Bordeaux Wealth Advisors LLC Portfolio Holdings

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

Bordeaux Wealth Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $777 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 $318M, Vanguard Total Stock Market Et with a value of $44.6M, Alphabet Inc. with a value of $32.1M, Apple Inc. with a value of $31.8M, and Microsoft Corp with a value of $29.6M.

Examining the 13F form we can see an increase of $239M in the current position value, from $538M to 777M.

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

Portfolio value $777 Million
Technology: $396 Million
ETFs: $244 Million
Communication Services: $67.1 Million
Industrials: $27.8 Million
Consumer Cyclical: $14.1 Million
Healthcare: $9.97 Million
Financial Services: $9.52 Million
Consumer Defensive: $5.96 Million
Other: $2.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$318 Million 40.93% of portfolio
2,011,875
Q2 2025 Added 93.7%
$1.24T
$32.1 Million 4.13% of portfolio
180,846
Q2 2025 Reduced 7.24%
$3.69T
$31.8 Million 4.09% of portfolio
154,831
Q2 2025 Reduced 5.0%
$3.95T
$29.6 Million 3.81% of portfolio
59,497
Q2 2025 Added 2.82%
$139B
$21.5 Million 2.76% of portfolio
102,407
Q2 2025 Reduced 8.07%
$1.21T
$17.6 Million 2.27% of portfolio
99,866
Q2 2025 Reduced 3.71%
$1.78T
$15 Million 1.94% of portfolio
20,370
Q2 2025 Added 67.39%
$2.26T
$6.71 Million 0.86% of portfolio
30,607
Q2 2025 Reduced 0.67%
$551B
$4.7 Million 0.61% of portfolio
13,248
Q2 2025 Reduced 14.06%
$684B
$4.21 Million 0.54% of portfolio
19,269
Q2 2025 Added 171.39%
$439B
$3.24 Million 0.42% of portfolio
3,268
Q2 2025 Added 0.99%
$1.08T
$2.76 Million 0.35% of portfolio
8,680
Q2 2025 Reduced 76.5%
$859B
$2.51 Million 0.32% of portfolio
8,672
Q2 2025 Reduced 1.64%
$108B
$2.11 Million 0.27% of portfolio
23,056
Q2 2025 Added 0.18%
$351B
$2.04 Million 0.26% of portfolio
10,972
Q2 2025 Reduced 47.8%
$94.6B
$1.6 Million 0.21% of portfolio
6,471
Q2 2025 Reduced 41.61%
$97B
$1.48 Million 0.19% of portfolio
4,818
Q2 2025 Added 2.82%
$127B
$1.37 Million 0.18% of portfolio
4,982
Q2 2025 Added 9.28%
$442B
$1.39 Million 0.18% of portfolio
12,882
Q2 2025 Reduced 7.32%
$282B
$1.39 Million 0.18% of portfolio
9,784
Q2 2025 Added 2.72%
$17.8B
$1.18 Million 0.15% of portfolio
20,478
Q2 2025 Added 15.18%
$124B
$1.16 Million 0.15% of portfolio
3,772
Q2 2025 Added 0.05%
$7.1B
$983,000 0.13% of portfolio
19,869
Q2 2025 Added 15.77%
$232B
$983,000 0.13% of portfolio
3,607
Q2 2025 Reduced 20.16%
$452B
$1.02 Million 0.13% of portfolio
6,656
Q2 2025 Added 2.4%
$118B
$929,000 0.12% of portfolio
15,857
Q2 2025 Added 2.39%
$218B
$953,000 0.12% of portfolio
2,456
Q2 2025 Reduced 1.33%
$281B
$843,000 0.11% of portfolio
8,626
Q2 2025 Added 9.09%
$293B
$761,000 0.1% of portfolio
10,973
Q2 2025 Reduced 1.25%
$302B
$767,000 0.1% of portfolio
5,357
Q2 2025 Reduced 1.63%
$179B
$775,000 0.1% of portfolio
8,495
Q2 2025 Added 2.19%
$152B
$809,000 0.1% of portfolio
2,899
Q2 2025 Reduced 0.21%
$150B
$813,000 0.1% of portfolio
4,117
Q2 2025 Added 6.63%
$78.6B
$666,000 0.09% of portfolio
5,001
Q2 2025 Reduced 3.16%
$35.1B
$662,000 0.09% of portfolio
3,165
Q2 2025 Added 0.73%
$187B
$598,000 0.08% of portfolio
1,477
Q2 2025 Reduced 3.9%
$61.9B
$653,000 0.08% of portfolio
6,181
Q2 2025 Added 4.16%
$45.7B
$512,000 0.07% of portfolio
1,461
Q2 2025 Added 5.34%
$1.27T
$524,000 0.07% of portfolio
2,315
Q2 2025 Reduced 1.07%
$7.85B
$536,000 0.07% of portfolio
18,359
Q2 2025 New
$222B
$546,000 0.07% of portfolio
1,870
Q2 2025 Reduced 12.25%
$405B
$551,000 0.07% of portfolio
1,503
Q2 2025 Added 8.52%
$306B
$559,000 0.07% of portfolio
7,905
Q2 2025 Added 0.19%
$169B
$578,000 0.07% of portfolio
1,064
Q2 2025 Added 1.04%
$26.1B
$436,000 0.06% of portfolio
4,545
Q2 2025 Added 0.55%
$139B
$438,000 0.06% of portfolio
3,556
Q2 2025 Reduced 7.01%
$48.5B
$468,000 0.06% of portfolio
3,541
Q2 2025 Reduced 4.4%
$229B
$472,000 0.06% of portfolio
3,474
Q2 2025 Added 7.85%
$10.6B
$479,000 0.06% of portfolio
34,870
Q2 2025 Added 1.28%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $777 Million
  • Prior Value $538 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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