Frank, Rimerman Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 561 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $98.6M, Nvidia Corp with a value of $85.3M, Invesco Qqq Trust, Series 1 with a value of $84M, Netflix Inc with a value of $79.1M, and Microsoft Corp with a value of $59.8M.
Examining the 13F form we can see an increase of $222M in the current position value, from $1.24B to 1.46B.
Frank, Rimerman Advisors LLC is based out at Palo Alto, CA
Below you can find more details about Frank, Rimerman Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
ETFs: $424 Million
Technology: $352 Million
Communication Services: $199 Million
Financial Services: $120 Million
Consumer Cyclical: $84.4 Million
Healthcare: $84.1 Million
Industrials: $69.1 Million
Consumer Defensive: $49.1 Million
Other: $82.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
