Bordeaux Wealth Advisors LLC

MENLO PARK, CA · CIK 1821271 · 13F filing filed 2025-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtherton, CA

As an employer

US visa salary filings

Filings FY20242
Median salary offered$123,874
Middle half$118,846 – $128,903
Job titles2

Job title	Filings	Median	Range
Associate Wealth AdvisorMenlo Park, CA	1	$133,931	$133,931 – $138,000
Tax Associate Wealth AdvisorMenlo Park, CA	1	$113,818	$113,818 – $115,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: BORDEAUX WEALTH ADVISORS LLC.

$780.9m reported value +44.5% vs Q1 2025

158positions

69.6%in top 10

17 new 61 added 61 reduced 17 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	2,011,875	$317.9m40.70%	40.70%	Added +973.2k	+973,227 93.7%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	146,892	$44.6m5.72%	5.72%	Reduced -4.1k	-4,083 -2.7%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	180,846	$32.1m4.11%	4.11%	Reduced -14.1k	-14,121 -7.2%
4	APPLE INC COM AAPL	AAPL	154,831	$31.8m4.07%	4.07%	Reduced -8.2k	-8,152 -5.0%
5	MICROSOFT CORP COM MSFT	MSFT	59,497	$29.6m3.79%	3.79%	Added +1.6k	+1,633 2.8%
6	BOEING CO COM BA	BA	102,407	$21.5m2.75%	2.75%	Reduced -9.0k	-8,990 -8.1%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	99,866	$17.6m2.25%	2.25%	Reduced -3.8k	-3,846 -3.7%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	292,597	$16.7m2.14%	2.14%	Added +18.1k	+18,150 6.6%
9	ISHARES TR RUS 1000 ETF IWB	IWB	48,706	$16.5m2.12%	2.12%	Added +67	+67 0.1%
10	META PLATFORMS INC CL A META	META	20,370	$15.0m1.93%	1.93%	Added +8.2k	+8,201 67.4%
11	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	101,065	$13.5m1.73%	1.73%	Added +3.5k	+3,494 3.6%
12	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	104,677	$13.3m1.71%	1.71%	Reduced -352	-352 -0.3%
13	VANGUARD WORLD FD INF TECH ETF VGT	VGT	17,715	$11.8m1.50%	1.50%	Added +185	+185 1.1%
14	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	45,823	$11.4m1.46%	1.46%	Reduced -151	-151 -0.3%
15	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	157,788	$10.9m1.40%	1.40%	Added +9.9k	+9,875 6.7%
16	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	16,500	$9.3m1.20%	1.20%	Reduced -796	-796 -4.6%
17	ISHARES TR GLOBAL TECH ETF IXN	IXN	95,380	$8.8m1.13%	1.13%	Added +11	+11 0.0%
18	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	109,816	$8.5m1.09%	1.09%	Added +3.5k	+3,531 3.3%
19	ISHARES TR CORE S&P MCP ETF IJH	IJH	116,652	$7.2m0.93%	0.93%	Reduced -959	-959 -0.8%
20	AMAZON COM INC COM AMZN	AMZN	30,607	$6.7m0.86%	0.86%	Reduced -207	-207 -0.7%
21	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	99,259	$4.9m0.63%	0.63%	Reduced -10.5k	-10,524 -9.6%
22	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	74,609	$4.8m0.61%	0.61%	Added +21	+21 0.0%
23	VISA INC COM CL A V	V	13,248	$4.7m0.60%	0.60%	Reduced -2.2k	-2,168 -14.1%
24	ORACLE CORP COM ORCL	ORCL	19,269	$4.2m0.54%	0.54%	Added +12.2k	+12,169 171.4%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,206	$4.1m0.52%	0.52%	Added +768	+768 11.9%
26	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	19,970	$3.8m0.49%	0.49%	Reduced -29	-29 -0.1%
27	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	51,915	$3.8m0.49%	0.49%	Added +628	+628 1.2%
28	SPDR INDEX SHS FDS S&P CHINA ETF GXC	GXC	42,838	$3.8m0.48%	0.48%	Added +972	+972 2.3%
29	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,314	$3.5m0.45%	0.45%	Reduced -596	-596 -8.6%
30	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	9,406	$3.4m0.44%	0.44%	Added +9	+9 0.1%
