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13F-HR filed by Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 202 holding rows worth $2,693,784,117.

Accession
0001580642-25-005122
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 202 entries on the cover page, a total value of $2,693,784,117 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,693,784,117 with VALUE read as dollars as filed, 13F file number 028-05390. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM531,012$301,630,643dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,810,427$251,224,087dollars as filed
SPY78462F103SHS364,378$225,130,746dollars as filed
VWO922042858SHS3,182,811$157,421,821dollars as filed
IJH464287507COM2,268,824$140,712,439dollars as filed
iShares Russell 2000 ETF464287655SHS609,174$131,453,677dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS1,704,384$123,891,695dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS307,165$85,066,275dollars as filed
Vanguard Real Estate922908553SHS856,608$76,289,474dollars as filed
INVESCO QQQ TR46090E103COM133,381$73,578,529dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS1,110,253$66,404,215dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS647,256$64,207,767dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS83,408$51,787,851dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS995,869$50,500,508dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF531,018$48,949,228dollars as filed
NVIDIA Corp67066G104COM242,148$38,257,034dollars as filed
Microsoft Corp594918104COM67,789$33,719,033dollars as filed
Apple Inc037833100COM146,724$30,103,442dollars as filed
Amazon.com, Inc023135106COM127,244$27,916,009dollars as filed
META PLATFORMS INC CL A30303M102COM34,616$25,549,600dollars as filed
JPMorgan Chase & Co46625H100COM84,667$24,545,748dollars as filed
ISHARES TR46435G425COM169,381$22,917,249dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM116,913$20,603,498dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS331,651$18,907,417dollars as filed
Visa Inc92826C839COM51,766$18,379,407dollars as filed
VEEVA SYS INC CL A COM922475108Stock52,869$15,225,215dollars as filed
DOXIMITY INC CL A26622P107Stock240,301$14,740,063dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A19$13,847,200dollars as filed
ISHARES TR464287739U.S. REAL ES ETF145,928$13,829,610dollars as filed
DOORDASH INC CL A25809K105Stock52,218$12,872,259dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS304,235$12,574,036dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock16,039$11,202,411dollars as filed
TJX Companies Inc872540109COM90,570$11,184,480dollars as filed
ISHARES TR46435G516COM122,342$10,915,377dollars as filed
CME Group Inc. Class A12572Q105COM39,055$10,764,278dollars as filed
Vanguard Short-Term Bond ETF921937827SHS136,734$10,760,966dollars as filed
Broadcom Inc.11135F101COM37,157$10,242,205dollars as filed
BlackRock,Inc.09290D101COM9,362$9,822,894dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock123,610$9,639,108dollars as filed
Stryker Corporation863667101COM23,888$9,450,893dollars as filed
AUTODESK INC COM052769106Stock29,931$9,265,740dollars as filed
Chevron Corporation166764100COM63,194$9,048,756dollars as filed
ECOLAB INC COM278865100Stock33,204$8,946,458dollars as filed
Vanguard Small-Cap ETF922908751SHS37,467$8,879,006dollars as filed
PALO ALTO NETWORKS INC697435105COM43,335$8,868,074dollars as filed
Procter & Gamble Co742718109COM54,346$8,658,368dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF170,629$8,647,478dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD172,135$8,565,438dollars as filed
Honeywell Technologies438516106COM36,335$8,461,728dollars as filed
Booking Holdings Inc.09857L108COM1,450$8,394,687dollars as filed
Abbott Laboratories002824100COM61,125$8,313,577dollars as filed
Walt Disney Co254687106COM66,323$8,224,738dollars as filed
Salesforce.com, Inc79466L302COM30,160$8,224,297dollars as filed
Johnson & Johnson478160104COM51,156$7,814,097dollars as filed
Berkshire Hathaway Inc084670702COM15,892$7,719,825dollars as filed
Waste Management, Inc.94106L109COM33,124$7,579,366dollars as filed
ISHARES TR464288414NATIONAL MUN ETF72,213$7,544,814dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF141,453$7,228,248dollars as filed
VTI922908769COM23,688$7,199,564dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS117,293$7,147,835dollars as filed
Eli Lilly and Company532457108COM8,980$7,000,430dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS12,202$6,912,463dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock61,951$6,428,064dollars as filed
