13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001977560
Total reported value
$1.8B
$1.8B
593 檔
22.0%
At the close of Q3 2025, Frank, Rimerman Advisors LLC disclosed equity holdings valued at approximately $1.8B, spread across 593 reported holdings.
In Q3 2025, Frank, Rimerman Advisors LLC displayed an active expansion posture, initiating 43 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QQQ, NFLX) accounted for 22.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BABA
市值: $2.1M
Top Position Liquidated / Trimmed
UPS
前期市值: $2.3M
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.57% | +0.70% | +1.65% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.88% | -0.13% | +0.15% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 4.54% | -0.10% | -0.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.65% | -0.28% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.10% | -0.05% | -40.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | +1.13% | +0.67% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.75% | -0.31% | +2.85% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | +0.11% | +0.45% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.24% | -0.18% | +1.23% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.06% | +0.03% | -3.55% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | +0.35% | +2.39% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.07% | +2.13% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | -0.17% | +10.34% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.55% | — | -51.95% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.01% | +0.18% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | -0.20% | +3.65% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | -0.10% | -0.05% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.04% | -0.17% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | -0.03% | +5.82% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | -0.02% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +4.97% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.02% | +3.29% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.08% | +3.34% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.02% | -0.47% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.01% | +3.49% | |
| 26 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.47% | +0.01% | +0.20% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.12% | -1.11% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.01% | — | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | +0.12% | -1.09% | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.45% | -0.06% | -0.51% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | -0.08% | +2.36% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.43% | — | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | +24.70% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | +5.16% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | -0.04% | +4.81% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | -0.12% | -0.21% | |
| 37 | NRG | Nrg Energy Inc | Stock-Utilities | 0.40% | -0.12% | +0.04% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.40% | -0.01% | +0.47% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.10% | -0.20% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | — | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.39% | -0.05% | +0.50% | |
| 42 | TDG | Transdigm Group Inc | Stock-Industrials | 0.38% | -0.18% | -0.38% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.38% | +0.15% | +0.07% | |
| 44 | AU | AngloGold Ashanti plc | Stock-Materials | 0.36% | +0.05% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | +9.03% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | +0.04% | +2.67% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.32% | +0.04% | +27.62% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.32% | +0.03% | +8.15% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.07% | +19.70% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.31% | -0.03% | -0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +1.65% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +2.85% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +10.34% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +1.23% | Trim |
| 5 | TSLA | Tesla Inc | +0.5% | +3.65% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.05% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.09% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +0.67% | Trim |
| 9 | NFLX | Netflix Inc | +0.2% | -0.02% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | -0.25% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +24.70% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.15% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +2.39% | Add |
| 14 | AU | AngloGold Ashanti plc | +0.1% | — | Unchanged |
| 15 | HD | Home Depot Inc | +0.1% | +5.16% | Add |
| 16 | ETN | Eaton Corporation plc | +0.1% | -0.23% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +3.34% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +7.06% | Add |
| 19 | NRG | Nrg Energy Inc | +0.1% | +0.04% | Trim |
| 20 | RHI | Robert Half Inc | +0.1% | — | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.18% | Add |
| 22 | BX | Blackstone Inc | +0.1% | +8.26% | Add |
| 23 | AFG | American Financial Group Inc | +0.1% | +43.58% | Add |
| 24 | WIT | Wipro Ltd-adr | +0.1% | +24.62% | Add |
| 25 | RDDT | Reddit Inc-cl A | +0.1% | +2.52% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.07% | Add |
| 27 | SHOP | Shopify Inc - Class A | +0.1% | +11.86% | Add |
| 28 | APP | Applovin Corp-class A | +0.1% | +8.61% | Add |
| 29 | VST | Vistra CORP | +0.1% | +102.23% | Add |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +2.36% | Add |
| 31 | PG | Procter & Gamble Co/the | +0.1% | -16.14% | Add |
| 32 | ASML | ASML Holding N.V. | +0.1% | +7.50% | Add |
| 33 | APH | Amphenol Corp-cl A | +0.1% | +0.48% | Trim |
| 34 | MRK | Merck & Co. Inc. | +0.1% | +19.20% | Add |
| 35 | BKNG | Booking Holdings Inc | +0.1% | -1.03% | Add |
| 36 | SNPS | Synopsys Inc | +0.1% | +11.64% | Add |
| 37 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +18.81% | Add |
| 38 | SHEL | Shell Plc-adr | +0.1% | +20.36% | Add |
| 39 | ANET | Arista Networks Inc | +0.1% | +15.38% | Add |
| 40 | NVS | Novartis Ag-sponsored Adr | +0.1% | +68.14% | Add |
| 41 | JNJ | Johnson & Johnson | +0.1% | +3.29% | Add |
| 42 | AXP | American Express Co | +0.1% | -0.07% | Add |
| 43 | MU | Micron Technology Inc | +0.1% | +12.41% | Trim |
| 44 | UBER | Uber Technologies Inc | +0.1% | +5.19% | Add |
| 45 | WFC | Wells Fargo & Co | +0.1% | +10.21% | Add |
| 46 | LIN | Linde plc | +0.1% | +16.07% | Add |
| 47 | CDNS | Cadence Design Sys Inc | +0.1% | +1.23% | Add |
| 48 | MS | Morgan Stanley | 0% | +0.50% | Trim |
| 49 | PFE | Pfizer Inc | 0% | +27.62% | Add |
| 50 | CVX | Chevron CORP | 0% | +19.70% | 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 593 disclosed positions in Q3 2025.
During Q3 2025, Frank, Rimerman Advisors LLC's top holdings by market value included NVDA (6.6%)、QQQ (5.9%)、NFLX (4.5%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q3 2025, Frank, Rimerman Advisors LLC made 196 total portfolio adjustments, initiating 43 new buys, adding to 93 positions, trimming 43 holdings, and fully liquidating 17 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.