Prossimo Advisors
Latest statistics and disclosures from Prossimo Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BRK.B, HYG, NVDA, PJUL, and represent 50.02% of Prossimo Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO, BRK.B, PJUL, IVV, J, EZU, ILOW, EMOP, MSFT, BAC.
- Started 8 new stock positions in IVV, J, VOO, BRK.B, ILOW, EZU, PJUL, EMOP.
- Reduced shares in these 10 stocks: NVDA, , AMZN, , USB, , , LIN, , CB.
- Sold out of its positions in CSCO, ET, ETR, EPD, META, HD, ISRG, MPLX, NFLX, PAA. SNA, TSLA, TMO, USB, V, WES, WMB, ACN, LIN, CB.
- Prossimo Advisors was a net buyer of stock by $1.6M.
- Prossimo Advisors has $16M in assets under management (AUM), dropping by 5.86%.
- 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 March 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) | 19.1 | $3.1M | NEW | 5.3k | 597.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.4 | $2.0M | NEW | 4.3k | 479.20 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 6.4 | $1.1M | +2% | 13k | 79.56 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $1.0M | -36% | 5.8k | 174.40 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 6.0 | $991k | NEW | 22k | 45.97 |
|
| Microsoft Corporation (MSFT) | 5.1 | $837k | +14% | 2.3k | 370.16 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.5 | $737k | 14k | 53.22 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.7 | $612k | 23k | 26.61 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 3.5 | $574k | 11k | 50.62 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.5 | $569k | 11k | 50.61 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $559k | NEW | 855.00 | 653.21 |
|
| Cintas Corporation (CTAS) | 3.3 | $543k | -2% | 3.2k | 169.14 |
|
| Apple (AAPL) | 3.1 | $502k | -30% | 2.0k | 253.79 |
|
| Lpl Financial Holdings (LPLA) | 2.4 | $391k | 1.3k | 300.83 |
|
|
| Jacobs Engineering Group (J) | 2.3 | $382k | NEW | 3.0k | 127.28 |
|
| Ishares Msci Eurzone Etf (EZU) | 2.2 | $367k | NEW | 5.9k | 62.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $328k | -30% | 1.1k | 287.56 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $317k | 1.1k | 294.16 |
|
|
| Amazon (AMZN) | 1.8 | $298k | -52% | 1.4k | 208.27 |
|
| Broadcom (AVGO) | 1.6 | $267k | -15% | 864.00 | 309.51 |
|
| Johnson & Johnson (JNJ) | 1.6 | $258k | 1.1k | 244.44 |
|
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 1.5 | $243k | NEW | 5.7k | 42.66 |
|
| Bank of America Corporation (BAC) | 1.4 | $226k | +11% | 4.6k | 48.75 |
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 1.3 | $210k | NEW | 4.8k | 43.82 |
|
Past Filings by Prossimo Advisors
SEC 13F filings are viewable for Prossimo Advisors going back to 2022
- 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