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
$142B
$2.32 Million 0.16% of portfolio
8,680
Q2 2025 Reduced 3.54%
$34.4B
$2.31 Million 0.16% of portfolio
24,332
Q2 2025 Reduced 35.49%
$0
$2.38 Million 0.16% of portfolio
26,684
Q2 2025 Reduced 4.11%
$323B
$2.28 Million 0.16% of portfolio
7,506
Q2 2025 Added 75.29%
$203B
$2.29 Million 0.16% of portfolio
28,936
Q2 2025 Added 61.82%
$150B
$2.27 Million 0.15% of portfolio
7,582
Q2 2025 Reduced 27.51%
$33.7B
$2.19 Million 0.15% of portfolio
84,100
Q2 2025 Added 1.56%
$0
$2.23 Million 0.15% of portfolio
27,673
Q1 2025 Reduced 2.09%
$147B
$2.16 Million 0.15% of portfolio
20,103
Q2 2025 Reduced 4.69%
$142B
$2.16 Million 0.15% of portfolio
5,461
Q2 2025 Reduced 4.16%
$95.7B
$2.15 Million 0.15% of portfolio
4,194
Q2 2025 Added 60.57%
$182B
$2.16 Million 0.15% of portfolio
23,193
Q2 2025 Added 35.87%
$153B
$2.05 Million 0.14% of portfolio
4,028
Q2 2025 Reduced 1.73%
$99B
$2.09 Million 0.14% of portfolio
45,082
Q2 2025 Added 7.69%
$0
$2.06 Million 0.14% of portfolio
33,699
Q1 2025 Reduced 4.15%
$118B
$2.06 Million 0.14% of portfolio
788
Q2 2025 Added 0.25%
$157B
$1.96 Million 0.13% of portfolio
5,067
Q2 2025 Reduced 22.91%
$187B
$1.89 Million 0.13% of portfolio
4,656
Q2 2025 Reduced 5.46%
$139B
$1.94 Million 0.13% of portfolio
15,775
Q2 2025 Reduced 23.4%
$102B
$1.84 Million 0.13% of portfolio
20,037
Q2 2025 Added 8.99%
$0
$1.88 Million 0.13% of portfolio
3,312
Q1 2025 Reduced 29.73%
$52.5B
$1.95 Million 0.13% of portfolio
9,543
Q2 2025 Added 8.27%
$61.1B
$1.93 Million 0.13% of portfolio
6,014
Q2 2025 Reduced 4.42%
$27.8B
$1.78 Million 0.12% of portfolio
42,456
Q2 2025 Added 96.21%
$0
$1.83 Million 0.12% of portfolio
8,399
Q1 2025 Added 37.15%
$0
$1.74 Million 0.12% of portfolio
19,461
Q2 2025 Added 0.01%
$8.74B
$1.79 Million 0.12% of portfolio
94,335
Q2 2025 Reduced 2.11%
$179B
$1.82 Million 0.12% of portfolio
19,898
Q2 2025 Added 20.35%
$112B
$1.77 Million 0.12% of portfolio
25,615
Q2 2025 Added 19.46%
$84.1B
$1.77 Million 0.12% of portfolio
26,194
Q2 2025 Added 4.82%
$137B
$1.77 Million 0.12% of portfolio
36,846
Q2 2025 Added 23.5%
$254B
$1.73 Million 0.12% of portfolio
2,450
Q2 2025 Added 8.79%
$202B
$1.78 Million 0.12% of portfolio
13,464
Q2 2025 Added 35.88%
$58.4B
$1.7 Million 0.12% of portfolio
39,497
Q2 2025 Added 29.6%
$102B
$1.72 Million 0.12% of portfolio
3,937
Q2 2025 Reduced 30.07%
$119B
$1.58 Million 0.11% of portfolio
6,656
Q2 2025 Reduced 46.79%
$0
$1.54 Million 0.11% of portfolio
4,535
Q2 2023 New
$155B
$1.61 Million 0.11% of portfolio
13,023
Q2 2025 Added 27.53%
$146B
$1.55 Million 0.11% of portfolio
6,642
Q2 2025 Reduced 5.22%
$61.9B
$1.57 Million 0.11% of portfolio
14,811
Q2 2025 Added 10.63%
$218B
$1.66 Million 0.11% of portfolio
4,265
Q2 2025 Reduced 19.97%
$67.4B
$1.57 Million 0.11% of portfolio
84,677
Q2 2025 New
$152B
$1.67 Million 0.11% of portfolio
5,984
Q2 2025 Reduced 27.64%
$95.8B
$1.41 Million 0.1% of portfolio
11,954
Q2 2025 Added 42.85%
$0
$1.49 Million 0.1% of portfolio
18,920
Q2 2025 Reduced 0.3%
$70.7B
$1.4 Million 0.1% of portfolio
3,600
Q2 2025 Reduced 1.13%
$108B
$1.45 Million 0.1% of portfolio
15,856
Q2 2025 Reduced 9.37%
$314B
$1.42 Million 0.1% of portfolio
5,953
Q2 2025 Reduced 3.74%
$94.5B
$1.52 Million 0.1% of portfolio
3,038
Q2 2025 Added 0.1%

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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