Filed: 5/13/2025ACC: 0001580642-25-003091
📋 What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $2.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
194
Positions
$2.43B
Total AUM (reported)
22.23M
Total Shares
Allocation by class
COM$369.80M15.2%
S&P 500 ETF SHS$258.02M10.6%
MSCI EAFE ETF$230.96M9.5%
TR UNIT$204.76M8.4%
FTSE EMR MKT ETF$147.43M6.1%
CORE S&P MCP ETF$131.50M5.4%
RUSSELL 2000 ETF$128.46M5.3%
Portfolio Concentration
Top 3$693.75M28.6%
4–10$733.44M30.2%
11–25$469.43M19.3%
Rest$531.08M21.9%
Top 3 weight
28.6%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 22.23M
Sole
Full voting authority
20.88M
shares
% of voting shares93.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.35M
shares
% of voting shares6.1%
Investment Discretion (by position count)
Sole194
Shared0
Other0
Dominant voting typeSole · 93.9% of voting shares
Institutional Holdings194
Rows:
VANGUARD INDEX FDS
SOLEShares502.08K
TypeSH
Market value$258.02M
10.63%
Sole
439.60K
Shared
0.00
None
62.48K
ISHARES TR
SOLEShares2.83M
TypeSH
Market value$230.96M
9.51%
Sole
2.60M
Shared
0.00
None
227.62K
SPDR S&P 500 ETF TR
SOLEShares366.05K
TypeSH
Market value$204.76M
8.43%
Sole
353.46K
Shared
0.00
None
12.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.26M
TypeSH
Market value$147.43M
6.07%
Sole
3M
Shared
0.00
None
252.82K
ISHARES TR
SOLEShares2.25M
TypeSH
Market value$131.50M
5.42%
Sole
2.07M
Shared
0.00
None
179.49K
ISHARES TR
SOLEShares643.94K
TypeSH
Market value$128.46M
5.29%
Sole
592.11K
Shared
0.00
None
51.83K
SPDR SER TR
SOLEShares1.71M
TypeSH
Market value$112.43M
4.63%
Sole
1.68M
Shared
0.00
None
31.47K
VANGUARD INDEX FDS
SOLEShares844.38K
TypeSH
Market value$76.45M
3.15%
Sole
827.25K
Shared
0.00
None
17.14K
INVESCO EXCHANGE TRADED FD T
SOLEShares423.09K
TypeSH
Market value$73.29M
3.02%
Sole
393.51K
Shared
0.00
None
29.57K
VANGUARD SCOTTSDALE FDS
SOLEShares1.08M
TypeSH
Market value$63.88M
2.63%
Sole
1M
Shared
0.00
None
73.57K
INVESCO QQQ TR
SOLEShares135.64K
TypeSH
Market value$63.61M
2.62%
Sole
124.54K
Shared
0.00
None
11.10K
ISHARES TR
SOLEShares632.27K
TypeSH
Market value$62.54M
2.58%
Sole
528.14K
Shared
0.00
None
104.13K
ISHARES TR
SOLEShares100.25K
TypeSH
Market value$56.33M
2.32%
Sole
53.11K
Shared
0.00
None
47.14K
PIMCO ETF TR
SOLEShares508.65K
TypeSH
Market value$47.03M
1.94%
Sole
416.45K
Shared
0.00
None
92.20K
APPLE INC
SOLEShares145.11K
TypeSH
Market value$32.23M
1.33%
Sole
142.76K
Shared
0.00
None
2.35K
NVIDIA CORPORATION
SOLEShares238.92K
TypeSH
Market value$25.89M
1.07%
Sole
233.83K
Shared
0.00
None
5.09K
MICROSOFT CORP
SOLEShares66.50K
TypeSH
Market value$24.96M
1.03%
Sole
64.54K
Shared
0.00
None
1.96K
AMAZON COM INC
SOLEShares125.44K
TypeSH
Market value$23.87M
0.98%
Sole
123.20K
Shared
0.00
None
2.23K
ISHARES TR
SOLEShares171.54K
TypeSH
Market value$20.91M
0.86%
Sole
168.84K
Shared
0.00
None
2.71K
JPMORGAN CHASE & CO.
