TraderTrends
Manager Profile

Bordeaux Wealth Advisors LLC

Diversified · Technology 54%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2025

Location

MENLO PARK, CA

Portfolio Value

$780.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

NVIDIA Corp

Latest disclosed holding

Top 4

NVDA 922908769 02079K107 037833100 594918104

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
54.1%
Financial Services
17.3%
Consumer Cyclical
9.4%
Communication Services
8.4%
Industrials
3.8%
Healthcare
3.5%
Consumer Defensive
1.8%
Energy
0.9%
Utilities
0.1%
Basic Materials
0.1%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2025
Largest Positions

Top 5 largest positions by current portfolio value.

1
NVIDIA Corp

Shares: 2M

317.9M

Position Value
2
VANGUARD INDEX FDS

Shares: 146.9K

44.6M

Position Value
3
ALPHABET INC

Shares: 180.8K

32.1M

Position Value
4
APPLE INC

Shares: 154.8K

31.8M

Position Value
5
MICROSOFT CORP

Shares: 59.5K

29.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID