Prossimo Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$16.4M
Q ending 2026-03-31
Prior quarter
$15.5M
Q ending 2025-12-31
Change
+5.9% QoQ · +12257.8% YoY
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $3.1M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.0M | 4K |
| Ishares Tr | HYG | Shares | $1.1M | 13K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Innovator Etfs Trust | PJUL | Shares | $991K | 22K |
| Microsoft Corp | MSFT | Shares | $837K | 2K |
| Ishares Tr | IGIB | Shares | $737K | 14K |
| Schwab Strategic Tr | SCHP | Shares | $612K | 23K |
| Ishares Tr | ICSH | Shares | $573K | 11K |
| J P Morgan Exchange Traded F | JPST | Shares | $569K | 11K |
| Ishares Tr | IVV | Shares | $558K | 855 |
| Cintas Corp | CTAS | Shares | $543K | 3K |
| Apple Inc | AAPL | Shares | $501K | 2K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $391K | 1K |
| Jacobs Solutions Inc | J | Shares | $382K | 3K |
| Ishares Inc | EZU | Shares | $367K | 6K |
| Alphabet Inc | GOOGL | Shares | $328K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $317K | 1K |
| Amazon Com Inc | AMZN | Shares | $298K | 1K |
| Broadcom Inc | AVGO | Shares | $267K | 864 |
| Johnson & Johnson | JNJ | Shares | $258K | 1K |
| Ab Active Etfs Inc | ILOW | Shares | $242K | 6K |
| Bank America Corp | BAC | Shares | $226K | 5K |
| Ab Active Etfs Inc | EMOP | Shares | $210K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.