Sand Hill Global Advisors, LLC

$3.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1009209 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 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

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL 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 `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$9.8M	+40,481	$304M	$314M	485,490	525,971
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$15.2M	+123,171	$278M	$293M	2,897,259	3,020,430
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$12.5M	−3,017	$229M	$216M	335,243	332,226
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$5.9M	+93,168	$169M	$174M	3,134,953	3,228,121
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$7.9M	+65,908	$151M	$159M	2,283,286	2,349,194
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$7.3M	+78,258	$147M	$154M	1,663,150	1,741,408
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	+$11.6M	+229,705	$129M	$141M	1,613,586	1,843,291
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$1.3M	+982	$139M	$140M	562,884	563,866
position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `cusip6:72201R` ACTIVE BD ETF	ADD	+$40.2M	+440,603	$58.1M	$98.3M	624,484	1,065,087
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	ADD	+$2.5M	+8,045	$92.5M	$95.0M	306,241	314,286
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	ADD	+$80.2M	+1,168,514	$8.2M	$88.4M	122,207	1,290,721
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$3.4M	+64,893	$72.3M	$75.7M	1,206,289	1,271,182
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$2.1M	+4,166	$73.9M	$71.8M	120,248	124,414
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	TRIM	−$4.9M	−45,328	$70.5M	$65.6M	706,139	660,811
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$4.1M	−2,611	$51.7M	$47.6M	75,456	72,845
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$2.6M	+20,491	$39.0M	$41.7M	143,636	164,127
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$1.8M	+4,049	$38.2M	$36.4M	204,579	208,628
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$5.4M	−9,107	$34.6M	$29.1M	110,385	101,278
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$3.9M	+9,737	$32.1M	$28.2M	66,398	76,135
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.3M	+2,300	$28.9M	$26.6M	125,196	127,496
position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G` ESG AWR MSCI USA	ADD	−$847K	+2,298	$23.1M	$22.2M	155,011	157,309
position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U` ESG AWARE MSCI	TRIM	+$391K	−2,189	$21.8M	$22.2M	474,591	472,402
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	+$210K	−4,933	$20.4M	$20.6M	326,830	321,897
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.9M	+77	$22.4M	$19.4M	33,864	33,941
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$5.6M	−11,763	$25.0M	$19.3M	77,436	65,673
position key `pos:17094` · issuer key `iss:1012` U.S. REAL ES ETF	ADD	+$239K	+1,227	$17.3M	$17.5M	183,801	185,028
position key `sid:sec:prov:b058eb8ae00a9b90aca8057d6931e98e` · issuer key `cusip6:46434V` ULTRA SHORT DUR	TRIM	−$324K	−6,664	$16.8M	$16.5M	332,746	326,082
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$2.4M	−231	$17.1M	$14.7M	48,706	48,475
position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q` ULTRA SHRT ETF	TRIM	−$437K	−8,755	$15.0M	$14.5M	295,889	287,134
position key `sid:sec:prov:72be0ebb367e2d6894ef37f946084b25` · issuer key `cusip6:69344A` PGIM ULTRA SH BD	TRIM	−$494K	−9,441	$14.8M	$14.3M	298,865	289,424
