Prossimo Advisors, LLC Top Holdings and 13F Report (2026) About Prossimo Advisors, LLCInvestment ActivityProssimo Advisors, LLC has $16.44 million in total holdings as of March 31, 2026.Prossimo Advisors, LLC owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 49.17% of the portfolio was purchased this quarter.About 39.36% of the portfolio was sold this quarter.This quarter, Prossimo Advisors, LLC has purchased 36 new stocks and bought additional shares in 4 stocks.Prossimo Advisors, LLC sold shares of 6 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $3,140,267Berkshire Hathaway $2,038,517iShares iBoxx $ High Yield Corporate Bond ETF $1,050,112NVIDIA $1,004,544Innovator U.S. Equity Power Buffer ETF - July $990,784 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $3,140,267 Holding084670702 - Berkshire Hathaway $2,038,517 Holding45782C813 - Innovator U.S. Equity Power Buffer ETF - July $990,784 Holding464287200 - iShares Core S&P 500 ETF $558,495 Holding46982L108 - Jacobs Solutions $381,840 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,255 shares (about $3.14M)Berkshire Hathaway 4,254 shares (about $2.04M)Innovator U.S. Equity Power Buffer ETF - July 21,554 shares (about $990.78K)iShares Core S&P 500 ETF 855 shares (about $558.50K)Jacobs Solutions 3,000 shares (about $381.84K) Largest Sales this Quarter NVIDIA 3,335 shares (about $581.62K)Amazon.com 1,586 shares (about $330.32K)Apple 856 shares (about $217.24K)Alphabet 490 shares (about $140.90K)Broadcom 160 shares (about $49.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProssimo Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$3,140,267$3,140,267 â–²New Holding5,25519.1%ETFBRK.BBerkshire Hathaway$2,038,517$2,038,517 â–²New Holding4,25412.4%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,050,112$21,481 â–²2.1%13,1996.4%ETFNVDANVIDIA$1,004,544$581,624 â–¼-36.7%5,7606.1%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$990,784$990,784 â–²New Holding21,5546.0%ETFMSFTMicrosoft$836,932$106,976 â–²14.7%2,2615.1%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$736,8310.0%13,8454.5%ManufacturingSCHPSchwab U.S. TIPS ETF$612,0300.0%23,0003.7%ETFICSHiShares Ultra Short-Term Bond Active ETF$573,4740.0%11,3293.5%ETFJPSTJPMorgan Ultra-Short Income ETF$569,2610.0%11,2483.5%ETFIVViShares Core S&P 500 ETF$558,495$558,495 â–²New Holding8553.4%ETFCTASCintas$542,939$14,546 â–¼-2.6%3,2103.3%Business ServicesAAPLApple$501,489$217,244 â–¼-30.2%1,9763.1%Computer and TechnologyLPLALPL Financial$391,0790.0%1,3002.4%FinanceJJacobs Solutions$381,840$381,840 â–²New Holding3,0002.3%Business ServicesEZUiShares MSCI Eurozone ETF$366,820$366,820 â–²New Holding5,8562.2%ETFGOOGLAlphabet$328,106$140,904 â–¼-30.0%1,1412.0%Computer and TechnologyJPMJPMorgan Chase & Co.$316,810$3,236 â–²1.0%1,0771.9%FinanceAMZNAmazon.com$297,826$330,316 â–¼-52.6%1,4301.8%Retail/WholesaleAVGOBroadcom$267,417$49,522 â–¼-15.6%8641.6%Computer and TechnologyJNJJohnson & Johnson$257,6400.0%1,0541.6%MedicalAB ACTIVE ETFS INC$242,479$242,479 â–²New Holding5,6841.5%INTL LOW VOLATLTBACBank of America$225,956$24,082 â–²11.9%4,6351.4%FinanceAB ACTIVE ETFS INC$209,898$209,898 â–²New Holding4,7901.3%EMERGING MKTS OPMETAMeta Platforms$0$504,309 â–¼-100.0%00.0%Computer and TechnologyMPLXMplx$0$319,900 â–¼-100.0%00.0%EnergyUSBU.S. Bancorp$0$305,059 â–¼-100.0%00.0%FinanceCSCOCisco Systems$0$287,322 â–¼-100.0%00.0%Computer and TechnologyETREntergy$0$283,575 â–¼-100.0%00.0%UtilitiesLINDE PLC$0$264,788 â–¼-100.0%00.0%SHSVVisa$0$264,786 â–¼-100.0%00.0%Business ServicesCBChubb$0$261,557 â–¼-100.0%00.0%FinanceTSLATesla$0$254,991 â–¼-100.0%00.0%Auto/Tires/TrucksETEnergy Transfer$0$240,144 â–¼-100.0%00.0%EnergyEPDEnterprise Products Partners$0$237,468 â–¼-100.0%00.0%EnergyPLAINS ALL AMERN PIPELINE L$0$221,680 â–¼-100.0%00.0%UNIT LTD PARTNHDHome Depot$0$218,848 â–¼-100.0%00.0%Retail/WholesaleTMOThermo Fisher Scientific$0$217,873 â–¼-100.0%00.0%MedicalWESWestern Midstream Partners$0$213,656 â–¼-100.0%00.0%EnergyNFLXNetflix$0$213,023 â–¼-100.0%00.0%Consumer DiscretionaryACNAccenture$0$211,152 â–¼-100.0%00.0%Computer and TechnologyISRGIntuitive Surgical$0$208,987 â–¼-100.0%00.0%MedicalWMBWilliams Companies$0$204,915 â–¼-100.0%00.0%EnergySNASnap-On$0$202,625 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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