You're signed outSign in or to get full access.
Frank, Rimerman Advisors LLC
Frank, Rimerman Advisors LLC is a registered investment adviser headquartered in Palo Alto, California. The firm is affiliated with Frank, Rimerman + Co. LLP, a well-known accounting and advisory firm. Founded in 2001, it primarily serves high net worth individuals, providing tailored wealth management and investment advisory services. The firm employs about 5 professionals, focusing on delivering individualized financial strategies and investment solutions.
Investment Strategy
Frank, Rimerman Advisors LLC specializes in private wealth management for high net worth individuals. The firm designs client-specific investment plans, focusing on asset allocation and portfolio diversification across equities, mutual funds, and ETFs. Their strategy emphasizes long-term capital appreciation, risk management, and tax efficiency, often integrating financial planning with investment management to meet each client's distinct needs. The firm’s 13F holdings suggest an allocation to large-cap technology and growth stocks, but overall portfolios are tailored for each client.
Latest 13F Filing Activity
Frank, Rimerman Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 560 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Netflix Inc., Invesco Exch Traded FD TR II among other positions. Frank, Rimerman Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Paccar Inc. among others.
Top Holdings
Equity Positions (560)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 6.62% | $98.6M | 434,028 | $121.60 | $227.10 | +$17.0M |
N NVDA | NVIDIA CORPORATION | 5.73% | $85.3M | 539,940 | $103.16 | $157.99 | +$34.7M |
Q QQQ | INVESCO QQQ TR | 5.65% | $84.0M | 152,346 | $313.93 | $551.64 | +$11.7M |
N NFLX | NETFLIX INC | 5.32% | $79.1M | 59,081 | $413.04 | $1339.13 | +$24.5M |
M MSFT | MICROSOFT CORP | 4.02% | $59.8M | 120,223 | $428.87 | $497.41 | +$12.2M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more