Filed: 2/13/2025ACC: 0001580642-25-000976
📋 What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $2.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$2.36B
Total AUM (reported)
22.43M
Total Shares
Allocation by class
COM$373.73M15.8%
S&P 500 ETF SHS$262.37M11.1%
TR UNIT$218.03M9.2%
MSCI EAFE ETF$206.39M8.7%
FTSE EMR MKT ETF$140.93M6.0%
RUSSELL 2000 ETF$140.07M5.9%
CORE S&P MCP ETF$137.05M5.8%
Portfolio Concentration
Top 3$686.79M29.1%
4–10$743.82M31.5%
11–25$421.29M17.8%
Rest$510.82M21.6%
Top 3 weight
29.1%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 22.43M
Sole
Full voting authority
21.06M
shares
% of voting shares93.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.37M
shares
% of voting shares6.1%
Investment Discretion (by position count)
Sole188
Shared0
Other0
Dominant voting typeSole · 93.9% of voting shares
Institutional Holdings188
Rows:
VANGUARD INDEX FDS
SOLEShares486.95K
TypeSH
Market value$262.37M
11.10%
Sole
424.50K
Shared
0.00
None
62.45K
SPDR S&P 500 ETF TR
SOLEShares372.01K
TypeSH
Market value$218.03M
9.23%
Sole
359.88K
Shared
0.00
None
12.13K
ISHARES TR
SOLEShares2.73M
TypeSH
Market value$206.39M
8.74%
Sole
2.51M
Shared
0.00
None
220.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.20M
TypeSH
Market value$140.93M
5.96%
Sole
2.95M
Shared
0.00
None
247.18K
ISHARES TR
SOLEShares633.93K
TypeSH
Market value$140.07M
5.93%
Sole
584.14K
Shared
0.00
None
49.79K
ISHARES TR
SOLEShares2.20M
TypeSH
Market value$137.05M
5.80%
Sole
2.02M
Shared
0.00
None
176.39K
SPDR SER TR
SOLEShares1.66M
TypeSH
Market value$114.69M
4.85%
Sole
1.63M
Shared
0.00
None
31.51K
VANGUARD INDEX FDS
SOLEShares836.25K
TypeSH
Market value$74.49M
3.15%
Sole
820.06K
Shared
0.00
None
16.19K
INVESCO EXCHANGE TRADED FD T
SOLEShares414.31K
TypeSH
Market value$72.60M
3.07%
Sole
384.83K
Shared
0.00
None
29.48K
ISHARES TR
SOLEShares660.32K
TypeSH
Market value$63.98M
2.71%
Sole
556.10K
Shared
0.00
None
104.22K
ISHARES TR
SOLEShares101.15K
TypeSH
Market value$59.54M
2.52%
Sole
54.01K
Shared
0.00
None
47.14K
PIMCO ETF TR
SOLEShares527.44K
TypeSH
Market value$47.69M
2.02%
Sole
437.14K
Shared
0.00
None
90.30K
NVIDIA CORPORATION
SOLEShares267.03K
TypeSH
Market value$35.86M
1.52%
Sole
261.35K
Shared
0.00
None
5.68K
ISHARES TR
SOLEShares1.56M
TypeSH
Market value$35.82M
1.52%
Sole
1.52M
Shared
0.00
None
38.70K
APPLE INC
SOLEShares142.54K
TypeSH
Market value$35.69M
1.51%
Sole
140.07K
Shared
0.00
None
2.46K
MICROSOFT CORP
SOLEShares64.96K
TypeSH
Market value$27.38M
1.16%
Sole
63.07K
Shared
0.00
None
1.89K
ALPHABET INC
SOLEShares127.36K
TypeSH
Market value$24.11M
1.02%
Sole
123K
Shared
0.00
None
4.36K
AMAZON COM INC
SOLEShares105.14K
TypeSH
Market value$23.07M
0.98%
Sole
103.04K
Shared
0.00
None
2.10K
VANGUARD SCOTTSDALE FDS
SOLEShares396.09K
TypeSH
Market value$21.92M
0.93%
Sole
336.63K
Shared
0.00
None
59.46K
ISHARES TR
SOLEShares168.67K
TypeSH
Market value$21.73M
0.92%
Sole
167.12K
Shared
0.00
None
1.55K
META PLATFORMS INC
SOLEShares35.25K
TypeSH
Market value$20.64M
0.87%
Sole
34.84K
Shared
0.00
None
413.00
JPMORGAN CHASE & CO.
