Frank, Rimerman Advisors LLC
Top Portfolio Positions
533 positions ·
$1,304,091,779 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
565,454 | $98,615,177 | 7.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
147,254 | $84,992,063 | 6.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
254,937 | $73,309,683 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
286,398 | $72,684,948 | 5.57% | |
| NFLX |
Netflix Inc
Communication Services
|
587,696 | $56,506,970 | 4.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
73,280 | $47,656,915 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
126,905 | $46,976,423 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
132,431 | $27,581,404 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
82,732 | $25,606,381 | 1.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
42,558 | $24,348,708 | 1.87% |
Portfolio Trend
22 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,554,910 | 23,347 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $939,052 | 15,973 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $613,494 | 10,926 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $221,447 | 4,453 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||