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CIK: 0001977560
Total reported value
$1.8B
$1.8B
600 檔
22.7%
As reported in its official Q4 2025 Form 13F filing, Frank, Rimerman Advisors LLC's tracked investment portfolio stood at $1.8B with 600 total positions.
In Q4 2025, Frank, Rimerman Advisors LLC displayed an active expansion posture, initiating 37 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 600 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.62% | +0.70% | +2.01% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.76% | -0.13% | -2.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.00% | -0.31% | +4.76% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.86% | +0.65% | +2.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | +1.13% | +1.51% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 3.50% | -0.10% | +896.29% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.24% | +0.11% | +0.56% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | -0.18% | -2.38% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.23% | -0.05% | -46.09% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | +0.03% | -0.52% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.07% | +7.46% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | -0.17% | +9.21% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.65% | +0.35% | -2.68% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.01% | +0.33% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | -0.20% | +3.18% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.06% | -0.10% | +1.30% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | -0.04% | +27.01% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.04% | +4.37% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.03% | +1.95% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | -1.48% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.02% | +0.13% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.08% | +6.82% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | -0.08% | +5.84% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.02% | +0.09% | |
| 25 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.49% | -0.06% | +3.53% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | -15.88% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.01% | +0.45% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.48% | -0.20% | +49.39% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.12% | +7.58% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.01% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.12% | +7.30% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | +0.12% | +0.23% | |
| 33 | AU | AngloGold Ashanti plc | Stock-Materials | 0.43% | +0.05% | — | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.43% | -0.05% | +0.08% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.01% | +26.06% | |
| 36 | VFH | Vanguard Financials ETF | ETF-Other | 0.42% | -0.01% | +3.98% | |
| 37 | TDG | Transdigm Group Inc | Stock-Industrials | 0.42% | -0.18% | +9.30% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | — | -5.08% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | — | +10.25% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.40% | — | — | |
| 41 | NRG | Nrg Energy Inc | Stock-Utilities | 0.39% | -0.12% | +0.01% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | +0.15% | +5.33% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | -0.29% | +1.50% | |
| 44 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.36% | +0.01% | +0.07% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.35% | -0.03% | +0.37% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.34% | +0.03% | +8.58% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -5.60% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.33% | +0.07% | +6.44% | |
| 49 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.32% | +0.03% | -0.00% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | +0.10% | -19.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | +4.76% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -2.38% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | +2.64% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +27.01% | Add |
| 5 | MU | Micron Technology Inc | +0.3% | +49.39% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +7.46% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +9.21% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | +26.06% | Add |
| 9 | KO | Coca-cola Co/the | +0.1% | +103.94% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.30% | Add |
| 11 | SAP | Sap Se-sponsored Adr | +0.1% | +132.54% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +5.84% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | +1.50% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +6.82% | Add |
| 15 | AU | AngloGold Ashanti plc | +0.1% | — | Unchanged |
| 16 | CL | Colgate-palmolive Co | +0.1% | +237.42% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.56% | Add |
| 18 | TM | Toyota Motor CORP -spon Adr | +0.1% | +152.21% | Add |
| 19 | INFY | Infosys Ltd-sp Adr | +0.1% | +63.57% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +0.13% | Add |
| 21 | SNOW | Snowflake Inc | +0.1% | +97.39% | Add |
| 22 | AGNC | Agnc Investment CORP | +0.1% | +123.36% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +13.97% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +2.01% | Add |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +10.25% | Add |
| 26 | UMC | United Microelectron-sp Adr | +0.1% | +492.25% | Add |
| 27 | WM | Waste Management Inc | +0.1% | +141.15% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +7.30% | Add |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +17.59% | Add |
| 30 | PKX | Posco Holdings Inc -spon Adr | +0.1% | +156.91% | Add |
| 31 | AMGN | Amgen Inc | +0.1% | +24.36% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | +1.93% | Add |
| 33 | TSLA | Tesla Inc | 0% | +3.18% | Add |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -7.33% | Trim |
| 35 | MS | Morgan Stanley | 0% | +0.08% | Add |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +13.83% | Add |
| 37 | CB | Chubb Limited | 0% | +29.31% | Add |
| 38 | APH | Amphenol Corp-cl A | 0% | +11.54% | Add |
| 39 | SHG | Shinhan Financial Group-adr | 0% | +95.99% | Add |
| 40 | IWC | Ishares Micro-cap ETF | 0% | +3.53% | Add |
| 41 | CRM | Salesforce Inc | 0% | +10.43% | Add |
| 42 | WFC | Wells Fargo & Co | 0% | +11.33% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | 0% | +194.83% | Add |
| 44 | LRCX | Lam Research CORP | 0% | +0.51% | Add |
| 45 | GS | Goldman Sachs Group Inc | 0% | +16.84% | Add |
| 46 | APP | Applovin Corp-class A | 0% | +47.67% | Add |
| 47 | RY | Royal Bank Of Canada | 0% | +24.08% | Add |
| 48 | TDG | Transdigm Group Inc | 0% | +9.30% | Add |
| 49 | CNI | Canadian Natl Railway Co | 0% | +274.06% | Add |
| 50 | AXP | American Express Co | 0% | +0.37% | 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 600 disclosed positions in Q4 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 NVDA, QQQ, GOOGL) accounted for 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UPS
市值: $3.6M
Top Position Liquidated / Trimmed
IVE
前期市值: $24.2M
During Q4 2025, Frank, Rimerman Advisors LLC's top holdings by market value included NVDA (6.6%)、QQQ (5.8%)、GOOGL (5.0%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q4 2025, Frank, Rimerman Advisors LLC made 199 total portfolio adjustments, initiating 37 new buys, adding to 92 positions, trimming 44 holdings, and fully liquidating 26 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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