StockDriftsStockDriftsTop 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 | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 5.72% | 146.9K | $44.6M | — | — | — | 2025-06-30 |
| GOOG | ALPHABET INC | 4.11% | 180.8K | $32.1M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 4.07% | 154.8K | $31.8M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 3.79% | 59.5K | $29.6M | — | — | — | 2025-06-30 |
| BA | BOEING CO | 2.75% | 102.4K | $21.5M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC | 2.25% | 99.9K | $17.6M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 2.14% | 292.6K | $16.7M | — | — | — | 2025-06-30 |
| IWB | ISHARES TR | 2.12% | 48.7K | $16.5M | — | — | — | 2025-06-30 |
| META | META PLATFORMS INC | 1.93% | 20.4K | $15.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +90.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +66.30% |
Bordeaux Wealth Advisors Llc reports $780.88M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (40.7%), VTI (5.7%) and GOOG (4.1%). The top 20 holdings account for 82.59% of reported assets. Its disclosed equity book has returned +90.97% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Bordeaux Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1821271). View Bordeaux Wealth Advisors Llc’s 13F filings on SEC