Fund HoldingsSand Hill Global Advisors, LLC

Total Portfolio Value
$2.87B
Total Bought
$211.09M
Total Sold
$203.58M
Net Transaction
+$7.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
01,613,586+1,613,5860129,4424.52%+129,442
ISHARES TR2,841,2882,897,259+55,971265,291278,2249.71%+12,933
PIMCO ETF TR
ACTIVE BD ETF
531,973624,484+92,51149,66058,1272.03%+8,467
ISHARES TR
ESG AWARE MSCI
301,505474,591+173,08613,59221,8220.76%+8,230
ALPHABET INC(GOOG)113,527110,385-3,14227,59934,5511.21%+6,952
VERISK ANALYTICS INC(VRSK)020,345+20,34504,5510.16%+4,551
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
1,128,8421,206,289+77,44767,76472,2932.52%+4,529
ISHARES TR667,066706,139+39,07366,87370,5292.46%+3,656
ISHARES TR
ESG AWR US AGRGT
109,429185,400+75,9715,2568,8710.31%+3,616
BERKSHIRE HATHAWAY INC DEL019,050+19,05009,5760.33%+9,576
ISHARES TR2,260,2532,283,286+23,033147,504150,6975.26%+3,193
INTUIT(INTU)011,645+11,64507,7140.27%+7,714
APPLE INC(AAPL)143,828143,636-19236,62339,0491.36%+2,426
ELI LILLY & CO(LLY)08,411+8,41109,0390.32%+9,039
ISHARES TR157,651183,801+26,15015,30517,2570.60%+1,952
SELECT SECTOR SPDR TR
ST STR CARE ETF
012,233+12,23301,8940.07%+1,894
PARKER-HANNIFIN CORP(PH)15,71915,448-27111,91713,5780.47%+1,661
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,506+11,50601,6570.06%+1,657
AMAZON COM INC(AMZN)0125,196+125,196028,8981.01%+28,898
VANGUARD INDEX FDS305,716306,241+52590,98792,5183.23%+1,531
ALPHABET INC(GOOG)16,80516,962+1574,0935,3230.19%+1,230
ISHARES TR075,456+75,456051,6831.80%+51,683
FIGMA INC(FIG)026,922+26,92201,0060.04%+1,006
JOHNSON & JOHNSON(JNJ)49,47049,145-3259,17310,1710.35%+998
ISHARES TR
ULTRA SHORT DUR
0332,746+332,746016,8300.59%+16,830
BROADCOM INC(AVGO)35,81536,412+59711,81612,6020.44%+787
COUPANG INC(CPNG)033,107+33,10707810.03%+781
VANGUARD TAX-MANAGED FDS327,920326,830-1,09019,64920,4170.71%+768
SALESFORCE INC(CRM)029,569+29,56907,8330.27%+7,833
NEWMONT CORP(NEM)050,665+50,66505,0590.18%+5,059
PACS GROUP INC(PACS)016,724+16,72406420.02%+642
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
282,629295,889+13,26014,33814,9690.52%+631
ISHARES TR
ESG AW MSCI EAFE
126,031129,403+3,37211,71812,3050.43%+587
ISHARES TR117,252122,207+4,9557,6238,2040.29%+581
PROLOGIS INC.(PLD)41,35941,599+2404,7365,3110.19%+574
PGIM ETF TR
PGIM ULTRA SH BD
286,068298,865+12,79714,25514,8210.52%+566
TJX COS INC NEW(TJX)86,65785,031-1,62612,52513,0620.46%+536
VISA INC(V)048,706+48,706017,0820.60%+17,082
APPLIED MATLS INC6,1136,697+5841,2521,7210.06%+469
SPDR SERIES TRUST
ST STR SP600 SML
09,187+9,18704310.02%+431
SCHWAB STRATEGIC TR159,817169,616+9,7994,2104,5640.16%+355
SCHWAB STRATEGIC TR036,395+36,39509900.03%+990
AMGEN INC(AMGN)0825+82502700.01%+270
AIRBNB INC01,867+1,86702530.01%+253
MERCK & CO INC(MRK)02,304+2,30402430.01%+243
UNITED AIRLS HLDGS INC(UAL)02,019+2,01902260.01%+226
