Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Frank, Rimerman Advisors LLC (CIK 1977560) reported $1.53B across 589 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($98.6M, 6.47%), QQQ ($85.0M, 5.57%), GOOGL ($73.3M, 4.81%), AAPL ($72.7M, 4.77%), NFLX ($56.5M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $98.6M | 6.47% | 565,454 | Added |
| 2 | QQQ | INVESCO QQQ TR | $85.0M | 5.57% | 147,254 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $73.3M | 4.81% | 254,937 | Added |
| 4 | AAPL | APPLE INC | $72.7M | 4.77% | 286,398 | Added |
| 5 | NFLX | NETFLIX INC. | $56.5M | 3.71% | 587,696 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $47.7M | 3.13% | 73,280 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $47.0M | 3.08% | 126,905 | Added |
| 8 | GOOG | ALPHABET INC | $39.9M | 2.61% | 138,980 | Trimmed |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $33.7M | 2.21% | 141,851 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $31.0M | 2.03% | 96,583 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $27.6M | 1.81% | 132,431 | Trimmed |
| 12 | AVGO | BROADCOM INC | $25.6M | 1.68% | 82,732 | Added |
| 13 | META | META PLATFORMS INC | $24.3M | 1.60% | 42,558 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.8M | 1.23% | 55,558 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $17.1M | 1.12% | 58,213 | Trimmed |
| 16 | TSLA | TESLA INC | $15.7M | 1.03% | 42,299 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $11.7M | 0.77% | 48,011 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $11.5M | 0.76% | 179,707 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $11.0M | 0.72% | 57,375 | Trimmed |
| 20 | WMT | WALMART INC | $10.8M | 0.71% | 86,661 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $9.7M | 0.63% | 28,606 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 0.63% | 19,939 | Added |
| 23 | LLY | ELI LILLY & CO | $9.5M | 0.62% | 10,334 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $9.0M | 0.59% | 52,817 | Added |
| 25 | V | VISA INC | $8.9M | 0.58% | 29,431 | Added |
Source: SEC Form 13F filings · as of 2026-03-31