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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$21.5 Million 2.76% of portfolio
102,407
Q2 2025 Reduced 8.07%
$108B
$2.11 Million 0.27% of portfolio
23,056
Q2 2025 Added 0.18%
$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%
$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%
$118B
$929,000 0.12% of portfolio
15,857
Q2 2025 Added 2.39%
$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%
$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%
$10.6B
$479,000 0.06% of portfolio
34,870
Q2 2025 Added 1.28%
$118B
$493,000 0.06% of portfolio
189
Q1 2025 Reduced 20.59%
$59.7B
$421,000 0.05% of portfolio
802
Q2 2025 Reduced 0.87%
$89.6B
$314,000 0.04% of portfolio
14,034
Q2 2025 Added 4.02%
$173B
$301,000 0.04% of portfolio
1,894
Q2 2025 Reduced 3.81%
$178B
$292,000 0.04% of portfolio
2,539
Q2 2025 Reduced 0.94%
$64.4B
$324,000 0.04% of portfolio
1,267
Q2 2025 Reduced 0.86%
$48.5B
$340,000 0.04% of portfolio
327
Q1 2025 Added 2.19%
$138B
$337,000 0.04% of portfolio
13,939
Q2 2025 Added 31.97%
$61.8B
$241,000 0.03% of portfolio
1,079
Q2 2025 Reduced 64.86%
$147B
$237,000 0.03% of portfolio
2,212
Q2 2025 Added 4.39%
$95.7B
$220,000 0.03% of portfolio
431
Q2 2025 Reduced 11.68%
$83.7B
$207,000 0.03% of portfolio
2,282
Q2 2025 New
$102B
$207,000 0.03% of portfolio
2,261
Q2 2025 New
$153B
$206,000 0.03% of portfolio
406
Q2 2025 Reduced 43.06%
$75.3B
$204,000 0.03% of portfolio
6,278
Q2 2025 New
$25B
$243,000 0.03% of portfolio
1,331
Q2 2025 Added 7.86%
$55.2B
$244,000 0.03% of portfolio
458
Q2 2025 Added 3.39%
$182B
$261,000 0.03% of portfolio
6,050
Q2 2025 Added 9.58%
$23.2B
$259,000 0.03% of portfolio
635
Q2 2025 Added 4.96%
$142B
$255,000 0.03% of portfolio
647
Q2 2025 Added 7.83%

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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