Frank, Rimerman Advisors LLC
RIA/Wealth
Frank, Rimerman Advisors LLC is a RIA/Wealth based in Palo Alto, CA led by Dahlia D Black, reporting $3.0B in AUM as of Q3 2025 with NVDA as the largest holding (7% allocation).
CCODahlia D Black
- Portfolio Value
- $1.6B
- Positions
- 594
- Top Holding
- NVDA at 6.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Frank, Rimerman Advisors LLC's portfolio (40.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $102.4M | 6.57% | +$1.7M Bought | 0.00% 548.8K shares | |
ETF ETF | $91.6M | 5.88% | +$138.7K Bought | — 152.6K shares | |
Entertainment Communication Services | $70.8M | 4.54% | -$13.2K Sold | 0.01% 59.1K shares | |
Consumer Electronics Technology | $70.0M | 4.49% | -$199.1K Sold | 0.00% 275.1K shares | |
ETF ETF | $63.9M | 4.10% | -$43.4M Sold | — 258.4K shares | |
Software - Infrastructure Technology | $62.7M | 4.02% | +$419.5K Bought | 0.00% 121.0K shares | |
Internet Content & Information Communication Services | $58.5M | 3.75% | +$1.6M Bought | 0.00% 240.7K shares | |
ETF ETF | $49.6M | 3.18% | +$223.2K Bought | — 74.5K shares | |
Internet Content & Information Communication Services | $34.9M | 2.24% | +$424.8K Bought | 0.00% 143.1K shares | |
ETF ETF | $32.2M | 2.06% | -$1.2M Sold | — 98.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Frank, Rimerman Advisors LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Frank, Rimerman Advisors LLC
GthenA