Sand Hill Global Advisors, LLC

CIK 1009209 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.0B
every reported holding for this filer and quarter, including ones with no disclosed value: 204
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 16
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 9

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	+$9.8M	+40,481	$304M	$314M	485,490	525,971
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	ADD	+$15.2M	+123,171	$278M	$293M	2,897,259	3,020,430
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$12.5M	−3,017	$229M	$216M	335,243	332,226
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$5.9M	+93,168	$169M	$174M	3,134,953	3,228,121
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	ADD	+$7.9M	+65,908	$151M	$159M	2,283,286	2,349,194
—	share class as filed: REAL ESTATE ETF · position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `iss:2483`	ADD	+$7.3M	+78,258	$147M	$154M	1,663,150	1,741,408
—	share class as filed: STATE STREET SPD · position key `pos:14221` · issuer key `iss:1602`	ADD	+$11.6M	+229,705	$129M	$141M	1,613,586	1,843,291
—	share class as filed: RUSSELL 2000 ETF · position key `pos:15702` · issuer key `iss:1012`	ADD	+$1.3M	+982	$139M	$140M	562,884	563,866
—	share class as filed: ACTIVE BD ETF · position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `iss:2436`	ADD	+$40.2M	+440,603	$58.1M	$98.3M	624,484	1,065,087
—	share class as filed: SML CP GRW ETF · position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `iss:2483`	ADD	+$2.5M	+8,045	$92.5M	$95.0M	306,241	314,286
—	share class as filed: MSCI ACWI EX US · position key `pos:14924` · issuer key `iss:1013`	ADD	+$80.2M	+1,168,514	$8.2M	$88.4M	122,207	1,290,721
—	share class as filed: INTER TERM TREAS · position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `iss:2482`	ADD	+$3.4M	+64,893	$72.3M	$75.7M	1,206,289	1,271,182
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	ADD	−$2.1M	+4,166	$73.9M	$71.8M	120,248	124,414
—	share class as filed: CORE US AGGBD ET · position key `pos:14737` · issuer key `iss:1012`	TRIM	−$4.9M	−45,328	$70.5M	$65.6M	706,139	660,811
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	TRIM	−$4.1M	−2,611	$51.7M	$47.6M	75,456	72,845
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	+$2.6M	+20,491	$39.0M	$41.7M	143,636	164,127
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$1.8M	+4,049	$38.2M	$36.4M	204,579	208,628
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$5.4M	−9,107	$34.6M	$29.1M	110,385	101,278
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$3.9M	+9,737	$32.1M	$28.2M	66,398	76,135
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$2.3M	+2,300	$28.9M	$26.6M	125,196	127,496

