Prossimo Advisors, LLC
CIK 0001965307 · SAN LUIS OBISPO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$17.3M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
20.8%
BRK-B
BERKSHIRE HATHAWAY INC DEL
12.3%
NVDA
NVIDIA CORPORATION
7.1%
HYG
ISHARES TR
6.1%
PJUL
INNOVATOR ETFS TRUST
6.1%
MSFT
MICROSOFT CORP
4.9%
IGIB
ISHARES TR
4.4%
SCHP
SCHWAB STRATEGIC TR
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.