Prossimo Advisors, Llc Portfolio Stock Holdings
Prossimo Advisors, Llc disclosed 24 stock positions valued at approximately $17.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $17.3M
Holdings by Sector
Prossimo Advisors, Llc Portfolio Holdings in Q2 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 20.82% | 5,255 | - | - | $3,609,350 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 12.31% | 4,264 | +10 | +0.24% | $2,133,663 |
| NVIDIA CORPORATION | NVDA | Technology | 7.07% | 6,124 | +364 | +6.32% | $1,225,351 |
| ISHARES TR | HYG | Other | 6.10% | 13,224 | +25 | +0.19% | $1,057,523 |
| INNOVATOR ETFS TRUST | PJUL | Other | 6.07% | 21,554 | - | - | $1,052,051 |
| MICROSOFT CORP | MSFT | Technology | 4.95% | 2,299 | +38 | +1.68% | $857,550 |
| ISHARES TR | IGIB | Other | 4.38% | 14,272 | +427 | +3.08% | $758,842 |
| SCHWAB STRATEGIC TR | SCHP | Other | 3.52% | 23,000 | - | - | $609,500 |
| APPLE INC | AAPL | Technology | 3.45% | 2,064 | +88 | +4.45% | $597,239 |
| ISHARES TR | ICSH | Other | 3.31% | 11,329 | - | - | $573,021 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 3.28% | 11,248 | - | - | $568,811 |
| ISHARES INC | EZU | Other | 2.64% | 6,574 | +718 | +12.26% | $456,893 |
| ISHARES TR | IVV | Other | 2.59% | 600 | -255 | -29.82% | $449,334 |
| ALPHABET INC | GOOGL | Communication Services | 2.45% | 1,186 | +45 | +3.94% | $423,841 |
| JACOBS SOLUTIONS INC | J | Industrials | 2.18% | 3,000 | - | - | $378,000 |
| BROADCOM INC | AVGO | Technology | 2.10% | 963 | +99 | +11.46% | $363,773 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.05% | 1,492 | +62 | +4.34% | $355,603 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.03% | 1,077 | - | - | $352,534 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.54% | 1,054 | - | - | $267,684 |
| KLA CORP | KLAC | Technology | 1.48% | 853 | +853 | +100.00% | $257,359 |
| BANK OF AMER CORP | BAC | Financial Services | 1.41% | 4,287 | -348 | -7.51% | $244,273 |
| ISHARES INC | EWJ | Other | 1.25% | 2,322 | +2,322 | +100.00% | $216,573 |