Filed: 11/12/2025ACC: 0001580642-25-007219
📋 What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $2.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$2.84B
Total AUM (reported)
23.31M
Total Shares
Allocation by class
COM$430.05M15.1%
S&P 500 ETF SHS$304.98M10.7%
MSCI EAFE ETF$265.29M9.3%
TR UNIT$232.33M8.2%
FTSE EMR MKT ETF$170.33M6.0%
REAL ESTATE ETF$148.39M5.2%
CORE S&P MCP ETF$147.50M5.2%
Portfolio Concentration
Top 3$802.61M28.3%
4–10$908.32M32.0%
11–25$532.36M18.7%
Rest$597.60M21.0%
Top 3 weight
28.3%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 23.31M
Sole
Full voting authority
22.16M
shares
% of voting shares95.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.15M
shares
% of voting shares4.9%
Investment Discretion (by position count)
Sole199
Shared0
Other0
Dominant voting typeSole · 95.1% of voting shares
Institutional Holdings199
Rows:
VANGUARD INDEX FDS
SOLEShares498.02K
TypeSH
Market value$304.98M
10.74%
Sole
448.33K
Shared
0.00
None
49.69K
ISHARES TR
SOLEShares2.84M
TypeSH
Market value$265.29M
9.34%
Sole
2.64M
Shared
0.00
None
198.84K
SPDR S&P 500 ETF TR
SOLEShares348.76K
TypeSH
Market value$232.33M
8.18%
Sole
336.80K
Shared
0.00
None
11.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.14M
TypeSH
Market value$170.33M
6.00%
Sole
2.94M
Shared
0.00
None
202.47K
VANGUARD INDEX FDS
SOLEShares1.62M
TypeSH
Market value$148.39M
5.22%
Sole
1.59M
Shared
0.00
None
35.89K
ISHARES TR
SOLEShares2.26M
TypeSH
Market value$147.50M
5.19%
Sole
2.11M
Shared
0.00
None
154.01K
ISHARES TR
SOLEShares582.63K
TypeSH
Market value$140.97M
4.96%
Sole
547.08K
Shared
0.00
None
35.55K
SPDR SERIES TRUST
SOLEShares1.67M
TypeSH
Market value$131.04M
4.61%
Sole
1.64M
Shared
0.00
None
32.21K
VANGUARD INDEX FDS
SOLEShares305.72K
TypeSH
Market value$90.99M
3.20%
Sole
283.85K
Shared
0.00
None
21.87K
INVESCO QQQ TR
SOLEShares131.73K
TypeSH
Market value$79.09M
2.78%
Sole
123.42K
Shared
0.00
None
8.31K
VANGUARD SCOTTSDALE FDS
SOLEShares1.13M
TypeSH
Market value$67.76M
2.39%
Sole
1.06M
Shared
0.00
None
71.64K
ISHARES TR
SOLEShares667.07K
TypeSH
Market value$66.87M
2.35%
Sole
586.78K
Shared
0.00
None
80.29K
ISHARES TR
SOLEShares75.54K
TypeSH
Market value$50.56M
1.78%
Sole
39.05K
Shared
0.00
None
36.49K
PIMCO ETF TR
SOLEShares531.97K
TypeSH
Market value$49.66M
1.75%
Sole
465.74K
Shared
0.00
None
66.23K
NVIDIA CORPORATION
SOLEShares236.37K
TypeSH
Market value$44.10M
1.55%
Sole
231.61K
Shared
0.00
None
4.76K
APPLE INC
SOLEShares143.83K
TypeSH
Market value$36.62M
1.29%
Sole
141.43K
Shared
0.00
None
2.40K
MICROSOFT CORP
SOLEShares66.84K
TypeSH
Market value$34.62M
1.22%
Sole
64.92K
Shared
0.00
None
1.91K
ALPHABET INC
SOLEShares113.53K
TypeSH
Market value$27.60M
0.97%
Sole
109.42K
Shared
0.00
None
4.11K
AMAZON COM INC
SOLEShares124.24K
TypeSH
Market value$27.28M
0.96%
Sole
122.14K
Shared
0.00
None
2.10K
JPMORGAN CHASE & CO.
SOLEShares79.45K
TypeSH
Market value$25.06M
0.88%
Sole
77.56K
Shared
0.00
None
1.89K
META PLATFORMS INC
SOLEShares33.92K
TypeSH
Market value$24.91M
0.88%
Sole
33.53K
Shared
0.00
None
390.00
ISHARES TR
SOLEShares161.34K
TypeSH
Market value$23.49M
0.83%
Sole
158.50K
Shared
0.00
None
2.83K
VANGUARD TAX-MANAGED FDS
SOLEShares327.92K
TypeSH
Market value$19.65M
0.69%
Sole
303.50K
Shared
0.00
None
24.42K
DOXIMITY INC
SOLEShares240.30K
TypeSH
Market value$17.58M
0.62%
Sole
240.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares48.62K
TypeSH
Market value$16.60M
0.58%
Sole
47.56K
Shared
0.00
None
1.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 498.02K | SH | $304.98M 10.74% | 448.33K | 0.00 | 49.69K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.84M | SH | $265.29M 9.34% | 2.64M | 0.00 | 198.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 348.76K | SH | $232.33M 8.18% | 336.80K | 0.00 | 11.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.14M | SH | $170.33M 6.00% | 2.94M | 0.00 | 202.47K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 1.62M | SH | $148.39M 5.22% | 1.59M | 0.00 | 35.89K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.26M | SH | $147.50M 5.19% | 2.11M | 0.00 | 154.01K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 582.63K | SH | $140.97M 4.96% | 547.08K | 0.00 | 35.55K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 1.67M | SH | $131.04M 4.61% | 1.64M | 0.00 | 32.21K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 305.72K | SH | $90.99M 3.20% | 283.85K | 0.00 | 21.87K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 131.73K | SH | $79.09M 2.78% | 123.42K | 0.00 | 8.31K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.13M | SH | $67.76M 2.39% | 1.06M | 0.00 | 71.64K |
ISHARES TRSOLE | CORE US AGGBD ET | 667.07K | SH | $66.87M 2.35% | 586.78K | 0.00 | 80.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 75.54K | SH | $50.56M 1.78% | 39.05K | 0.00 | 36.49K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 531.97K | SH | $49.66M 1.75% | 465.74K | 0.00 | 66.23K |
NVIDIA CORPORATIONSOLE | COM | 236.37K | SH | $44.10M 1.55% | 231.61K | 0.00 | 4.76K |
APPLE INCSOLE | COM | 143.83K | SH | $36.62M 1.29% | 141.43K | 0.00 | 2.40K |
MICROSOFT CORPSOLE | COM | 66.84K | SH | $34.62M 1.22% | 64.92K | 0.00 | 1.91K |
ALPHABET INCSOLE | CAP STK CL A | 113.53K | SH | $27.60M 0.97% | 109.42K | 0.00 | 4.11K |
AMAZON COM INCSOLE | COM | 124.24K | SH | $27.28M 0.96% | 122.14K | 0.00 | 2.10K |
JPMORGAN CHASE & CO.SOLE | COM | 79.45K | SH | $25.06M 0.88% | 77.56K | 0.00 | 1.89K |
META PLATFORMS INCSOLE | CL A | 33.92K | SH | $24.91M 0.88% | 33.53K | 0.00 | 390.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 161.34K | SH | $23.49M 0.83% | 158.50K | 0.00 | 2.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 327.92K | SH | $19.65M 0.69% | 303.50K | 0.00 | 24.42K |
DOXIMITY INCSOLE | CL A | 240.30K | SH | $17.58M 0.62% | 240.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 48.62K | SH | $16.60M 0.58% | 47.56K | 0.00 | 1.06K |
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