SEC 13F Intelligence

Managers / Q2 2025

Bordeaux Wealth Advisors LLC

CIK 0001821271 · 1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025 · 650-289-1105

Reported Value
$781M
Q2 2025
Positions
158
Filings on Record
21
2019–present window
Filed
Aug 4, 2025
original filing

Summary

Bordeaux Wealth Advisors Llc reported $781M in U.S.-listed holdings across 158 positions for Q2 2025.

The portfolio is heavily concentrated: NVDA alone accounts for 40.7% of reported value.

Compared with Q1 2025, the fund opened 17 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $133MQ4 ’20Q1 ’21: $144MQ2 ’21: $174MQ3 ’21: $176MQ3 ’21Q4 ’21: $218MQ1 ’22: $185MQ2 ’22: $145MQ2 ’22Q3 ’22: $159MQ4 ’22: $182.2BQ1 ’23: $194MQ1 ’23Q2 ’23: $244MQ3 ’23: $247MQ4 ’23: $296MQ4 ’23Q1 ’24: $302MQ2 ’24: $525MQ3 ’24: $553MQ3 ’24Q4 ’24: $622MQ1 ’25: $540MQ2 ’25: $781MQ2 ’25filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$781M158Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$540M158Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$622M160Jan 30, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2024$553M161Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$525M139Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$302M116Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$296M109Feb 13, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$247M93Oct 27, 202313F-HRchanges · EDGAR ↗
Q2 2023$244M102Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$194M99May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$182.2B84Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$159M83Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$145M81Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$185M87May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$218M99Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$176M69Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$174M70Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$144M61Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$133M58Feb 4, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.