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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$372,000 0.05% of portfolio
15,408
Q2 2025 Added 0.64%
$0
$352,000 0.05% of portfolio
5,249
Q2 2025 Added 52.14%
$524B
$360,000 0.05% of portfolio
641
Q2 2025 Reduced 39.13%
$355B
$383,000 0.05% of portfolio
2,410
Q2 2025 Reduced 57.84%
$0
$384,000 0.05% of portfolio
6,057
Q4 2024 Reduced 0.26%
$0
$387,000 0.05% of portfolio
15,864
Q2 2025 Reduced 19.61%
$0
$391,000 0.05% of portfolio
3,560
Q2 2024 New
$0
$400,000 0.05% of portfolio
1,856
Q2 2025 Added 20.21%
$0
$409,000 0.05% of portfolio
8,347
Q2 2025 New
$61B
$421,000 0.05% of portfolio
802
Q2 2025 Reduced 0.87%
$329M
$305,000 0.04% of portfolio
61,319
Q2 2025 Added 64.56%
$328B
$307,000 0.04% of portfolio
1,194
Q2 2025 Reduced 0.91%
$527B
$313,000 0.04% of portfolio
234
Q2 2025 New
$151B
$314,000 0.04% of portfolio
14,034
Q2 2025 Added 4.02%
$137B
$304,000 0.04% of portfolio
1,000
Q2 2024 New
$184B
$301,000 0.04% of portfolio
1,894
Q2 2025 Reduced 3.81%
$0
$276,000 0.04% of portfolio
1,750
Q1 2023 New
$186B
$292,000 0.04% of portfolio
2,539
Q2 2025 Reduced 0.94%
$0
$295,000 0.04% of portfolio
11,669
Q2 2025 New
$0
$317,000 0.04% of portfolio
4,000
Q1 2024 Reduced 11.11%
$66.8B
$324,000 0.04% of portfolio
1,267
Q2 2025 Reduced 0.86%
$0
$347,000 0.04% of portfolio
1,243
Q1 2025 Added 5.43%
$182B
$342,000 0.04% of portfolio
435
Q2 2025 New
$247B
$341,000 0.04% of portfolio
1,159
Q2 2025 Reduced 27.2%
$48.2B
$340,000 0.04% of portfolio
327
Q1 2025 Added 2.19%
$136B
$337,000 0.04% of portfolio
13,939
Q2 2025 Added 31.97%
$0
$327,000 0.04% of portfolio
1,914
Q2 2025 Added 0.21%
$76.8B
$241,000 0.03% of portfolio
1,079
Q2 2025 Reduced 64.86%
$319B
$239,000 0.03% of portfolio
2,993
Q2 2025 Reduced 9.0%
$140B
$237,000 0.03% of portfolio
2,212
Q2 2025 Added 4.39%
$200B
$235,000 0.03% of portfolio
1,902
Q2 2025 New
$67.3B
$220,000 0.03% of portfolio
431
Q2 2025 Reduced 11.68%
$0
$216,000 0.03% of portfolio
1,224
Q2 2025 New
$405B
$215,000 0.03% of portfolio
269
Q2 2025 New
$213B
$209,000 0.03% of portfolio
2,648
Q2 2025 Reduced 34.42%
$86.3B
$207,000 0.03% of portfolio
2,282
Q2 2025 New
$107B
$207,000 0.03% of portfolio
2,261
Q2 2025 New
$138B
$206,000 0.03% of portfolio
406
Q2 2025 Reduced 43.06%
$75.7B
$204,000 0.03% of portfolio
6,278
Q2 2025 New
$23.3B
$243,000 0.03% of portfolio
1,331
Q2 2025 Added 7.86%
$49.9B
$244,000 0.03% of portfolio
458
Q2 2025 Added 3.39%
$0
$263,000 0.03% of portfolio
5,472
Q2 2025 Reduced 5.64%
$0
$262,000 0.03% of portfolio
1,346
Q2 2025 Added 0.37%
$170B
$261,000 0.03% of portfolio
6,050
Q2 2025 Added 9.58%
$23B
$259,000 0.03% of portfolio
635
Q2 2025 Added 4.96%
$140B
$255,000 0.03% of portfolio
647
Q2 2025 Added 7.83%
$0
$250,000 0.03% of portfolio
2,490
Q2 2025 New
$0
$246,000 0.03% of portfolio
3,725
Q4 2024 Added 1.33%
$0
$103,000 0.01% of portfolio
11,500
Q1 2024 New

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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