Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2026) About Frank, Rimerman Advisors LLCInvestment ActivityFrank, Rimerman Advisors LLC has $1.81 billion in total holdings as of September 30, 2026.Frank, Rimerman Advisors LLC owns shares of 607 different stocks, but just 129 companies or ETFs make up 80% of its holdings.Approximately 4.10% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Frank, Rimerman Advisors LLC has purchased 612 new stocks and bought additional shares in 259 stocks.Frank, Rimerman Advisors LLC sold shares of 220 stocks and completely divested from 36 stocks this quarter.Largest Holdings NVIDIA $127,385,005Invesco QQQ $108,273,620Apple $97,292,590Alphabet $88,169,291Microsoft $62,379,599 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $9,344,008 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,851,504 Holding30609A109 - ONEOK INC NEW COM $1,504,845 Holding01609W102 - Alibaba Group $1,360,273 Holding370334104 - General Mills $1,018,572 Holding Largest Purchases this Quarter CEREBRAS SYSTEMS INC 54,783 shares (about $9.73M)EXXONMOBIL HOLDINGS CORP COM SHS 57,413 shares (about $9.34M)CrowdStrike 29,465 shares (about $7.80M)Microsoft 11,754 shares (about $6.03M)Amphenol 29,043 shares (about $2.45M) Largest Sales this Quarter Transdigm Group 1,821 shares (about $1.97M)POSCO 32,366 shares (about $1.83M)Costco Wholesale 1,918 shares (about $1.75M)Intel 10,253 shares (about $1.23M)Qualcomm 4,328 shares (about $796.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFrank, Rimerman Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$127,385,005$357,871 ▼-0.3%557,7777.0%TechnologyQQQInvesco QQQ$108,273,620$194,560 ▼-0.2%146,3616.0%ETFAAPLApple$97,292,590$1,335,745 ▲1.4%292,1525.4%TechnologyGOOGLAlphabet$88,169,291$105,289 ▲0.1%256,2464.9%Communication ServicesMSFTMicrosoft$62,379,599$6,028,645 ▲10.7%121,6213.4%TechnologySPYSPDR S&P 500 ETF Trust$57,526,374$2,144,503 ▲3.9%75,4323.2%ETFGOOGAlphabet$46,548,774$258,281 ▼-0.6%136,6112.6%Communication ServicesQQQMInvesco NASDAQ 100 ETF$43,063,263$4,570 ▼0.0%141,3582.4%ETFNFLXNetflix$40,345,198$246,174 ▲0.6%579,8392.2%Communication ServicesAMZNAmazon.com$38,040,222$623,622 ▲1.7%152,6802.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$36,359,359$986,124 ▲2.8%97,1552.0%ETFMETAMeta Platforms$30,772,811$145,035 ▲0.5%42,4351.7%Communication ServicesAVGOBroadcom$29,527,001$26,339 ▼-0.1%84,0771.6%TechnologyMUMicron Technology$28,846,374$314,207 ▼-1.1%27,0831.6%TechnologyTSMTaiwan Semiconductor Manufacturing$26,297,073$125,452 ▲0.5%57,6451.5%TechnologyAMDAdvanced Micro Devices$20,393,020$359,715 ▼-1.7%33,3351.1%TechnologyJPMJPMorgan Chase & Co.