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
$232B
$4.51 Million 0.31% of portfolio
16,554
Q2 2025 Reduced 5.08%
$203B
$4.43 Million 0.3% of portfolio
152,992
Q2 2025 Reduced 0.94%
$17B
$4.23 Million 0.29% of portfolio
104,737
Q2 2025 Added 0.56%
$162B
$4.11 Million 0.28% of portfolio
22,443
Q2 2025 Added 109.94%
$684B
$4.09 Million 0.28% of portfolio
18,724
Q2 2025 Reduced 18.7%
$306B
$3.97 Million 0.27% of portfolio
15,424
Q2 2025 Reduced 14.74%
$118B
$3.96 Million 0.27% of portfolio
67,468
Q2 2025 Added 15.33%
$201B
$3.86 Million 0.26% of portfolio
4,897
Q2 2025 Added 22.55%
$0
$3.82 Million 0.26% of portfolio
16,134
Q2 2025 Added 11.75%
$302B
$3.8 Million 0.26% of portfolio
26,509
Q2 2025 Added 23.48%
$138B
$3.74 Million 0.26% of portfolio
154,336
Q2 2025 Added 9.78%
$222B
$3.65 Million 0.25% of portfolio
12,508
Q2 2025 Added 7.44%
$0
$3.68 Million 0.25% of portfolio
125,518
Q2 2025 Reduced 0.76%
$172B
$3.62 Million 0.25% of portfolio
3,525
Q2 2025 Added 5.51%
$0
$3.44 Million 0.24% of portfolio
8,111
Q4 2020 Reduced 3.18%
$0
$3.47 Million 0.24% of portfolio
5,593
Q1 2025 Reduced 0.29%
$282B
$3.5 Million 0.24% of portfolio
24,693
Q2 2025 Reduced 21.31%
$150B
$3.56 Million 0.24% of portfolio
32,079
Q2 2025 Reduced 2.09%
$381B
$3.36 Million 0.23% of portfolio
71,107
Q2 2025 Added 0.53%
$182B
$3.35 Million 0.23% of portfolio
6,345
Q2 2025 Added 14.45%
$16.4B
$3.33 Million 0.23% of portfolio
57,581
Q2 2025 Added 1,060.21%
$229B
$3.17 Million 0.22% of portfolio
23,311
Q2 2025 Added 33.65%
$0
$3.19 Million 0.22% of portfolio
29,075
Q2 2025 Reduced 0.81%
$306B
$3.24 Million 0.22% of portfolio
45,790
Q2 2025 Added 64.91%
$150B
$3.14 Million 0.21% of portfolio
15,910
Q2 2025 Reduced 4.25%
$173B
$3.11 Million 0.21% of portfolio
19,536
Q2 2025 Added 108.81%
$28B
$3.12 Million 0.21% of portfolio
26,702
Q2 2025 Added 0.4%
$123B
$3.1 Million 0.21% of portfolio
20,709
Q2 2025 Added 44.4%
$295B
$3 Million 0.2% of portfolio
3,745
Q2 2025 Added 4.96%
$113B
$2.92 Million 0.2% of portfolio
86,915
Q2 2024 New
$75.1B
$2.74 Million 0.19% of portfolio
14,722
Q2 2025 Reduced 3.47%
$135B
$2.79 Million 0.19% of portfolio
12,147
Q2 2025 Reduced 8.84%
$217B
$2.81 Million 0.19% of portfolio
485
Q2 2025 Added 63.3%
$245B
$2.8 Million 0.19% of portfolio
8,979
Q2 2025 Reduced 40.84%
$0
$2.74 Million 0.19% of portfolio
37,159
Q2 2025 Added 0.0%
$96.6B
$2.63 Million 0.18% of portfolio
3,769
Q2 2025 Reduced 2.86%
$0
$2.66 Million 0.18% of portfolio
38,533
Q3 2024 Added 0.44%
$0
$2.57 Million 0.18% of portfolio
27,992
Q2 2025 Added 0.12%
$112B
$2.57 Million 0.18% of portfolio
6,706
Q2 2025 Reduced 2.8%
$141B
$2.62 Million 0.18% of portfolio
73,340
Q2 2025 Added 84.83%
$145B
$2.68 Million 0.18% of portfolio
7,512
Q2 2025 Added 173.26%
$63.8B
$2.62 Million 0.18% of portfolio
25,933
Q2 2025 Added 23.34%
$124B
$2.64 Million 0.18% of portfolio
8,570
Q2 2025 Added 30.48%
$0
$2.51 Million 0.17% of portfolio
8,959
Q1 2025 Reduced 4.74%
$302B
$2.42 Million 0.17% of portfolio
30,238
Q2 2025 Added 29.33%
$66.5B
$2.5 Million 0.17% of portfolio
25,351
Q2 2025 Reduced 3.35%
$177B
$2.52 Million 0.17% of portfolio
12,971
Q2 2025 Reduced 21.57%
$207B
$2.43 Million 0.17% of portfolio
19,557
Q2 2025 Added 14.96%
$35.6B
$2.47 Million 0.17% of portfolio
42,906
Q2 2025 Added 18.28%

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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