Bordeaux Wealth Advisors LLC current holdings: USA Stocks
Bordeaux Wealth Advisors LLC reported $0.53 billion in share positions in stocks (listed in the US), 90 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are NVDA, GOOG, AAPL.
- NVDA: Country of operation United States; Class COM; Shares 2,011,875; Value $317,856,134.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 180,846; Value $32,080,293.
- AAPL: Country of operation United States; Class COM; Shares 154,831; Value $31,766,638.
- MSFT: Country of operation United States; Class COM; Shares 59,497; Value $29,594,552.
Form 13F-HR as filed (SEC CIK 1821271): quarter ended 2025-06-30, filed 2025-08-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 2,011,875 | $317,856,134 | 59.44% | 2025-06-30 | 2025-08-04 | +43.81% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 180,846 | $32,080,293 | 6.00% | 2025-06-30 | 2025-08-04 | +90.16% |
|---|
AAPL
APPLE INC | United States | COM | 154,831 | $31,766,638 | 5.94% | 2025-06-30 | 2025-08-04 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 59,497 | $29,594,552 | 5.53% | 2025-06-30 | 2025-08-04 | +2.32% |
|---|
BA
BOEING CO | United States | COM | 102,407 | $21,457,331 | 4.01% | 2025-06-30 | 2025-08-04 | -10.43% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 99,866 | $17,599,330 | 3.29% | 2025-06-30 | 2025-08-04 | +93.45% |
|---|
META
META PLATFORMS INC | United States | CL A | 20,370 | $15,035,070 | 2.81% | 2025-06-30 | 2025-08-04 | +0.09% |
|---|
AMZN
AMAZON COM INC | United States | COM | 30,607 | $6,714,870 | 1.26% | 2025-06-30 | 2025-08-04 | +12.43% |
|---|
V
VISA INC | United States | COM CL A | 13,248 | $4,703,784 | 0.88% | 2025-06-30 | 2025-08-04 | +3.05% |
|---|
ORCL
ORACLE CORP | United States | COM | 19,269 | $4,212,782 | 0.79% | 2025-06-30 | 2025-08-04 | -36.98% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 3,268 | $3,235,365 | 0.61% | 2025-06-30 | 2025-08-04 | -6.60% |
|---|
TSLA
TESLA INC | United States | COM | 8,680 | $2,757,289 | 0.52% | 2025-06-30 | 2025-08-04 | +11.07% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 8,672 | $2,514,133 | 0.47% | 2025-06-30 | 2025-08-04 | +15.55% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 23,056 | $2,112,636 | 0.40% | 2025-06-30 | 2025-08-04 | +4.15% |
|---|
ABBV
ABBVIE INC | United States | COM | 10,972 | $2,036,623 | 0.38% | 2025-06-30 | 2025-08-04 | +41.84% |
|---|
DASH
DOORDASH INC | United States | CL A | 6,471 | $1,595,167 | 0.30% | 2025-06-30 | 2025-08-04 | -24.10% |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,906 | $1,485,785 | 0.28% | 2025-06-30 | 2025-08-04 | +51.97% |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 4,818 | $1,484,667 | 0.28% | 2025-06-30 | 2025-08-04 | +5.20% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 12,882 | $1,388,729 | 0.26% | 2025-06-30 | 2025-08-04 | |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 9,784 | $1,388,350 | 0.26% | 2025-06-30 | 2025-08-04 | +328.17% |
|---|
AVGO
BROADCOM INC | United States | COM | 4,982 | $1,373,289 | 0.26% | 2025-06-30 | 2025-08-04 | +28.82% |
|---|
P
PURE STORAGE INC | United States | CL A | 20,478 | $1,179,124 | 0.22% | 2025-06-30 | 2025-08-04 | +125.86% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 3,772 | $1,163,285 | 0.22% | 2025-06-30 | 2025-08-04 | -15.11% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 6,656 | $1,016,704 | 0.19% | 2025-06-30 | 2025-08-04 | +75.17% |
|---|
CRM
SALESFORCE INC | United States | COM | 3,607 | $983,593 | 0.18% | 2025-06-30 | 2025-08-04 | -17.38% |
|---|
ALK
ALASKA AIR GROUP INC | United States | COM | 19,869 | $983,119 | 0.18% | 2025-06-30 | 2025-08-04 | -19.30% |
