§ 13F · FUND PROFILE
Bordeaux Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $781M (13F)Positions · 158Turnover · — · Q2Filed · Aug 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.01M | $318M | 40.7% | +94% |
| 2 | VTI | VANGUARD INDEX FDS | 147K | $45M | 5.7% | −3% |
| 3 | GOOG | ALPHABET INC | 181K | $32M | 4.1% | −7% |
| 4 | AAPL | APPLE INC | 155K | $32M | 4.1% | −5% |
| 5 | MSFT | MICROSOFT CORP | 59K | $30M | 3.8% | +3% |
| 6 | BA | BOEING CO | 102K | $21M | 2.7% | −8% |
| 7 | GOOGL | ALPHABET INC | 100K | $18M | 2.3% | −4% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 293K | $17M | 2.1% | +7% |
| 9 | IWB | ISHARES TR | 49K | $17M | 2.1% | ±0% |
| 10 | META | META PLATFORMS INC | 20K | $15M | 1.9% | +67% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BORDEAUX SIGNAL
AC read
Bordeaux Wealth Advisors LLC is a Other fund managing $781 million in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed