Frank, Rimerman Advisors LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,525,009
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 590 | 1,525,009 | 13F-HR | Frank, Rimerman Advisors LLC |
| Q4 2025 | 1/15/2026 | 600 | 1,577,667 | 13F-HR | Frank, Rimerman Advisors LLC |
| Q3 2025 | 11/4/2025 | 593 | 1,558,937 | 13F-HR | Frank, Rimerman Advisors LLC |
| Q2 2025 | 8/11/2025 | 561 | 1,487,987 | 13F-HR | Frank, Rimerman Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.203 M | 78.9% | 0 | 266.9 K | -266.9 K |
| ETFs | 321.2 K | 21.1% | 215 K | 0 | 215 K |
| Debt | 650 | 0.0% | 0 | 827 | -827 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
1,525,009
Holdings
590
QoQ value change ($000)
-52,658
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.