Bordeaux Wealth Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Bordeaux Wealth Advisors LLC 13F Holdings
CIK 0001821271 · MENLO PARK, CA
As of Jun 30, 2025, Bordeaux Wealth Advisors LLC reported
158 positions worth $780.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 2,011,875 | $317.9M | 40.70% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 146,892 | $44.6M | 5.72% |
| ALPHABET INC | GOOG | Equity | 180,846 | $32.1M | 4.11% |
| APPLE INC | AAPL | Technology | 154,831 | $31.8M | 4.07% |
| MICROSOFT CORP | MSFT | Technology | 59,497 | $29.6M | 3.79% |
| BOEING CO | BA | Industrials | 102,407 | $21.5M | 2.75% |
| ALPHABET INC | GOOGL | Equity | 99,866 |
|
7.6M2.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 292,597 |
6.7M | 2.14% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 48,706 |
6.5M | 2.12% |
| META PLATFORMS INC | META | Communication Services | 20,370 |
5.0M | 1.93% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 101,065 |
3.5M | 1.73% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 104,677 |
3.3M | 1.71% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 17,715 |
1.8M | 1.50% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 45,823 |
1.4M | 1.46% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 157,788 |
0.9M | 1.40% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 16,500 | $9.3M | 1.20% |
| ISHARES GLOBAL TECH ETF | IXN | — | 95,380 | $8.8M | 1.13% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 109,816 | $8.5M | 1.09% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 116,652 | $7.2M | 0.93% |
| AMAZON.COM INC | AMZN | Equity | 30,607 | $6.7M | 0.86% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 99,259 | $4.9M | 0.63% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 74,609 | $4.8M | 0.61% |
| VISA INC-CLASS A SHARES | V | Financial Services | 13,248 | $4.7M | 0.60% |
| ORACLE CORP | ORCL | Technology | 19,269 | $4.2M | 0.54% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,206 | $4.1M | 0.52% |