|---|
CAT
CATERPILLAR INC | United States | COM | 2,456 | $953,444 | 0.18% | 2025-06-30 | 2025-08-04 | +112.94% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 15,857 | $929,707 | 0.17% | 2025-06-30 | 2025-08-04 | +17.21% |
|---|
WMT
WALMART INC | United States | COM | 8,626 | $843,451 | 0.16% | 2025-06-30 | 2025-08-04 | +9.22% |
|---|
DHR
DANAHER CORPORATION | United States | COM | 4,117 | $813,273 | 0.15% | 2025-06-30 | 2025-08-04 | +14.46% |
|---|
AMGN
AMGEN INC | United States | COM | 2,899 | $809,444 | 0.15% | 2025-06-30 | 2025-08-04 | +51.73% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 8,495 | $775,085 | 0.14% | 2025-06-30 | 2025-08-04 | +8.61% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 5,357 | $767,030 | 0.14% | 2025-06-30 | 2025-08-04 | +42.73% |
|---|
CSCO
CISCO SYS INC | United States | COM | 10,973 | $761,329 | 0.14% | 2025-06-30 | 2025-08-04 | +54.14% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 5,001 | $666,784 | 0.12% | 2025-06-30 | 2025-08-04 | +17.93% |
|---|
WAB
WABTEC | United States | COM | 3,165 | $662,593 | 0.12% | 2025-06-30 | 2025-08-04 | +39.11% |
|---|
FTNT
FORTINET INC | United States | COM | 6,181 | $653,456 | 0.12% | 2025-06-30 | 2025-08-04 | +66.44% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 1,477 | $598,865 | 0.11% | 2025-06-30 | 2025-08-04 | +67.61% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,064 | $578,189 | 0.11% | 2025-06-30 | 2025-08-04 | -24.15% |
|---|
KO
COCA COLA CO | United States | COM | 7,905 | $559,279 | 0.10% | 2025-06-30 | 2025-08-04 | +22.74% |
|---|
HD
HOME DEPOT INC | United States | COM | 1,503 | $551,024 | 0.10% | 2025-06-30 | 2025-08-04 | -21.44% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,870 | $546,504 | 0.10% | 2025-06-30 | 2025-08-04 | -19.92% |
|---|
OTEX
OPEN TEXT CORP | | COM | 18,359 | $536,083 | 0.10% | 2025-06-30 | 2025-08-04 | -23.60% |
|---|
COIN
COINBASE GLOBAL INC | United States | COM CL A | 1,461 | $512,066 | 0.10% | 2025-06-30 | 2025-08-04 | -45.78% |
|---|
MELI
MERCADOLIBRE INC | | COM | 189 | $493,977 | 0.09% | 2025-06-30 | 2025-08-04 | -34.00% |
|---|
RIVN
RIVIAN AUTOMOTIVE INC | United States | COM CL A | 34,870 | $479,114 | 0.09% | 2025-06-30 | 2025-08-04 | +8.95% |
|---|
ABT
ABBOTT LABS | United States | COM | 3,474 | $472,499 | 0.09% | 2025-06-30 | 2025-08-04 | -25.78% |
|---|
ABNB
AIRBNB INC | United States | COM CL A | 3,541 | $468,616 | 0.09% | 2025-06-30 | 2025-08-04 | +18.60% |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 7,362 | $455,340 | 0.09% | 2025-06-30 | 2025-08-04 | -11.50% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 3,556 | $438,277 | 0.08% | 2025-06-30 | 2025-08-04 | +764.16% |
|---|
AEE
AMEREN CORP | United States | COM | 4,545 | $436,502 | 0.08% | 2025-06-30 | 2025-08-04 | +4.38% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 4,399 | $428,199 | 0.08% | 2025-06-30 | 2025-08-04 | +232.71% |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 802 | $421,050 | 0.08% | 2025-06-30 | 2025-08-04 | +42.95% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 2,410 | $383,956 | 0.07% | 2025-06-30 | 2025-08-04 | -6.90% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,218 | $379,980 | 0.07% | 2025-06-30 | 2025-08-04 | +20.18% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 7,994 | $378,265 | 0.07% | 2025-06-30 | 2025-08-04 | +16.15% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 641 | $360,204 | 0.07% | 2025-06-30 | 2025-08-04 | +0.29% |
|---|
INTU
INTUIT | United States | COM | 435 | $342,620 | 0.06% | 2025-06-30 | 2025-08-04 | -65.97% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,159 | $341,651 | 0.06% | 2025-06-30 | 2025-08-04 | -25.37% |
