Sand Hill Global Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
202
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 531,012 | $301.6B | 11.20% | |
| 2 | EFAISHARES TR | 2,810,427 | $251.2B | 9.33% | |
| 3 | SPYSPDR S&P 500 ETF TR | 364,378 | $225.1B | 8.36% | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 3,182,811 | $157.4B | 5.84% | |
| 5 | IJHISHARES TR | 2,268,824 | $140.7B | 5.22% | |
| 6 | IWMISHARES TR | 609,174 | $131.5B | 4.88% | |
| 7 | SPYMSPDR SERIES TRUST | 1,704,384 | $123.9B | 4.60% | |
| 8 | VBKVANGUARD INDEX FDS | 307,165 | $85.1B | 3.16% | |
| 9 | VNQVANGUARD INDEX FDS | 856,608 | $76.3B | 2.83% | |
| 10 | NDQINVESCO QQQ TR | 133,381 | $73.6B | 2.73% | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 1,110,253 | $66.4B | 2.47% | |
| 12 | AGGISHARES TR | 647,256 | $64.2B | 2.38% | |
| 13 | IVVISHARES TR | 83,408 | $51.8B | 1.92% | |
| 14 | ICSHISHARES TR | 995,869 | $50.5B | 1.87% | |
| 15 | BONDPIMCO ETF TR | 531,018 | $48.9B | 1.82% | |
| 16 | NVDANVIDIA CORPORATION | 242,148 | $38.3B | 1.42% | |
| 17 | MSFTMICROSOFT CORP | 67,789 | $33.7B | 1.25% | |
| 18 | AAPLAPPLE INC | 146,724 | $30.1B | 1.12% | |
| 19 | AMZNAMAZON COM INC | 127,244 | $27.9B | 1.04% | |
| 20 | METAMETA PLATFORMS INC | 34,616 | $25.5B | 0.95% | |
| 21 | JPMJPMORGAN CHASE & CO. | 84,667 | $24.5B | 0.91% | |
| 22 | ESGUISHARES TR | 169,381 | $22.9B | 0.85% | |
| 23 | GOOGLALPHABET INC | 116,913 | $20.6B | 0.76% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 331,651 | $18.9B | 0.70% | |
| 25 | VVISA INC | 51,766 | $18.4B | 0.68% | |
| 26 | VEEVVEEVA SYS INC | 52,869 | $15.2B | 0.57% | |
| 27 | DOCSDOXIMITY INC | 240,301 | $14.7B | 0.55% | |
| 28 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19 | $13.8B | 0.51% | |
| 29 | IYRISHARES TR | 145,928 | $13.8B | 0.51% | |
| 30 | DASHDOORDASH INC | 52,218 | $12.9B | 0.48% | |
| 31 | ESMLISHARES TR | 304,235 | $12.6B | 0.47% | |
| 32 | PHPARKER-HANNIFIN CORP | 16,039 | $11.2B | 0.42% | |
| 33 | TJXTJX COS INC NEW | 90,570 | $11.2B | 0.42% | |
| 34 | ESGDISHARES TR | 122,342 | $10.9B | 0.41% | |
| 35 | CMECME GROUP INC | 39,055 | $10.8B | 0.40% | |
| 36 | BSVVANGUARD BD INDEX FDS | 136,734 | $10.8B | 0.40% | |
| 37 | AVGOBROADCOM INC | 37,157 | $10.2B | 0.38% | |
| 38 | BLKBLACKROCK INC | 9,362 | $9.8B | 0.36% | |
| 39 | ZMZOOM COMMUNICATIONS INC | 123,610 | $9.6B | 0.36% | |
| 40 | SYKSTRYKER CORPORATION | 23,888 | $9.5B | 0.35% | |
| 41 | ADSKAUTODESK INC | 29,931 | $9.3B | 0.34% | |
| 42 | CVXCHEVRON CORP NEW | 63,194 | $9.0B | 0.34% | |
| 43 | ECLECOLAB INC | 33,204 | $8.9B | 0.33% | |
| 44 | VBVANGUARD INDEX FDS | 37,467 | $8.9B | 0.33% | |
| 45 | PANWPALO ALTO NETWORKS INC | 43,335 | $8.9B | 0.33% | |
| 46 | PGPROCTER AND GAMBLE CO | 54,346 | $8.7B | 0.32% | |
| 47 | JPSTJ P MORGAN EXCHANGE TRADED F | 170,629 | $8.6B | 0.32% | |
| 48 | PULSPGIM ETF TR | 172,135 | $8.6B | 0.32% | |
| 49 | HONHONEYWELL INTL INC | 36,335 | $8.5B | 0.31% | |
