Frank, Rimerman Advisors LLC Top Holdings and 13F Report (2026) About Frank, Rimerman Advisors LLCInvestment ActivityFrank, Rimerman Advisors LLC has $1.77 billion in total holdings as of June 30, 2026.Frank, Rimerman Advisors LLC owns shares of 612 different stocks, but just 132 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 4.40% of the portfolio was sold this quarter.This quarter, Frank, Rimerman Advisors LLC has purchased 590 new stocks and bought additional shares in 323 stocks.Frank, Rimerman Advisors LLC sold shares of 168 stocks and completely divested from 50 stocks this quarter.Largest Holdings NVIDIA $111,919,188Invesco QQQ $107,974,073Alphabet $91,465,278Apple $83,376,480SPDR S&P 500 ETF Trust $54,230,539 Largest New Holdings this Quarter 74144T108 - T. Rowe Price Group $3,916,393 Holding09260D107 - Blackstone $2,610,038 Holding456788108 - Infosys $1,589,487 Holding09581B103 - Blue Owl Capital $1,497,921 Holding03990B101 - Ares Management $1,165,527 Holding Largest Purchases this Quarter Advanced Micro Devices 7,596 shares (about $4.41M)Amazon.com 17,746 shares (about $4.23M)T. Rowe Price Group 34,448 shares (about $3.92M)KLA 11,886 shares (about $3.59M)Intel 22,944 shares (about $3.20M) Largest Sales this Quarter Microsoft 17,038 shares (about $6.36M)CrowdStrike 3,173 shares (about $2.42M)Home Depot 6,750 shares (about $2.38M)Progressive 8,793 shares (about $1.92M)Snowflake 6,607 shares (about $1.68M) 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$111,919,188$1,222,550 â–¼-1.1%559,3446.3%Computer and TechnologyQQQInvesco QQQ$107,974,073$463,933 â–¼-0.4%146,6246.1%FinanceGOOGLAlphabet$91,465,278$358,442 â–²0.4%255,9405.2%Computer and TechnologyAAPLApple$83,376,480$504,354 â–²0.6%288,1414.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$54,230,539$492,869 â–¼-0.9%72,6203.1%FinanceGOOGAlphabet$48,536,841$569,218 â–¼-1.2%137,3692.7%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$42,832,015$144,820 â–¼-0.3%141,3732.4%ETFNFLXNetflix$41,147,891$813,603 â–¼-1.9%576,3012.3%Consumer DiscretionaryMSFTMicrosoft$40,982,588$6,355,515 â–¼-13.4%109,8672.3%Computer and TechnologyAMZNAmazon.com$35,793,186$4,229,582 â–²13.4%150,1772.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$34,976,251$763,394 â–¼-2.1%94,5202.0%ETFAVGOBroadcom$31,788,418$536,405 â–²1.7%84,1521.8%Computer and TechnologyMUMicron Technology$31,602,152$1,417,468 â–¼-4.3%27,3781.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$27,398,191$865,357 â–²3.3%57,3701.6%Computer and TechnologyMETAMeta Platforms$23,790,553$181,943 â–¼-0.8%42,2351.3%Computer and TechnologyAMDAdvanced Micro Devices$19,706,210$4,412,592 â–²28.9%33,9231.1%Computer and TechnologyJPMJPMorgan Chase & Co.