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 Market Cap. of $10 Billions to $200 Billions
