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CIK: 0001977560
Total reported value
$1.8B
$1.8B
561 檔
23.0%
As reported in its official Q2 2025 Form 13F filing, Frank, Rimerman Advisors LLC's tracked investment portfolio stood at $1.8B with 561 total positions.
In Q2 2025, Frank, Rimerman Advisors LLC displayed an active expansion posture, initiating 52 new positions and adding to 89 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.62% | +0.22% | +2.74% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.73% | -0.13% | +15.74% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.65% | +0.54% | -1.21% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 5.32% | -1.38% | +0.83% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.76% | -5.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.80% | -0.05% | -5.51% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.20% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.08% | -0.05% | -1.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.37% | +13.32% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.08% | -0.05% | -0.42% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.25% | +1.83% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.22% | -13.13% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.14% | -1.24% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.12% | -8.34% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.05% | +3.95% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.01% | +17.09% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.32% | +2.12% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.02% | +2.73% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.04% | -2.10% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.03% | +0.78% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +10.61% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.12% | +1.38% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.13% | +1.31% | |
| 24 | S | Sentinelone Inc -class A | Stock-Tech | 0.51% | — | +15.73% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.14% | +28.79% | |
| 26 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.50% | -0.02% | +0.01% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.03% | +16.51% | |
| 28 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.47% | -0.04% | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | -0.01% | +22.92% | |
| 30 | TDG | Transdigm Group Inc | Stock-Industrials | 0.46% | +0.12% | +4.11% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.18% | +26.52% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.01% | +19.62% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.04% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.13% | -8.98% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.04% | -0.86% | |
| 36 | NRG | Nrg Energy Inc | Stock-Utilities | 0.42% | -0.05% | -1.75% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.09% | +8.02% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.41% | +0.04% | -14.75% | |
| 39 | VFH | Vanguard Financials ETF | ETF-Other | 0.40% | -0.07% | +3.31% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.07% | +0.15% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +15.54% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.38% | -0.01% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.16% | +45.49% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.15% | +31.10% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.04% | -0.53% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.08% | +19.34% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.59% | EXIT | |
| 48 | AXP | American Express Co | Stock-Financials | 0.32% | -0.01% | +19.22% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | +0.09% | +124.41% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.31% | -0.17% | +11.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +15.74% | Add |
| 2 | NFLX | Netflix Inc | +1% | +0.83% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | -8.34% | Trim |
| 4 | MSFT | Microsoft CORP | +0.2% | -5.27% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.32% | Add |
| 6 | LYB | LyondellBasell Industries N.V. | +0.2% | +1060.21% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +1.83% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +2.74% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +31.10% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | +109.94% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +17.09% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.12% | Add |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +124.41% | Add |
| 14 | NRG | Nrg Energy Inc | +0.1% | -1.75% | Trim |
| 15 | ETN | Eaton Corporation plc | +0.1% | +173.26% | Add |
| 16 | INFY | Infosys Ltd-sp Adr | +0.1% | NEW | New buy |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +8.02% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +108.81% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +28.79% | Add |
| 20 | WIT | Wipro Ltd-adr | +0.1% | +3247.21% | Add |
| 21 | PM | Philip Morris International | +0.1% | +22.92% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +26.52% | Add |
| 23 | HD | Home Depot Inc | +0.1% | +45.49% | Add |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +63.30% | Add |
| 25 | MSM | Msc Industrial Direct Co-a | +0.1% | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +19.62% | Add |
| 27 | INTU | Intuit Inc | +0.1% | +22.55% | Add |
| 28 | RY | Royal Bank Of Canada | +0.1% | NEW | New buy |
| 29 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | New buy |
| 30 | AXP | American Express Co | +0.1% | +19.22% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | +64.91% | Add |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +84.83% | Add |
| 33 | SAP | Sap Se-sponsored Adr | +0.1% | +75.29% | Add |
| 34 | DDS | Dillards Inc-cl A | +0.1% | NEW | New buy |
| 35 | BX | Blackstone Inc | +0.1% | +44.40% | Add |
| 36 | SNPS | Synopsys Inc | +0.1% | +60.57% | Add |
| 37 | UBER | Uber Technologies Inc | +0.1% | +35.87% | Add |
| 38 | SHEL | Shell Plc-adr | +0.1% | +280.22% | Add |
| 39 | LAZ | Lazard Inc | +0.1% | NEW | New buy |
| 40 | SHOP | Shopify Inc - Class A | +0.1% | +252.44% | Add |
| 41 | CHRD | Chord Energy CORP | +0.1% | NEW | New buy |
| 42 | SU | Suncor Energy Inc | +0.1% | NEW | New buy |
| 43 | BCE | Bce Inc | +0.1% | NEW | New buy |
| 44 | KEY | Keycorp | +0.1% | NEW | New buy |
| 45 | RCI | Rogers Communications Inc-b | +0.1% | NEW | New buy |
| 46 | HST | Host Hotels & Resorts Inc | +0.1% | NEW | New buy |
| 47 | AMCR | Amcor plc | +0.1% | NEW | New buy |
| 48 | BIIB | Biogen Inc | +0.1% | NEW | New buy |
| 49 | KB | Kb Financial Group Inc-adr | +0.1% | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +3.95% | Add |
According to official SEC Form 13F filings, Frank, Rimerman Advisors LLC reported a total U.S. public equity portfolio value of $1.8B across 561 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, QQQ) accounted for 23.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
INFY
市值: $1.6M
Top Position Liquidated / Trimmed
JHG
前期市值: $1.1M
During Q2 2025, Frank, Rimerman Advisors LLC's top holdings by market value included QQQM (6.6%)、NVDA (5.7%)、QQQ (5.7%). The largest single position, QQQM, represented 6.6% of total portfolio value.
In Q2 2025, Frank, Rimerman Advisors LLC made 192 total portfolio adjustments, initiating 52 new buys, adding to 89 positions, trimming 36 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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