Prossimo Advisors, LLC — 13F Holdings & Portfolio
CIK 1965307 · latest 13F-HR filed 2026-04-29
Prossimo Advisors, LLC manages $16.4M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (19.10%), BRK.B (12.40%), HYG (6.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 20, added to 1, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$16.4M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-04-29
+8 / −20 / ↑1 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NVIDIA CORPORATION-$691.7K -40.8%
- AMAZON COM INC-$398.3K -57.2%
- APPLE INC-$268.4K -34.9%
- ALPHABET INC-$182.4K -35.7%
- MICROSOFT CORP-$116.8K -12.2%
New Positions
- VANGUARD INDEX FDS$3.1M
- BERKSHIRE HATHAWAY INC DEL$2.0M
- INNOVATOR ETFS TRUST$990.8K
- ISHARES TR$558.5K
- JACOBS SOLUTIONS INC$381.8K
Exited Positions
- META PLATFORMS INC$504.3K
- MPLX LP$319.9K
- US BANCORP DEL$305.1K
- CISCO SYS INC$287.3K
- ENTERGY CORP NEW$283.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $3.1M | 19.10% | 5,255 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.0M | 12.40% | 4,254 | SH |
| 3 | ISHARES TR | HYG | 464288513 | $1.1M | 6.39% | 13,199 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.0M | 6.11% | 5,760 | SH |
| 5 | INNOVATOR ETFS TRUST | PJUL | 45782C813 | $990.8K | 6.03% | 21,554 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $836.9K | 5.09% | 2,261 | SH |
| 7 | ISHARES TR | IGIB | 464288638 | $736.8K | 4.48% | 13,845 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $612.0K | 3.72% | 23,000 | SH |
| 9 | ISHARES TR | ICSH | 46434V878 | $573.5K | 3.49% | 11,329 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $569.3K | 3.46% | 11,248 | SH |
| 11 | ISHARES TR | IVV | 464287200 | $558.5K | 3.40% | 855 | SH |
| 12 | CINTAS CORP | CTAS | 172908105 | $542.9K | 3.30% | 3,210 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $501.5K | 3.05% | 1,976 | SH |
| 14 | LPL FINL HLDGS INC | LPLA | 50212V100 | $391.1K | 2.38% | 1,300 | SH |
| 15 | JACOBS SOLUTIONS INC | J | 46982L108 | $381.8K | 2.32% | 3,000 | SH |
| 16 | ISHARES INC | EZU | 464286608 | $366.8K | 2.23% | 5,856 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $328.1K | 2.00% | 1,141 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $316.8K | 1.93% | 1,077 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $297.8K | 1.81% | 1,430 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $267.4K | 1.63% | 864 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $257.6K | 1.57% | 1,054 | SH |
| 22 | AB ACTIVE ETFS INC | ILOW | 00039J822 | $242.5K | 1.47% | 5,684 | SH |
| 23 | BANK AMERICA CORP | BAC | 060505104 | $226.0K | 1.37% | 4,635 | SH |
| 24 | AB ACTIVE ETFS INC | EMOP | 00039J780 | $209.9K | 1.28% | 4,790 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $16.4M | 24 | 0001965307-26-000002 |
| 2025-12-31 | 2026-02-06 | $15.5M | 36 | 0001965307-26-000001 |