EdgeMarket › What Frank, Rimerman Advisors Llc reported owning

What Frank, Rimerman Advisors Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.5B

Positions

590

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
98.6M6.5%565.5K214.72+22.4%
QQQ
INVESCO QQQ TRUST, SERIES 1
85.0M5.6%147.3K713.44+26.1%
GOOGL
Alphabet Inc.
73.3M4.8%254.9K344.82+73.0%
AAPL
Apple Inc.
72.7M4.8%286.4K309.35+36.9%
NFLX
NETFLIX INC
56.5M3.7%587.7K79.59-34.4%
SPY
SPDR S&P 500 ETF TRUST
47.7M3.1%73.3K765.72+20.0%
MSFT
MICROSOFT CORP
47.0M3.1%126.9K483.24-4.4%
GOOG
Alphabet Inc.
39.9M2.6%139.0K341.75+70.7%
QQQM
Invesco NASDAQ 100 ETF
33.7M2.2%141.9K293.76+26.1%
VTI
Vanguard Morningstar Total Stock Market ETF
31.0M2.0%96.6K378.24+20.5%
AMZN
AMAZON COM INC
27.6M1.8%132.4K258.63+15.6%
AVGO
Broadcom Inc.
25.6M1.7%82.7K368.45+26.5%
META
Meta Platforms, Inc.
24.3M1.6%42.6K549.90-26.5%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
18.8M1.2%55.6K418.95+83.3%
JPM
JPMORGAN CHASE & CO
17.1M1.1%58.2K351.58+20.3%
TSLA
Tesla, Inc.
15.7M1.0%42.3K362.86+12.0%
JNJ
JOHNSON & JOHNSON
11.7M0.8%48.0K270.24+51.1%
VEA
Vanguard FTSE Developed Markets ETF
11.5M0.8%179.7K73.42+24.7%
RSP
Invesco S&P 500 Equal Weight ETF
11.0M0.7%57.4K221.67+18.8%
WMT
Walmart Inc.
10.8M0.7%86.7K103.70+1.1%
MU
MICRON TECHNOLOGY INC
9.7M0.6%28.6K966.78+724.8%
unmapped CUSIP 0846707029.6M0.6%19.9K
LLY
ELI LILLY & Co
9.5M0.6%10.3K1,255.40+78.0%
XOM
ExxonMobil Holdings Corp
9.0M0.6%52.8K165.11+52.1%
V
VISA INC.
8.9M0.6%29.4K371.04+7.9%
COST
COSTCO WHOLESALE CORP /NEW
8.3M0.5%8.4K947.74-4.7%
CSCO
CISCO SYSTEMS, INC.
8.1M0.5%104.4K111.04+65.5%
AMAT
APPLIED MATERIALS INC /DE
7.8M0.5%22.7K492.32+205.9%
AU
AngloGold Ashanti PLC
7.8M0.5%79.7K121.22+125.7%
IWC
iShares Microcap ETF
7.5M0.5%47.2K198.14+45.6%
ABBV
AbbVie Inc.
7.5M0.5%34.5K264.96+26.7%
CVX
CHEVRON CORP
7.4M0.5%35.6K205.27+34.0%
VWO
Vanguard FTSE Emerging Markets ETF
7.1M0.5%132.2K60.45+17.7%
MA
Mastercard Inc
6.8M0.4%13.6K580.63-2.0%
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
6.3M0.4%13.7K532.22+18.4%
MS
MORGAN STANLEY
6.3M0.4%38.0K214.20+48.6%
ACWI
iShares MSCI ACWI ETF
6.1M0.4%44.1K160.81+21.3%
PLTR
Palantir Technologies Inc.
6.1M0.4%41.7K179.94+15.3%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
5.9M0.4%24.4K235.68-2.8%
CME
CME GROUP INC.
5.9M0.4%19.9K274.98+0.1%
ASML
ASML HOLDING NV
5.9M0.4%4.4K1,763.76+135.3%
VFH
Vanguard Financials ETF
5.7M0.4%47.4K140.72+9.1%
NRG
NRG ENERGY, INC.
5.6M0.4%38.6K113.11-23.7%
TECK
TECK RESOURCES LTD
5.4M0.4%104.7K69.20+121.3%
AMD
ADVANCED MICRO DEVICES INC
5.4M0.4%26.3K473.25+186.5%
GE
GENERAL ELECTRIC CO
5.4M0.4%18.9K348.37+30.7%
RACE
Ferrari N.V.
5.2M0.3%15.3K436.54-6.8%
PM
Philip Morris International Inc.
5.1M0.3%30.6K188.23+8.9%
HD
HOME DEPOT, INC.
5.0M0.3%15.3K335.61-16.5%
CRWD
CrowdStrike Holdings, Inc.
5.0M0.3%12.9K191.95+83.2%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →