 2200 | 508904 | COM |
| WELLS FARGO CO NEW | 5258 | 490046 | COM |
| DIMENSIONAL ETF TRUST | 8128 | 483941 | US TARGETED VLU |
| UBER TECHNOLOGIES INC | 5921 | 483805 | COM |
| GE AEROSPACE | 1491 | 459273 | COM NEW |
| CATERPILLAR INC | 800 | 458296 | COM |
| COCA COLA CO | 6514 | 455394 | COM |
| PEPSICO INC | 3145 | 451370 | COM |
| ISHARES TR | 5623 | 435964 | EAFE SML CP ETF |
| NUSHARES ETF TR | 11970 | 433434 | NUVEEN ESG INTL |
| 3M CO | 2684 | 429708 | COM |
| ISHARES TR | 3038 | 423381 | ESG OPTIMIZED |
| NETFLIX INC | 4470 | 419107 | COM |
| VANGUARD WORLD FD | 491 | 370106 | INF TECH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1215 | 369226 | SPONSORED ADS |
| AMERICAN EXPRESS CO | 976 | 361071 | COM |
| GOLDMAN SACHS GROUP INC | 407 | 357753 | COM |
| FIRST TR EXCHNG TRADED FD VI | 10061 | 344690 | FT VEST LADDERED |
| S&P GLOBAL INC | 649 | 339161 | COM |
| MAPLEBEAR INC | 6965 | 313286 | COM |
| NEW YORK TIMES CO | 4417 | 306628 | CL A |
| KKR & CO INC | 2381 | 303530 | COM |
| INVESCO EXCH TRADED FD TR II | 1197 | 302745 | NASDAQ 100 ETF |
| LINDE PLC | 704 | 300179 | SHS |
| ISHARES TR | 12929 | 297690 | US TREAS BD ETF |
| PHILIP MORRIS INTL INC | 1855 | 297542 | COM |
| THERMO FISHER SCIENTIFIC INC | 508 | 294361 | COM |
| COURSERA INC | 39697 | 292170 | COM |
| APOLLO GLOBAL MGMT INC | 1985 | 287349 | COM |
| ISHARES TR | 2322 | 279065 | CORE S&P SCP ETF |
| ISHARES TR | 2832 | 272665 | JPMORGAN USD EMG |
| JACOBS SOLUTIONS INC | 2044 | 270748 | COM |
| AMGEN INC | 825 | 269944 | COM |
| HERCULES CAPITAL INC | 13832 | 260318 | COM |
| ISHARES TR | 2235 | 254164 | SP SMCP600VL ETF |
| AIRBNB INC | 1867 | 253389 | COM CL A |
| SCHWAB STRATEGIC TR | 8010 | 252380 | FUNDAMENTAL US S |
| NEXTERA ENERGY INC | 3125 | 250875 | COM |
| MERCK & CO INC | 2304 | 242519 | COM |
| ISHARES INC | 3605 | 242318 | CORE MSCI EMKT |
| BANK AMERICA CORP | 4397 | 241835 | COM |
| GE VERNOVA INC | 366 | 239207 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 1963 | 232844 | COM SHS |
| VANGUARD STAR FDS | 3057 | 230631 | VG TL INTL STK F |
| STARBUCKS CORP | 2725 | 229464 | COM |
| FASTENAL CO | 5640 | 226333 | COM |
| UNITED AIRLS HLDGS INC | 2019 | 225765 | COM |
| ISHARES TR | 4090 | 225564 | US REGNL BKS ETF |
| ISHARES TR | 1755 | 216321 | S&P 500 GRWT ETF |
| TEXAS INSTRS INC | 1230 | 213393 | COM |
| ISHARES TR | 1500 | 211710 | SELECT DIVID ETF |
| MOODYS CORP | 408 | 208427 | COM |
| HOLOGIC INC | 2745 | 204475 | COM |
| EXPENSIFY INC | 20314 | 30674 | COM CL A |
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