| 50 | BKNGBOOKING HOLDINGS INC | 1,450 | $8.4B | 0.31% | |
| 51 | ABTABBOTT LABS | 61,125 | $8.3B | 0.31% | |
| 52 | DISDISNEY WALT CO | 66,323 | $8.2B | 0.31% | |
| 53 | CRMSALESFORCE INC | 30,160 | $8.2B | 0.31% | |
| 54 | JNJJOHNSON & JOHNSON | 51,156 | $7.8B | 0.29% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,892 | $7.7B | 0.29% | |
| 56 | WMWASTE MGMT INC DEL | 33,124 | $7.6B | 0.28% | |
| 57 | MUBISHARES TR | 72,213 | $7.5B | 0.28% | |
| 58 | NEARISHARES U S ETF TR | 141,453 | $7.2B | 0.27% | |
| 59 | VTIVANGUARD INDEX FDS | 23,688 | $7.2B | 0.27% | |
| 60 | ACWXISHARES TR | 117,293 | $7.1B | 0.27% | |
| 61 | LLYELI LILLY & CO | 8,980 | $7.0B | 0.26% | |
| 62 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,202 | $6.9B | 0.26% | |
| 63 | AEPAMERICAN ELEC PWR CO INC | 61,951 | $6.4B | 0.24% | |
| 64 | TSLATESLA INC | 20,033 | $6.4B | 0.24% | |
| 65 | SNOWSNOWFLAKE INC | 28,336 | $6.3B | 0.24% | |
| 66 | EEMISHARES TR | 130,161 | $6.3B | 0.23% | |
| 67 | ACNACCENTURE PLC IRELAND | 20,545 | $6.1B | 0.23% | |
| 68 | INTUINTUIT | 7,731 | $6.1B | 0.23% | |
| 69 | VCSHVANGUARD SCOTTSDALE FDS | 76,186 | $6.1B | 0.22% | |
| 70 | LNGCHENIERE ENERGY INC | 24,142 | $5.9B | 0.22% | |
| 71 | ETNEATON CORP PLC | 16,462 | $5.9B | 0.22% | |
| 72 | KMBKIMBERLY-CLARK CORP | 42,026 | $5.4B | 0.20% | |
| 73 | ACWIISHARES TR | 42,046 | $5.4B | 0.20% | |
| 74 | DHRDANAHER CORPORATION | 26,100 | $5.2B | 0.19% | |
| 75 | EAGGISHARES TR | 106,909 | $5.1B | 0.19% | |
| 76 | CMFISHARES TR | 89,315 | $5.0B | 0.18% | |
| 77 | PWRQUANTA SVCS INC | 12,638 | $4.8B | 0.18% | |
| 78 | SCHOSCHWAB STRATEGIC TR | 195,739 | $4.8B | 0.18% | |
| 79 | NEMNEWMONT CORP | 80,472 | $4.7B | 0.17% | |
| 80 | WYNNWYNN RESORTS LTD | 48,712 | $4.6B | 0.17% | |
| 81 | PLDPROLOGIS INC. | 42,241 | $4.4B | 0.16% | |
| 82 | IWBISHARES TR | 13,038 | $4.4B | 0.16% | |
| 83 | ESGEISHARES INC | 110,379 | $4.3B | 0.16% | |
| 84 | DFUSDIMENSIONAL ETF TRUST | 59,578 | $4.0B | 0.15% | |
| 85 | SCHXSCHWAB STRATEGIC TR | 159,817 | $3.9B | 0.14% | |
| 86 | GOOGALPHABET INC | 21,528 | $3.8B | 0.14% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 3,715 | $3.7B | 0.14% | |
| 88 | DYHTARGET CORP | 36,205 | $3.6B | 0.13% | |
| 89 | IWVISHARES TR | 9,855 | $3.5B | 0.13% | |
| 90 | MUNIPIMCO ETF TR | 66,393 | $3.4B | 0.13% | |
| 91 | VRTXVERTEX PHARMACEUTICALS INC | 7,320 | $3.3B | 0.12% | |
| 92 | QQMGINVESCO EXCH TRADED FD TR II | 82,450 | $3.1B | 0.12% | |
| 93 | SCHFSCHWAB STRATEGIC TR | 131,495 | $2.9B | 0.11% | |
| 94 | ETRENTERGY CORP NEW | 33,450 | $2.8B | 0.10% | |
| 95 | VOVANGUARD INDEX FDS | 9,284 | $2.6B | 0.10% | |
| 96 | IWOISHARES TR | 8,984 | $2.6B | 0.10% | |
| 97 | HDHOME DEPOT INC | 6,642 | $2.4B | 0.09% | |
| 98 | VVVANGUARD INDEX FDS | 7,938 | $2.3B | 0.08% | |
| 99 | ITOTISHARES TR | 16,672 | $2.3B | 0.08% | |
| 100 | PGRPROGRESSIVE CORP | 7,955 | $2.1B | 0.08% |
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