position key `pos:10128` · issuer key `iss:1413` COM	TRIM	−$25.7K	−310	$13.6M	$13.6M	15,448	15,138
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$427K	−569	$13.1M	$13.5M	85,031	84,462
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$3.1M	−1,489	$9.6M	$12.7M	62,973	61,484
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	ADD	+$278K	+2,189	$12.3M	$12.6M	129,403	131,592
position key `pos:11020` · issuer key `iss:255` CL A	TRIM	−$1.4M	−1	$13.6M	$12.2M	18	17
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$500K	+2,691	$12.6M	$12.1M	36,412	39,103
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.8M	−102	$10.2M	$12.0M	49,145	49,043
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	−$53.7K	+27	$11.0M	$10.9M	139,595	139,622
position key `pos:15442` · issuer key `iss:356` COM	TRIM	+$662K	−567	$10.2M	$10.8M	37,260	36,693
position key `sid:sec:prov:dc75c9764218133658da2251c207ddb8` · issuer key `cusip6:46435U` ESG AWR US AGRGT	ADD	+$1.1M	+23,864	$8.9M	$10.0M	185,400	209,264
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$155K	+1,255	$9.6M	$9.7M	19,050	20,305
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	TRIM	+$17.8K	−476	$9.3M	$9.3M	35,875	35,399
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$826K	+157	$9.6M	$8.8M	8,993	9,150
position key `pos:16716` · issuer key `iss:633` COM	TRIM	+$99.0K	−47	$8.4M	$8.5M	31,854	31,807
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$370K	+2,148	$7.6M	$8.0M	53,202	55,350
position key `pos:11461` · issuer key `iss:102` COM	TRIM	+$940K	−150	$7.0M	$8.0M	60,848	60,698
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$1.1M	+182	$9.0M	$7.9M	8,411	8,593
position key `pos:13876` · issuer key `iss:917` COM	TRIM	+$934K	−510	$6.6M	$7.6M	33,913	33,403
position key `pos:15220` · issuer key `iss:1725` COM	ADD	−$523K	+2	$8.0M	$7.5M	22,877	22,879
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	+$280K	−190	$7.1M	$7.3M	32,094	31,904
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	TRIM	+$134K	−43	$7.2M	$7.3M	11,929	11,886
position key `pos:17542` · issuer key `iss:193` COM	ADD	−$1.4M	+974	$8.7M	$7.3M	29,427	30,401
position key `sid:sec:prov:7bcdf14911a7fd0ef5217ab7ac306d5d` · issuer key `cusip6:46431W` SHORT DURATION B	TRIM	−$42.7K	−102	$7.2M	$7.2M	141,416	141,314
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$837K	+1,020	$7.7M	$6.9M	41,900	42,920
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$1.4M	+85	$8.1M	$6.8M	18,111	18,196
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	TRIM	+$147K	−1,832	$6.6M	$6.7M	120,533	118,701
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$1.6M	+49	$5.2M	$6.7M	12,223	12,272
position key `pos:17935` · issuer key `iss:599` CL A	TRIM	−$3.4M	−6	$10.1M	$6.7M	44,392	44,386
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$241K	+171	$6.9M	$6.6M	20,477	20,648
position key `pos:10822` · issuer key `iss:438` COM NEW	TRIM	+$1.9M	−458	$4.5M	$6.4M	23,073	22,615
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$808K	+475	$5.2M	$6.0M	16,301	16,776
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$1.2M	−1,156	$7.1M	$5.9M	62,803	61,647
position key `pos:13025` · issuer key `iss:1992` COM	ADD	−$277K	+6,605	$6.1M	$5.8M	50,446	57,051
position key `pos:10854` · issuer key `iss:300` COM	ADD	−$1.6M	+4	$7.3M	$5.8M	1,370	1,374
position key `pos:16195` · issuer key `iss:1493` COM	ADD	+$261K	+552	$5.3M	$5.6M	41,599	42,151
position key `pos:13933` · issuer key `iss:1307` COM	TRIM	+$387K	−357	$5.1M	$5.4M	50,665	50,308
