Prossimo Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Prossimo Advisors, LLC reported 24 stock positions worth $17.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 12.3%) and Nvidia (NVDA, 7.1%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 11 and reduced 2. The biggest buy was a new position in KLA (KLAC) and the biggest sale an exit from Cintas (CTAS).
- Most Recent 13F
- Q2 2026
- Location
- SAN LUIS OBISPO, CA
- CIK
- 0001965307
- Portfolio Value
- $17.3M (Q2 2026)
- SEC Filing
- 0001965307-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 24 stocks · $17.3M
| VOO Vanguard S&P 500 ETF | 20.82% | 5,255 | $3.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 12.31% | 4,264 | $2.1M | Add +0.2% |
| NVDA Nvidia Corp. | 7.07% | 6,124 | $1.2M | Add +6.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 6.10% | 13,224 | $1.1M | Add +0.2% |
| PJUL Innovator U.S. Equity Power | 6.07% | 21,554 | $1.1M | No change |
| MSFT Microsoft Corp. | 4.95% | 2,299 | $858K | Add +1.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.38% | 14,272 | $759K | Add +3.1% |
| SCHP Schwab U.S. Tips ETF | 3.52% | 23,000 | $610K | No change |
| AAPL Apple Inc. | 3.45% | 2,064 | $597K | Add +4.5% |
| ICSH iShares Ultra Short Duration | 3.31% | 11,329 | $573K | No change |
| JPST JPMorgan Ultra-Short Income | 3.28% | 11,248 | $569K | No change |
| EZU iShares MSCI Eurozone ETF | 2.64% | 6,574 | $457K | Add +12.3% |
| IVV iShares Core S&P 500 ETF | 2.59% | 600 | $449K | Reduce -29.8% |
| GOOGL Alphabet Inc. Class A | 2.45% | 1,186 | $424K | Add +3.9% |
| J Jacobs Solutions Inc. | 2.18% | 3,000 | $378K | No change |
| AVGO Broadcom Inc. | 2.10% | 963 | $364K | Add +11.5% |
| AMZN Amazon.com Inc. | 2.05% | 1,492 | $356K | Add +4.3% |
| JPM JPMorgan Chase & Co. | 2.03% | 1,077 | $353K | No change |
| JNJ Johnson & Johnson | 1.54% | 1,054 | $268K | No change |
| EMOP AB Emrg MRKT Opportuniti ETF filed as AB ACTIVE ETFS INC | 1.54% | 5,097 | $266K | Add +6.4% |
| ILOW AB Internal Low Volat Eq ETF filed as AB ACTIVE ETFS INC | 1.49% | 5,684 | $258K | No change |
| KLAC KLA Corp. | 1.48% | 853 | $257K | New |
| BAC Bank of America Corp. | 1.41% | 4,287 | $244K | Reduce -7.5% |
| EWJ iShares MSCI Japan ETF | 1.25% | 2,322 | $217K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| KLAC KLA Corp. | New | 1.48% | +1.48 |
| EWJ iShares MSCI Japan ETF | New | 1.25% | +1.25 |
| NVDA Nvidia Corp. | Add +6.3% | 7.07% | +0.96 |
| AVGO Broadcom Inc. | Add +11.5% | 2.10% | +0.47 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 2.45% | +0.45 |
| EZU iShares MSCI Eurozone ETF | Add +12.3% | 2.64% | +0.40 |
| AAPL Apple Inc. | Add +4.5% | 3.45% | +0.40 |
| EMOP AB Emrg MRKT Opportuniti ETF | Add +6.4% | 1.54% | +0.26 |
| AMZN Amazon.com Inc. | Add +4.3% | 2.05% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 12.31% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.1% | 4.38% | −0.10 |
| MSFT Microsoft Corp. | Add +1.7% | 4.95% | −0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.2% | 6.10% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $17.3M | VOO, BRK.B, NVDA, HYG, PJUL |
| Q1 2026 | 24 | $16.4M | VOO, BRK.B, HYG, NVDA, PJUL |
| Q4 2025 | 36 | $15.5M | NVDA, HYG, MSFT, AAPL, IGIB |
| Q3 2025 | 31 | $13.6M | NVDA, HYG, MSFT, IGIB, AAPL |
| Q2 2025 | 127 | $124.6M | MSFT, AAPL, V, NVDA, AMZN |
| Q1 2025 | 134 | $133.0M | MSFT, AAPL, V, AMZN, GOOGL |
| Q4 2024 | 135 | $138.2M | MSFT, AAPL, V, GOOGL, AMZN |
| Q3 2024 | 140 | $136.9M | MSFT, AAPL, V, GOOGL, NVDA |
| Q2 2024 | 126 | $110.5M | MSFT, GOOGL, V, NVDA, COST |
| Q1 2024 | 60 | $51.7M | SWAV, V, GOOGL, COST, NVDA |