You're signed outSign in or to get full access.
Sand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC is a Palo Alto, CA-based SEC-registered investment adviser founded in 1982. The firm provides investment and wealth management services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, LLCs, partnerships, and corporations. Sand Hill Global Advisors focuses on delivering personalized advice to address unique client needs, with an emphasis on fiduciary responsibility, transparency, and conflict-free service. The firm currently has around 31 to 32 employees and manages a substantial client base, primarily composed of high-net-worth individuals and select institutions.
Investment Strategy
Sand Hill Global Advisors adopts a customized and client-centric investment strategy focused on individualized portfolio management and holistic wealth management services. They serve the unique needs, goals, and restrictions of each client, managing portfolios across a range of assets including equities, fixed income, and alternative investments. The firm acts as a fiduciary, always putting client interests first, and emphasizes transparency, conflict mitigation, and long-term financial planning. Their approach is not tied to proprietary products or compensation-based referrals, and every portfolio is tailored according to client risk tolerance, objectives, and circumstances.
Latest 13F Filing Activity
Sand Hill Global Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 201 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Ishares TR among other positions. Sand Hill Global Advisors, LLC reduced exposure to Invesco Exchange Traded FD T, J P Morgan Exchange Traded F, Pgim Etf TR among others.
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.20% | $301.6M | 531,012 | $342.04 | $568.03 | +$43.6M |
E EFA | ISHARES TR | 9.33% | $251.2M | 2,810,427 | $67.84 | $89.39 | +$20.3M |
S SPY | SPDR S&P 500 ETF TR | 8.36% | $225.1M | 364,378 | $295.29 | $617.85 | +$20.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.84% | $157.4M | 3,182,811 | $42.55 | $49.46 | +$10.0M |
I IJH | ISHARES TR | 5.22% | $140.7M | 2,268,824 | $41.38 | $62.02 | +$9.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more