Top 50 Bordeaux Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 40.7% | 2.01M | $317.9M | โ | โ | โ | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 5.72% | 146.9K | $44.6M | โ | โ | โ | 2025-06-30 |
| GOOG | ALPHABET INC | 4.11% | 180.8K | $32.1M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 4.07% | 154.8K | $31.8M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 3.79% | 59.5K | $29.6M | โ | โ | โ | 2025-06-30 |
| BA | BOEING CO | 2.75% | 102.4K | $21.5M | โ | โ | โ | 2025-06-30 |
| GOOGL | ALPHABET INC | 2.25% | 99.9K | $17.6M | โ | โ | โ | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 2.14% | 292.6K | $16.7M | โ | โ | โ | 2025-06-30 |
| IWB | ISHARES TR | 2.12% | 48.7K | $16.5M | โ | โ | โ | 2025-06-30 |
| META | META PLATFORMS INC | 1.93% | 20.4K | $15.0M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.52% | +90.97% |
| Top 20 Holdings Unweighted | +20.32% | +66.30% |
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