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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

AAPL holding history

Apple Inc. in every 13F filed by Bordeaux Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2025 holdings

Shares (Q2 2025)
154,831
Value
$31.8M
% of portfolio
4.1%
Quarters held
18
Since Q1 2021
Holdings of AAPL by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025154,831$31.8M4.1%−8,152−5.0%ReducedHolders
Q1 2025162,983$36.2M6.7%−6,019−3.6%ReducedHolders
Q4 2024169,002$42.3M6.8%−2,680−1.6%ReducedHolders
Q3 2024171,682$40.0M7.2%+3,006+1.8%AddedHolders
Q2 2024168,676$35.5M6.8%+13,807+8.9%AddedHolders
Q1 2024154,869$26.6M8.8%−78,496−33.6%ReducedHolders
Q4 2023233,365$44.9M15.3%+3,723+1.6%AddedHolders
Q3 2023229,642$39.3M15.9%+181+0.1%AddedHolders
Q2 2023229,461$44.5M18.3%+82,500+56.1%AddedHolders
Q1 2023146,961$24.2M12.5%−1,284−0.9%ReducedHolders
Q4 2022148,245$19.3M10.6%+10,649+7.7%AddedHolders
Q3 2022137,596$19.0M11.9%+7,373+5.7%AddedHolders
Q2 2022130,223$17.8M12.3%−6,297−4.6%ReducedHolders
Q1 2022136,520$23.8M12.9%+3,188+2.4%AddedHolders
Q4 2021133,332$23.7M10.9%+22,572+20.4%AddedHolders
Q3 2021110,760$15.7M8.9%−1,320−1.2%ReducedHolders
Q2 2021112,080$15.3M8.8%+530.0%AddedHolders
Q1 2021112,027$13.7M9.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.