Bordeaux Wealth Advisors LLC - Portfolio overview
Bordeaux Wealth Advisors LLC has 158 reported holdings in this dataset, with the latest filing dated 2025-08-04.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 40.70%
- VTI - VANGUARD INDEX FDS, 5.72%
- GOOG - ALPHABET INC, 4.11%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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