Filed: 5/14/2026ACC: 0001580642-26-003176
📋 What this filing means
SAND HILL GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $2.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$2.97B
Total AUM (reported)
25.59M
Total Shares
Allocation by class
COM$418.17M14.1%
S&P 500 ETF SHS$314.29M10.6%
MSCI EAFE ETF$293.37M9.9%
TR UNIT$216.06M7.3%
FTSE EMR MKT ETF$174.48M5.9%
CORE S&P MCP ETF$158.64M5.3%
REAL ESTATE ETF$154.46M5.2%
Portfolio Concentration
Top 3$823.73M27.7%
4–10$961.79M32.4%
11–25$614.79M20.7%
Rest$571.80M19.2%
Top 3 weight
27.7%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 25.59M
Sole
Full voting authority
24.42M
shares
% of voting shares95.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.17M
shares
% of voting shares4.6%
Investment Discretion (by position count)
Sole204
Shared0
Other0
Dominant voting typeSole · 95.4% of voting shares
Institutional Holdings204
Rows:
VANGUARD INDEX FDS
SOLEShares525.97K
TypeSH
Market value$314.29M
10.57%
Sole
478.04K
Shared
0.00
None
47.93K
ISHARES TR
SOLEShares3.02M
TypeSH
Market value$293.37M
9.87%
Sole
2.84M
Shared
0.00
None
179.70K
STATE STR SPDR S&P 500 ETF T
SOLEShares332.23K
TypeSH
Market value$216.06M
7.27%
Sole
321.26K
Shared
0.00
None
10.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.23M
TypeSH
Market value$174.48M
5.87%
Sole
3.04M
Shared
0.00
None
188.68K
ISHARES TR
SOLEShares2.35M
TypeSH
Market value$158.64M
5.34%
Sole
2.20M
Shared
0.00
None
146.62K
VANGUARD INDEX FDS
SOLEShares1.74M
TypeSH
Market value$154.46M
5.20%
Sole
1.71M
Shared
0.00
None
35.17K
SPDR SERIES TRUST
SOLEShares1.84M
TypeSH
Market value$141.09M
4.75%
Sole
1.81M
Shared
0.00
None
32.39K
ISHARES TR
SOLEShares563.87K
TypeSH
Market value$139.84M
4.71%
Sole
532.12K
Shared
0.00
None
31.75K
PIMCO ETF TR
SOLEShares1.07M
TypeSH
Market value$98.29M
3.31%
Sole
988.46K
Shared
0.00
None
76.63K
VANGUARD INDEX FDS
SOLEShares314.29K
TypeSH
Market value$94.99M
3.20%
Sole
294.41K
Shared
0.00
None
19.87K
ISHARES TR
SOLEShares1.29M
TypeSH
Market value$88.38M
2.97%
Sole
1.22M
Shared
0.00
None
68.67K
VANGUARD SCOTTSDALE FDS
SOLEShares1.27M
TypeSH
Market value$75.70M
2.55%
Sole
1.20M
Shared
0.00
None
72.79K
INVESCO QQQ TR
SOLEShares124.41K
TypeSH
Market value$71.81M
2.42%
Sole
117.31K
Shared
0.00
None
7.11K
ISHARES TR
SOLEShares660.81K
TypeSH
Market value$65.60M
2.21%
Sole
586.24K
Shared
0.00
None
74.58K
ISHARES TR
SOLEShares72.84K
TypeSH
Market value$47.58M
1.60%
Sole
39.22K
Shared
0.00
None
33.63K
APPLE INC
SOLEShares164.13K
TypeSH
Market value$41.65M
1.40%
Sole
161.85K
Shared
0.00
None
2.28K
NVIDIA CORPORATION
SOLEShares208.63K
TypeSH
Market value$36.38M
1.22%
Sole
204.22K
Shared
0.00
None
4.41K
ALPHABET INC
SOLEShares101.28K
TypeSH
Market value$29.12M
0.98%
Sole
97.84K
Shared
0.00
None
3.44K
MICROSOFT CORP
SOLEShares76.14K
TypeSH
Market value$28.18M
0.95%
Sole
74.30K
Shared
0.00
None
1.84K
AMAZON COM INC
SOLEShares127.50K
TypeSH
Market value$26.55M
0.89%
Sole
125.59K
Shared
0.00
None
1.90K
ISHARES TR