SOLEShares84.11K
TypeSH
Market value$20.63M
0.85%
Sole
82.19K
Shared
0.00
None
1.92K
META PLATFORMS INC
SOLEShares34.58K
TypeSH
Market value$19.93M
0.82%
Sole
34.16K
Shared
0.00
None
410.00
ISHARES TR
SOLEShares387.15K
TypeSH
Market value$19.63M
0.81%
Sole
370.43K
Shared
0.00
None
16.72K
VISA INC
SOLEShares50.97K
TypeSH
Market value$17.86M
0.74%
Sole
49.90K
Shared
0.00
None
1.06K
ALPHABET INC
SOLEShares113.32K
TypeSH
Market value$17.52M
0.72%
Sole
108.82K
Shared
0.00
None
4.50K
VANGUARD TAX-MANAGED FDS
SOLEShares323.94K
TypeSH
Market value$16.47M
0.68%
Sole
298.40K
Shared
0.00
None
25.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 502.08K | SH | $258.02M 10.63% | 439.60K | 0.00 | 62.48K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.83M | SH | $230.96M 9.51% | 2.60M | 0.00 | 227.62K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 366.05K | SH | $204.76M 8.43% | 353.46K | 0.00 | 12.59K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.26M | SH | $147.43M 6.07% | 3M | 0.00 | 252.82K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.25M | SH | $131.50M 5.42% | 2.07M | 0.00 | 179.49K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 643.94K | SH | $128.46M 5.29% | 592.11K | 0.00 | 51.83K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 1.71M | SH | $112.43M 4.63% | 1.68M | 0.00 | 31.47K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 844.38K | SH | $76.45M 3.15% | 827.25K | 0.00 | 17.14K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 423.09K | SH | $73.29M 3.02% | 393.51K | 0.00 | 29.57K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.08M | SH | $63.88M 2.63% | 1M | 0.00 | 73.57K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 135.64K | SH | $63.61M 2.62% | 124.54K | 0.00 | 11.10K |
ISHARES TRSOLE | CORE US AGGBD ET | 632.27K | SH | $62.54M 2.58% | 528.14K | 0.00 | 104.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 100.25K | SH | $56.33M 2.32% | 53.11K | 0.00 | 47.14K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 508.65K | SH | $47.03M 1.94% | 416.45K | 0.00 | 92.20K |
APPLE INCSOLE | COM | 145.11K | SH | $32.23M 1.33% | 142.76K | 0.00 | 2.35K |
NVIDIA CORPORATIONSOLE | COM | 238.92K | SH | $25.89M 1.07% | 233.83K | 0.00 | 5.09K |
MICROSOFT CORPSOLE | COM | 66.50K | SH | $24.96M 1.03% | 64.54K | 0.00 | 1.96K |
AMAZON COM INCSOLE | COM | 125.44K | SH | $23.87M 0.98% | 123.20K | 0.00 | 2.23K |
ISHARES TRSOLE | ESG AWR MSCI USA | 171.54K | SH | $20.91M 0.86% | 168.84K | 0.00 | 2.71K |
JPMORGAN CHASE & CO.SOLE | COM | 84.11K | SH | $20.63M 0.85% | 82.19K | 0.00 | 1.92K |
META PLATFORMS INCSOLE | CL A | 34.58K | SH | $19.93M 0.82% | 34.16K | 0.00 | 410.00 |
ISHARES TRSOLE | ULTRA SHORT-TERM | 387.15K | SH | $19.63M 0.81% | 370.43K | 0.00 | 16.72K |
VISA INCSOLE | COM CL A | 50.97K | SH | $17.86M 0.74% | 49.90K | 0.00 | 1.06K |
ALPHABET INCSOLE | CAP STK CL A | 113.32K | SH | $17.52M 0.72% | 108.82K | 0.00 | 4.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 323.94K | SH | $16.47M 0.68% | 298.40K | 0.00 | 25.55K |
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