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Home > Institutional Investor > Bordeaux Wealth Advisors Llc > Profile

Instuitional Investor - Bordeaux Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Bordeaux Wealth Advisors Llc
Portfolio Value $622,358,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,173,431 $157,580,108 25.31%
2.
Alphabet Inc.
 GOOGL 232,876 $44,348,856 7.12%
3.
Vanguard Index Fds
 152,007 $44,053,122 7.07%
4.
Apple Inc.
 AAPL 169,002 $42,321,436 6.8%
5.
Microsoft Corp
 MSFT 59,103 $24,911,866 4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)