Q2 2026 13F · SEC CIK 1965307
Prossimo Advisors, LLC
Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $17.3M
- Reported positions
- 24
- Top holdings a year, 3 yrs
- +20.8%
- Assets under management
- $238.5M
Prossimo Advisors, LLC is a wealth manager that reported 24 positions worth $17.3M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Vanguard Index Fds (VOO, 20.8%), Berkshire Hathaway Inc Del (BRK-B, 12.3%), Nvidia Corporation (NVDA, 7.1%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 22.3% for the S&P 500.
Prossimo Advisors, LLC holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VOOVanguard Index Fds | 20.8% | +0.0% | $3.6M |
| BRK-BBerkshire Hathaway Inc Del | 12.3% | +0.2% | $2.1M |
| NVDANvidia Corporation | 7.1% | +6.3% | $1.2M |
| HYGIshares Tr | 6.1% | +0.2% | $1.1M |
| PJULInnovator Etfs Trust | 6.1% | +0.0% | $1.1M |
| MSFTMicrosoft Corp | 4.9% | +1.7% | $858K |
| IGIBIshares Tr | 4.4% | +3.1% | $759K |
| SCHPSchwab Strategic Tr | 3.5% | +0.0% | $610K |
| AAPLApple Inc | 3.4% | +4.5% | $597K |
| ICSHIshares Tr | 3.3% | +0.0% | $573K |
| JPSTJ P Morgan Exchange Traded F | 3.3% | +0.0% | $569K |
| EZUIshares Inc | 2.6% | +12.3% | $457K |
| IVVIshares Tr | 2.6% | -29.8% | $449K |
| GOOGLAlphabet Inc | 2.4% | +3.9% | $424K |
| JJacobs Solutions Inc | 2.2% | +0.0% | $378K |
| AVGOBroadcom Inc | 2.1% | +11.5% | $364K |
| AMZNAmazon Com Inc | 2.1% | +4.3% | $356K |
| JPMJpmorgan Chase & Co | 2.0% | +0.0% | $353K |
| JNJJohnson & Johnson | 1.5% | +0.0% | $268K |
| EMOPAB Active Etfs Inc | 1.5% | +6.4% | $266K |
| ILOWAB Active Etfs Inc | 1.5% | +0.0% | $258K |
| KLACKla Corp | 1.5% | — | $257K |
| BACBank of Amer Corp | 1.4% | -7.5% | $244K |
| EWJIshares Inc | 1.2% | — | $217K |
What Prossimo Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- KLAC Kla Corp1.5% of 13F
- EWJ Ishares Inc1.2% of 13F
Added to
- EZU Ishares Inc+12.3% shares
- AVGO Broadcom Inc+11.5% shares
- EMOP AB Active Etfs Inc+6.4% shares
- NVDA Nvidia Corporation+6.3% shares
Reduced
- IVV Ishares Tr-29.8% shares
- BAC Bank of Amer Corp-7.5% shares
Sold out
- CTAS Cintas Corpwas 3.3%
- LPLA Lpl Finl Hldgs Incwas 2.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +6.5% /yr
- S&P 500 +11.7%
- 3 years
- +20.8% /yr
- S&P 500 +22.3%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $17.3M | 24 |
| Q1 2026 | $16.4M | 24 |
| Q4 2025 | $15.5M | 36 |
| Q3 2025 | $13.6M | 31 |
| Q2 2025 | $124.6M | 127 |
| Q1 2025 | $133.0M | 134 |
| Q4 2024 | $138.2M | 135 |
| Q3 2024 | $136.9M | 140 |
| Q2 2024 | $110.5M | 126 |
| Q1 2024 | $51.7M | 60 |
| Q4 2023 | $47.2M | 59 |
| Q3 2023 | $42.4M | 56 |
Questions about Prossimo Advisors, LLC's portfolio
What stocks does Prossimo Advisors, LLC own?
Prossimo Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 24 positions worth $17.3M. The largest are Vanguard Index Fds (VOO) at 20.8%, Berkshire Hathaway Inc Del (BRK-B) at 12.3%, Nvidia Corporation (NVDA) at 7.1%, Ishares Tr (HYG) at 6.1% and Innovator Etfs Trust (PJUL) at 6.1%.
What did Prossimo Advisors, LLC buy last quarter?
In Q2 2026, Prossimo Advisors, LLC added a new position in Kla Corp (KLAC), a new position in Ishares Inc (EWJ), Ishares Inc (EZU) (+12.3% shares), Broadcom Inc (AVGO) (+11.5% shares) and AB Active Etfs Inc (EMOP) (+6.4% shares), compared with its Q1 2026 filing.
What did Prossimo Advisors, LLC sell last quarter?
In Q2 2026, Prossimo Advisors, LLC sold all of Cintas Corp (CTAS), sold all of Lpl Finl Hldgs Inc (LPLA), Ishares Tr (IVV) (-29.8% shares) and Bank of Amer Corp (BAC) (-7.5% shares), compared with its Q1 2026 filing.
How has Prossimo Advisors, LLC's portfolio performed?
A portfolio copying Prossimo Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.5% against +11.7%.
When is Prossimo Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Prossimo Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Prossimo Advisors, LLC manage?
Prossimo Advisors, LLC reported $238.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $17.3M.