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Filers›Family Office›Bordeaux Wealth Advisors LLC
DOSSIER · 13F-HR · Q2 2025

Bordeaux Wealth Advisors LLC

Bordeaux Wealth's family office based in Chicago, IL — $781M in tracked AUM across 158 positions as of Q2 2025.

BW
Bordeaux Wealth·Chicago, IL·Family Office
CIK 0001821271 · last filed Jun 30, 2025
Total AUM
$781M
▼ 5.3%
vs prior
Holdings
158
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Bordeaux Wealth Advisors LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$318M2.0M40.7%
02
VTI
VANGUARD INDEX FDS
$45M147K5.7%
03
GOOG
ALPHABET INC
$32M181K4.1%
04
AAPL
APPLE INC
$32M155K4.1%
05
MSFT
MICROSOFT CORP
$30M59K3.8%
06
BA
BOEING CO
$21M102K2.7%
07
GOOGL
ALPHABET INC
$18M100K2.3%
08
VEA
VANGUARD TAX-MANAGED FDS
$17M293K2.1%
09
IWB
ISHARES TR
$17M49K2.1%
10
META
META PLATFORMS INC
$15M20K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Bordeaux
haiku-4-5 · 158 positions indexed
Sector mix
  • Tech22%
  • Financials5%
  • Health Care8%
  • Cons. Disc.14%
  • Industrials8%
  • Energy36%
  • Other7%
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