Bordeaux Wealth Advisors LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $538 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $113M, Vanguard Total Stock Market Et with a value of $41.5M, Apple Inc. with a value of $36.2M, Alphabet Inc. with a value of $30.5M, and Microsoft Corp with a value of $21.7M.

Examining the 13F form we can see an decrease of $81.6M in the current position value, from $619M to 538M.

Below you can find more details about Bordeaux Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $538 Million
ETFs: $222 Million
Technology: $181 Million
Communication Services: $55.8 Million
Industrials: $25.1 Million
Consumer Cyclical: $20.6 Million
Healthcare: $13.3 Million
Financial Services: $10.1 Million
Consumer Defensive: $6.44 Million
Other: $3.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $538 Million
  • Prior Value $619 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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