13F Insight
DOSSIER · 13F-HR · Q2 2025

Bordeaux Wealth Advisors LLC

$781M in tracked AUM across 158 positions as of Q2 2025.

BW
CIK 0001821271 · last filed Jun 30, 2025
Total AUM
$781M
as of Q2 2025
Holdings
158
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · 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
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Filing history

2025Q2Jun 30
$781M▲ 44.5%
158 positionsLocked2025Q1Mar 31
$540M▼ 13.2%
158 positionsLocked2024Q4Dec 31
$622M▲ 12.6%
160 positionsLocked2024Q3Sep 30
$553M▲ 5.4%
161 positionsLocked2024Q2Jun 30
$525M▲ 73.5%
139 positionsLocked2024Q1Mar 31
$302M▲ 2.2%
116 positionsLocked2023Q4Dec 31
$296M▲ 19.8%
109 positionsLocked2023Q3Sep 30
$247M▲ 1.3%
93 positionsLocked2023Q2Jun 30
$244M▲ 25.7%
102 positionsLocked2023Q1Mar 31
$194M▲ 6.5%
99 positionsLocked2022Q4Dec 31
$182M▲ 14.5%
84 positionsLocked2022Q3Sep 30
$159M▲ 9.6%
83 positionsLocked
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