Prossimo Advisors as of March 31, 2026
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 | 5.3k | 597.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.4 | $2.0M | 4.3k | 479.20 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 6.4 | $1.1M | 13k | 79.56 | |
| NVIDIA Corporation (NVDA) | 6.1 | $1.0M | 5.8k | 174.40 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 6.0 | $991k | 22k | 45.97 | |
| Microsoft Corporation (MSFT) | 5.1 | $837k | 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 | 855.00 | 653.21 | |
| Cintas Corporation (CTAS) | 3.3 | $543k | 3.2k | 169.14 | |
| Apple (AAPL) | 3.1 | $502k | 2.0k | 253.79 | |
| Lpl Financial Holdings (LPLA) | 2.4 | $391k | 1.3k | 300.83 | |
| Jacobs Engineering Group (J) | 2.3 | $382k | 3.0k | 127.28 | |
| Ishares Msci Eurzone Etf (EZU) | 2.2 | $367k | 5.9k | 62.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $328k | 1.1k | 287.56 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $317k | 1.1k | 294.16 | |
| Amazon (AMZN) | 1.8 | $298k | 1.4k | 208.27 | |
| Broadcom (AVGO) | 1.6 | $267k | 864.00 | 309.51 | |
| Johnson & Johnson (JNJ) | 1.6 | $258k | 1.1k | 244.44 | |
| Ab Active Etfs Intl Low Volatlt (ILOW) | 1.5 | $243k | 5.7k | 42.66 | |
| Bank of America Corporation (BAC) | 1.4 | $226k | 4.6k | 48.75 | |
| Ab Active Etfs Emerging Mkts Op (EMOP) | 1.3 | $210k | 4.8k | 43.82 |