$18,846,352$208,509 â–¼-1.1%57,5761.1%FinanceTSLATesla$18,069,388$278,023 â–²1.6%42,9601.0%Auto/Tires/TrucksAMATApplied Materials$16,689,732$242,205 â–²1.5%23,0840.9%Computer and TechnologyLLYEli Lilly and Company$13,272,892$877,983 â–²7.1%11,0660.8%MedicalJNJJohnson & Johnson$13,122,126$928,769 â–²7.6%51,6680.7%MedicalVEAVanguard FTSE Developed Markets ETF$12,833,550$29,426 â–²0.2%180,1200.7%ETFCSCOCisco Systems$12,519,474$262,171 â–²2.1%106,5850.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$11,930,971$276,816 â–¼-2.3%56,0740.7%ETFBRK.BBerkshire Hathaway$10,355,571$378,295 â–²3.8%20,6950.6%FinanceWALMART INC$10,138,016$322,791 â–²3.3%89,5110.6%COMVVisa$9,863,838$233,644 â–¼-2.3%28,7500.6%Business ServicesIWCiShares Micro-Cap ETF$9,402,887$32,607 â–¼-0.3%47,0050.5%ETFINTCIntel$9,388,442$3,203,671 â–²51.8%67,2380.5%Computer and TechnologyASMLASML$8,918,660$81,567 â–²0.9%4,4830.5%Computer and TechnologyABBVAbbVie$8,688,123$4,026 â–²0.0%34,5260.5%MedicalMSMorgan Stanley$7,974,667$21,113 â–²0.3%38,1490.5%FinanceLAM RESEARCH CORP$7,721,507$440,697 â–²6.1%17,8190.4%COM NEWCOSTCostco Wholesale$7,623,145$188,965 â–¼-2.4%8,1490.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$7,581,048$307,344 â–¼-3.9%127,0070.4%ETFCRWDCrowdStrike$7,413,905$2,421,443 â–¼-24.6%9,7150.4%Computer and TechnologyACWIiShares MSCI ACWI ETF$6,914,9990.0%44,0530.4%ManufacturingTDGTransdigm Group$6,784,080$2,153,909 â–²46.5%5,0930.4%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$6,719,803$437,260 â–¼-6.1%12,8630.4%FinanceIBMInternational Business Machines$6,696,735$165,914 â–¼-2.4%23,8140.4%Computer and TechnologyANGLOGOLD ASHANTI PLC$6,443,6170.0%79,6590.4%COM SHSCATCaterpillar$6,390,465$42,596 â–²0.7%6,0010.4%IndustrialsTECKTeck Resources$6,251,089$24,081 â–²0.4%105,1310.4%Basic MaterialsGE VERNOVA INC$6,211,485$34,071 â–²0.6%5,2870.4%COMUNHUnitedHealth Group$5,953,900$21,613 â–¼-0.4%14,3250.3%MedicalGEGE Aerospace$5,829,067$1,219,855 â–¼-17.3%15,5970.3%AerospaceCVXChevron$5,684,573$218,306 â–¼-3.7%34,2940.3%EnergyRACEFerrari$5,668,488$35,740 â–¼-0.6%15,2260.3%Auto/Tires/TrucksNRGNRG Energy$5,620,681$18,842 â–¼-0.3%38,4820.3%UtilitiesPMPhilip Morris International$5,579,626$49,569 â–²0.9%30,8420.3%Consumer StaplesVFHVanguard Financials ETF$5,471,821$769,469 â–¼-12.3%41,5790.3%ETFMAMastercard$5,429,266$1,539,259 â–¼-22.1%10,5710.3%Business ServicesKOCocaCola$5,014,440$24,869 â–²0.5%61,7010.3%Consumer StaplesAXPAmerican Express$4,997,982$37,208 â–²0.8%14,7760.3%FinanceAPHAmphenol$4,980,158$43,727 â–²0.9%28,2450.3%Computer and TechnologyTXNTexas Instruments$4,954,520$1,044,437 â–²26.7%16,6220.3%Computer and TechnologyMRKMerck & Co., Inc.$4,845,735$46,774 â–²1.0%37,7100.3%MedicalMOAltria Group$4,818,851$13,742 â–²0.3%66,9750.3%Consumer StaplesVBVanguard Small-Cap ETF$4,652,892$161,260 â–¼-3.3%15,3500.3%ETFGLWCorning$4,577,561$154,280 â–²3.5%17,9210.3%Computer and TechnologyGILDGilead Sciences$4,458,033$22,868 â–²0.5%35,2860.3%MedicalORCLOracle$4,439,586$1,168,590 â–²35.7%30,2940.