Bordeaux Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Bordeaux Wealth Advisors LLC reported 158 stock positions worth $540.4 million. Its top holding was Nvidia (NVDA) at 20.8% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 7.7%) and Apple (AAPL, 6.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 11, added to 50 and reduced 70. The biggest buy was Boeing (BA, shares +20%) and the biggest sale Nvidia (NVDA, shares −11%).
- Most Recent 13F
- Q2 2025
- Location
- MENLO PARK, CA
- CIK
- 0001821271
- Portfolio Value
- $540.4M (Q1 2025)
- SEC Filing
- 0001765380-25-000149 ↗ filed Apr 24, 2025
Holdings Value
Holdings 158 stocks · $540.4M
| NVDA Nvidia Corp. | 20.83% | 1,038,648 | $112.6M | Reduce -11.5% |
| VTI VG Morningstar TS MKT ETF-US | 7.68% | 150,975 | $41.5M | Reduce -0.7% |
| AAPL Apple Inc. | 6.70% | 162,983 | $36.2M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 5.64% | 194,967 | $30.5M | Reduce -16.3% |
| MSFT Microsoft Corp. | 4.02% | 57,864 | $21.7M | Reduce -2.1% |
| BA The Boeing Co. | 3.52% | 111,397 | $19.0M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 2.97% | 103,712 | $16.0M | Reduce -0.0% |
| IWB iShares Russell 1000 ETF | 2.76% | 48,639 | $14.9M | No change |
| VEA Vanguard Ftse Developed ETF | 2.58% | 274,447 | $14.0M | Reduce -8.3% |
| VYM Vanguard High DVD Yield ETF | 2.33% | 97,571 | $12.6M | Reduce -5.8% |
| VFH Vanguard Financials ETF | 2.32% | 105,029 | $12.5M | Reduce -1.7% |
| VHT Vanguard Health Care ETF | 2.25% | 45,974 | $12.2M | Reduce -2.0% |
| TSLA Tesla Inc. | 1.77% | 36,941 | $9.6M | Add +25.5% |
| VGT Vanguard Info Tech ETF | 1.76% | 17,530 | $9.5M | Reduce -2.5% |
| MDY State Street SPDR S&P Midcap | 1.71% | 17,296 | $9.2M | No change |
| VXUS Vanguard Total Intl Stock | 1.70% | 147,913 | $9.2M | Reduce -3.2% |
| VGK Vanguard Ftse Europe ETF | 1.38% | 106,285 | $7.5M | Reduce -5.8% |
| IXN iShares Global Tech ETF | 1.34% | 95,369 | $7.2M | No change |
| META Meta Platforms Inc. Class A | 1.30% | 12,169 | $7.0M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 1.27% | 117,611 | $6.9M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 1.08% | 30,814 | $5.9M | Add +1.3% |
| V Visa Inc. Class A | 1.00% | 15,416 | $5.4M | Add +13.5% |
| VWO Vanguard Ftse Emerging Marke | 0.92% | 109,783 | $5.0M | Reduce -7.6% |
| DFAS Dimensional US Small Cap ETF | 0.82% | 74,588 | $4.5M | Reduce -10.7% |
| ABBV Abbvie Inc. | 0.81% | 21,018 | $4.4M | Add +812.2% |
| BND Vanguard Total Bond Market | 0.70% | 51,287 | $3.8M | Reduce -4.4% |
| GXC State Street SPDR S&P China | 0.67% | 41,866 | $3.6M | Reduce -3.7% |
| VXF Vanguard Extended Market ETF | 0.64% | 19,999 | $3.4M | Reduce -2.4% |
| VCIT Vanguard Int-Term Corporate | 0.62% | 40,951 | $3.3M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.61% | 6,438 | $3.3M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 6,910 | $3.2M | Reduce -10.4% |
| COST Costco Wholesale Corp. | 0.57% | 3,236 | $3.1M | Add +4.3% |
| VCR Vanguard Consumer Discre ETF | 0.57% | 9,397 | $3.1M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.44% | 28,937 | $2.4M | No change |
| SBUX Starbucks Corp. | 0.42% | 23,015 | $2.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.40% | 8,817 | $2.2M | Reduce -5.6% |
| DASH DoorDash Inc. Class A | 0.37% | 11,082 | $2.0M | Reduce -4.3% |