SOLEShares85.68K
TypeSH
Market value$20.54M
0.87%
Sole
83.93K
Shared
0.00
None
1.75K
VISA INC
SOLEShares51.26K
TypeSH
Market value$16.20M
0.69%
Sole
50.21K
Shared
0.00
None
1.05K
VANGUARD TAX-MANAGED FDS
SOLEShares329.82K
TypeSH
Market value$15.77M
0.67%
Sole
302.50K
Shared
0.00
None
27.32K
ISHARES TR
SOLEShares303.88K
TypeSH
Market value$15.32M
0.65%
Sole
287.62K
Shared
0.00
None
16.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 486.95K | SH | $262.37M 11.10% | 424.50K | 0.00 | 62.45K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 372.01K | SH | $218.03M 9.23% | 359.88K | 0.00 | 12.13K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.73M | SH | $206.39M 8.74% | 2.51M | 0.00 | 220.50K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.20M | SH | $140.93M 5.96% | 2.95M | 0.00 | 247.18K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 633.93K | SH | $140.07M 5.93% | 584.14K | 0.00 | 49.79K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.20M | SH | $137.05M 5.80% | 2.02M | 0.00 | 176.39K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 1.66M | SH | $114.69M 4.85% | 1.63M | 0.00 | 31.51K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 836.25K | SH | $74.49M 3.15% | 820.06K | 0.00 | 16.19K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 414.31K | SH | $72.60M 3.07% | 384.83K | 0.00 | 29.48K |
ISHARES TRSOLE | CORE US AGGBD ET | 660.32K | SH | $63.98M 2.71% | 556.10K | 0.00 | 104.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 101.15K | SH | $59.54M 2.52% | 54.01K | 0.00 | 47.14K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 527.44K | SH | $47.69M 2.02% | 437.14K | 0.00 | 90.30K |
NVIDIA CORPORATIONSOLE | COM | 267.03K | SH | $35.86M 1.52% | 261.35K | 0.00 | 5.68K |
ISHARES TRSOLE | US TREAS BD ETF | 1.56M | SH | $35.82M 1.52% | 1.52M | 0.00 | 38.70K |
APPLE INCSOLE | COM | 142.54K | SH | $35.69M 1.51% | 140.07K | 0.00 | 2.46K |
MICROSOFT CORPSOLE | COM | 64.96K | SH | $27.38M 1.16% | 63.07K | 0.00 | 1.89K |
ALPHABET INCSOLE | CAP STK CL A | 127.36K | SH | $24.11M 1.02% | 123K | 0.00 | 4.36K |
AMAZON COM INCSOLE | COM | 105.14K | SH | $23.07M 0.98% | 103.04K | 0.00 | 2.10K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 396.09K | SH | $21.92M 0.93% | 336.63K | 0.00 | 59.46K |
ISHARES TRSOLE | ESG AWR MSCI USA | 168.67K | SH | $21.73M 0.92% | 167.12K | 0.00 | 1.55K |
META PLATFORMS INCSOLE | CL A | 35.25K | SH | $20.64M 0.87% | 34.84K | 0.00 | 413.00 |
JPMORGAN CHASE & CO.SOLE | COM | 85.68K | SH | $20.54M 0.87% | 83.93K | 0.00 | 1.75K |
VISA INCSOLE | COM CL A | 51.26K | SH | $16.20M 0.69% | 50.21K | 0.00 | 1.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 329.82K | SH | $15.77M 0.67% | 302.50K | 0.00 | 27.32K |
ISHARES TRSOLE | ULTRA SHORT-TERM | 303.88K | SH | $15.32M 0.65% | 287.62K | 0.00 | 16.26K |
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