• 13F History

Bordeaux Wealth Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$622M
Signature - Title
Phil Platt - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by Bordeaux Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bordeaux Wealth Advisors LLC reported 160 stock holdings with total value $622M as of Q4 2024. Top holdings included NVDA, GOOG, VTI, AAPL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 160 $622M +$58.9M -$15.2M +$43.6M NVDA, GOOG, VTI, AAPL, MSFT Restatement 1/30/2025, 12:23 PM
Q3 2024 161 $553M +$24M -$4.12M +$19.8M NVDA, VTI, AAPL, GOOG, MSFT 13F-HR 11/4/2024, 11:28 AM
Q2 2024 138 $523M +$255M -$9.01M +$246M NVDA, GOOG, VTI, AAPL, MSFT 13F-HR 8/2/2024, 06:58 PM
Q1 2024 116 $302M +$48.8M -$60.1M -$11.3M NVDA, GOOG, AAPL, VTI, GOOGL 13F-HR 4/29/2024, 09:53 AM
Q4 2023 108 $296M +$33.1M -$13.7M +$19.4M GOOG, AAPL, VTI, GOOGL, META Restatement 2/13/2024, 08:23 AM
Q3 2023 93 $247M +$18.1M -$1.65M +$16.5M AAPL, GOOG, VTI, GOOGL, IWB 13F-HR 10/27/2023, 05:28 PM
Q2 2023 102 $244M +$36.8M -$3.36M +$33.5M AAPL, GOOG, VTI, GOOGL, IWB 13F-HR 8/9/2023, 11:07 AM
Q1 2023 99 $194M +$11.8M -$13.4M -$1.66M GOOG, AAPL, VTI, IWB, GOOGL 13F-HR 5/4/2023, 03:51 PM
Q4 2022 84 $182M +$31.7M -$4.98M +$26.8M GOOG, AAPL, VTI, IWB, MDY 13F-HR 2/13/2023, 09:47 AM
Q3 2022 83 $159M +$43.3M -$2.05M +$41.2M GOOG, AAPL, VTI, IWB, GOOGL 13F-HR 11/4/2022, 09:45 AM
Q2 2022 81 $145M +$15.1M -$4.53M +$10.5M AAPL, GOOG, VTI, IWB, MDY 13F-HR 7/28/2022, 11:34 AM
Q1 2022 87 $185M +$6.52M -$9.18M -$2.67M AAPL, VTI, IWB, MDY, COUP 13F-HR 5/3/2022, 11:18 AM
Q4 2021 97 $217M +$46.4M -$7.75M +$38.6M AAPL, COUP, VTI, IWB, MDY 13F-HR 1/27/2022, 02:40 PM
Q3 2021 67 $176M +$14.6M -$8.58M +$5.99M COUP, AAPL, VTI, IWB, MDY 13F-HR 11/8/2021, 11:44 AM
Q2 2021 69 $174M +$24.7M -$4.39M +$20.3M COUP, AAPL, VTI, IWB, MDY 13F-HR 7/30/2021, 02:01 PM
Q1 2021 60 $144M +$20.5M -$4.67M +$15.8M COUP, AAPL, VTI, IWB, MDY 13F-HR 4/26/2021, 02:24 PM
Q4 2020 57 $132M COUP, AAPL, IWB, MDY, IJH 13F-HR 2/4/2021, 10:31 AM