Prossimo Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Prossimo Advisors, LLC reported 24 stock positions worth $16.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 12.4%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 6.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 20, added to 4 and reduced 6. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Nvidia (NVDA, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- SAN LUIS OBISPO, CA
- CIK
- 0001965307
- Portfolio Value
- $16.4M (Q1 2026)
- SEC Filing
- 0001965307-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 24 stocks · $16.4M
| VOO Vanguard S&P 500 ETF | 19.10% | 5,255 | $3.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 12.40% | 4,254 | $2.0M | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 6.39% | 13,199 | $1.1M | Add +2.1% |
| NVDA Nvidia Corp. | 6.11% | 5,760 | $1.0M | Reduce -36.7% |
| PJUL Innovator U.S. Equity Power | 6.03% | 21,554 | $991K | New |
| MSFT Microsoft Corp. | 5.09% | 2,261 | $837K | Add +14.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.48% | 13,845 | $737K | No change |
| SCHP Schwab U.S. Tips ETF | 3.72% | 23,000 | $612K | No change |
| ICSH iShares Ultra Short Duration | 3.49% | 11,329 | $573K | No change |
| JPST JPMorgan Ultra-Short Income | 3.46% | 11,248 | $569K | No change |
| IVV iShares Core S&P 500 ETF | 3.40% | 855 | $558K | New |
| CTAS Cintas Corp. | 3.30% | 3,210 | $543K | Reduce -2.6% |
| AAPL Apple Inc. | 3.05% | 1,976 | $501K | Reduce -30.2% |
| LPLA LPL Financial Holdings Inc. | 2.38% | 1,300 | $391K | No change |
| J Jacobs Solutions Inc. | 2.32% | 3,000 | $382K | New |
| EZU iShares MSCI Eurozone ETF | 2.23% | 5,856 | $367K | New |
| GOOGL Alphabet Inc. Class A | 2.00% | 1,141 | $328K | Reduce -30.0% |
| JPM JPMorgan Chase & Co. | 1.93% | 1,077 | $317K | Add +1.0% |
| AMZN Amazon.com Inc. | 1.81% | 1,430 | $298K | Reduce -52.6% |
| AVGO Broadcom Inc. | 1.63% | 864 | $267K | Reduce -15.6% |
| JNJ Johnson & Johnson | 1.57% | 1,054 | $258K | No change |
| ILOW AB Internal Low Volat Eq ETF filed as AB ACTIVE ETFS INC | 1.47% | 5,684 | $242K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.37% | 4,635 | $226K | Add +11.9% |
| EMOP AB Emrg MRKT Opportuniti ETF filed as AB ACTIVE ETFS INC | 1.28% | 4,790 | $210K | New |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -36.7% | 6.11% | −4.81 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −3.25 |
| AMZN Amazon.com Inc. | Reduce -52.6% | 1.81% | −2.67 |
| MPLX MPLX LP | Sold out | 0.00% | −2.06 |
| USB US Bancorp | Sold out | 0.00% | −1.96 |
| AAPL Apple Inc. | Reduce -30.2% | 3.05% | −1.91 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −1.85 |
| ETR Entergy Corp. | Sold out | 0.00% | −1.83 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.70 |
| LIN Linde PLC | Sold out | 0.00% | −1.70 |
| CB Chubb Ltd. | Sold out | 0.00% | −1.68 |
| TSLA Tesla Inc. | Sold out | 0.00% | −1.64 |
| ET Energy Transfer LP | Sold out | 0.00% | −1.55 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −1.53 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −1.43 |
| HD Home Depot Inc. | Sold out | 0.00% | −1.41 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −1.40 |
| WES Western Midstream Partners L | Sold out | 0.00% | −1.38 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.37 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.36 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −1.35 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −1.32 |
| SNA Snap-on Inc. | Sold out | 0.00% | −1.30 |
| GOOGL Alphabet Inc. Class A | Reduce -30.0% | 2.00% | −1.29 |
| CTAS Cintas Corp. | Reduce -2.6% | 3.30% | −0.69 |
| AVGO Broadcom Inc. | Reduce -15.6% | 1.63% | −0.66 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | New | 19.10% | +19.10 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 12.40% | +12.40 |
| PJUL Innovator U.S. Equity Power | New | 6.03% | +6.03 |
| IVV iShares Core S&P 500 ETF | New | 3.40% | +3.40 |
| J Jacobs Solutions Inc. | New | 2.32% | +2.32 |
| EZU iShares MSCI Eurozone ETF | New | 2.23% | +2.23 |
| ILOW AB Internal Low Volat Eq ETF | New | 1.47% | +1.47 |
| EMOP AB Emrg MRKT Opportuniti ETF | New | 1.28% | +1.28 |
| BAC Bank of America Corp. | Add +11.9% | 1.37% | −0.09 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 1.93% | −0.28 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.1% | 6.39% | −0.33 |
| MSFT Microsoft Corp. | Add +14.7% | 5.09% | −1.05 |
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 |