Filed: 8/14/2025ACC: 0001580642-25-005122
📋 What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$2.69B
Total AUM (reported)
22.91M
Total Shares
Allocation by class
COM$416.26M15.5%
S&P 500 ETF SHS$301.63M11.2%
MSCI EAFE ETF$251.22M9.3%
TR UNIT$225.13M8.4%
FTSE EMR MKT ETF$157.42M5.8%
CORE S&P MCP ETF$140.71M5.2%
RUSSELL 2000 ETF$131.45M4.9%
Portfolio Concentration
Top 3$777.99M28.9%
4–10$788.41M29.3%
11–25$542.75M20.1%
Rest$584.64M21.7%
Top 3 weight
28.9%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 22.91M
Sole
Full voting authority
21.62M
shares
% of voting shares94.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.29M
shares
% of voting shares5.6%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 94.4% of voting shares
Institutional Holdings202
Rows:
VANGUARD INDEX FDS
SOLEShares531.01K
TypeSH
Market value$301.63M
11.20%
Sole
469.74K
Shared
0.00
None
61.27K
ISHARES TR
SOLEShares2.81M
TypeSH
Market value$251.22M
9.33%
Sole
2.60M
Shared
0.00
None
208.11K
SPDR S&P 500 ETF TR
SOLEShares364.38K
TypeSH
Market value$225.13M
8.36%
Sole
351.74K
Shared
0.00
None
12.64K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.18M
TypeSH
Market value$157.42M
5.84%
Sole
2.95M
Shared
0.00
None
231.12K
ISHARES TR
SOLEShares2.27M
TypeSH
Market value$140.71M
5.22%
Sole
2.09M
Shared
0.00
None
178.07K
ISHARES TR
SOLEShares609.17K
TypeSH
Market value$131.45M
4.88%
Sole
565.18K
Shared
0.00
None
43.99K
SPDR SERIES TRUST
SOLEShares1.70M
TypeSH
Market value$123.89M
4.60%
Sole
1.67M
Shared
0.00
None
34.26K
VANGUARD INDEX FDS
SOLEShares307.17K
TypeSH
Market value$85.07M
3.16%
Sole
283.74K
Shared
0.00
None
23.42K
VANGUARD INDEX FDS
SOLEShares856.61K
TypeSH
Market value$76.29M
2.83%
Sole
837.75K
Shared
0.00
None
18.86K
INVESCO QQQ TR
SOLEShares133.38K
TypeSH
Market value$73.58M
2.73%
Sole
123.46K
Shared
0.00
None
9.93K
VANGUARD SCOTTSDALE FDS
SOLEShares1.11M
TypeSH
Market value$66.40M
2.47%
Sole
1.03M
Shared
0.00
None
76.07K
ISHARES TR
SOLEShares647.26K
TypeSH
Market value$64.21M
2.38%
Sole
563.85K
Shared
0.00
None
83.41K
ISHARES TR
SOLEShares83.41K
TypeSH
Market value$51.79M
1.92%
Sole
39.61K
Shared
0.00
None
43.80K
ISHARES TR
SOLEShares995.87K
TypeSH
Market value$50.50M
1.87%
Sole
947.27K
Shared
0.00
None
48.60K
PIMCO ETF TR
SOLEShares531.02K
TypeSH
Market value$48.95M
1.82%
Sole
452.03K
Shared
0.00
None
78.98K
NVIDIA CORPORATION
SOLEShares242.15K
TypeSH
Market value$38.26M
1.42%
Sole
237.09K
Shared
0.00
None
5.06K
MICROSOFT CORP
SOLEShares67.79K
TypeSH
Market value$33.72M
1.25%
Sole
65.83K
Shared
0.00
None
1.96K
APPLE INC
SOLEShares146.72K
TypeSH
Market value$30.10M
1.12%
Sole
144.32K
Shared
0.00
None
2.40K
AMAZON COM INC
SOLEShares127.24K
TypeSH
Market value$27.92M
1.04%
Sole
125.03K
Shared
0.00
None
2.21K
META PLATFORMS INC
SOLEShares34.62K
TypeSH
Market value$25.55M
0.95%
Sole
34.21K
Shared
0.00
None
404.00
JPMORGAN CHASE & CO.
