Sign In
test

Caroline Curts

Sand Hill Global Advisors, Llc

Assets Managed
$2.972B
Holdings
204
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.72%(2Q avg: 2.3%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sand Hill Global Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Sand Hill Global Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.972B in assets, with a quarterly growth rate of 3.72% and a 2-quarter average growth rate of 2.3%. The portfolio is managed by Caroline Curts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 8.34%
10.58%
$314.294M
525,971 shares@ $597.56 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 4.26%
9.88%
$293.374M
3.02M shares@ $97.14 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.89%
7.27%
$216.06M
332,226 shares@ $650.34 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.98%
5.88%
$174.48M
3.228M shares@ $54.06 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.89%
5.34%
$158.641M
2.349M shares@ $67.53 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 4.71%
5.2%
$154.463M
1.741M shares@ $88.71 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 14.24%
4.75%
$141.086M
1.843M shares@ $76.55 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.18%
4.71%
$139.839M
563,866 shares@ $248.0 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 70.56%
3.31%
$98.286M
1.065M shares@ $92.28 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 2.63%
3.2%
$94.993M
314,286 shares@ $302.25 avg price

1-10 of 204