$19,105,102$57,234 ▲0.3%57,7491.1%FinanceTSLATesla$14,768,959$473,671 ▼-3.1%41,6250.8%Consumer DiscretionaryJNJJohnson & Johnson$13,712,346$33,886 ▲0.2%51,7960.8%HealthcareLLYEli Lilly and Company$12,804,2470.0%11,0660.7%HealthcareVEAVanguard FTSE Developed Markets ETF$12,718,2730.0%180,1200.7%ETFAMATApplied Materials$11,704,466$100,230 ▼-0.8%22,8880.6%TechnologyRSPInvesco S&P 500 Equal Weight ETF$11,628,074$36,403 ▼-0.3%55,8990.6%ETFCSCOCisco Systems$11,418,939$52,847 ▼-0.5%106,0940.6%TechnologyBRK.BBerkshire Hathaway$10,510,729$205,653 ▲2.0%21,1080.6%FinanceCRWDCrowdStrike$10,372,905$7,800,859 ▲303.3%39,1800.6%TechnologyVVisa$10,332,175$1,437 ▲0.0%28,7540.6%FinanceCEREBRAS SYSTEMS INC$9,996,543$9,732,200 ▲3,681.7%56,2710.6%COM CL AEXXONMOBIL HOLDINGS CORP COM SHS$9,344,008$9,344,008 ▲New Holding57,4130.5%COMABBVAbbVie$9,059,908$28,252 ▲0.3%34,6340.5%HealthcareWALMART INC$8,813,824$488,110 ▼-5.2%84,8140.5%COMIWCiShares Micro-Cap ETF$8,560,127$126,403 ▼-1.5%46,3210.5%ETFASMLASML$8,121,7160.0%4,4830.4%TechnologyPMPhilip Morris International$7,553,228$1,667,958 ▲28.3%39,5830.4%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$7,532,7850.0%127,0070.4%ETFANGLOGOLD ASHANTI PLC$7,509,142$25,179 ▲0.3%79,9270.4%COM SHSMSMorgan Stanley$7,176,944$1,881 ▲0.0%38,1590.4%FinanceCVXChevron$7,021,148$17,970 ▲0.3%34,3820.4%EnergyACWIiShares MSCI ACWI ETF$6,994,0750.0%44,0530.4%ETFTECKTeck Resources$6,916,5680.0%105,1310.4%MaterialsDIASPDR Dow Jones Industrial Average ETF Trust$6,901,814$360,550 ▲5.5%13,5720.4%ETFINTCIntel$6,851,306$1,232,718 ▼-15.2%56,9850.4%TechnologyPALANTIR TECHNOLOGIES INC$6,625,498$369,424 ▼-5.3%35,4210.4%CL ARACEFerrari$6,007,462$25,928 ▲0.4%15,2920.3%Consumer DiscretionaryMAMastercard$5,891,354$61,765 ▲1.1%10,6830.3%FinanceCOSTCostco Wholesale$5,672,329$1,746,032 ▼-23.5%6,2310.3%Consumer StaplesLAM RESEARCH CORP$5,585,984$267,736 ▼-4.6%17,0040.3%COM NEWGEGE Aerospace$5,557,826$687,038 ▲14.1%17,7970.3%IndustrialsVFHVanguard Financials ETF$5,493,788$84,818 ▲1.6%42,2310.3%ETFMRKMerck & Co., Inc.$5,435,029$44,610 ▼-0.8%37,4030.3%HealthcareKOCocaCola$5,327,353$16,097 ▲0.3%61,8880.3%Consumer StaplesGILDGilead Sciences$5,320,781$61,409 ▲1.2%35,6980.3%HealthcareGE VERNOVA INC$5,053,754$28,515 ▲0.6%5,3170.3%COMUNHUnitedHealth Group$4,958,517$299,904 ▼-5.7%13,5080.3%HealthcareCATCaterpillar$4,857,443$8,108 ▼-0.2%5,9910.3%IndustrialsAPHAmphenol$4,829,379$2,448,325 ▲102.8%57,2880.3%TechnologyVBVanguard Small-Cap ETF$4,796,217$429,295 ▲9.8%16,8590.3%ETFVZVerizon Communications$4,725,619$505,579 ▲12.0%103,0220.3%Communication ServicesPFEPfizer$4,693,144$12,577 ▲0.3%164,5560.3%HealthcareIBMInternational Business Machines$4,658,118$579,296 ▼-11.1%21,1800.3%TechnologyCMECME Group$4,611,110$3,930 ▼-0.1%17,6010.3%FinanceMOAltria Group$4,507,672$2,424 ▼-0.1%66,9390.2%Consumer StaplesAXPAmerican Express$4,493,686$304 ▲0.0%14,7770.2%FinancePANWPalo Alto Networks$4,435,080$15,495 ▲0.4%11,1630.2%TechnologyTXNTexas Instruments$4,169,980$485,676 ▼-10.4%14,8880.2%TechnologyBACBank of America$4,129,005$599 ▼0.0%75,8590.2%FinanceIVViShares Core S&P 500 ETF$3,967,050$259,620 ▼-6.1%5,1800.2%ETFORCLOracle$3,928,976$230,389 ▼-5.5%28,6160.2%TechnologyDELLDell Technologies$3,913,586$78,003 ▲2.0%7,2750.2%TechnologyETNEaton$3,895,751$374,707 ▲10.6%9,0660.2%IndustrialsAERAercap$3,853,5120.0%26,8500.2%IndustrialsTAT&T$3,821,723$4,392 ▲0.1%156,6280.2%Communication ServicesIYJiShares U.S. Industrials ETF$3,752,6570.0%24,4680.2%ETFNRGNRG Energy$3,703,377$22,573 ▲0.6%38,7180.2%UtilitiesPHParker-Hannifin$3,661,170$12,420 ▲0.3%3,8320.2%IndustrialsIWFiShares Russell 1000 Growth ETF$3,578,4280.0%28,5680.2%ETFTROWT. Rowe Price Group$3,566,626$17,689 ▼-0.5%34,2780.2%FinanceTDGTransdigm Group$3,542,267$1,971,414 ▼-35.8%3,2720.2%IndustrialsANGLVanEck Fallen Angel High Yield Bond ETF$3,490,654$28 ▲0.0%125,5180.2%ETFPGProcter & Gamble$3,479,747$170,704 ▼-4.7%23,9520.2%Consumer StaplesHWMHowmet Aerospace$3,367,820$19,904 ▼-0.6%14,8900.2%IndustrialsISRGIntuitive Surgical$3,333,553$9,352 ▼-0.3%8,1980.2%HealthcareSCHFSchwab International Equity ETF$3,319,0630.0%120,8250.2%ETFUNPUnion Pacific$3,317,537$2,993 ▲0.1%12,1910.2%IndustrialsSANDISK CORP$3,281,432$1,740 ▲0.1%1,8860.2%COMDHRDanaher$3,267,420$56,717 ▲1.8%14,7480.2%HealthcareVXUSVanguard Total International Stock ETF$3,248,336$85 ▲0.0%38,2340.2%ETFKBKB Financial Group$3,231,375$312,182 ▼-8.8%26,2500.2%FinanceUPSUnited Parcel Service$3,227,417$161,091 ▼-4.8%34,5400.2%IndustrialsVOVanguard Mid-Cap ETF$3,201,183$198,952 ▲6.6%40,8210.2%ETFSHGShinhan Financial Group$3,192,393$383,612 ▼-10.7%41,1020.2%FinanceBHPBHP Group$3,178,191$3,224 ▼-0.1%37,4610.2%MaterialsBMYBristol Myers Squibb$3,141,403$3,307 ▲0.1%50,3430.2%HealthcareADIAnalog Devices$3,125,678$182,883 ▼-5.5%7,8790.2%TechnologyPGRProgressive$3,118,979$744,036 ▲31.3%15,0450.2%FinanceFTNTFortinet$3,104,525$54,164 ▲1.8%17,3670.2%TechnologyAMGNAmgen$3,077,023$11,802 ▲0.4%7,3000.2%HealthcareUMCUnited Microelectronics$3,044,7440.0%124,3260.2%TechnologyVNQVanguard Real Estate ETF$3,028,632$8,963 ▼-0.3%33,7900.2%ETFIWRiShares Russell Mid-Cap ETF$2,991,172$32,653 ▲1.1%28,0310.2%ETFShowing largest 100 holdings. 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