SOLEShares84.67K
TypeSH
Market value$24.55M
0.91%
Sole
82.73K
Shared
0.00
None
1.94K
ISHARES TR
SOLEShares169.38K
TypeSH
Market value$22.92M
0.85%
Sole
166.55K
Shared
0.00
None
2.83K
ALPHABET INC
SOLEShares116.91K
TypeSH
Market value$20.60M
0.76%
Sole
112.50K
Shared
0.00
None
4.41K
VANGUARD TAX-MANAGED FDS
SOLEShares331.65K
TypeSH
Market value$18.91M
0.70%
Sole
305.92K
Shared
0.00
None
25.73K
VISA INC
SOLEShares51.77K
TypeSH
Market value$18.38M
0.68%
Sole
50.69K
Shared
0.00
None
1.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 531.01K | SH | $301.63M 11.20% | 469.74K | 0.00 | 61.27K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.81M | SH | $251.22M 9.33% | 2.60M | 0.00 | 208.11K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 364.38K | SH | $225.13M 8.36% | 351.74K | 0.00 | 12.64K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.18M | SH | $157.42M 5.84% | 2.95M | 0.00 | 231.12K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.27M | SH | $140.71M 5.22% | 2.09M | 0.00 | 178.07K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 609.17K | SH | $131.45M 4.88% | 565.18K | 0.00 | 43.99K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 1.70M | SH | $123.89M 4.60% | 1.67M | 0.00 | 34.26K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 307.17K | SH | $85.07M 3.16% | 283.74K | 0.00 | 23.42K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 856.61K | SH | $76.29M 2.83% | 837.75K | 0.00 | 18.86K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 133.38K | SH | $73.58M 2.73% | 123.46K | 0.00 | 9.93K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.11M | SH | $66.40M 2.47% | 1.03M | 0.00 | 76.07K |
ISHARES TRSOLE | CORE US AGGBD ET | 647.26K | SH | $64.21M 2.38% | 563.85K | 0.00 | 83.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 83.41K | SH | $51.79M 1.92% | 39.61K | 0.00 | 43.80K |
ISHARES TRSOLE | ULTRA SHORT DUR | 995.87K | SH | $50.50M 1.87% | 947.27K | 0.00 | 48.60K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 531.02K | SH | $48.95M 1.82% | 452.03K | 0.00 | 78.98K |
NVIDIA CORPORATIONSOLE | COM | 242.15K | SH | $38.26M 1.42% | 237.09K | 0.00 | 5.06K |
MICROSOFT CORPSOLE | COM | 67.79K | SH | $33.72M 1.25% | 65.83K | 0.00 | 1.96K |
APPLE INCSOLE | COM | 146.72K | SH | $30.10M 1.12% | 144.32K | 0.00 | 2.40K |
AMAZON COM INCSOLE | COM | 127.24K | SH | $27.92M 1.04% | 125.03K | 0.00 | 2.21K |
META PLATFORMS INCSOLE | CL A | 34.62K | SH | $25.55M 0.95% | 34.21K | 0.00 | 404.00 |
JPMORGAN CHASE & CO.SOLE | COM | 84.67K | SH | $24.55M 0.91% | 82.73K | 0.00 | 1.94K |
ISHARES TRSOLE | ESG AWR MSCI USA | 169.38K | SH | $22.92M 0.85% | 166.55K | 0.00 | 2.83K |
ALPHABET INCSOLE | CAP STK CL A | 116.91K | SH | $20.60M 0.76% | 112.50K | 0.00 | 4.41K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 331.65K | SH | $18.91M 0.70% | 305.92K | 0.00 | 25.73K |
VISA INCSOLE | COM CL A | 51.77K | SH | $18.38M 0.68% | 50.69K | 0.00 | 1.08K |
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