| VNQ Vanguard Real Estate ETF | 0.37% | 21,980 | $2.0M | Reduce -9.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 5,110 | $1.9M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.35% | 15,434 | $1.9M | Reduce -25.2% |
| LLY Eli Lilly & Co. | 0.34% | 2,199 | $1.8M | Add +84.2% |
| IYW iShares Ustechnology ETF | 0.33% | 12,600 | $1.8M | No change |
| FXI iShares China Large-Cap ETF | 0.32% | 47,524 | $1.7M | No change |
| IVV iShares Core S&P 500 ETF | 0.31% | 2,950 | $1.7M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.31% | 13,899 | $1.7M | Add +20.5% |
| IBIT iShares Bitcoin Trust ETF | 0.29% | 33,712 | $1.6M | Reduce -5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,212 | $1.2M | Add +1.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 12,000 | $1.2M | No change |
| CRM Salesforce Inc. | 0.22% | 4,518 | $1.2M | Reduce -3.1% |
| CDNS Cadence Design SYS Inc. | 0.22% | 4,686 | $1.2M | Reduce -2.0% |
| ADP Automatic Data Processing | 0.21% | 3,770 | $1.2M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.20% | 6,500 | $1.1M | Add +2.4% |
| MUB iShares National Muni Bond E | 0.18% | 9,466 | $998K | Add +4.9% |
| ORCL Oracle Corp. | 0.18% | 7,100 | $993K | Reduce -2.2% |
| AMD Advanced Micro Devices | 0.18% | 9,525 | $979K | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.18% | 5,716 | $974K | Add +17.7% |
| MO Altria Group Inc. | 0.17% | 15,487 | $930K | Reduce -5.3% |
| CVX Chevron Corp. | 0.17% | 5,446 | $911K | Add +70.4% |
| AMGN Amgen Inc. | 0.17% | 2,905 | $905K | Add +5.5% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 15,394 | $903K | Reduce -10.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 3,880 | $860K | Add +2.3% |
| ALK Alaska Air Group Inc. | 0.16% | 17,162 | $845K | No change |
| CAT Caterpillar Inc. | 0.15% | 2,489 | $821K | Add +64.1% |
| IWF iShares Russell 1000 Growth | 0.15% | 2,197 | $793K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 1,512 | $792K | Reduce -8.2% |
| DHR Danaher Corp. | 0.15% | 3,861 | $792K | Reduce -3.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.15% | 17,779 | $787K | New |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 3,958 | $768K | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 1,537 | $765K | Reduce -32.1% |
| AVGO Broadcom Inc. | 0.14% | 4,559 | $763K | Reduce -7.4% |
| VPL Vanguard Ftse Pacific ETF | 0.13% | 10,027 | $727K | Add +0.6% |
| WMT Walmart Inc. | 0.13% | 7,907 | $694K | Reduce -4.3% |
| CSCO Cisco Systems Inc. | 0.13% | 11,112 | $686K | Reduce -0.9% |
| MCD McDonald's Corp. | 0.12% | 2,131 | $666K | Reduce -32.3% |
| SCHW Schwab (charles) Corp. | 0.12% | 8,313 | $651K | Add +5.5% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 22,465 | $628K | Add +2.9% |
| IWD iShares Russell 1000 Value E | 0.11% | 3,142 | $591K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 1,375 | $577K | No change |
| MA Mastercard Inc. Class A | 0.11% | 1,053 | $577K | Add +52.8% |
| FTNT Fortinet Inc. | 0.11% | 5,934 | $571K | Reduce -3.4% |
| WAB Wabtec Corp. | 0.11% | 3,142 | $570K | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.10% | 5,164 | $566K | Add +1.6% |
| KO The Coca-Cola Co. | 0.10% | 7,890 | $565K | Add +46.1% |
| SCHB Schwab US Broad Market ETF | 0.10% | 25,755 | $555K | Add +5.2% |
| ISRG Intuitive Surgical Inc. | 0.10% | 1,053 | $522K | Reduce -0.1% |
| DFAI Dimensional International Co. | 0.10% | 16,571 | $518K | No change |
| REGN Regeneron Pharmaceuticals | 0.10% | 809 | $513K | Reduce -1.0% |