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 30

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: SHRT TRM CORP BD · position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `iss:2482`	NO CHANGE	−$35.0K	$6.1M	$6.0M	76,186	76,186
—	share class as filed: MSCI ACWI ETF · position key `pos:10899` · issuer key `iss:1013`	NO CHANGE	−$131K	$5.9M	$5.8M	42,046	42,046
—	share class as filed: SHT TM US TRES · position key `pos:12291` · issuer key `iss:1633`	NO CHANGE	−$20.2K	$4.9M	$4.9M	201,936	201,936
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$82.7K	$2.9M	$2.8M	8,984	8,984
—	share class as filed: LARGE CAP ETF · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$123K	$2.4M	$2.3M	7,715	7,715
—	share class as filed: ALLWRLD EX US · position key `pos:13994` · issuer key `iss:2480`	NO CHANGE	+$34.7K	$1.7M	$1.7M	22,506	22,506
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	NO CHANGE	−$36.4K	$1.7M	$1.7M	7,715	7,715
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	NO CHANGE	−$123K	$1.2M	$1.1M	2,630	2,630
—	share class as filed: S&P 100 ETF · position key `pos:17056` · issuer key `iss:1012`	NO CHANGE	−$87.0K	$1.2M	$1.1M	3,494	3,494
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: GOLD SHS · position key `pos:11237` · issuer key `iss:1601`	NO CHANGE	+$86.2K	$1.0M	$1.1M	2,537	2,537
—	share class as filed: US CORE EQUITY 2 · position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V`	NO CHANGE	−$18.9K	$1.0M	$1.0M	25,882	25,882
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD SHS CL A · position key `pos:15764` · issuer key `iss:2177`	NO CHANGE	−$138K	$978K	$839K	58,397	58,397
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15789` · issuer key `iss:529`	NO CHANGE	−$156K	$781K	$625K	33,107	33,107
—	share class as filed: US TARGETED VLU · position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V`	NO CHANGE	+$23.7K	$484K	$508K	8,128	8,128
—	share class as filed: EAFE SML CP ETF · position key `pos:12710` · issuer key `iss:1013`	NO CHANGE	+$4.9K	$436K	$441K	5,623	5,623
—	share class as filed: NUVEEN ESG INTL · position key `sid:sec:prov:71f44eb8369d8e86f63e1b7eaf57e6bc` · issuer key `cusip6:67092P`	NO CHANGE	−$1.2K	$433K	$432K	11,970	11,970
—	share class as filed: ESG OPTIMIZED · position key `pos:10919` · issuer key `iss:1013`	NO CHANGE	−$22.0K	$423K	$401K	3,038	3,038
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:18182` · issuer key `iss:1303`	NO CHANGE	+$63.2K	$307K	$370K	4,417	4,417
—	share class as filed: FT VEST LADDERED · position key `pos:11567` · issuer key `iss:2384`	NO CHANGE	−$4.9K	$345K	$340K	10,061	10,061
—	share class as filed: CORE S&P SCP ETF · position key `pos:14033` · issuer key `iss:1012`	NO CHANGE	+$9.6K	$279K	$289K	2,322	2,322
—	share class as filed: JPMORGAN USD EMG · position key `pos:15571` · issuer key `iss:1013`	NO CHANGE	−$6.7K	$273K	$266K	2,832	2,832
—	share class as filed: SP SMCP600VL ETF · position key `pos:16990` · issuer key `iss:1012`	NO CHANGE	+$10.6K	$254K	$265K	2,235	2,235
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12028` · issuer key `iss:1179`	NO CHANGE	−$52.4K	$313K	$261K	6,965	6,965
—	share class as filed: VG TL INTL STK F · position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909`	NO CHANGE	+$5.1K	$231K	$236K	3,057	3,057
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16672` · issuer key `iss:528`	NO CHANGE	−$61.1K	$292K	$231K	39,697	39,697
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11361` · issuer key `iss:1042`	NO CHANGE	−$83.3K	$304K	$220K	2,381	2,381
—	share class as filed: US REGNL BKS ETF · position key `pos:13112` · issuer key `iss:1013`	NO CHANGE	−$5.4K	$226K	$220K	4,090	4,090
—	share class as filed: COM · position key `sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4` · issuer key `cusip6:436440`	NO CHANGE	+$3.0K	$204K	$207K	2,745	2,745
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15542` · issuer key `iss:902`	NO CHANGE	−$56.0K	$260K	$204K	13,832	13,832
—	share class as filed: COM CL A · position key `sid:sec:prov:c109864b2e8b0c2ff5108b7b367c3f24` · issuer key `cusip6:30219Q`	NO CHANGE	−$13.0K	$30.7K	$17.7K	20,314	20,314

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

154 issuers · 204 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

16 positions · 16 reported rows

Rows Sand Hill Global Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$293M	3,020,430
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$159M	2,349,194
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$140M	563,866
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$65.6M	660,811
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$47.6M	72,845
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$17.5M	185,028
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$6.7M	118,701
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$4.5M	12,503
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$3.6M	9,644
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$2.8M	8,984
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.1M	2,630
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$1.1M	3,494
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$559K	2,614
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$289K	2,322
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$274K	1,808
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$265K	2,235

ticker not yet mapped

$744M

7,017,109

25.0%

—

VANGUARD INDEX FDS

7 positions · 7 reported rows

Rows Sand Hill Global Advisors, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$314M	525,971
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$154M	1,741,408
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$95.0M	314,286
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$9.3M	35,399
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$6.6M	20,648
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.6M	8,950
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$2.3M	7,715

ticker not yet mapped

$585M

2,654,377

19.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$216M

332,226

7.3%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$174M	3,228,121
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.7M	22,506

ticker not yet mapped

$176M

3,250,627

5.9%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$141M

1,843,291

4.7%

—

ISHARES TR

8 positions · 8 reported rows

Rows Sand Hill Global Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$88.4M	1,290,721
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$5.8M	42,046
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$4.7M	44,687
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$4.0M	69,965
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$441K	5,623
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$401K	3,038
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$266K	2,832
ISHARES TR · US REGNL BKS ETF CUSIP — src ↗	$220K	4,090

ticker not yet mapped

$104M

1,463,002

3.5%

—

PIMCO ETF TR

3 positions · 3 reported rows

Rows Sand Hill Global Advisors, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$98.3M	1,065,087
PIMCO ETF TR · INTER MUN BD ACT CUSIP 72201R866 src ↗	$3.3M	62,742
PIMCO ETF TR · ENHNCD LW DUR AC CUSIP 72201R718 src ↗	$1.3M	13,845

ticker not yet mapped

$103M

1,141,674

3.5%

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows Sand Hill Global Advisors, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$75.7M	1,271,182
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$6.0M	76,186
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$1.1M	19,028

ticker not yet mapped

$82.9M

1,366,396

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$71.8M

124,414

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$41.7M

164,127

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$36.4M

208,628

1.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$22.2M	157,309
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$12.6M	131,592

ticker not yet mapped

$34.8M

288,901

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$29.1M	101,278
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$5.1M	17,881

