Bordeaux Wealth Advisors LLC

SEC CIK: 0001821271
Latest filing: Aug 4, 2025

SEC filings (opens in a new tab)

MA holding history

Mastercard 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.

MA overview All 13F holders of MA Full Q2 2025 holdings

Shares (Q2 2025): 641
Value: $360.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2024

Holdings of MA by Bordeaux Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	641	$360.2K	<0.1%	−412−39.1%	Reduced	Holders
Q1 2025	1,053	$577.2K	0.1%	+364+52.8%	Added	Holders
Q4 2024	689	$362.8K	0.1%	+145+26.7%	Added	Holders
Q3 2024	544	$268.6K	<0.1%	+544	New	Holders