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Prossimo Advisors, LLC Top Holdings and 13F Report (2026)

About Prossimo Advisors, LLC

Investment Activity

  • Prossimo Advisors, LLC has $17.33 million in total holdings as of June 30, 2026.
  • Prossimo Advisors, LLC owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 4.33% of the portfolio was purchased this quarter.
  • About 6.60% of the portfolio was sold this quarter.
  • This quarter, Prossimo Advisors, LLC has purchased 24 new stocks and bought additional shares in 11 stocks.
  • Prossimo Advisors, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

482480100 - KLA
$257,359 Holding
46434G822 - iShares MSCI Japan ETF
$216,573 Holding

Largest Purchases this Quarter

KLA
853 shares (about $257.36K)
iShares MSCI Japan ETF
2,322 shares (about $216.57K)
NVIDIA
364 shares (about $72.83K)
iShares MSCI Eurozone ETF
718 shares (about $49.90K)
Broadcom
99 shares (about $37.40K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
255 shares (about $190.97K)
Bank of America
348 shares (about $19.83K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofProssimo Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,609,3500.0%5,25520.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,133,663$5,004 â–²0.2%4,26412.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,225,351$72,833 â–²6.3%6,1247.1%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,057,523$1,999 â–²0.2%13,2246.1%ETF
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$1,052,0510.0%21,5546.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$857,550$14,174 â–²1.7%2,2994.9%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$758,842$22,704 â–²3.1%14,2724.4%Manufacturing
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$609,5000.0%23,0003.5%ETF
Apple Inc. stock logo
AAPL
Apple
$597,239$25,464 â–²4.5%2,0643.4%Computer and Technology
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$573,0210.0%11,3293.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$568,8110.0%11,2483.3%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$456,893$49,901 â–²12.3%6,5742.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$449,334$190,967 â–¼-29.8%6002.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$423,841$16,082 â–²3.9%1,1862.4%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$378,0000.0%3,0002.2%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$363,773$37,397 â–²11.5%9632.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$355,603$14,777 â–²4.3%1,4922.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$352,5340.0%1,0772.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$267,6840.0%1,0541.5%Medical
AB ACTIVE ETFS INC
$266,216$16,035 â–²6.4%5,0971.5%EMER MKTS OP ETF
AB ACTIVE ETFS INC
$258,3950.0%5,6841.5%INTL LOW VOLATLT
KLA Corporation stock logo
KLAC
KLA
$257,359$257,359 â–²New Holding8531.5%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$244,273$19,829 â–¼-7.5%4,2871.4%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$216,573$216,573 â–²New Holding2,3221.2%ETF
Cintas Corporation stock logo
CTAS
Cintas
$0$542,939 â–¼-100.0%00.0%Business Services
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$0$391,079 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data