Tesla Motors, Inc88160R101COM20,033$6,363,527dollars as filed
SNOWFLAKE INC COM SHS833445109Stock28,336$6,340,747dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF130,161$6,278,953dollars as filed
Accenture Plc Class AG1151C101COM20,545$6,140,566dollars as filed
Intuit Inc.461202103COM7,731$6,089,206dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM76,186$6,056,787dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock24,142$5,879,119dollars as filed
Eaton Corp. PlcG29183103COM16,462$5,876,915dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock42,026$5,417,992dollars as filed
ISHARES TR464288257MSCI ACWI ETF42,046$5,407,116dollars as filed
Danaher Corporation235851102COM26,100$5,155,846dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS106,909$5,082,454dollars as filed
ISHARES TR464288356CALIF MUN BD ETF89,315$4,978,418dollars as filed
QUANTA SVCS INC74762E102COM12,638$4,778,175dollars as filed
Schwab Short Term US Treasury ETF808524862SHS195,739$4,772,117dollars as filed
NEWMONT CORP651639106COM80,472$4,688,296dollars as filed
WYNN RESORTS LTD983134107COM48,712$4,562,819dollars as filed
Prologis,Inc.74340W103COM42,241$4,440,396dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF13,038$4,427,405dollars as filed
ISHARES INC46434G863COM110,379$4,323,557dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF59,578$3,992,918dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS159,817$3,905,927dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,528$3,818,894dollars as filed
Costco Wholesale Corporation22160K105COM3,715$3,677,819dollars as filed
TARGET CORP COM87612E106Stock36,205$3,571,614dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF9,855$3,459,009dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT66,393$3,409,944dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM7,320$3,258,864dollars as filed
INVESCO ESG NASDAQ 100 ETF46138G540ETF82,450$3,119,084dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF131,495$2,906,040dollars as filed
ENTERGY CORP NEW COM29364G103Stock33,450$2,780,336dollars as filed
Vanguard Mid-Cap ETF922908629SHS9,284$2,597,942dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF8,984$2,568,166dollars as filed
Home Depot, Inc437076102COM6,642$2,435,040dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF7,938$2,264,711dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS16,672$2,251,387dollars as filed
Progressive Corporation743315103COM7,955$2,122,871dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS6,691$1,902,945dollars as filed
Netflix, Inc64110L106COM1,286$1,722,121dollars as filed
EXXON MOBIL CORP30231G102COM15,544$1,675,642dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS12,315$1,659,940dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS8,071$1,651,834dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF32,623$1,619,406dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS24,058$1,617,170dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS6,209$1,572,233dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF10,409$1,565,514dollars as filed
MasterCard, Inc57636Q104COM2,697$1,515,464dollars as filed
Lam Research Corporation512807306COM15,260$1,485,408dollars as filed
AbbVie,Inc.00287Y109COM7,100$1,317,902dollars as filed
PIMCO ETF TR72201R718ENHNCD LW DUR AC12,966$1,242,532dollars as filed
Uber Technologies90353T100COM13,164$1,228,155dollars as filed
ISHARES TR464287101S&P 100 ETF3,706$1,127,921dollars as filed
Applied Materials,Inc.038222105COM6,113$1,119,107dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,630$1,116,645dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS18,818$1,106,132dollars as filed
Palantir Technologies Inc. Class A69608A108COM7,843$1,069,158dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS17,323$1,039,907dollars as filed
Oracle Corporation68389X105COM4,704$1,028,353dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 226,985$967,142dollars as filed
SCHD808524797COM33,073$876,443dollars as filed
International Business Machines Corporation459200101COM2,840$837,175dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,738$834,625dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS8,767$829,621dollars as filed
VANGUARD CALIF TAX FREE FDS922021605TAX EXEMPT BD FD8,451$824,902dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A58,794$806,654dollars as filed
Cisco Systems,Inc.17275R102COM11,358$788,018dollars as filed
Lowes Companies,Inc.548661107COM3,526$782,314dollars as filed
AFLAC INC COM001055102Stock7,353$775,447dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF18,062$769,261dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF23,792$717,091dollars as filed
