You're signed outSign in or to get full access.
Bordeaux Wealth Advisors LLC
Bordeaux Wealth Advisors LLC is an SEC-registered investment advisory firm headquartered in Menlo Park, California. Established in 2017 as a spin-out by Thomas C. Myers and David K. Murdock, the firm primarily serves ultra-high-net-worth individuals and families, providing holistic and sophisticated investment advice, as well as tailored wealth management services including estate and tax planning, charitable giving, and complex financial advice. Bordeaux is a wholly-owned indirect subsidiary of Focus Financial Partners. As of 2025, the firm has approximately 34-35 employees and has been recognized as one of SmartAsset’s Top 100 RIAs in the nation based on AUM per client relationship.
Investment Strategy
Bordeaux Wealth Advisors focuses on serving ultra-high-net-worth individuals and families with a comprehensive approach that integrates investment management, estate and wealth transfer planning, tax optimization, charitable giving strategies, and equity compensation planning. Their practice is centered around understanding the unique complexities and goals of affluent clients, delivering tailored portfolio construction, and implementing advanced strategies across asset classes. The firm aims to address the full financial picture of their clients through holistic, fiduciary-driven advice, emphasizing both capital preservation and long-term growth aligned with personal objectives.
Latest 13F Filing Activity
Bordeaux Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 158 equity positions with a total 13F market value of $781M. The fund increased holdings in Nvidia Corporation, Meta Platforms Inc., Microsoft Corp. among other positions. Bordeaux Wealth Advisors LLC reduced exposure to Tesla Inc., Apple Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 40.70% | $317.9M | 2,011,875 | $128.27 | $157.99 | +$205.3M |
V VTI | VANGUARD INDEX FDS | 5.72% | $44.6M | 146,892 | $230.33 | $303.93 | +$3.2M |
G GOOG | ALPHABET INC | 4.11% | $32.1M | 180,846 | $108.41 | $177.39 | +$1.6M |
A AAPL | APPLE INC | 4.07% | $31.8M | 154,831 | $165.87 | $205.17 | -$4.4M |
M MSFT | MICROSOFT CORP | 3.79% | $29.6M | 59,497 | $376.67 | $497.41 | +$7.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more