StockDriftsStockDriftsTop 50 Frank Rimerman Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.04% | 557.8K | $127.4M | -0.28%(-1.57K) | $93.05(+133.31%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.98% | 146.4K | $108.3M | -0.18%(-263) | $296.86(+141.99%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.37% | 292.2K | $97.3M | +1.39%(+4.01K) | $185.55(+84.82%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.87% | 256.2K | $88.2M | +0.12%(+306) | $153.09(+124.83%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.45% | 121.6K | $62.4M | +10.70%(+11.75K) | $416.08(+28.22%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.18% | 75.4K | $57.5M | +3.87%(+2.81K) | $391.66(+95.70%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.57% | 136.6K | $46.5M | -0.55%(-758) | $108.04(+214.84%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.38% | 141.4K | $43.1M | -0.01%(-15) | $125.09(+136.45%) | 2026-09-30 | |
| NFLX | NETFLIX INC. | 2.23% | 579.8K | $40.3M | +0.61%(+3.54K) | $50.92(+37.17%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.1% | 152.7K | $38.0M | +1.67%(+2.50K) | $192.49(+36.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.55% | +102.68% | +14.89% | +100.16% |
| Top 20 Holdings Unweighted | +27.03% | +104.99% | +15.37% | +104.43% |
Frank Rimerman Advisors LLC reports $1.81B in US-listed equity holdings across 607 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.0%), QQQ (6.0%) and AAPL (5.4%). The top 20 holdings account for 52.03% of reported assets. Its disclosed equity book has returned +102.68% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Frank Rimerman Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977560). View Frank Rimerman Advisors LLC’s 13F filings on SEC