Investor
Prossimo Advisors, LLC
CIK 0001965307 · filed 2026-04-29 · SEC filing
13F book
$16.4M
Positions
24
8 new · 20 sold
Largest name
19.1%
Vanguard Index Fds
Est. mark
−$591.9K
Price effect on 16 names still held. Flow $1.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 5.25K | $3.14M | 19.1% | — | New |
| Berkshire Hathaway Inc Del | — | 4.25K | $2.04M | 12.4% | — | New |
| Ishares Tr | — | 13.2K | $1.05M | 6.4% | −$13.8K | Added$7.65K |
| Nvidia Corp | NVDA | 5.76K | $1M | 6.1% | −$69.7K | Cut−$691.7K |
| Innovator Etfs Trust | — | 21.6K | $990.8K | 6.0% | — | New |
| Microsoft Corp | MSFT | 2.26K | $836.9K | 5.1% | −$223.7K | Added−$116.8K |
| Ishares Tr | — | 13.8K | $736.8K | 4.5% | −$9.14K | Held |
| Schwab Us Tips Etf | — | 23K | $612K | 3.7% | $2.76K | Held |
| Ishares Tr | — | 11.3K | $573.5K | 3.5% | $453 | Held |
| J P Morgan Exchange Traded F | — | 11.2K | $569.3K | 3.5% | $225 | Held |
| Ishares Tr | — | 855 | $558.5K | 3.4% | — | New |
| Cintas Corp | CTAS | 3.21K | $542.9K | 3.3% | −$60.8K | Cut−$76.9K |
| Apple Inc. | AAPL | 1.98K | $501.5K | 3.0% | −$35.7K | Cut−$268.4K |
| Lpl Finl Hldgs Inc | — | 1.3K | $391.1K | 2.4% | −$73.2K | Held |
| Jacobs Solutions Inc. | J | 3K | $381.8K | 2.3% | — | New |
| Ishares Inc | — | 5.86K | $366.8K | 2.2% | — | New |
| Alphabet Inc | — | 1.14K | $328.1K | 2.0% | −$29K | Cut−$182.4K |
| Jpmorgan Chase & Co. | — | 1.08K | $316.8K | 1.9% | −$29.9K | Added−$26.7K |
| Amazon Com Inc | AMZN | 1.43K | $297.8K | 1.8% | −$32.2K | Cut−$398.3K |
| Broadcom Inc. | AVGO | 864 | $267.4K | 1.6% | −$31.6K | Cut−$87K |
| Johnson & Johnson | JNJ | 1.05K | $257.6K | 1.6% | $39.5K | Held |
| Ab Active Etfs Inc | — | 5.68K | $242.5K | 1.5% | — | New |
| Bank America Corp | — | 4.63K | $226K | 1.4% | −$25.9K | Added−$1.8K |
| Ab Active Etfs Inc | — | 4.79K | $209.9K | 1.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.