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Bordeaux Wealth Advisors Llc

Portfolio Manager
Bordeaux Wealth Advisors Llc
Performance
+16.85% (2025 Q2)
AUM (13F)
$780.88M
# of Holdings
158
Performance Rank
Allocation (Top 20)
82.59%

Bordeaux Wealth Advisors Llc Holdings Map

Top 50 Bordeaux Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
40.7%2.01M$317.9Mโ€”โ€”โ€”2025-06-30
VTI
VANGUARD INDEX FDS
5.72%146.9K$44.6Mโ€”โ€”โ€”2025-06-30
GOOG
ALPHABET INC
4.11%180.8K$32.1Mโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
4.07%154.8K$31.8Mโ€”โ€”โ€”2025-06-30
MSFT
MICROSOFT CORP
3.79%59.5K$29.6Mโ€”โ€”โ€”2025-06-30
BA
BOEING CO
2.75%102.4K$21.5Mโ€”โ€”โ€”2025-06-30
GOOGL
ALPHABET INC
2.25%99.9K$17.6Mโ€”โ€”โ€”2025-06-30
VEA
VANGUARD TAX-MANAGED FDS
2.14%292.6K$16.7Mโ€”โ€”โ€”2025-06-30
IWB
ISHARES TR
2.12%48.7K$16.5Mโ€”โ€”โ€”2025-06-30
META
META PLATFORMS INC
1.93%20.4K$15.0Mโ€”โ€”โ€”2025-06-30

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