$34.3M

119,159

1.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$22.2M	472,402
ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549 src ↗	$10.0M	209,264

ticker not yet mapped

$32.2M

681,666

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.2M

76,135

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$26.6M

127,496

0.9%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$12.2M	17
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$9.7M	20,305

$21.9M

20,322

0.7%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$20.6M

321,897

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.4M

33,941

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.3M

65,673

0.6%

—

ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$16.5M

326,082

0.6%

—

J P MORGAN EXCHANGE TRADED F

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$14.5M	287,134
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$1.1M	22,700

ticker not yet mapped

$15.7M

309,834

0.5%

—

SCHWAB STRATEGIC TR

7 positions · 7 reported rows

Rows Sand Hill Global Advisors, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$4.9M	201,936
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$4.1M	160,379
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$3.0M	122,753
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$930K	19,894
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$784K	23,792
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$706K	25,367
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$245K	7,559

ticker not yet mapped

$14.7M

561,680

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$14.7M

48,475

0.5%

—

PGIM ETF TR · PGIM ULTRA SH BD CUSIP 69344A107
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$14.3M

289,424

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.6M

15,138

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$13.5M

84,462

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.7M

61,484

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.1M

39,103

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$12.0M

49,043

0.4%

—

VANGUARD BD INDEX FDS

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$10.9M	139,622
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$584K	7,924

ticker not yet mapped

$11.5M

147,546

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.8M

36,693

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.8M

9,150

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.5M

31,807

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.0M

55,350

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$8.0M

60,698

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.9M

8,593

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.6M

33,403

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.5M

22,879

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.3M

31,904

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.3M

11,886

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTODESK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$7.3M

30,401

0.2%

—

ISHARES U S ETF TR · SHORT DURATION B CUSIP 46431W507
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$7.2M

141,314

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.9M

42,920

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.8M

18,196

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.7M

12,272

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOORDASH INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.7M

44,386

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHENIERE ENERGY INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.4M

22,615

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$6.0M

16,776

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.9M

61,647

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WYNN RESORTS LTD · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.8M

57,051

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.8M

1,374

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.6M

42,151

0.2%

—

DIMENSIONAL ETF TRUST

3 positions · 3 reported rows

Rows Sand Hill Global Advisors, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$4.1M	57,141
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$1.0M	25,882
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$508K	8,128

ticker not yet mapped

$5.6M

91,151

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.4M

50,308

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CADENCE DESIGN SYSTEM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.2M

18,669

0.2%

—

ISHARES INC

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for ISHARES INC, as it reported them
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$4.7M	104,434
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$390K	5,595

ticker not yet mapped

$5.1M

110,029

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.1M

27,087

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.0M

44,192

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.8M

50,217

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.5M

10,343

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNOWFLAKE INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.4M

29,072

0.1%

—

MANAGER DIRECTED PORTFOLIOS · VERT GLB SUST RE CUSIP 56170L695
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$4.1M

396,605

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GALLAGHER ARTHUR J & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.0M

18,682

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERISK ANALYTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.9M

20,463

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARGET CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.8M

31,296

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBRE GROUP INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.7M

27,020

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.6M

3,644

0.1%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · ESG NASDAQ 100 CUSIP 46138G540 src ↗	$2.8M	71,636
INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF CUSIP — src ↗	$313K	1,319

ticker not yet mapped

$3.1M

72,955

0.1%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows Sand Hill Global Advisors, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$1.6M	10,649
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.5M	11,423

ticker not yet mapped

$3.1M

22,072

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.8M

6,369

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.7M

8,269

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

14,892

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.1M

6,162

0.1%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$1.7M

7,715

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.6M

7,977

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.5M

6,993

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.1M

2,537

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$997K

2,949

0.0%

—

VANGUARD CALIF TAX FREE FDS · TAX EXEMPT BD FD CUSIP 922021605
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$940K

9,489

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$930K

11,992

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$907K

6,200

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$881K

4,442

0.0%

—

EA SERIES TRUST · JLENS 500 JEWISH CUSIP 02072Q846
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$876K

32,064

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$853K

7,779

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NU HLDGS LTD · ORD SHS CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$839K

58,397

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$822K

3,478

0.0%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$740K

8,170

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$734K

1,469

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK MONTREAL MEDIUM · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$732K

5,411

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$731K

9,619

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$684K

2,821

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$653K

6,362

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$650K

2,091

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$633K

893

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COUPANG INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$625K

33,107

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$605K

3,136

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$578K

6,560

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$573K

3,892

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$568K

6,045

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.8%above median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 460 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 204 / 204median book 97.5 positions

213 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Sand Hill Global Advisors, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.