position key `pos:11814` · issuer key `iss:371` COM	NEW	+$5.2M	+18,669	$0	$5.2M	—	18,669
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$193K	+919	$5.3M	$5.1M	16,962	17,881
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$2.8M	−2,482	$7.8M	$5.1M	29,569	27,087
position key `pos:12048` · issuer key `iss:665` COM	ADD	+$897K	+172	$4.1M	$5.0M	44,020	44,192
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$4.4M	+45,747	$419K	$4.8M	4,470	50,217
position key `pos:16400` · issuer key `iss:1016` ESG AWR MSCI EM	TRIM	−$37.1K	−3,914	$4.8M	$4.7M	108,348	104,434
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$292K	−2,330	$5.0M	$4.7M	47,017	44,687
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$3.2M	−1,302	$7.7M	$4.5M	11,645	10,343
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	TRIM	−$244K	−88	$4.7M	$4.5M	12,591	12,503
position key `pos:11122` · issuer key `iss:1684` COM SHS	ADD	−$1.8M	+854	$6.2M	$4.4M	28,218	29,072
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	TRIM	−$452K	−9,237	$4.6M	$4.1M	169,616	160,379
position key `sid:sec:prov:71cdd83e936200902995566116770aee` · issuer key `cusip6:56170L` VERT GLB SUST RE	TRIM	−$41.9K	−1,361	$4.1M	$4.1M	397,966	396,605
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	TRIM	−$210K	−315	$4.3M	$4.1M	57,456	57,141
position key `pos:17983` · issuer key `iss:799` COM	NEW	+$4.0M	+18,682	$0	$4.0M	—	18,682
position key `pos:13931` · issuer key `iss:1013` CALIF MUN BD ETF	TRIM	−$349K	−5,336	$4.3M	$4.0M	75,301	69,965
position key `pos:16768` · issuer key `iss:1903` COM	ADD	−$668K	+118	$4.6M	$3.9M	20,345	20,463
position key `pos:16347` · issuer key `iss:1759` COM	ADD	+$927K	+1,972	$2.9M	$3.8M	29,324	31,296
position key `pos:14227` · issuer key `iss:348` CL A	NEW	+$3.7M	+27,020	$0	$3.7M	—	27,020
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$610K	+141	$3.0M	$3.6M	3,503	3,644
position key `pos:10235` · issuer key `iss:1012` RUSSELL 3000 ETF	TRIM	−$186K	−78	$3.8M	$3.6M	9,722	9,644
position key `sid:sec:prov:8c13ad54915c2dff5c6a4ec00f4c2ac4` · issuer key `cusip6:72201R` INTER MUN BD ACT	TRIM	−$206K	−3,676	$3.5M	$3.3M	66,418	62,742
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	TRIM	+$3.0K	−3,502	$3.0M	$3.0M	126,255	122,753
position key `pos:10586` · issuer key `iss:1908` COM	ADD	+$498K	+1,193	$2.3M	$2.8M	5,176	6,369
position key `sid:sec:prov:ceba697c8225de1241bb08c0a3097c7f` · issuer key `cusip6:46138G` ESG NASDAQ 100	TRIM	−$211K	−204	$3.0M	$2.8M	71,840	71,636
position key `pos:10715` · issuer key `iss:916` COM	ADD	+$533K	+1,914	$2.2M	$2.7M	6,355	8,269
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$104K	+453	$2.5M	$2.6M	8,497	8,950
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$639K	−792	$1.9M	$2.5M	15,684	14,892
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$385K	−535	$1.7M	$2.1M	6,697	6,162
position key `pos:11683` · issuer key `iss:1491` COM	TRIM	−$238K	−12	$1.8M	$1.6M	7,989	7,977
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$332K	−1,584	$1.9M	$1.6M	12,233	10,649
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$127K	−218	$1.6M	$1.5M	7,211	6,993
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$138K	−83	$1.7M	$1.5M	11,506	11,423
position key `sid:sec:prov:3d676e2382d96022fd1e047b7a3e7afd` · issuer key `cusip6:72201R` ENHNCD LW DUR AC	TRIM	−$30.9K	−304	$1.4M	$1.3M	14,149	13,845
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	TRIM	−$146K	−2,666	$1.3M	$1.1M	25,366	22,700