| HD Home Depot Inc. | 0.09% | 1,385 | $507K | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 4,779 | $500K | No change |
| IQLT iShares MSCI International Q | 0.09% | 12,277 | $487K | No change |
| ADNT Adient PLC | 0.09% | 36,214 | $466K | No change |
| AEE Ameren Corporation | 0.08% | 4,520 | $454K | Reduce -1.0% |
| SNOW Snowflake Inc. | 0.08% | 3,071 | $449K | Add +6.2% |
| ABNB Airbnb Inc. Class A | 0.08% | 3,704 | $442K | Reduce -43.6% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 19,735 | $436K | Reduce -0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 5,118 | $435K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.08% | 34,431 | $429K | New |
| ABT Abbott Laboratories | 0.08% | 3,221 | $427K | Add +1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,592 | $396K | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 2,340 | $388K | Add +7.0% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -11.5% | 20.83% | −4.49 |
| GOOG Alphabet Inc. Class C | Reduce -16.3% | 5.64% | −1.49 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 2.97% | −0.19 |
| AAPL Apple Inc. | Reduce -3.6% | 6.70% | −0.10 |
| DHS Wisdomtree US High Dividend | Sold out | 0.00% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.6% | 1.27% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -25.2% | 0.35% | −0.08 |
| ABNB Airbnb Inc. Class A | Reduce -43.6% | 0.08% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Reduce -10.7% | 0.82% | −0.05 |
| EXCHANGE TRADED CONCEPTS TRU | Sold out | 0.00% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -32.1% | 0.14% | −0.05 |
| AVGO Broadcom Inc. | Reduce -7.4% | 0.14% | −0.04 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -2.5% | 1.76% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.4% | 0.60% | −0.03 |
| XYZ Block Inc. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.03 |
| MINO PIMCO Municipal Income Oppor | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.22% | −0.03 |
| MCD McDonald's Corp. | Reduce -32.3% | 0.12% | −0.02 |
| VOX Vanguard Communication Servi | Reduce -28.6% | 0.05% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -5.1% | 0.29% | −0.01 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.18% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -2.0% | 0.22% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -16.2% | 0.07% | −0.01 |
| AMD Advanced Micro Devices | Reduce -2.4% | 0.18% | −0.01 |
| PFE Pfizer Inc. | Reduce -21.0% | 0.05% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.0% | 0.57% | −0.01 |
| HUBB Hubbell Inc. | Reduce -2.9% | 0.04% | −0.00 |
| ENFR Alerian Energy Infrastructur | Reduce -25.0% | 0.04% | −0.00 |
| PGEN Precigen Inc. | Sold out | 0.00% | −0.00 |
| BN Brookfield Corp. | Reduce -7.2% | 0.07% | −0.00 |
| UNP Union Pacific Corp. | Reduce -19.4% | 0.04% | −0.00 |
| DHR Danaher Corp. | Reduce -3.1% | 0.15% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -3.7% | 0.04% | +0.00 |
| MS Morgan Stanley | Reduce -5.0% | 0.04% | +0.00 |
| REGN Regeneron Pharmaceuticals | Reduce -1.0% | 0.10% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.3% | 0.04% | +0.00 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.05% | +0.00 |
| SYK Stryker Corp. | Reduce -10.2% | 0.04% | +0.00 |
| BAC Bank of America Corp. | Reduce -4.1% | 0.07% | +0.00 |
| MELI MercadoLibre Inc. | Reduce -20.6% | 0.07% | +0.00 |
| HD Home Depot Inc. | Reduce -4.3% | 0.09% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -7.4% | 0.04% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -0.4% | 0.06% | +0.01 |