|---|
GWW
GRAINGER W W INC | United States | COM | 327 | $340,159 | 0.06% | 2025-06-30 | 2025-08-04 | +20.04% |
|---|
PFE
PFIZER INC | United States | COM | 13,939 | $337,875 | 0.06% | 2025-06-30 | 2025-08-04 | +18.48% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,267 | $324,314 | 0.06% | 2025-06-30 | 2025-08-04 | +22.28% |
|---|
INTC
INTEL CORP | United States | COM | 14,034 | $314,369 | 0.06% | 2025-06-30 | 2025-08-04 | +417.54% |
|---|
NFLX
NETFLIX INC | United States | COM | 234 | $313,357 | 0.06% | 2025-06-30 | 2025-08-04 | -47.50% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,194 | $307,324 | 0.06% | 2025-06-30 | 2025-08-04 | +23.51% |
|---|
GDRX
GOODRX HLDGS INC | United States | COM CL A | 61,319 | $305,369 | 0.06% | 2025-06-30 | 2025-08-04 | -35.14% |
|---|
BLK
BLACKROCK INC | United States | COM | 291 | $305,332 | 0.06% | 2025-06-30 | 2025-08-04 | +1.78% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,000 | $304,830 | 0.06% | 2025-06-30 | 2025-08-04 | +25.61% |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,894 | $301,639 | 0.06% | 2025-06-30 | 2025-08-04 | +15.60% |
|---|
SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 2,539 | $292,874 | 0.05% | 2025-06-30 | 2025-08-04 | +28.53% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,001 | $272,777 | 0.05% | 2025-06-30 | 2025-08-04 | +37.16% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,050 | $261,769 | 0.05% | 2025-06-30 | 2025-08-04 | +6.26% |
|---|
HUBB
HUBBELL INC | United States | COM | 635 | $259,341 | 0.05% | 2025-06-30 | 2025-08-04 | +12.41% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 647 | $255,973 | 0.05% | 2025-06-30 | 2025-08-04 | -29.54% |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 458 | $244,449 | 0.05% | 2025-06-30 | 2025-08-04 | -6.82% |
|---|
DOV
DOVER CORP | United States | COM | 1,331 | $243,880 | 0.05% | 2025-06-30 | 2025-08-04 | +3.53% |
|---|
SNOW
SNOWFLAKE INC | United States | CL A | 1,079 | $241,448 | 0.05% | 2025-06-30 | 2025-08-04 | +47.61% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 2,993 | $239,839 | 0.04% | 2025-06-30 | 2025-08-04 | +0.45% |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 2,212 | $237,591 | 0.04% | 2025-06-30 | 2025-08-04 | -59.15% |
|---|
DIS
DISNEY WALT CO | United States | COM | 1,902 | $235,899 | 0.04% | 2025-06-30 | 2025-08-04 | -15.00% |
|---|
OKLO
OKLO INC | United States | COM CL A | 4,158 | $232,807 | 0.04% | 2025-06-30 | 2025-08-04 | -33.72% |
|---|
SNPS
SYNOPSYS INC | United States | COM | 431 | $220,966 | 0.04% | 2025-06-30 | 2025-08-04 | -19.04% |
|---|
ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 269 | $215,574 | 0.04% | 2025-06-30 | 2025-08-04 | +128.90% |
|---|
MRK
MERCK & CO INC | United States | COM | 2,648 | $209,616 | 0.04% | 2025-06-30 | 2025-08-04 | +88.58% |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 2,282 | $207,914 | 0.04% | 2025-06-30 | 2025-08-04 | +61.32% |
|---|
SO
SOUTHERN CO | United States | COM | 2,261 | $207,628 | 0.04% | 2025-06-30 | 2025-08-04 | -9.13% |
|---|
DE
DEERE & CO | United States | COM | 406 | $206,447 | 0.04% | 2025-06-30 | 2025-08-04 | +33.83% |
|---|
CSX
CSX CORP | United States | COM | 6,278 | $204,852 | 0.04% | 2025-06-30 | 2025-08-04 | +43.82% |
|---|
TSHA
TAYSHA GENE THERAPIES INC | United States | COM SHS | 10,058 | $23,234 | 0.00% | 2025-06-30 | 2025-08-04 | +116.02% |
|---|
CHGG
CHEGG INC | United States | COM | 13,182 | $15,951 | 0.00% | 2025-06-30 | 2025-08-04 | -42.15% |
|---|
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