Prossimo Advisors, LLC
13F Reported Value
ⓘ$16.4M
Holdings
24
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Prossimo Advisors, LLC disclosed 24 positions worth $16.4M in its Form 13F-HR for Q1 2026, followed by $BRK.B. During the quarter the fund opened 7 new positions and exited 20 and a full exit from $META. The portfolio is most concentrated in Other (55.0% of disclosed assets). All figures are sourced directly from Prossimo Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1965307.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$3.1M5,255 sh- 64.5#634
Quality
$2.0M4,254 sh ISHARES TR
—Quality
$1.1M13,199 sh- 90.2
Quality
$1.0M5,760 sh INNOVATOR ETFS TRUST
—Quality
$990.8K21,554 sh- 83.7
Quality
$836.9K2,261 sh ISHARES TR
—Quality
$736.8K13,845 shSCHWAB STRATEGIC TR
—Quality
$612.0K23,000 shISHARES TR
—Quality
$573.5K11,329 shJ P MORGAN EXCHANGE TRADED F
—Quality
$569.3K11,248 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $3.1M | 5,255 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $2.0M | 4,254 |
| ISHARES TR | — | $1.1M | 13,199 |
 NVIDIA CORP$NVDA | 90.2 | $1.0M | 5,760 |
| INNOVATOR ETFS TRUST | — | $990.8K | 21,554 |
 MICROSOFT CORP$MSFT | 83.7 | $836.9K | 2,261 |
| ISHARES TR | — | $736.8K | 13,845 |
| SCHWAB STRATEGIC TR | — | $612.0K | 23,000 |
| ISHARES TR | — | $573.5K | 11,329 |
| J P MORGAN EXCHANGE TRADED F | — | $569.3K | 11,248 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Prossimo Advisors, LLC's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Other
$9.1M
Financials
$3.0M
Technology
$2.9M
Consumer Discretionary
$840,765
Industrials
$381,840
Healthcare
$257,640
Full Holdings — Prossimo Advisors, LLC (Q1 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $3.1M | 19.1% | NEW | — |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 12.4% | NEW | 64.5 |
| 3 | — | ISHARES TR | $1.1M | 6.4% | +2% | — |
| 4 | $NVDA | NVIDIA CORP | $1.0M | 6.1% | -37% | 90.2 |
| 5 | — | INNOVATOR ETFS TRUST | $990,784 | 6.0% | NEW | — |
| 6 | $MSFT | MICROSOFT CORP | $836,932 | 5.1% | +15% | 83.7 |
| 7 | — | ISHARES TR | $736,831 | 4.5% | +0% | — |
| 8 | — | SCHWAB STRATEGIC TR | $612,030 | 3.7% | +0% | — |
| 9 | — | ISHARES TR | $573,474 | 3.5% | +0% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $569,261 | 3.5% | +0% | — |
| 11 | — | ISHARES TR | $558,495 | 3.4% | -94% | — |
| 12 |  $CTAS | CINTAS CORP | $542,939 | 3.3% | -3% | 76.3 |
| 13 |  $AAPL | Apple Inc. | $501,489 | 3.0% | -30% | 76.1 |
| 14 |  $LPLA | LPL Financial Holdings Inc. | $391,079 | 2.4% | +0% | 61.8 |
| 15 |  $J | JACOBS SOLUTIONS INC. | $381,840 | 2.3% | NEW | 47.7 |
| 16 | — | ISHARES INC | $366,820 | 2.2% | NEW | — |
| 17 |  $GOOG | Alphabet Inc. | $328,106 | 2.0% | -30% | 80.2 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $316,810 | 1.9% | +1% | 35.6 |
| 19 |  $AMZN | AMAZON COM INC | $297,826 | 1.8% | -53% | 74.6 |
| 20 |  $AVGO | Broadcom Inc. | $267,417 | 1.6% | -16% | 86.4 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $257,640 | 1.6% | +0% | 72.8 |
| 22 | — | AB ACTIVE ETFS INC | $242,479 | 1.5% | NEW | — |
| 23 |  $BAC | BANK OF AMERICA CORP /DE/ | $225,956 | 1.4% | +12% | 68.4 |
| 24 | — | AB ACTIVE ETFS INC | $209,898 | 1.3% | NEW | — |
New Positions (7)
Exited Positions (20)
$META Meta Platforms, Inc.
$MPLX MPLX LP
$USB US BANCORP DE
$CSCO CISCO SYSTEMS, INC.
$ETR ENTERGY CORP /DE/
$LIN LINDE PLC
$V VISA INC.
$CB Chubb Ltd
$TSLA Tesla, Inc.
$ET Energy Transfer LP
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.
$PAA PLAINS ALL AMERICAN PIPELINE LP
$HD HOME DEPOT, INC.
$TMO THERMO FISHER SCIENTIFIC INC.
$WES Western Midstream Partners, LPBrowse Top Institutional Investors
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