Prossimo Advisors
Latest statistics and disclosures from Prossimo Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BRK.B, NVDA, HYG, PJUL, and represent 52.37% of Prossimo Advisors's stock portfolio.
- Added to shares of these 10 stocks: KLAC, EWJ, NVDA, EZU, AVGO, AAPL, IGIB, GOOGL, EMOP, AMZN.
- Started 2 new stock positions in EWJ, KLAC.
- Reduced shares in these 4 stocks: CTAS, , IVV, BAC.
- Sold out of its positions in CTAS, LPLA.
- Prossimo Advisors was a net seller of stock by $-395k.
- Prossimo Advisors has $17M in assets under management (AUM), dropping by 5.42%.
- Central Index Key (CIK): 0001965307
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Portfolio Holdings for Prossimo Advisors
Prossimo Advisors holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 20.8 | $3.6M | 5.3k | 686.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.3 | $2.1M | 4.3k | 500.39 |
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| NVIDIA Corporation (NVDA) | 7.1 | $1.2M | +6% | 6.1k | 200.09 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 6.1 | $1.1M | 13k | 79.97 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 6.1 | $1.1M | 22k | 48.81 |
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| Microsoft Corporation (MSFT) | 4.9 | $858k | 2.3k | 373.01 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.4 | $759k | +3% | 14k | 53.17 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.5 | $610k | 23k | 26.50 |
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| Apple (AAPL) | 3.4 | $597k | +4% | 2.1k | 289.36 |
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| Ishares Tr Ultra Short Dur (ICSH) | 3.3 | $573k | 11k | 50.58 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.3 | $569k | 11k | 50.57 |
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| Ishares Msci Eurzone Etf (EZU) | 2.6 | $457k | +12% | 6.6k | 69.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $449k | -29% | 600.00 | 748.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $424k | +3% | 1.2k | 357.37 |
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| Jacobs Engineering Group (J) | 2.2 | $378k | 3.0k | 126.00 |
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| Broadcom (AVGO) | 2.1 | $364k | +11% | 963.00 | 377.75 |
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| Amazon (AMZN) | 2.1 | $356k | +4% | 1.5k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $353k | 1.1k | 327.33 |
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| Johnson & Johnson (JNJ) | 1.5 | $268k | 1.1k | 253.97 |
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| Ab Active Etfs Emer Mkts Op Etf (EMOP) | 1.5 | $266k | +6% | 5.1k | 52.23 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 1.5 | $258k | 5.7k | 45.46 |
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| Kla Corp Com New (KLAC) | 1.5 | $257k | NEW | 853.00 | 301.71 |
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| Bank of America Corporation (BAC) | 1.4 | $244k | -7% | 4.3k | 56.98 |
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| Ishares Msci Japan Etf (EWJ) | 1.2 | $217k | NEW | 2.3k | 93.27 |
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Past Filings by Prossimo Advisors
SEC 13F filings are viewable for Prossimo Advisors going back to 2022
- Prossimo Advisors 2026 Q2 filed July 27, 2026
- Prossimo Advisors 2026 Q1 filed April 29, 2026
- Prossimo Advisors 2025 Q4 filed Feb. 6, 2026
- Prossimo Advisors 2025 Q3 filed Oct. 28, 2025
- Prossimo Advisors 2025 Q2 filed Aug. 13, 2025
- Prossimo Advisors 2025 Q1 filed May 7, 2025
- Prossimo Advisors 2024 Q4 filed Jan. 31, 2025
- Prossimo Advisors 2024 Q3 filed Oct. 29, 2024
- Prossimo Advisors 2024 Q2 filed July 22, 2024
- Prossimo Advisors 2024 Q1 filed May 3, 2024
- Prossimo Advisors 2023 Q4 filed Feb. 7, 2024
- Prossimo Advisors 2023 Q3 filed Nov. 8, 2023
- Prossimo Advisors 2023 Q2 filed July 24, 2023
- Prossimo Advisors 2023 Q1 filed May 3, 2023
- Prossimo Advisors 2022 Q4 filed Feb. 9, 2023