⏳
Showing Q2 2025 data
Bordeaux Wealth Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bordeaux Wealth Advisors LLC
•CIK: 1821271•Filing: Q2 2025
**Bordeaux Wealth Advisors LLC** manages $781M across a diversified portfolio of 158 positions. The fund exhibits significant concentration in technology leaders, notably holding NVDA at $317.9M and GOOG at $32.1M. Further core allocations include AAPL ($31.8M), MSFT ($29.6M), and BA ($21.5M). This structure suggests a conviction-driven, large-cap growth mandate with substantial exposure to semiconductor and software sectors.
Total AUM
$780.9M
QoQ Performance
+44.5%
Positions
115
Top 10 Concentration
69.6%
Latest Filing
Q2 2025
Top Holdings Allocation
NVDA
VTI
NVDA40.7%
VTI5.7%
GOOG4.1%
AAPL4.1%
MSFT3.8%
BA2.7%
GOOGL2.3%
VEA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology58.2%
Other32.7%
Industrial2.9%
Consumer2.2%
Financial1.3%
ETF1.2%
Healthcare1.0%
Consumer Staples0.2%
🚪 Exited Positionssold since Q1 2025
+12 more exited positions
Changes from Q1 2025
NEW17 new positions
↑61 increased
↓61 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023