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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 $540,368,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,038,648 $112,568,718 20.83%
2.
Vanguard Index Fds
 150,975 $41,493,973 7.68%
3.
Apple Inc.
 AAPL 162,983 $36,203,470 6.7%
4.
Alphabet Inc.
 GOOGL 194,967 $30,459,713 5.64%
5.
Microsoft Corp
 MSFT 57,864 $21,721,545 4.02%
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)