Automatic Data Processing,Inc.053015103COM2,275$701,610dollars as filed
UnitedHealth Group Inc91324P102COM2,163$674,891dollars as filed
American Express Company025816109COM2,072$660,927dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L25,367$622,508dollars as filed
McDonalds Corporation580135101COM2,037$595,150dollars as filed
BILL HOLDINGS INC090043100COM12,608$583,246dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS6,872$573,682dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,816$546,952dollars as filed
COURSERA INC COM22266M104Stock61,988$543,015dollars as filed
Coca-Cola Company191216100COM7,548$534,021dollars as filed
Charles Schwab Corp808513105COM5,748$524,448dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF19,141$510,873dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock4,569$505,468dollars as filed
Union Pacific Corporation907818108COM2,192$504,335dollars as filed
General Electric Company369604301COM1,817$467,678dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU8,652$466,862dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS10,925$465,405dollars as filed
Raytheon Technologies Corporation75513E101COM3,166$462,299dollars as filed
PepsiCo,Inc.713448108COM3,429$452,765dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL11,970$424,815dollars as filed
iShares Gold Trust464285204COM6,669$415,879dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF5,623$408,691dollars as filed
3M CO COM88579Y101Stock2,684$408,612dollars as filed
Wells Fargo & Company949746101COM4,997$400,360dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS16,855$387,328dollars as filed
ISHARES TR464288802ESG OPTIMIZED3,038$385,113dollars as filed
Linde plcG54950103COM792$371,591dollars as filed
Philip Morris International Inc.718172109COM1,957$356,428dollars as filed
S&P Global,Inc.78409V104COM632$333,247dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS3,314$329,710dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED10,061$319,940dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF6,461$316,783dollars as filed
KKR & CO INC48251W104COM2,381$316,744dollars as filed
MAPLEBEAR INC COM565394103Stock6,965$315,097dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,726$313,603dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,807$306,784dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock553$303,575dollars as filed
Gilead Sciences,Inc.375558103COM2,731$302,786dollars as filed
Caterpillar Inc.149123101COM779$302,416dollars as filed
ISHARES TR464288281JPMORGAN USD EMG3,097$286,844dollars as filed
HERCULES CAPITAL INC427096508COM15,503$283,395dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,985$281,612dollars as filed
Texas Instruments Incorporated882508104COM1,336$277,380dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,215$275,185dollars as filed
FAIR ISAAC CORP COM303250104Stock150$274,194dollars as filed
FIRST TR EXCHANGE-TRADED ALP33734K109COM SHS2,450$269,402dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock2,044$268,684dollars as filed
VGT92204A702SHS401$265,975dollars as filed
Starbucks Corporation855244109COM2,874$263,336dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM1,157$262,755dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock4,417$247,264dollars as filed
Goldman Sachs Group,Inc.38141G104COM349$247,005dollars as filed
Duke Energy Corporation26441C204COM2,074$244,732dollars as filed
Merck & Co.,Inc.58933Y105COM2,910$230,356dollars as filed
NOVO-NORDISK A S ADR670100205ADR3,287$226,869dollars as filed
FASTENAL CO COM311900104Stock5,316$223,272dollars as filed
Vanguard Total Bond Market ETF921937835SHS2,985$219,773dollars as filed
NextEra Energy,Inc.65339F101COM3,127$217,076dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S7,559$216,552dollars as filed
GE Vernova Inc.36828A101COM409$216,422dollars as filed
VANGUARD STAR FDS921909768COM2,964$204,792dollars as filed
ISHARES TR464288778US REGNL BKS ETF4,090$202,660dollars as filed
MOODYS CORP COM615369105Stock403$202,141dollars as filed
Amgen Inc.031162100COM720$201,031dollars as filed
REALTY INCOME CORP COM756109104REIT3,482$200,598dollars as filed
COEUR MNG INC COM NEW192108504Stock19,000$168,340dollars as filed
BGC GROUP INC CL A088929104Stock11,567$118,330dollars as filed
EXPENSIFY INC30219Q106COM CL A20,314$52,613dollars as filed
CARDLYTICS INC14161W105COM21,456$35,295dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001580642-25-005122this filing2025-08-14acceptance time not in the bulk data set