Sand Hill Global Advisors, LLC

RIA/Wealth

Sand Hill Global Advisors, LLC is a RIA/Wealth based in Palo Alto, CA led by Brian Eugene Dombkowski, reporting $3.9B in AUM as of Q3 2025 with 78% ETF concentration and 60% concentrated in top 10 holdings.

CEOBrian Eugene Dombkowski

Portfolio Value: $2.8B
Positions: 198
Top Holding: VOO at 10.74%
Last Reported: Q3 2025

Address245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301, United States

Top Holdings

Largest long holdings in Sand Hill Global Advisors, LLC's portfolio (60.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$305.0M	10.74%	-$20.2M Sold	— 498.0K shares	Q1 2017 Held for 8y 8m
2 iShares MSCI EAFE EFA	ETF ETF	$265.3M	9.34%	+$2.9M Bought	— 2.8M shares	≤ Q2 2013 Held for 12y 5m+
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$232.3M	8.18%	-$10.4M Sold	— 348.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard FTSE Emerging Markets VWO	ETF ETF	$170.3M	6.00%	-$2.1M Sold	— 3.1M shares	Q3 2013 Held for 12y 2m
5 Vanguard Real Estate VNQ	ETF ETF	$148.4M	5.23%	+$70.1M Bought	— 1.6M shares	Q2 2017 Held for 8y 5m
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$147.5M	5.19%	-$559.3K Sold	— 2.3M shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Russell 2000 IWM	ETF ETF	$141.0M	4.96%	-$6.4M Sold	— 582.6K shares	Q4 2016 Held for 8y 11m
8 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$131.0M	4.61%	-$2.5M Sold	— 1.7M shares	Q4 2023 Held for 1y 11m
9 Vanguard Small-Cap Growth VBK	ETF ETF	$91.0M	3.20%	-$431.3K Sold	— 305.7K shares	Q4 2021 Held for 3y 11m
10 Invesco QQQ Trust QQQ	ETF ETF	$79.1M	2.78%	-$992.4K Sold	— 131.7K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sand Hill Global Advisors, LLC's latest filing

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Market Value

$2.8B

Prior: $2.7B

Q/Q Change

+5.43%

+$146.2M

Net Flows % of MV

-1.16%

Turnover Ratio

4.11%

New Purchases

6 stocks

$9.9M

Added To

27 stocks

+$91.7M

Sold Out Of

15 stocks

$10.2M

Reduced Holdings

110 stocks

-$124.4M

Increased Positions

Position	Shares Δ	Change
1 Alexandria Real Estate Equities ARE	New	0 → 63.3K +$5.3M
2 VGSR Vert Global Sustainable Real Estate VGSR	New	0 → 374.8K +$4.0M
3 Roblox RBLX	New	0 → 1.6K +$225.2K
4 Northrop Grumman NOC	New	0 → 337.0 +$205.3K
5 Opendoor Technologies Inc OPEN	New	0 → 12.0K +$95.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core S&P Total U.S. Stock Market ITOT	Sold	16.7K → 0 −$2.3M
2 Vanguard Mid-Cap Growth VOT	Sold	6.7K → 0 −$1.9M
3 iShares Core S&P U.S. Growth IUSG	Sold	10.4K → 0 −$1.6M
4 Schwab US Dividend Equity SCHD	Sold	33.1K → 0 −$876.4K
5 iShares Core S&P U.S. Value IUSV	Sold	8.8K → 0 −$829.6K

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Analytics

Portfolio insights and performance metrics for Sand Hill Global Advisors, LLC

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Sector Allocation

ETF

78.00%

Technology

6.60%

Financial Services

3.20%

Communication Services

2.70%

Healthcare

2.50%

Consumer Cyclical

2.40%

Industrials

1.50%

Consumer Defensive

0.80%

Energy

0.60%

Basic Materials

0.50%

Utilities

0.40%

Real Estate

0.40%

Market Cap Distribution

Mega Cap (> $200B)

12.56%

Large Cap ($10B - $200B)

8.78%

Mid Cap ($2B - $10B)

0.05%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

78.58%

Portfolio Concentration

Top 10 Holdings %

60.24%

Top 20 Holdings %

75.39%

Top 50 Holdings %

89.05%

Top 100 Holdings %

98.06%