VANGUARD BD INDEX FDS0139,595+139,595011,0010.38%+11,001
CISCO SYS INC(CSCO)012,819+12,81909870.03%+987
MOODYS CORP(MCO)0408+40802080.01%+208
HOLOGIC INC02,745+2,74502040.01%+204
EXXON MOBIL CORP15,30715,684+3771,7261,8870.07%+161
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
374,791397,966+23,1753,9924,1390.14%+147
INTUITIVE SURGICAL INC1,0271,057+304595990.02%+139
ISHARES TR42,04642,04605,8125,9490.21%+137
ABBVIE INC(ABBV)6,5817,211+6301,5241,6480.06%+124
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
025,366+25,36601,2810.04%+1,281
AMERICAN ELEC PWR CO INC61,40560,848-5576,9087,0160.24%+108
PIMCO ETF TR
ENHNCD LW DUR AC
014,149+14,14901,3580.05%+1,358
CATERPILLAR INC(CAT)744800+563554580.02%+103
INTERNATIONAL BUSINESS MACHS(IBM)02,732+2,73208090.03%+809
THERMO FISHER SCIENTIFIC INC(TMO)432508+762102940.01%+85
SPDR S&P MIDCAP 400 ETF TR(MDY)11,93911,929-107,1167,1970.25%+81
SCHWAB STRATEGIC TR198,408201,936+3,5284,8414,9210.17%+80
GOLDMAN SACHS GROUP INC(GS)0407+40703580.01%+358
DANAHER CORPORATION(DHR)02,313+2,31305290.02%+529
WELLS FARGO CO NEW(WFC)05,258+5,25804900.02%+490
QUANTA SVCS INC12,30012,223-775,0975,1590.18%+61
RTX CORPORATION(RTX)3,1593,206+475295880.02%+59
MAPLEBEAR INC(CART)06,965+6,96503130.01%+313
ISHARES GOLD TR(IAU)6,6696,66904855410.02%+56
NEW YORK TIMES CO(NYT)04,417+4,41703070.01%+307
VANGUARD INTL EQUITY INDEX F022,506+22,50601,6560.06%+1,656
SPDR GOLD TR(GLD)2,6902,537-1539561,0050.04%+49
MASTERCARD INCORPORATED(MA)01,400+1,40007990.03%+799
ISHARES TR9,8029,722-803,7153,7610.13%+47
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
58,24957,456-7934,2204,2620.15%+42
S&P GLOBAL INC(SPGI)0649+64903390.01%+339
AMERICAN EXPRESS CO(AXP)0976+97603610.01%+361
NU HLDGS LTD(NU)58,79458,397-3979419780.03%+36
SCHWAB CHARLES CORP(SCHW)05,853+5,85305850.02%+585
COCA COLA CO(KO)06,514+6,51404550.02%+455
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2151,21503393690.01%+30
VANGUARD INDEX FDS36,28235,875-4079,2269,2540.32%+28
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
018,223+18,22301,0700.04%+1,070
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
020,289+20,28905560.02%+556
ISHARES TR8,9848,98402,8752,9020.10%+27
GE AEROSPACE(GE)01,491+1,49104590.02%+459
BILL HOLDINGS INC12,60812,684+766686920.02%+24
APOLLO GLOBAL MGMT INC(APO)01,985+1,98502870.01%+287
ISHARES TR02,522+2,52205300.02%+530
SCHWAB STRATEGIC TR08,010+8,01002520.01%+252
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,197+1,19703030.01%+303
NEXTERA ENERGY INC(NEE)03,125+3,12502510.01%+251
VANGUARD WORLD FD
INF TECH ETF
477491+143563700.01%+14
VANGUARD INDEX FDS020,477+20,47706,8650.24%+6,865
3M CO(MMM)02,684+2,68404300.01%+430
ISHARES TR2,6302,63001,2321,2450.04%+13
BANK MONTREAL QUE4,5694,682+1135956080.02%+13
ISHARES TR03,038+3,03804230.01%+423
ISHARES TR04,090+4,09002260.01%+226
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