31	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	41,037	$3.4m0.44%	0.44%	Added +86	+86 0.2%
32	COSTCO WHSL CORP NEW COM COST	COST	3,268	$3.2m0.41%	0.41%	Added +32	+32 1.0%
33	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,192	$3.2m0.41%	0.41%	Added +3.0k	+2,980 134.7%
34	TESLA INC COM TSLA	TSLA	8,680	$2.8m0.35%	0.35%	Reduced -28.3k	-28,261 -76.5%
35	ISHARES TR MSCI EAFE ETF EFA	EFA	28,478	$2.5m0.33%	0.33%	Reduced -459	-459 -1.6%
36	JPMORGAN CHASE & CO COM JPM	JPM	8,672	$2.5m0.32%	0.32%	Reduced -145	-145 -1.6%
37	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,110	$2.2m0.29%	0.29%	Unchanged
38	ISHARES TR U.S. TECH ETF IYW	IYW	12,600	$2.2m0.28%	0.28%	Unchanged
39	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	34,877	$2.1m0.27%	0.27%	Added +1.2k	+1,165 3.5%
40	STARBUCKS CORP COM SBUX	SBUX	23,056	$2.1m0.27%	0.27%	Added +41	+41 0.2%
41	ISHARES TR CORE S&P TTL STK ITOT	ITOT	15,434	$2.1m0.27%	0.27%	Unchanged
42	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	23,031	$2.1m0.26%	0.26%	Added +1.1k	+1,051 4.8%
43	ABBVIE INC COM ABBV	ABBV	10,972	$2.0m0.26%	0.26%	Reduced -10.0k	-10,046 -47.8%
44	ISHARES TR CHINA LG-CAP ETF FXI	FXI	46,931	$1.7m0.22%	0.22%	Reduced -593	-593 -1.2%
45	ISHARES TR CORE S&P500 ETF IVV	IVV	2,740	$1.7m0.22%	0.22%	Reduced -210	-210 -7.1%
46	DOORDASH INC CL A DASH	DASH	6,471	$1.6m0.20%	0.20%	Reduced -4.6k	-4,611 -41.6%
47	ELI LILLY & CO COM LLY	LLY	1,906	$1.5m0.19%	0.19%	Reduced -293	-293 -13.3%
48	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,818	$1.5m0.19%	0.19%	Added +132	+132 2.8%
49	ISHARES TR MSCI KLD400 SOC DSI	DSI	12,000	$1.4m0.18%	0.18%	Unchanged
50	EXXON MOBIL CORP COM XOM	XOM	12,882	$1.4m0.18%	0.18%	Reduced -1.0k	-1,017 -7.3%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,784	$1.4m0.18%	0.18%	Added +259	+259 2.7%
52	BROADCOM INC COM AVGO	AVGO	4,982	$1.4m0.18%	0.18%	Added +423	+423 9.3%
53	PURE STORAGE INC CL A P	P	20,478	$1.2m0.15%	0.15%	Added +2.7k	+2,699 15.2%
54	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	3,772	$1.2m0.15%	0.15%	Added +2	+2 0.1%
55	JOHNSON & JOHNSON COM JNJ	JNJ	6,656	$1.0m0.13%	0.13%	Added +156	+156 2.4%
56	SALESFORCE INC COM CRM	CRM	3,607	$983.6k0.13%	0.13%	Reduced -911	-911 -20.2%
57	ALASKA AIR GROUP INC COM ALK	ALK	19,869	$983.1k0.13%	0.13%	Added +2.7k	+2,707 15.8%
58	ISHARES TR NATIONAL MUN ETF MUB	MUB	9,127	$953.6k0.12%	0.12%	Reduced -339	-339 -3.6%
59	CATERPILLAR INC COM CAT	CAT	2,456	$953.4k0.12%	0.12%	Reduced -33	-33 -1.3%
60	ALTRIA GROUP INC COM MO	MO	15,857	$929.7k0.12%	0.12%	Added +370	+370 2.4%
61	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	15,546	$913.8k0.12%	0.12%	Added +152	+152 1.0%
62	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,152	$913.7k0.12%	0.12%	Reduced -45	-45 -2.0%
63	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,799	$900.3k0.12%	0.12%	Reduced -81	-81 -2.1%
64	WALMART INC COM WMT	WMT	8,626	$843.5k0.11%	0.11%	Added +719	+719 9.1%
65	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	10,051	$826.0k0.11%	0.11%	Added +24	+24 0.2%
66	DANAHER CORPORATION COM DHR	DHR	4,117	$813.3k0.10%	0.10%	Added +256	+256 6.6%
67	AMGEN INC COM AMGN	AMGN	2,899	$809.4k0.10%	0.10%	Reduced -6	-6 -0.2%
68	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,941	$806.7k0.10%	0.10%	Reduced -17	-17 -0.4%
69	SCHWAB CHARLES CORP COM SCHW	SCHW	8,495	$775.1k0.10%	0.10%	Added +182	+182 2.2%
70	CHEVRON CORP NEW COM CVX	CVX	5,357	$767.0k0.10%	0.10%	Reduced -89	-89 -1.6%
