Frank, Rimerman Advisors LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,577,667
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 1.47 M | 93.2% | 69.36 K | 0 | 69.36 K |
| ETFs | 106.1 K | 6.7% | 0 | 50.62 K | -50.62 K |
| Debt | 1.477 K | 0.1% | 0 | 7 | -7 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,577,667
Holdings
600
QoQ value change ($000)
18,730
(1.2%)
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.