Filed: 2/12/2026ACC: 0001580642-26-001025
๐ What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13FโHR report disclosing 197 equity positions with a total reported market value of $2.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$2.87B
Total AUM (reported)
23.72M
Total Shares
Allocation by class
COM$423.22M14.8%
S&P 500 ETF SHS$304.47M10.6%
MSCI EAFE ETF$278.22M9.7%
TR UNIT$228.61M8.0%
FTSE EMR MKT ETF$168.54M5.9%
CORE S&P MCP ETF$150.70M5.3%
REAL ESTATE ETF$147.17M5.1%
Portfolio Concentration
Top 3$811.30M28.3%
4โ10$900.79M31.4%
11โ25$555.29M19.4%
Rest$598.23M20.9%
Top 3 weight
28.3%
Top 10 weight
59.7%
Voting Authority Distribution
Total shares with voting rights: 23.72M
Sole
Full voting authority
22.56M
shares
% of voting shares95.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.17M
shares
% of voting shares4.9%
Investment Discretion (by position count)
Sole197
Shared0
Other0
Dominant voting typeSole ยท 95.1% of voting shares
Institutional Holdings197
Rows:
VANGUARD INDEX FDS
SOLEShares485.49K
TypeSH
Market value$304.47M
10.62%
Sole
437.92K
Shared
0.00
None
47.57K
ISHARES TR
SOLEShares2.90M
TypeSH
Market value$278.22M
9.71%
Sole
2.70M
Shared
0.00
None
198.66K
SPDR S&P 500 ETF TR
SOLEShares335.24K
TypeSH
Market value$228.61M
7.98%
Sole
323.70K
Shared
0.00
None
11.54K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.13M
TypeSH
Market value$168.54M
5.88%
Sole
2.93M
Shared
0.00
None
200.95K
ISHARES TR
SOLEShares2.28M
TypeSH
Market value$150.70M
5.26%
Sole
2.13M
Shared
0.00
None
157.08K
VANGUARD INDEX FDS
SOLEShares1.66M
TypeSH
Market value$147.17M
5.14%
Sole
1.63M
Shared
0.00
None
35.70K
ISHARES TR
SOLEShares562.88K
TypeSH
Market value$138.56M
4.84%
Sole
527.52K
Shared
0.00
None
35.37K
SPDR SERIES TRUST
SOLEShares1.61M
TypeSH
Market value$129.44M
4.52%
Sole
1.58M
Shared
0.00
None
32.59K
VANGUARD INDEX FDS
SOLEShares306.24K
TypeSH
Market value$92.52M
3.23%
Sole
284.45K
Shared
0.00
None
21.79K
INVESCO QQQ TR
SOLEShares120.25K
TypeSH
Market value$73.87M
2.58%
Sole
112.33K
Shared
0.00
None
7.92K
VANGUARD SCOTTSDALE FDS
SOLEShares1.21M
TypeSH
Market value$72.29M
2.52%
Sole
1.13M
Shared
0.00
None
73.72K
ISHARES TR
SOLEShares706.14K
TypeSH
Market value$70.53M
2.46%
Sole
620.84K
Shared
0.00
None
85.30K
PIMCO ETF TR
SOLEShares624.48K
TypeSH
Market value$58.13M
2.03%
Sole
545.70K
Shared
0.00
None
78.78K
ISHARES TR
SOLEShares75.46K
TypeSH
Market value$51.68M
1.80%
Sole
38.97K
Shared
0.00
None
36.49K
APPLE INC
SOLEShares143.64K
TypeSH
Market value$39.05M
1.36%
Sole
141.28K
Shared
0.00
None
2.36K
NVIDIA CORPORATION
SOLEShares204.58K
TypeSH
Market value$38.15M
1.33%
Sole
200.27K
Shared
0.00
None
4.31K
ALPHABET INC
SOLEShares110.39K
TypeSH
Market value$34.55M
1.21%
Sole
106.51K
Shared
0.00
None
3.88K
MICROSOFT CORP
SOLEShares66.40K
TypeSH
Market value$32.11M
1.12%
Sole
64.46K
Shared
0.00
None
1.94K
AMAZON COM INC
SOLEShares125.20K
TypeSH
Market value$28.90M
1.01%
Sole
123.09K
Shared
0.00
None
2.10K
JPMORGAN CHASE & CO.
