SEC Form 13F

Bordeaux Wealth Advisors LLC 13F Holdings

Inspect Bordeaux Wealth Advisors LLC's 2025-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2025-08-05T03:59:59.999Z

Report period
2025-06-30
Publicly available
2025-08-05
Reported value
$780,878,115
Positions
158

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Step 1 of 3

Disclosed positions

Bordeaux Wealth Advisors LLC: source evidence dated 2025-08-05T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$317,856,134
Reported amount
2,011,875
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001765380-25-000279
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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NVIDIA CORPORATIONNVDACOM$317,856,1342,011,875SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$44,644,942146,892SHNone
ALPHABET INCGOOGCAP STK CL C$32,080,293180,846SHNone
APPLE INCAAPLCOM$31,766,638154,831SHNone
MICROSOFT CORPMSFTCOM$29,594,55259,497SHNone
BOEING COBACOM$21,457,331102,407SHNone
ALPHABET INCGOOGLCAP STK CL A$17,599,33099,866SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$16,680,976292,597SHNone
ISHARES TRIWBRUS 1000 ETF$16,539,09748,706SHNone
META PLATFORMS INCMETACL A$15,035,07020,370SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$13,473,030101,065SHNone
VANGUARD WORLD FDVFHFINANCIALS ETF$13,325,331104,677SHNone
VANGUARD WORLD FDVGTINF TECH ETF$11,750,23017,715SHNone
VANGUARD WORLD FDVHTHEALTH CAR ETF$11,379,76645,823SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$10,901,576157,788SHNone
SPDR S&P MIDCAP 400 ETF TRMDYUTSER1 S&PDCRP$9,347,09316,500SHNone
ISHARES TRIXNGLOBAL TECH ETF$8,807,34495,380SHNone
VANGUARD INTL EQUITY INDEX FVGKFTSE EUROPE ETF$8,510,734109,816SHNone
ISHARES TRIJHCORE S&P MCP ETF$7,234,758116,652SHNone
AMAZON COM INCAMZNCOM$6,714,87030,607SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$4,909,35899,259SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$4,753,31174,609SHNone
VISA INCVCOM CL A$4,703,78413,248SHNone
ORACLE CORPORCLCOM$4,212,78219,269SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,093,4527,206SHNone
VANGUARD INDEX FDSVXFEXTEND MKT ETF$3,848,50019,970SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$3,822,47151,915SHNone
SPDR INDEX SHS FDSGXCS&P CHINA ETF$3,750,47942,838SHNone
INVESCO QQQ TRQQQUNIT SER 1$3,482,9716,314SHNone
VANGUARD WORLD FDVCRCONSUM DIS ETF$3,407,8709,406SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$3,402,82041,037SHNone
COSTCO WHSL CORP NEWCOSTCOM$3,235,3653,268SHNone
SPDR S&P 500 ETF TRSPYTR UNIT$3,207,8435,192SHNone
TESLA INCTSLACOM$2,757,2898,680SHNone
ISHARES TREFAMSCI EAFE ETF$2,545,67728,478SHNone
JPMORGAN CHASE & CO.JPMCOM$2,514,1338,672SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$2,240,2245,110SHNone
ISHARES TRIYWU.S. TECH ETF$2,183,20212,600SHNone
ISHARES BITCOIN TRUST ETFIBITSHS BEN INT$2,134,82234,877SHNone
STARBUCKS CORPSBUXCOM$2,112,63623,056SHNone
ISHARES TRITOTCORE S&P TTL STK$2,084,17615,434SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$2,051,15323,031SHNone
ABBVIE INCABBVCOM$2,036,62310,972SHNone
ISHARES TRFXICHINA LG-CAP ETF$1,725,19546,931SHNone
ISHARES TRIVVCORE S&P500 ETF$1,701,2702,740SHNone
DOORDASH INCDASHCL A$1,595,1676,471SHNone
ELI LILLY & COLLYCOM$1,485,7851,906SHNone
CADENCE DESIGN SYSTEM INCCDNSCOM$1,484,6674,818SHNone
ISHARES TRDSIESG MSCI KLD 400$1,393,92012,000SHNone
EXXON MOBIL CORPXOMCOM$1,388,72912,882SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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