| BSX Boston Scientific Corp. | Reduce -8.4% | 0.04% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BA The Boeing Co. | Add +19.7% | 3.52% | +0.87 |
| ABBV Abbvie Inc. | Add +812.2% | 0.81% | +0.75 |
| V Visa Inc. Class A | Add +13.5% | 1.00% | +0.31 |
| META Meta Platforms Inc. Class A | Add +5.7% | 1.30% | +0.21 |
| LLY Eli Lilly & Co. | Add +84.2% | 0.34% | +0.19 |
| P Everpure Inc. Class A | New | 0.15% | +0.15 |
| COST Costco Wholesale Corp. | Add +4.3% | 0.57% | +0.11 |
| XOM Exxon Mobil Corp. | Add +20.5% | 0.31% | +0.11 |
| CVX Chevron Corp. | Add +70.4% | 0.17% | +0.09 |
| SBUX Starbucks Corp. | Add +0.1% | 0.42% | +0.08 |
| RIVN Rivian Automotive Inc. Class A | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 0.61% | +0.08 |
| CAT Caterpillar Inc. | Add +64.1% | 0.15% | +0.06 |
| NSC Norfolk Southern Corp. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | Add +5.5% | 0.17% | +0.05 |
| JNJ Johnson & Johnson | Add +2.4% | 0.20% | +0.05 |
| KO The Coca-Cola Co. | Add +46.1% | 0.10% | +0.05 |
| PG The Procter & Gamble Co. | Add +17.7% | 0.18% | +0.05 |
| MA Mastercard Inc. Class A | Add +52.8% | 0.11% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.05% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.05% | +0.05 |
| GE General Electric | New | 0.04% | +0.04 |
| COIN Coinbase Global Inc. Class A | New | 0.04% | +0.04 |
| ALL Allstate Corp. | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 0.31% | +0.03 |
| MUB iShares National Muni Bond E | Add +4.9% | 0.18% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +5.5% | 0.12% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.23% | +0.02 |
| ABT Abbott Laboratories | Add +1.6% | 0.08% | +0.02 |
| VPL Vanguard Ftse Pacific ETF | Add +0.6% | 0.13% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +2.9% | 0.12% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.14% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +16.4% | 0.07% | +0.02 |
| MU Micron Technology Inc. | Add +9.8% | 0.06% | +0.01 |
| RTX RTX Corp. | Add +0.6% | 0.06% | +0.01 |
| XLK SS Technology Select Sector | Add +35.1% | 0.05% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +5.2% | 0.10% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.3% | 1.08% | +0.01 |
| VZ Verizon Communications Inc. | Add +6.0% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.3% | 0.16% | +0.01 |
| SNOW Snowflake Inc. | Add +6.2% | 0.08% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +14.2% | 0.05% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.4% | 0.06% | +0.01 |
| LRCX Lam Research Corp. | Add +1.4% | 0.06% | +0.01 |
| QCOM Qualcomm Inc. | Add +4.4% | 0.06% | +0.01 |
| NUE Nucor Corp. | Add +3.0% | 0.05% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +14.6% | 0.04% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.5% | 0.05% | +0.01 |
| VAW Vanguard Materials ETF | Add +0.4% | 0.05% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +7.7% | 0.06% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 158 | $780.9M | NVDA, VTI, GOOG, AAPL, MSFT |
| Q1 2025 | 158 | $540.4M | NVDA, VTI, AAPL, GOOG, MSFT |
| Q4 2024Amended | 160 | $622.4M | NVDA, GOOG, VTI, AAPL, MSFT |
| Q3 2024 | 161 | $552.8M | NVDA, VTI, AAPL, GOOG, MSFT |
| Q2 2024 | 138 | $522.6M | NVDA, GOOG, VTI, AAPL, MSFT |
| Q1 2024 | 115 | $300.5M | NVDA, GOOG, AAPL, VTI, GOOGL |