SOLEShares77.44K
TypeSH
Market value$24.95M
0.87%
Sole
75.53K
Shared
0.00
None
1.90K
ISHARES TR
SOLEShares155.01K
TypeSH
Market value$23.09M
0.81%
Sole
152.18K
Shared
0.00
None
2.83K
META PLATFORMS INC
SOLEShares33.86K
TypeSH
Market value$22.35M
0.78%
Sole
33.48K
Shared
0.00
None
384.00
ISHARES TR
SOLEShares474.59K
TypeSH
Market value$21.82M
0.76%
Sole
458.97K
Shared
0.00
None
15.62K
VANGUARD TAX-MANAGED FDS
SOLEShares326.83K
TypeSH
Market value$20.42M
0.71%
Sole
302.41K
Shared
0.00
None
24.42K
ISHARES TR
SOLEShares183.80K
TypeSH
Market value$17.26M
0.60%
Sole
178.09K
Shared
0.00
None
5.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 485.49K | SH | $304.47M 10.62% | 437.92K | 0.00 | 47.57K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.90M | SH | $278.22M 9.71% | 2.70M | 0.00 | 198.66K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 335.24K | SH | $228.61M 7.98% | 323.70K | 0.00 | 11.54K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.13M | SH | $168.54M 5.88% | 2.93M | 0.00 | 200.95K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.28M | SH | $150.70M 5.26% | 2.13M | 0.00 | 157.08K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 1.66M | SH | $147.17M 5.14% | 1.63M | 0.00 | 35.70K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 562.88K | SH | $138.56M 4.84% | 527.52K | 0.00 | 35.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.61M | SH | $129.44M 4.52% | 1.58M | 0.00 | 32.59K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 306.24K | SH | $92.52M 3.23% | 284.45K | 0.00 | 21.79K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 120.25K | SH | $73.87M 2.58% | 112.33K | 0.00 | 7.92K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.21M | SH | $72.29M 2.52% | 1.13M | 0.00 | 73.72K |
ISHARES TRSOLE | CORE US AGGBD ET | 706.14K | SH | $70.53M 2.46% | 620.84K | 0.00 | 85.30K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 624.48K | SH | $58.13M 2.03% | 545.70K | 0.00 | 78.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 75.46K | SH | $51.68M 1.80% | 38.97K | 0.00 | 36.49K |
APPLE INCSOLE | COM | 143.64K | SH | $39.05M 1.36% | 141.28K | 0.00 | 2.36K |
NVIDIA CORPORATIONSOLE | COM | 204.58K | SH | $38.15M 1.33% | 200.27K | 0.00 | 4.31K |
ALPHABET INCSOLE | CAP STK CL A | 110.39K | SH | $34.55M 1.21% | 106.51K | 0.00 | 3.88K |
MICROSOFT CORPSOLE | COM | 66.40K | SH | $32.11M 1.12% | 64.46K | 0.00 | 1.94K |
AMAZON COM INCSOLE | COM | 125.20K | SH | $28.90M 1.01% | 123.09K | 0.00 | 2.10K |
JPMORGAN CHASE & CO.SOLE | COM | 77.44K | SH | $24.95M 0.87% | 75.53K | 0.00 | 1.90K |
ISHARES TRSOLE | ESG AWR MSCI USA | 155.01K | SH | $23.09M 0.81% | 152.18K | 0.00 | 2.83K |
META PLATFORMS INCSOLE | CL A | 33.86K | SH | $22.35M 0.78% | 33.48K | 0.00 | 384.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 474.59K | SH | $21.82M 0.76% | 458.97K | 0.00 | 15.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 326.83K | SH | $20.42M 0.71% | 302.41K | 0.00 | 24.42K |
ISHARES TRSOLE | U.S. REAL ES ETF | 183.80K | SH | $17.26M 0.60% | 178.09K | 0.00 | 5.71K |
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