Notify me when Bordeaux Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 158 | $780,878,115 | +$175,098,005 | -$30,217,022 | +$144,880,983 | NVDA, VTI, GOOG, AAPL, MSFT | 13F-HR | 04 Aug 2025, 15:56 |
| Q1 2025 | 158 | $540,368,521 | +$16,080,292 | -$37,177,584 | -$21,097,292 | NVDA, VTI, AAPL, GOOG, MSFT | 13F-HR | 24 Apr 2025, 14:34 |
| Q4 2024 | 160 | $622,358,397 | +$58,857,618 | -$15,219,074 | +$43,638,544 | NVDA, GOOG, VTI, AAPL, MSFT | Restatement | 30 Jan 2025, 12:23 |
| Q3 2024 | 161 | $552,842,198 | +$23,957,772 | -$4,119,994 | +$19,837,778 | NVDA, VTI, AAPL, GOOG, MSFT | 13F-HR | 04 Nov 2024, 11:28 |
| Q2 2024 | 138 | $522,595,285 | +$254,759,703 | -$9,005,575 | +$245,754,128 | NVDA, GOOG, VTI, AAPL, MSFT | 13F-HR | 02 Aug 2024, 18:58 |
| Q1 2024 | 116 | $302,360,081 | +$48,768,881 | -$60,452,622 | -$11,683,741 | NVDA, GOOG, AAPL, VTI, GOOGL | 13F-HR | 29 Apr 2024, 09:53 |
| Q4 2023 | 108 | $294,250,825 | +$33,109,657 | -$13,938,406 | +$19,171,251 | GOOG, AAPL, VTI, GOOGL, META | Restatement | 13 Feb 2024, 08:23 |
| Q3 2023 | 93 | $247,136,394 | +$18,119,607 | -$6,281,676 | +$11,837,931 | AAPL, GOOG, VTI, GOOGL, IWB | 13F-HR | 27 Oct 2023, 17:28 |
| Q2 2023 | 102 | $243,863,199 | +$36,844,065 | -$8,399,661 | +$28,444,404 | AAPL, GOOG, VTI, GOOGL, IWB | 13F-HR | 09 Aug 2023, 11:07 |
| Q1 2023 | 99 | $193,992,374 | +$11,759,303 | -$22,209,149 | -$10,449,846 | GOOG, AAPL, VTI, IWB, GOOGL | 13F-HR | 04 May 2023, 15:51 |
| Q4 2022 | 84 | $182,237,044 | +$31,745,740 | -$8,552,629 | +$23,193,111 | GOOG, AAPL, VTI, IWB, MDY | 13F-HR | 13 Feb 2023, 10:47 |
| Q3 2022 | 83 | $159,156,000 | +$43,264,354 | -$6,262,326 | +$37,002,028 | GOOG, AAPL, VTI, IWB, GOOGL | 13F-HR | 04 Nov 2022, 09:45 |
| Q2 2022 | 81 | $145,157,000 | +$15,072,932 | -$8,593,143 | +$6,479,789 | AAPL, GOOG, VTI, IWB, MDY | 13F-HR | 28 Jul 2022, 11:34 |
| Q1 2022 | 87 | $185,470,000 | +$6,517,290 | -$17,502,720 | -$10,985,430 | AAPL, VTI, IWB, MDY, COUP | 13F-HR | 03 May 2022, 11:18 |
| Q4 2021 | 96 | $216,718,000 | +$45,676,179 | -$9,208,668 | +$36,467,511 | AAPL, COUP, VTI, IWB, MDY | 13F-HR | 27 Jan 2022, 15:40 |
| Q3 2021 | 68 | $175,535,000 | +$14,576,708 | -$8,581,736 | +$5,994,972 | COUP, AAPL, VTI, IWB, MDY | 13F-HR | 08 Nov 2021, 11:44 |
| Q2 2021 | 70 | $173,575,000 | +$24,672,069 | -$4,391,861 | +$20,280,208 | COUP, AAPL, VTI, IWB, MDY | 13F-HR | 30 Jul 2021, 14:01 |
| Q1 2021 | 61 | $143,685,000 | +$20,459,413 | -$4,671,808 | +$15,787,605 | COUP, AAPL, VTI, IWB, MDY | 13F-HR | 26 Apr 2021, 14:24 |
| Q4 2020 | 58 | $132,354,000 | $0 | $0 | $0 | COUP, AAPL, IWB, MDY, IJH | 13F-HR | 04 Feb 2021, 11:31 |