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CIK: 0001977560
Total reported value
$1.8B
$1.8B
612 檔
24.8%
The Q2 2026 SEC filing reveals that Frank, Rimerman Advisors LLC held a total portfolio value of $1.8B, covering 612 public equity positions.
In Q2 2026, Frank, Rimerman Advisors LLC displayed an active expansion posture, initiating 27 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 612 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.34% | +0.70% | -1.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.11% | -0.13% | -0.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | -0.31% | +0.39% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.65% | +0.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.07% | +0.11% | -0.90% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.75% | -0.18% | -1.16% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.43% | -0.05% | -0.34% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.33% | -0.10% | -1.94% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | +1.13% | -13.43% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.07% | +13.40% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | +0.03% | -2.14% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | -0.17% | +1.72% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.79% | -0.20% | -4.29% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.55% | -0.10% | +3.26% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +0.35% | -0.76% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.12% | +0.01% | +28.85% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.01% | -1.09% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.20% | +1.56% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.95% | -0.29% | +1.47% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | -0.04% | +7.08% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.02% | +7.62% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.03% | +0.23% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | -0.08% | +2.14% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.04% | -2.27% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +3.79% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.08% | +3.29% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | -2.31% | |
| 28 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.53% | -0.06% | -0.35% | |
| 29 | INTC | Intel CORP | Stock-Tech | 0.53% | -0.15% | +51.80% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | -0.05% | +0.92% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.01% | +0.05% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.45% | -0.05% | +0.27% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | -0.13% | +6.05% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.12% | -2.42% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.01% | -3.90% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.15% | -24.62% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | — | — | |
| 38 | TDG | Transdigm Group Inc | Stock-Industrials | 0.38% | -0.18% | +46.52% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | — | -6.11% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | -0.12% | -2.42% | |
| 41 | AU | AngloGold Ashanti plc | Stock-Materials | 0.36% | +0.05% | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | -0.09% | +0.67% | |
| 43 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.35% | +0.03% | +0.39% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.35% | -0.07% | +0.55% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | -0.07% | -0.36% | |
| 46 | GE | General Electric | Stock-Industrials | 0.33% | -0.02% | -17.31% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.07% | -3.70% | |
| 48 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.32% | +0.01% | -0.63% | |
| 49 | NRG | Nrg Energy Inc | Stock-Utilities | 0.32% | -0.12% | -0.33% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | +0.10% | +0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -4.29% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.8% | +28.85% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -0.43% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.4% | +1.47% | Add |
| 5 | INTC | Intel CORP | +0.4% | +51.80% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.39% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.26% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | -0.34% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +13.40% | Add |
| 10 | TROW | T Rowe Price Group Inc | +0.2% | NEW | New buy |
| 11 | LRCX | Lam Research CORP | +0.2% | +6.05% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +2.14% | Add |
| 13 | SNDK | Sandisk CORP | +0.2% | +8.15% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.2% | +48.78% | Add |
| 15 | BX | Blackstone Inc | +0.2% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -1.16% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | +7.08% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +1.72% | Add |
| 19 | ASML | ASML Holding N.V. | +0.1% | +0.92% | Add |
| 20 | TDG | Transdigm Group Inc | +0.1% | +46.52% | Add |
| 21 | UMC | United Microelectron-sp Adr | +0.1% | +1.05% | Add |
| 22 | TXN | Texas Instruments Inc | +0.1% | +26.71% | Add |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +16.26% | Add |
| 24 | GLW | Corning Inc | +0.1% | +3.49% | Add |
| 25 | WDC | Western Digital CORP | +0.1% | +20.23% | Add |
| 26 | WIT | Wipro Ltd-adr | +0.1% | +5229.03% | Add |
| 27 | KLAC | Kla CORP | +0.1% | +904.57% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -24.62% | Trim |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +96.58% | Add |
| 30 | INFY | Infosys Ltd-sp Adr | +0.1% | NEW | New buy |
| 31 | CAT | Caterpillar Inc | +0.1% | +0.67% | Add |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | -0.36% | Trim |
| 33 | DELL | Dell Technologies -c | +0.1% | -15.18% | Trim |
| 34 | ASX | Ase Technology Holding -adr | +0.1% | +39.56% | Add |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | +17.15% | Add |
| 36 | OWL | Blue Owl Capital Inc | +0.1% | NEW | New buy |
| 37 | IEMG | Ishares Core Msci Emerging | +0.1% | +117.66% | Add |
| 38 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 39 | SCHF | Schwab Intl Equity ETF | +0.1% | +49.05% | Add |
| 40 | KB | Kb Financial Group Inc-adr | +0.1% | +64.98% | Add |
| 41 | FTNT | Fortinet Inc | +0.1% | +1.77% | Add |
| 42 | RHI | Robert Half Inc | +0.1% | NEW | New buy |
| 43 | GEV | GE Vernova Inc | +0.1% | +0.55% | Add |
| 44 | APH | Amphenol Corp-cl A | +0.1% | +0.89% | Add |
| 45 | APP | Applovin Corp-class A | +0.1% | +52.04% | Add |
| 46 | CVS | Cvs Health CORP | +0.1% | +63.41% | Add |
| 47 | ✓ | +0.1% | NEW | New buy | |
| 48 | ✓ | +0.1% | NEW | New buy | |
| 49 | ALAB | Astera Labs Inc | +0.1% | +4.37% | Add |
| 50 | LPL | Lg Display Co Ltd-adr | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Frank, Rimerman Advisors LLC reported a total U.S. public equity portfolio value of $1.8B across 612 disclosed positions in Q2 2026.
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 24.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
TROW
市值: $3.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $9.0M
During Q2 2026, Frank, Rimerman Advisors LLC's top holdings by market value included NVDA (6.3%)、QQQ (6.1%)、GOOGL (5.2%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q2 2026, Frank, Rimerman Advisors LLC made 197 total portfolio adjustments, initiating 27 new buys, adding to 90 positions, trimming 63 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.
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