Frank, Rimerman Advisors LLC Portfolio Holdings

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.6 Million 6.73% of portfolio
434,028
Q2 2025 Added 2.74%
$456B
$85.3 Million 5.83% of portfolio
539,940
Q2 2025 Added 15.74%
$0
$84 Million 5.74% of portfolio
152,346
Q2 2025 Reduced 1.21%
$545B
$79.1 Million 5.4% of portfolio
59,081
Q2 2025 Added 0.83%
$3.95T
$59.8 Million 4.08% of portfolio
120,223
Q2 2025 Reduced 5.27%
$3.69T
$56.6 Million 3.86% of portfolio
275,849
Q2 2025 Reduced 5.51%
$0
$47.7 Million 3.25% of portfolio
243,910
Q1 2025 Reduced 9.65%
$0
$45.8 Million 3.13% of portfolio
74,178
Q2 2025 Reduced 1.22%
$1.21T
$41.2 Million 2.82% of portfolio
233,997
Q2 2025 Added 13.32%
$0
$30.9 Million 2.11% of portfolio
101,631
Q2 2025 Reduced 0.42%
$1.78T
$29.2 Million 1.99% of portfolio
39,580
Q2 2025 Added 1.83%
$2.26T
$27.7 Million 1.89% of portfolio
126,231
Q2 2025 Reduced 13.13%
$1.24T
$25.1 Million 1.71% of portfolio
141,384
Q2 2025 Reduced 1.24%
$127B
$18.5 Million 1.26% of portfolio
67,114
Q2 2025 Reduced 8.34%
$859B
$16.8 Million 1.15% of portfolio
58,066
Q2 2025 Added 3.95%
$1.08T
$12.4 Million 0.85% of portfolio
38,997
Q2 2025 Added 17.09%
$551B
$10.5 Million 0.72% of portfolio
29,619
Q2 2025 Added 2.73%
$0
$10.3 Million 0.71% of portfolio
56,907
Q2 2025 Reduced 2.1%
$0
$9.48 Million 0.65% of portfolio
166,271
Q2 2025 Added 0.78%
$621B
$8.41 Million 0.57% of portfolio
17,304
Q2 2025 Added 10.61%
$439B
$7.78 Million 0.53% of portfolio
7,859
Q2 2025 Added 1.38%
$3.36B
$7.62 Million 0.52% of portfolio
416,768
Q2 2025 Added 15.73%
$281B
$7.57 Million 0.52% of portfolio
77,376
Q2 2025 Added 28.79%
$548B
$7.63 Million 0.52% of portfolio
13,584
Q2 2025 Added 1.31%
$81.5B
$7.46 Million 0.51% of portfolio
15,199
Q2 2025 Added 0.01%
$1.72B
$7.03 Million 0.48% of portfolio
122,082
Q1 2025 Reduced 0.02%
$452B
$7.09 Million 0.48% of portfolio
46,409
Q2 2025 Added 16.51%
$76.5B
$6.89 Million 0.47% of portfolio
4,533
Q2 2025 Added 4.11%
$261B
$6.94 Million 0.47% of portfolio
38,116
Q2 2025 Added 22.92%
$293B
$6.64 Million 0.45% of portfolio
95,773
Q2 2025 Added 26.52%
$210B
$6.6 Million 0.45% of portfolio
22,385
Q2 2025 Added 19.62%
$0
$6.54 Million 0.45% of portfolio
132,156
Q1 2024 Reduced 4.38%
$608B
$6.32 Million 0.43% of portfolio
8,107
Q2 2025 Reduced 8.98%
$0
$6.31 Million 0.43% of portfolio
14,313
Q2 2025 Reduced 0.86%
$36.8B
$6.18 Million 0.42% of portfolio
38,459
Q2 2025 Reduced 1.75%
$93.6B
$6.08 Million 0.41% of portfolio
11,932
Q2 2025 Added 8.02%
$0
$6.04 Million 0.41% of portfolio
47,340
Q2 2025 Reduced 14.75%
$169B
$5.94 Million 0.41% of portfolio
10,928
Q2 2025 Added 0.15%
$0
$5.99 Million 0.41% of portfolio
47,074
Q2 2025 Added 3.31%
$351B
$5.92 Million 0.4% of portfolio
31,907
Q2 2025 Added 15.54%
$0
$5.67 Million 0.39% of portfolio
44,053
Q4 2024 Reduced 0.36%
$405B
$5.59 Million 0.38% of portfolio
15,255
Q2 2025 Added 45.49%
$367B
$5.35 Million 0.37% of portfolio
39,256
Q2 2025 Added 31.1%
$250B
$5.32 Million 0.36% of portfolio
37,786
Q2 2025 Reduced 0.53%
$182B
$4.84 Million 0.33% of portfolio
111,874
Q2 2025 Added 19.34%
$442B
$4.72 Million 0.32% of portfolio
43,757
Q2 2025 Reduced 3.61%
$227B
$4.7 Million 0.32% of portfolio
14,719
Q2 2025 Added 19.22%
$368B
$4.68 Million 0.32% of portfolio
29,405
Q2 2025 Added 124.41%
$99.2B
$4.67 Million 0.32% of portfolio
16,953
Q2 2025 Added 11.83%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $1.46 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 102 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 228 stocks
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