Frank, Rimerman Advisors LLC holds a diversified book of 612 stocks worth $1.8B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened T Rowe Price Group Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Frank, Rimerman Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| FMR LLC | 80 / 80 | $941.7B |
| MORGAN STANLEY | 80 / 80 | $680.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $628.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $444.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $319.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $257.7B |
| Bank of New York Mellon Corp | 80 / 80 | $249.5B |
Ranked by how many of Frank, Rimerman Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $111.9M | 559.3K | 6.3% | ▼−1.1% Reduced · −6K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $108.0M | 146.6K | 6.1% | ▼−0.4% Reduced · −630 sh | |
| 3 | Alphabet Inc CAP STK CL A | $91.5M | 255.9K | 5.2% | ▲+0.4% Added · +1K sh | |
| 4 | Apple Inc COM | $83.4M | 288.1K | 4.7% | ▲+0.6% Added · +2K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $54.2M | 72.6K | 3.1% | ▼−0.9% Reduced · −660 sh | |
| 6 | Alphabet Inc CAP STK CL C | $48.5M | 137.4K | 2.7% | ▼−1.1% Reduced · −2K sh | |
| 7 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $42.8M | 141.4K | 2.4% | ▼−0.3% Reduced · −478 sh | |
| 8 | Netflix Inc. COM | $41.1M | 576.3K | 2.3% | ▼−1.9% Reduced · −11K sh | |
| 9 | Microsoft Corp COM | $41.0M | 109.9K | 2.3% | ▼−13% Reduced · −17K sh | |
| 10 | Amazon Com Inc COM | $35.8M | 150.2K | 2.0% | ▲+13% Added · +18K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $35.0M | 94.5K | 2.0% | ▼−2.1% Reduced · −2K sh | |
| 12 | Broadcom Inc COM | $31.8M | 84.2K | 1.8% | ▲+1.7% Added · +1K sh | |
| 13 | Micron Technology Inc COM | $31.6M | 27.4K | 1.8% | ▼−4.3% Reduced · −1K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $27.4M | 57.4K | 1.6% | ▲+3.3% Added · +2K sh | |
| 15 | Meta Platforms Inc CL A | $23.8M | 42.2K | 1.3% | ▼−0.8% Reduced · −323 sh | |
| 16 | Advanced Micro Devices Inc COM | $19.7M | 33.9K | 1.1% | ▲+29% Added · +8K sh | |
| 17 | JPMorgan Chase & Co COM | $18.8M | 57.6K | 1.1% | ▼−1.1% Reduced · −637 sh | |
| 18 | Tesla Inc COM | $18.1M | 43.0K | 1.0% | ▲+1.6% Added · +661 sh | |
| 19 | Applied Matls Inc COM | $16.7M | 23.1K | 0.9% | ▲+1.5% Added · +335 sh | |
| 20 | Eli Lilly & Co COM | $13.3M | 11.1K | 0.8% | ▲+7.1% Added · +732 sh | |
| 21 | Johnson & Johnson COM | $13.1M | 51.7K | 0.7% | ▲+7.6% Added · +4K sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.8M | 180.1K | 0.7% | ▲+0.2% Added · +413 sh | |
| 23 | Cisco Sys Inc COM | $12.5M | 106.6K | 0.7% | ▲+2.1% Added · +2K sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL WGT | $11.9M | 56.1K | 0.7% | ▼−2.3% Reduced · −1K sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $10.4M | 20.7K | 0.6% | ▲+3.8% Added · +756 sh | |
| 26 | Walmart Inc COM | $10.1M | 89.5K | 0.6% | ▲+3.3% Added · +3K sh | |
| 27 | Visa Inc COM CL A | $9.9M | 28.8K | 0.6% | ▼−2.3% Reduced · −681 sh | |
| 28 | Ishares TR MICRO-CAP ETF | $9.4M | 47.0K | 0.5% | ▼−0.3% Reduced · −163 sh | |
| 29 | Intel Corp COM | $9.4M | 67.2K | 0.5% | ▲+52% Added · +23K sh | |
| 30 | ASML Hldg NV N Y REGISTRY SHS | $8.9M | 4.5K | 0.5% | ▲+0.9% Added · +41 sh | |
| 31 | Abbvie Inc COM | $8.7M | 34.5K | 0.5% | ▲~0% Added · +16 sh | |
| 32 | Morgan Stanley COM NEW | $8.0M | 38.1K | 0.5% | ▲+0.3% Added · +101 sh | |
| 33 | Lam Research Corp COM NEW | $7.7M | 17.8K | 0.4% | ▲+6.0% Added · +1K sh | |
| 34 | Costco Wholesale Corporation COM | $7.6M | 8.1K | 0.4% | ▼−2.4% Reduced · −202 sh | |
| 35 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.6M | 127.0K | 0.4% | ▼−3.9% Reduced · −5K sh | |
| 36 | Crowdstrike Hldgs Inc CL A | $7.4M | 9.7K | 0.4% | ▼−25% Reduced · −3K sh | |
| 37 | Ishares TR MSCI ACWI ETF | $6.9M | 44.1K | 0.4% | —Held | |
| 38 | Transdigm Group Inc COM | $6.8M | 5.1K | 0.4% | ▲+47% Added · +2K sh | |
| 39 | State STR SPDR Dow Jones Ind UT SER 1 | $6.7M | 12.9K | 0.4% | ▼−6.1% Reduced · −837 sh | |
| 40 | International Business Machs COM | $6.7M | 23.8K | 0.4% | ▼−2.4% Reduced · −590 sh | |
| 41 | Anglogold Ashanti PLC COM SHS | $6.4M | 79.7K | 0.4% | —Held | |
| 42 | Caterpillar Inc COM | $6.4M | 6.0K | 0.4% | ▲+0.7% Added · +40 sh | |
| 43 | Teck Resources Ltd CL B | $6.3M | 105.1K | 0.4% | ▲+0.4% Added · +405 sh | |
| 44 | Ge Vernova Inc COM | $6.2M | 5.3K | 0.4% | ▲+0.6% Added · +29 sh | |
| 45 | Unitedhealth Group Inc COM | $6.0M | 14.3K | 0.3% | ▼−0.4% Reduced · −52 sh | |
| 46 | Ge Aerospace COM NEW | $5.8M | 15.6K | 0.3% | ▼−17% Reduced · −3K sh | |
| 47 | Chevron Corporation COM | $5.7M | 34.3K | 0.3% | ▼−3.7% Reduced · −1K sh | |
| 48 | Ferrari N V COM | $5.7M | 15.2K | 0.3% | ▼−0.6% Reduced · −96 sh | |
| 49 | NRG Energy Inc COM NEW | $5.6M | 38.5K | 0.3% | ▼−0.3% Reduced · −129 sh | |
| 50 | Philip Morris Intl Inc COM | $5.6M | 30.8K | 0.3% | ▲+0.9% Added · +274 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1977560/holdings"
Use Arkolith to show Frank, Rimerman Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 612 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 590 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 600 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 593 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 561 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 512 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 518 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 527 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.