Q3 2026 13F · SEC CIK 1977560

Frank, Rimerman Advisors LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 607
Top holdings a year, 3 yrs: +26.7%
Assets under management: $3.4B

Frank, Rimerman Advisors LLC is a wealth manager that reported 607 positions worth $1.8B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Nvidia Corporation (NVDA, 7.0%), Invesco Qqq Tr (QQQ, 6.0%), Apple Inc (AAPL, 5.4%). 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 607 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.0%	6.3%	557,777	-0.3%	$127.4M
QQQInvesco Qqq Tr	6.0%	6.1%	146,361	-0.2%	$108.3M
AAPLApple Inc	5.4%	4.7%	292,152	+1.4%	$97.3M
GOOGLAlphabet Inc	4.9%	5.2%	256,246	+0.1%	$88.2M
MSFTMicrosoft Corp	3.4%	2.3%	121,621	+10.7%	$62.4M
SPYState Str Spdr S&p 500 ETF T	3.2%	3.1%	75,432	+3.9%	$57.5M
GOOGAlphabet Inc	2.6%	2.7%	136,611	-0.6%	$46.5M
QQQMInvesco Exch Traded Fd Tr II	2.4%	2.4%	141,358	-0.0%	$43.1M
NFLXNetflix Inc.	2.2%	2.3%	579,839	+0.6%	$40.3M
AMZNAmazon Com Inc	2.1%	2.0%	152,680	+1.7%	$38.0M
VTIVanguard Index Fds	2.0%	2.0%	97,155	+2.8%	$36.4M
METAMeta Platforms Inc	1.7%	1.3%	42,435	+0.5%	$30.8M
AVGOBroadcom Inc	1.6%	1.8%	84,077	-0.1%	$29.5M
MUMicron Technology Inc	1.6%	1.8%	27,083	-1.1%	$28.8M
TSMTaiwan Semiconductor Manufac	1.5%	1.6%	57,645	+0.5%	$26.3M
AMDAdvanced Micro Devices Inc	1.1%	1.1%	33,335	-1.7%	$20.4M
JPMJpmorgan Chase & Co	1.1%	1.1%	57,749	+0.3%	$19.1M
TSLATesla Inc	0.8%	1.0%	41,625	-3.1%	$14.8M
JNJJohnson & Johnson	0.8%	0.7%	51,796	+0.2%	$13.7M
LLYEli Lilly & Co	0.7%	0.8%	11,066	+0.0%	$12.8M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.7%	180,120	+0.0%	$12.7M
AMATApplied Matls Inc	0.6%	0.9%	22,888	-0.8%	$11.7M
RSPInvesco Exchange Traded Fd T	0.6%	0.7%	55,899	-0.3%	$11.6M
CSCOCisco Sys Inc	0.6%	0.7%	106,094	-0.5%	$11.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	21,108	+2.0%	$10.5M
CRWDCrowdstrike Hldgs Inc	0.6%	0.4%	39,180	+303.3%	$10.4M
VVisa Inc	0.6%	0.6%	28,754	+0.0%	$10.3M
CBRSCerebras Systems Inc	0.6%	—	56,271	—	$10.0M
XOMExxonmobil Holdings Corp	0.5%	—	57,413	—	$9.3M
ABBVAbbvie Inc	0.5%	0.5%	34,634	+0.3%	$9.1M
WMTWalmart Inc	0.5%	0.6%	84,814	-5.2%	$8.8M
IWCIshares Tr Micro-Cap ETF	0.5%	0.5%	46,321	-1.5%	$8.6M
ASMLAsml Hldg NV	0.4%	0.5%	4,483	+0.0%	$8.1M
PMPhilip Morris Intl Inc	0.4%	0.3%	39,583	+28.3%	$7.6M
VWOVanguard Intl Equity Index F	0.4%	0.4%	127,007	+0.0%	$7.5M
AUAnglogold Ashanti PLC	0.4%	0.4%	79,927	+0.3%	$7.5M
MSMorgan Stanley	0.4%	0.5%	38,159	+0.0%	$7.2M
CVXChevron Corporation	0.4%	0.3%	34,382	+0.3%	$7.0M
ACWIIshares Tr	0.4%	0.4%	44,053	+0.0%	$7.0M
TECKTeck Resources Ltd	0.4%	0.4%	105,131	+0.0%	$6.9M
DIASpdr Dow Jones Indl Average	0.4%	0.4%	13,572	+5.5%	$6.9M
INTCIntel Corp	0.4%	0.5%	56,985	-15.2%	$6.9M
PLTRPalantir Technologies Inc	0.4%	—	35,421	—	$6.6M
RACEFerrari N V	0.3%	0.3%	15,292	+0.4%	$6.0M
MAMastercard Incorporated	0.3%	—	10,683	—	$5.9M
COSTCostco Wholesale Corporation	0.3%	0.4%	6,231	-23.5%	$5.7M
LRCXLam Research Corp	0.3%	0.4%	17,004	-4.6%	$5.6M
GEGe Aerospace	0.3%	0.3%	17,797	+14.1%	$5.6M
VFHVanguard World Fd	0.3%	—	42,231	—	$5.5M
MRKMerck & Co Inc	0.3%	—	37,403	—	$5.4M

What Frank, Rimerman Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$1.8B	607
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

Questions about Frank, Rimerman Advisors LLC's portfolio

What stocks does Frank, Rimerman Advisors LLC own?

Frank, Rimerman Advisors LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 607 positions worth $1.8B. The largest are Nvidia Corporation (NVDA) at 7.0%, Invesco Qqq Tr (QQQ) at 6.0%, Apple Inc (AAPL) at 5.4%, Alphabet Inc (GOOGL) at 4.9% and Microsoft Corp (MSFT) at 3.4%.

What did Frank, Rimerman Advisors LLC buy last quarter?

In Q3 2026, Frank, Rimerman Advisors LLC added Crowdstrike Hldgs Inc (CRWD) (+303.3% shares), Philip Morris Intl Inc (PM) (+28.3% shares) and Ge Aerospace (GE) (+14.1% shares), compared with its Q2 2026 filing.

What did Frank, Rimerman Advisors LLC sell last quarter?

In Q3 2026, Frank, Rimerman Advisors LLC cut from its top 50 Transdigm Group Inc (TDG), cut from its top 50 International Business Machs (IBM), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Unitedhealth Group Inc (UNH), Costco Wholesale Corporation (COST) (-23.5% shares), Intel Corp (INTC) (-15.2% shares) and Walmart Inc (WMT) (-5.2% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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.