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,362,991$497,131 â–¼-10.2%37,3960.2%CL ABACBank of America$4,323,073$57,550 â–²1.3%75,8700.2%FinanceSANDISK CORP$4,285,981$322,870 â–²8.1%1,8850.2%COMIVViShares Core S&P 500 ETF$4,133,821$56,925 â–¼-1.4%5,5190.2%ETFIYJiShares U.S. Industrials ETF$4,077,5920.0%24,4680.2%ETFHWMHowmet Aerospace$4,026,985$27,693 â–²0.7%14,9780.2%AerospaceKLACKLA$3,982,572$3,586,125 â–²904.6%13,2000.2%Computer and TechnologyPFEPfizer$3,951,889$259,318 â–¼-6.2%164,1150.2%MedicalTROWT. Rowe Price Group$3,916,393$3,916,393 â–²New Holding34,4480.2%FinanceAERAercap$3,914,193$21,575 â–²0.6%26,8500.2%TransportationUPSUnited Parcel Service$3,898,380$68,263 â–¼-1.7%36,2640.2%TransportationVZVerizon Communications$3,895,280$49,919 â–²1.3%92,0000.2%Computer and TechnologyCMECME Group$3,890,141$503,272 â–¼-11.5%17,6160.2%FinancePANWPalo Alto Networks$3,793,769$530,664 â–²16.3%11,1240.2%Computer and TechnologyPHParker-Hannifin$3,735,440$978 â–²0.0%3,8190.2%IndustrialsPGProcter & Gamble$3,684,623$1,810,271 â–²96.6%25,1270.2%Consumer StaplesANGLVanEck Fallen Angel High Yield Bond ETF$3,670,144$29 â–¼0.0%125,5170.2%ManufacturingIWFiShares Russell 1000 Growth ETF$3,547,289$2,660,467 â–²300.0%28,5680.2%ETFMRVLMarvell Technology$3,541,614$1,161,175 â–²48.8%11,8890.2%Computer and TechnologyETNEaton$3,491,627$314,477 â–²9.9%8,1940.2%IndustrialsWDCWestern Digital$3,420,346$575,487 â–²20.2%5,3550.2%Computer and TechnologyUMCUnited Microelectronics$3,382,910$35,183 â–²1.1%124,3260.2%Computer and TechnologySCHFSchwab International Equity ETF$3,346,853$1,101,463 â–²49.1%120,8250.2%ETFUNPUnion Pacific$3,312,960$2,992 â–¼-0.1%12,1800.2%TransportationADIAnalog Devices$3,312,398$211,692 â–²6.8%8,3400.2%Computer and TechnologyISRGIntuitive Surgical$3,269,327$152,311 â–¼-4.5%8,2210.2%MedicalVXUSVanguard Total International Stock ETF$3,268,600$85 â–¼0.0%38,2330.2%ETFVNQVanguard Real Estate ETF$3,268,0490.0%33,8900.2%ETFPCARPACCAR$3,260,778$4,324 â–²0.1%27,1460.2%Auto/Tires/TrucksTAT&T$3,238,474$80,233 â–²2.5%156,4480.2%Computer and TechnologyBHPBHP Group$3,124,042$19,578 â–²0.6%37,4990.2%Basic MaterialsVOVanguard Mid-Cap ETF$3,084,542$2,300,435 â–²293.4%38,2840.2%ETFDELLDell Technologies$3,076,310$550,543 â–¼-15.2%7,1300.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$3,058,627$3,310 â–²0.1%27,7250.2%ETFKBKB Financial Group$3,021,379$1,190,037 â–²65.0%28,7860.2%FinanceHDHome Depot$3,020,704$2,380,590 â–¼-44.1%8,5650.2%Retail/WholesaleBNDVanguard Total Bond Market ETF$2,987,026$218,251 â–¼-6.8%40,6890.2%ETFLINDE PLC$2,968,337$61,235 â–²2.1%5,7200.2%SHSShowing largest 100 holdings. 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