# EDGAR Filing Document

**Accession Number:** 0001821271
**File Stem:** 0001765380-23-000056
**Filing Date:** 2023-2
**Character Count:** 11973
**Document Hash:** cc1651da4bcf27bd496e2e3aeaf94427
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-23-000056.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001765380-23-000056

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bordeaux Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001821271
- **IRS NUMBER:** 815078005
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20557
- **FILM NUMBER:** 23615561

**BUSINESS ADDRESS:**
- **STREET 1:** 1550 EL CAMINO REAL
- **STREET 2:** SUITE 100
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025
- **BUSINESS PHONE:** 650-289-1105

**MAIL ADDRESS:**
- **STREET 1:** 1550 EL CAMINO REAL
- **STREET 2:** SUITE 100
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bordeaux Wealth Advisors LLC<br>**Address:** 1550 EL CAMINO REAL<br>SUITE 100<br>MENLO PARK, CA 94025

**Form 13F File Number:** 028-20557

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Johnny Davis<br>**Title:** Compliance Officer<br>**Phone:** 5139778104

**Signature, Place, and Date of Signing:**

Johnny Davis  Cincinnati, OH  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $182237044

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 29862661 | 336557 | SH |  | SOLE | BWA | 0 | 0 | 336557 |
| APPLE INC | COM | 037833100 |  | 19261521 | 148245 | SH |  | SOLE | BWA | 0 | 0 | 148245 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 16724371 | 87475 | SH |  | SOLE | BWA | 0 | 0 | 87475 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 10419056 | 49492 | SH |  | SOLE | BWA | 0 | 0 | 49492 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 9372228 | 21166 | SH |  | SOLE | BWA | 0 | 0 | 21166 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8634188 | 97860 | SH |  | SOLE | BWA | 0 | 0 | 97860 |
| COUPA SOFTWARE INC | COM | 22266L106 |  | 7799908 | 98521 | SH |  | SOLE | BWA | 0 | 0 | 98521 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 6436132 | 125829 | SH |  | SOLE | BWA | 0 | 0 | 125829 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 5682239 | 188716 | SH |  | SOLE | BWA | 0 | 0 | 188716 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4965518 | 20528 | SH |  | SOLE | BWA | 0 | 0 | 20528 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 4602015 | 88979 | SH |  | SOLE | BWA | 0 | 0 | 88979 |
| MICROSOFT CORP | COM | 594918104 |  | 4007688 | 16711 | SH |  | SOLE | BWA | 0 | 0 | 16711 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3870495 | 32163 | SH |  | SOLE | BWA | 0 | 0 | 32163 |
| PINTEREST INC | CL A | 72352L106 |  | 3674511 | 151339 | SH |  | SOLE | BWA | 0 | 0 | 151339 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2996327 | 14060 | SH |  | SOLE | BWA | 0 | 0 | 14060 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2685935 | 31674 | SH |  | SOLE | BWA | 0 | 0 | 31674 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2639926 | 7514 | SH |  | SOLE | BWA | 0 | 0 | 7514 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1510311 | 18311 | SH |  | SOLE | BWA | 0 | 0 | 18311 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1251168 | 2272 | SH |  | SOLE | BWA | 0 | 0 | 2272 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1250206 | 32073 | SH |  | SOLE | BWA | 0 | 0 | 32073 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1113056 | 2897 | SH |  | SOLE | BWA | 0 | 0 | 2897 |
| AIRBNB INC | COM CL A | 009066101 |  | 1104831 | 12922 | SH |  | SOLE | BWA | 0 | 0 | 12922 |
| TESLA INC | COM | 88160R101 |  | 1053435 | 8552 | SH |  | SOLE | BWA | 0 | 0 | 8552 |
| PFIZER INC | COM | 717081103 |  | 1042919 | 20354 | SH |  | SOLE | BWA | 0 | 0 | 20354 |
| DANAHER CORPORATION | COM | 235851102 |  | 986832 | 3718 | SH |  | SOLE | BWA | 0 | 0 | 3718 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 938574 | 12600 | SH |  | SOLE | BWA | 0 | 0 | 12600 |
| AMAZON COM INC | COM | 023135106 |  | 897708 | 10687 | SH |  | SOLE | BWA | 0 | 0 | 10687 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 890846 | 5043 | SH |  | SOLE | BWA | 0 | 0 | 5043 |
| CHEGG INC | COM | 163092109 |  | 889175 | 35187 | SH |  | SOLE | BWA | 0 | 0 | 35187 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 883065 | 3697 | SH |  | SOLE | BWA | 0 | 0 | 3697 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 864044 | 5701 | SH |  | SOLE | BWA | 0 | 0 | 5701 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 861480 | 12000 | SH |  | SOLE | BWA | 0 | 0 | 12000 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 842550 | 6283 | SH |  | SOLE | BWA | 0 | 0 | 6283 |
