Prossimo Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Prossimo Advisors, Llc disclosed 24 stock positions valued at approximately $17.33M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, BERKSHIRE HATHAWAY INC DEL, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $17.33M
Holdings by Sector
Prossimo Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
| AB ACTIVE ETFS INC | EMOP | Other | 1.54% | 5,097 | +307 | +6.41% | $266,216 |
| AB ACTIVE ETFS INC | ILOW | Other | 1.49% | 5,684 | - | - | $258,395 |
| 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 |
Showing 24 of 24 holdings in the latest reporting period.