71	CISCO SYS INC COM CSCO	CSCO	10,973	$761.3k0.10%	0.10%	Reduced -139	-139 -1.2%
72	EMERSON ELEC CO COM EMR	EMR	5,001	$666.8k0.09%	0.09%	Reduced -163	-163 -3.2%
73	WABTEC COM WAB	WAB	3,165	$662.6k0.08%	0.08%	Added +23	+23 0.7%
74	FORTINET INC COM FTNT	FTNT	6,181	$653.5k0.08%	0.08%	Added +247	+247 4.2%
75	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	25,763	$613.9k0.08%	0.08%	Added +8	+8 0.0%
76	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,142	$610.3k0.08%	0.08%	Unchanged
77	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,477	$598.9k0.08%	0.08%	Reduced -60	-60 -3.9%
78	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,064	$578.2k0.07%	0.07%	Added +11	+11 1.0%
79	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	16,571	$572.9k0.07%	0.07%	Unchanged
80	COCA COLA CO COM KO	KO	7,905	$559.3k0.07%	0.07%	Added +15	+15 0.2%
81	HOME DEPOT INC COM HD	HD	1,503	$551.0k0.07%	0.07%	Added +118	+118 8.5%
82	MCDONALDS CORP COM MCD	MCD	1,870	$546.5k0.07%	0.07%	Reduced -261	-261 -12.2%
83	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	20,567	$545.0k0.07%	0.07%	Reduced -1.9k	-1,898 -8.4%
84	OPEN TEXT CORP COM OTEX	OTEX	18,359	$536.1k0.07%	0.07%	New
85	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,315	$524.3k0.07%	0.07%	Reduced -25	-25 -1.1%
86	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,779	$522.3k0.07%	0.07%	Unchanged
87	COINBASE GLOBAL INC COM CL A COIN	COIN	1,461	$512.1k0.07%	0.07%	Added +74	+74 5.3%
88	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,137	$501.0k0.06%	0.06%	Reduced -238	-238 -17.3%
89	MERCADOLIBRE INC COM MELI	MELI	189	$494.0k0.06%	0.06%	Unchanged
90	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	34,870	$479.1k0.06%	0.06%	Added +439	+439 1.3%
91	ISHARES ETHEREUM TR SHS ETHA	ETHA	25,100	$478.7k0.06%	0.06%	New
92	ABBOTT LABS COM ABT	ABT	3,474	$472.5k0.06%	0.06%	Added +253	+253 7.8%
93	ISHARES TR RUS MID CAP ETF IWR	IWR	5,118	$470.7k0.06%	0.06%	Unchanged
94	AIRBNB INC COM CL A ABNB	ABNB	3,541	$468.6k0.06%	0.06%	Reduced -163	-163 -4.4%
95	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	2,016	$457.9k0.06%	0.06%	New
96	BROOKFIELD CORP CL A LTD VT SH BN	BN	7,362	$455.3k0.06%	0.06%	Unchanged
97	MICRON TECHNOLOGY INC COM MU	MU	3,556	$438.3k0.06%	0.06%	Reduced -268	-268 -7.0%
98	AMEREN CORP COM AEE	AEE	4,545	$436.5k0.06%	0.06%	Added +25	+25 0.6%
99	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,399	$428.2k0.05%	0.05%	Reduced -275	-275 -5.9%
100	REGENERON PHARMACEUTICALS COM REGN	REGN	802	$421.1k0.05%	0.05%	Reduced -7	-7 -0.9%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ADIENT PLC ADNT	ADNT	36,214	$465.7k36.2k shares
DIMENSIONAL ETF TRUST DFAT	DFAT	7,464	$384.3k7.5k shares
TEXAS INSTRS INC TXN	TXN	1,883	$338.4k1.9k shares
RTX CORPORATION RTX	RTX	2,322	$307.6k2.3k shares
SCHWAB STRATEGIC TR FNDX	FNDX	11,690	$276.0k11.7k shares
SELECT SECTOR SPDR TR XLK	XLK	1,320	$272.6k1.3k shares
NUCOR CORP NUE	NUE	2,123	$255.5k2.1k shares
ISHARES TR MTUM	MTUM	1,260	$254.7k1.3k shares
GRAYSCALE BITCOIN TRUST ETF GBTC	GBTC	3,856	$251.3k3.9k shares
SCHWAB STRATEGIC TR FNDF	FNDF	6,775	$244.9k6.8k shares
MORGAN STANLEY MS	MS	2,014	$235.0k2.0k shares
SCHWAB STRATEGIC TR FNDA	FNDA	8,372	$229.3k8.4k shares
ISHARES TR ESGD	ESGD	2,795	$228.3k2.8k shares
UNION PAC CORP UNP	UNP	917	$216.6k917 shares
CONSTELLATION BRANDS INC STZ	STZ	1,158	$212.5k1.2k shares
ALPS ETF TR ENFR	ENFR	6,439	$211.0k6.4k shares
ALLSTATE CORP ALL	ALL	1,003	$207.7k1.0k shares