| MCDONALDS CORP | COM | 580135101 |  | 830011 | 3150 | SH |  | SOLE | BWA | 0 | 0 | 3150 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 788015 | 651252 | SH |  | SOLE | BWA | 0 | 0 | 651252 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 761431 | 34237 | SH |  | SOLE | BWA | 0 | 0 | 34237 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 748318 | 17830 | SH |  | SOLE | BWA | 0 | 0 | 17830 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 710958 | 9896 | SH |  | SOLE | BWA | 0 | 0 | 9896 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 685451 | 4267 | SH |  | SOLE | BWA | 0 | 0 | 4267 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 680367 | 7189 | SH |  | SOLE | BWA | 0 | 0 | 7189 |
| HOME DEPOT INC | COM | 437076102 |  | 677520 | 2145 | SH |  | SOLE | BWA | 0 | 0 | 2145 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 670072 | 8048 | SH |  | SOLE | BWA | 0 | 0 | 8048 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 615009 | 1160 | SH |  | SOLE | BWA | 0 | 0 | 1160 |
| COCA COLA CO | COM | 191216100 |  | 613900 | 9651 | SH |  | SOLE | BWA | 0 | 0 | 9651 |
| SNOWFLAKE INC | CL A | 833445109 |  | 601433 | 4190 | SH |  | SOLE | BWA | 0 | 0 | 4190 |
| CATERPILLAR INC | COM | 149123101 |  | 601296 | 2510 | SH |  | SOLE | BWA | 0 | 0 | 2510 |
| BERKSHIRE GREY INC | COM CL A | 084656107 |  | 598301 | 990728 | SH |  | SOLE | BWA | 0 | 0 | 990728 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 586127 | 3865 | SH |  | SOLE | BWA | 0 | 0 | 3865 |
| DOORDASH INC | CL A | 25809K105 |  | 561430 | 11500 | SH |  | SOLE | BWA | 0 | 0 | 11500 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 541118 | 750 | SH |  | SOLE | BWA | 0 | 0 | 750 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 523333 | 1146 | SH |  | SOLE | BWA | 0 | 0 | 1146 |
| VISA INC | COM CL A | 92826C839 |  | 512128 | 2465 | SH |  | SOLE | BWA | 0 | 0 | 2465 |
| EMERSON ELEC CO | COM | 291011104 |  | 481549 | 5013 | SH |  | SOLE | BWA | 0 | 0 | 5013 |
| SALESFORCE INC | COM | 79466L302 |  | 464728 | 3505 | SH |  | SOLE | BWA | 0 | 0 | 3505 |
| FORGEROCK INC | CL A | 34631B101 |  | 455400 | 20000 | SH |  | SOLE | BWA | 0 | 0 | 20000 |
| LYFT INC | CL A COM | 55087P104 |  | 444877 | 40370 | SH |  | SOLE | BWA | 0 | 0 | 40370 |
| ORACLE CORP | COM | 68389X105 |  | 426928 | 5223 | SH |  | SOLE | BWA | 0 | 0 | 5223 |
| TARGET CORP | COM | 87612E106 |  | 422081 | 2832 | SH |  | SOLE | BWA | 0 | 0 | 2832 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 410443 | 2354 | SH |  | SOLE | BWA | 0 | 0 | 2354 |
| BOEING CO | COM | 097023105 |  | 406700 | 2135 | SH |  | SOLE | BWA | 0 | 0 | 2135 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 392949 | 15693 | SH |  | SOLE | BWA | 0 | 0 | 15693 |
| DISNEY WALT CO | COM | 254687106 |  | 392611 | 4519 | SH |  | SOLE | BWA | 0 | 0 | 4519 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 379110 | 2066 | SH |  | SOLE | BWA | 0 | 0 | 2066 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 364013 | 8816 | SH |  | SOLE | BWA | 0 | 0 | 8816 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 344498 | 1608 | SH |  | SOLE | BWA | 0 | 0 | 1608 |
| NIKE INC | CL B | 654106103 |  | 342839 | 2930 | SH |  | SOLE | BWA | 0 | 0 | 2930 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 342692 | 4552 | SH |  | SOLE | BWA | 0 | 0 | 4552 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 321430 | 8481 | SH |  | SOLE | BWA | 0 | 0 | 8481 |
| CHEVRON CORP NEW | COM | 166764100 |  | 300466 | 1674 | SH |  | SOLE | BWA | 0 | 0 | 1674 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 291779 | 1997 | SH |  | SOLE | BWA | 0 | 0 | 1997 |
| NUCOR CORP | COM | 670346105 |  | 285369 | 2165 | SH |  | SOLE | BWA | 0 | 0 | 2165 |
| DEERE  CO | COM | 244199105 |  | 282982 | 660 | SH |  | SOLE | BWA | 0 | 0 | 660 |
| FORTINET INC | COM | 34959E109 |  | 282340 | 5775 | SH |  | SOLE | BWA | 0 | 0 | 5775 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 281153 | 1056 | SH |  | SOLE | BWA | 0 | 0 | 1056 |
| SHOPIFY INC | CL A | 82509L107 |  | 277680 | 8000 | SH |  | SOLE | BWA | 0 | 0 | 8000 |
| TEXAS INSTRS INC | COM | 882508104 |  | 269545 | 1631 | SH |  | SOLE | BWA | 0 | 0 | 1631 |
| ABBOTT LABS | COM | 002824100 |  | 251419 | 2290 | SH |  | SOLE | BWA | 0 | 0 | 2290 |
| ABBVIE INC | COM | 00287Y109 |  | 249849 | 1546 | SH |  | SOLE | BWA | 0 | 0 | 1546 |
| MERCK  CO INC | COM | 58933Y105 |  | 220901 | 1991 | SH |  | SOLE | BWA | 0 | 0 | 1991 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 218327 | 1287 | SH |  | SOLE | BWA | 0 | 0 | 1287 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 203103 | 7104 | SH |  | SOLE | BWA | 0 | 0 | 7104 |
| EXCHANGE TRADED CONCEPTS TR | BITWISE CRYPTO | 301505624 |  | 60423 | 17824 | SH |  | SOLE | BWA | 0 | 0 | 17824 |
| PRECIGEN INC | COM | 74017N105 |  | 25123 | 16528 | SH |  | SOLE | BWA | 0 | 0 | 16528 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 |  | 22600 | 10000 | SH |  | SOLE | BWA | 0 | 0 | 10000 |

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