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
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	NO CHANGE	−$35.0K	$6.1M	$6.0M	76,186	76,186
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	NO CHANGE	−$131K	$5.9M	$5.8M	42,046	42,046
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	NO CHANGE	−$20.2K	$4.9M	$4.9M	201,936	201,936
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$82.7K	$2.9M	$2.8M	8,984	8,984
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$123K	$2.4M	$2.3M	7,715	7,715
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	NO CHANGE	+$34.7K	$1.7M	$1.7M	22,506	22,506
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	NO CHANGE	−$36.4K	$1.7M	$1.7M	7,715	7,715
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	NO CHANGE	−$123K	$1.2M	$1.1M	2,630	2,630
position key `pos:17056` · issuer key `iss:1012` S&P 100 ETF	NO CHANGE	−$87.0K	$1.2M	$1.1M	3,494	3,494
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	NO CHANGE	+$86.2K	$1.0M	$1.1M	2,537	2,537
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	NO CHANGE	−$18.9K	$1.0M	$1.0M	25,882	25,882
position key `pos:15764` · issuer key `iss:2177` ORD SHS CL A	NO CHANGE	−$138K	$978K	$839K	58,397	58,397
position key `pos:15789` · issuer key `iss:529` CL A	NO CHANGE	−$156K	$781K	$625K	33,107	33,107
position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V` US TARGETED VLU	NO CHANGE	+$23.7K	$484K	$508K	8,128	8,128
position key `pos:12710` · issuer key `iss:1013` EAFE SML CP ETF	NO CHANGE	+$4.9K	$436K	$441K	5,623	5,623
position key `sid:sec:prov:71f44eb8369d8e86f63e1b7eaf57e6bc` · issuer key `cusip6:67092P` NUVEEN ESG INTL	NO CHANGE	−$1.2K	$433K	$432K	11,970	11,970
position key `pos:10919` · issuer key `iss:1013` ESG OPTIMIZED	NO CHANGE	−$22.0K	$423K	$401K	3,038	3,038
position key `pos:18182` · issuer key `iss:1303` CL A	NO CHANGE	+$63.2K	$307K	$370K	4,417	4,417
position key `pos:11567` · issuer key `cusip6:33740F` FT VEST LADDERED	NO CHANGE	−$4.9K	$345K	$340K	10,061	10,061
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	NO CHANGE	+$9.6K	$279K	$289K	2,322	2,322
position key `pos:15571` · issuer key `iss:1013` JPMORGAN USD EMG	NO CHANGE	−$6.7K	$273K	$266K	2,832	2,832
position key `pos:16990` · issuer key `iss:1012` SP SMCP600VL ETF	NO CHANGE	+$10.6K	$254K	$265K	2,235	2,235
position key `pos:12028` · issuer key `iss:1179` COM	NO CHANGE	−$52.4K	$313K	$261K	6,965	6,965
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	NO CHANGE	+$5.1K	$231K	$236K	3,057	3,057
position key `pos:16672` · issuer key `iss:528` COM	NO CHANGE	−$61.1K	$292K	$231K	39,697	39,697
position key `pos:11361` · issuer key `iss:1042` COM	NO CHANGE	−$83.3K	$304K	$220K	2,381	2,381
position key `pos:13112` · issuer key `iss:1013` US REGNL BKS ETF	NO CHANGE	−$5.4K	$226K	$220K	4,090	4,090
position key `sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4` · issuer key `cusip6:436440` COM	NO CHANGE	+$3.0K	$204K	$207K	2,745	2,745
position key `pos:15542` · issuer key `iss:902` COM	NO CHANGE	−$56.0K	$260K	$204K	13,832	13,832
position key `sid:sec:prov:c109864b2e8b0c2ff5108b7b367c3f24` · issuer key `cusip6:30219Q` COM CL A	NO CHANGE	−$13.0K	$30.7K	$17.7K	20,314	20,314

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 154 issuers · $3.0B disclosed value over 204 rows · 0 undisclosed-value 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

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 80.8%above median 80.0%
Concentration index: 460 bpsabove median 446 bps
Positions with value: 204 / 204median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 460 · QoQ moves: 213

Filing history

AVAILABLE QUARTERS

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

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

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

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).