SOLEShares157.31K
TypeSH
Market value$22.25M
0.75%
Sole
154.48K
Shared
0.00
None
2.83K
ISHARES TR
SOLEShares472.40K
TypeSH
Market value$22.21M
0.75%
Sole
456.79K
Shared
0.00
None
15.62K
VANGUARD TAX-MANAGED FDS
SOLEShares321.90K
TypeSH
Market value$20.63M
0.69%
Sole
300.13K
Shared
0.00
None
21.77K
META PLATFORMS INC
SOLEShares33.94K
TypeSH
Market value$19.42M
0.65%
Sole
33.58K
Shared
0.00
None
362.00
JPMORGAN CHASE & CO
SOLEShares65.67K
TypeSH
Market value$19.32M
0.65%
Sole
64.10K
Shared
0.00
None
1.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 525.97K | SH | $314.29M 10.57% | 478.04K | 0.00 | 47.93K |
ISHARES TRSOLE | MSCI EAFE ETF | 3.02M | SH | $293.37M 9.87% | 2.84M | 0.00 | 179.70K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 332.23K | SH | $216.06M 7.27% | 321.26K | 0.00 | 10.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.23M | SH | $174.48M 5.87% | 3.04M | 0.00 | 188.68K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.35M | SH | $158.64M 5.34% | 2.20M | 0.00 | 146.62K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 1.74M | SH | $154.46M 5.20% | 1.71M | 0.00 | 35.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.84M | SH | $141.09M 4.75% | 1.81M | 0.00 | 32.39K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 563.87K | SH | $139.84M 4.71% | 532.12K | 0.00 | 31.75K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 1.07M | SH | $98.29M 3.31% | 988.46K | 0.00 | 76.63K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 314.29K | SH | $94.99M 3.20% | 294.41K | 0.00 | 19.87K |
ISHARES TRSOLE | MSCI ACWI EX US | 1.29M | SH | $88.38M 2.97% | 1.22M | 0.00 | 68.67K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.27M | SH | $75.70M 2.55% | 1.20M | 0.00 | 72.79K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 124.41K | SH | $71.81M 2.42% | 117.31K | 0.00 | 7.11K |
ISHARES TRSOLE | CORE US AGGBD ET | 660.81K | SH | $65.60M 2.21% | 586.24K | 0.00 | 74.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 72.84K | SH | $47.58M 1.60% | 39.22K | 0.00 | 33.63K |
APPLE INCSOLE | COM | 164.13K | SH | $41.65M 1.40% | 161.85K | 0.00 | 2.28K |
NVIDIA CORPORATIONSOLE | COM | 208.63K | SH | $36.38M 1.22% | 204.22K | 0.00 | 4.41K |
ALPHABET INCSOLE | CAP STK CL A | 101.28K | SH | $29.12M 0.98% | 97.84K | 0.00 | 3.44K |
MICROSOFT CORPSOLE | COM | 76.14K | SH | $28.18M 0.95% | 74.30K | 0.00 | 1.84K |
AMAZON COM INCSOLE | COM | 127.50K | SH | $26.55M 0.89% | 125.59K | 0.00 | 1.90K |
ISHARES TRSOLE | ESG AWR MSCI USA | 157.31K | SH | $22.25M 0.75% | 154.48K | 0.00 | 2.83K |
ISHARES TRSOLE | ESG AWARE MSCI | 472.40K | SH | $22.21M 0.75% | 456.79K | 0.00 | 15.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 321.90K | SH | $20.63M 0.69% | 300.13K | 0.00 | 21.77K |
META PLATFORMS INCSOLE | CL A | 33.94K | SH | $19.42M 0.65% | 33.58K | 0.00 | 362.00 |
JPMORGAN CHASE & COSOLE | COM | 65.67K | SH | $19.32M 0.65% | 64.10K | 0.00 | 1.57K |
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