Q2 2026 13F · SEC CIK 1977560

Frank, Rimerman Advisors LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 612
Top holdings a year, 3 yrs: +26.7%
Assets under management: $3.4B

Frank, Rimerman Advisors LLC is a wealth manager that reported 612 positions worth $1.8B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Nvidia Corporation Com (NVDA, 6.3%), Invesco Qqq Tr (QQQ, 6.1%), Alphabet Inc (GOOGL, 5.2%). A portfolio copying its top holdings returned 26.7% a year over the last 3 years, against 20.4% for the S&P 500.

Frank, Rimerman Advisors LLC holdings largest 50 of 612 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Frank, Rimerman Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.3%	6.5%	559,344	-1.1%	$111.9M
QQQInvesco Qqq Tr	6.1%	5.6%	146,624	-0.4%	$108.0M
GOOGLAlphabet Inc	5.2%	4.8%	255,940	+0.4%	$91.5M
AAPLApple Inc	4.7%	4.8%	288,141	+0.6%	$83.4M
SPYSpdr S&p 500 ETF Tr	3.1%	3.1%	72,620	-0.9%	$54.2M
GOOGAlphabet Inc	2.7%	2.6%	137,369	-1.2%	$48.5M
QQQMInvesco Nasdaq 100 ETF	2.4%	2.2%	141,373	-0.3%	$42.8M
NFLXNetflix Inc Total	2.3%	3.7%	576,301	-1.9%	$41.1M
MSFTMicrosoft Corp	2.3%	3.1%	109,867	-13.4%	$41.0M
AMZNAmazon Com Inc Com	2.0%	1.8%	150,177	+13.4%	$35.8M
VTIVanguard Index Fds	2.0%	2.0%	94,520	-2.1%	$35.0M
AVGOBroadcom Inc	1.8%	1.7%	84,152	+1.7%	$31.8M
MUMicron Technology Inc	1.8%	0.6%	27,378	-4.3%	$31.6M
TSMTaiwan Semiconductor Manufac	1.6%	1.2%	57,370	+3.3%	$27.4M
METAMeta Platforms Inc Class A	1.3%	1.6%	42,235	-0.8%	$23.8M
AMDAdvanced Micro Devices Inc	1.1%	0.4%	33,923	+28.9%	$19.7M
JPMJpmorgan Chase & Co	1.1%	1.1%	57,576	-1.1%	$18.8M
TSLATesla Inc Com	1.0%	1.0%	42,960	+1.6%	$18.1M
AMATApplied Matls Inc	0.9%	0.5%	23,084	+1.5%	$16.7M
LLYLilly Eli & Co	0.8%	0.6%	11,066	+7.1%	$13.3M
JNJJohnson & Johnson	0.7%	0.8%	51,668	+7.6%	$13.1M
VEAVanguard Tax-Managed Fds	0.7%	0.8%	180,120	+0.2%	$12.8M
CSCOCisco Sys Inc	0.7%	0.5%	106,585	+2.1%	$12.5M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	0.7%	56,074	-2.3%	$11.9M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	20,695	+3.8%	$10.4M
WMTWalmart Inc	0.6%	0.7%	89,511	+3.3%	$10.1M
VVisa Inc Com Cl A	0.6%	0.6%	28,750	-2.3%	$9.9M
IWCIshares Tr	0.5%	0.5%	47,005	-0.3%	$9.4M
INTCIntel Corp	0.5%	—	67,238	—	$9.4M
ASMLAsml Hldg NV	0.5%	0.4%	4,483	+0.9%	$8.9M
ABBVAbbvie Inc	0.5%	0.5%	34,526	+0.0%	$8.7M
MSMorgan Stanley Com New	0.5%	0.4%	38,149	+0.3%	$8.0M
LRCXLam Research Corp	0.4%	—	17,819	—	$7.7M
COSTCostco Whsl Corp New	0.4%	0.5%	8,149	-2.4%	$7.6M
VWOVanguard Intl Equity Index F	0.4%	0.5%	127,007	-3.9%	$7.6M
CRWDCrowdstrike Hldgs Inc Class A	0.4%	0.3%	9,715	-24.6%	$7.4M
ACWIIshares Tr	0.4%	0.4%	44,053	+0.0%	$6.9M
TDGTransdigm Group Inc	0.4%	—	5,093	—	$6.8M
DIAState Street Spdr Dow Jones Industrial A	0.4%	0.4%	12,863	-6.1%	$6.7M
IBMInternational Business Machs	0.4%	0.4%	23,814	-2.4%	$6.7M
AUAnglogold Ashanti PLC	0.4%	0.5%	79,659	+0.0%	$6.4M
CATCaterpillar Inc Com	0.4%	—	6,001	—	$6.4M
TECKTeck Resources Ltd	0.4%	0.4%	105,131	+0.4%	$6.3M
GEVGe Vernova Inc	0.4%	—	5,287	—	$6.2M
UNHUnitedhealth Group Inc Com	0.3%	—	14,325	—	$6.0M
GEGe Aerospace	0.3%	0.4%	15,597	-17.3%	$5.8M
CVXChevron Corp New	0.3%	0.5%	34,294	-3.7%	$5.7M
RACEFerrari N V	0.3%	0.3%	15,226	-0.6%	$5.7M
NRGNrg Energy Inc	0.3%	0.4%	38,482	-0.3%	$5.6M
PMPhilip Morris Intl Inc Com	0.3%	0.3%	30,842	+0.9%	$5.6M

What Frank, Rimerman Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +20.1%
3 years: +26.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	612
Q1 2026	$1.5B	590
Q4 2025	$1.6B	600
Q3 2025	$1.6B	593
Q2 2025	$1.5B	561
Q1 2025	$1.3B	512
Q4 2024	$1.4B	518
Q3 2024	$1.4B	527
Q2 2024	$1.4B	538
Q1 2024	$519.5M	336
Q4 2023	$479.3M	315
Q3 2023	$413.5M	101

Questions about Frank, Rimerman Advisors LLC's portfolio

What stocks does Frank, Rimerman Advisors LLC own?

Frank, Rimerman Advisors LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 612 positions worth $1.8B. The largest are Nvidia Corporation Com (NVDA) at 6.3%, Invesco Qqq Tr (QQQ) at 6.1%, Alphabet Inc (GOOGL) at 5.2%, Apple Inc (AAPL) at 4.7% and Spdr S&p 500 ETF Tr (SPY) at 3.1%.

What did Frank, Rimerman Advisors LLC buy last quarter?

In Q2 2026, Frank, Rimerman Advisors LLC added Advanced Micro Devices Inc (AMD) (+28.9% shares), Amazon Com Inc Com (AMZN) (+13.4% shares) and Johnson & Johnson (JNJ) (+7.6% shares), compared with its Q1 2026 filing.

What did Frank, Rimerman Advisors LLC sell last quarter?

In Q2 2026, Frank, Rimerman Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Cme Group Inc (CME), cut from its top 50 Vanguard Financials ETF (VFH), Crowdstrike Hldgs Inc Class A (CRWD) (-24.6% shares), Ge Aerospace (GE) (-17.3% shares) and Microsoft Corp (MSFT) (-13.4% shares), compared with its Q1 2026 filing.

How has Frank, Rimerman Advisors LLC's portfolio performed?

A portfolio copying Frank, Rimerman Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.3% against +20.1%.

When is Frank, Rimerman Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Frank, Rimerman Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Frank, Rimerman Advisors LLC manage?

Frank, Rimerman Advisors LLC reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.