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Prossimo Advisors, LLC

Portfolio Manager
Prossimo Advisors, LLC
Performance
-5.57% (2026 Q1)
AUM (13F)
$16.44M
# of Holdings
24
Performance Rank
Allocation (Top 20)
94.32%

Prossimo Advisors, LLC Holdings Map

Top 24 Prossimo Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
19.1%5.3K$3.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 5.3K shares
$423.85(+61.00%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
12.4%4.3K$2.0Mnew2025-Q1: 3.7K shares2025-Q2: 3.6K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 4.3K shares
$348.33(+39.39%)
2026-03-31
HYG
ISHARES TR
6.39%13.2K$1.1M
+2.09%(+270)
2025-Q1: 0 shares2025-Q2: 12.6K shares2025-Q3: 12.9K shares2025-Q4: 12.9K shares2026-Q1: 13.2K shares
$79.51(+0.50%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.11%5.8K$1.0M
-36.67%(-3.33K)
2025-Q1: 39.8K shares2025-Q2: 40.1K shares2025-Q3: 8.6K shares2025-Q4: 9.1K shares2026-Q1: 5.8K shares
$60.04(+276.11%)
2026-03-31
PJUL
INNOVATOR ETFS TRUST
6.03%21.6K$991Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 21.6K shares
$46.20(+4.44%)
2026-03-31
MSFT
MICROSOFT CORP
5.09%2.3K$837K
+14.66%(+289)
2025-Q1: 19.9K shares2025-Q2: 19.9K shares2025-Q3: 2.0K shares2025-Q4: 2.0K shares2026-Q1: 2.3K shares
$333.54(+21.49%)
2026-03-31
IGIB
ISHARES TR
4.48%13.8K$737K
+0.00%(+0)
2025-Q1: 13.8K shares2025-Q2: 11.9K shares2025-Q3: 13.8K shares2025-Q4: 13.8K shares2026-Q1: 13.8K shares
$51.40(+3.26%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
3.72%23.0K$612K
+0.00%(+0)
2025-Q1: 23.0K shares2025-Q2: 23.0K shares2025-Q3: 23.0K shares2025-Q4: 23.0K shares2026-Q1: 23.0K shares
$26.44(+1.30%)
2026-03-31
ICSH
ISHARES TR
3.49%11.3K$573K
+0.00%(+0)
2025-Q1: 11.3K shares2025-Q2: 11.3K shares2025-Q3: 11.3K shares2025-Q4: 11.3K shares2026-Q1: 11.3K shares
$50.24(+0.55%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
3.46%11.2K$569K
+0.00%(+0)
2025-Q1: 11.2K shares2025-Q2: 11.2K shares2025-Q3: 11.2K shares2025-Q4: 11.2K shares2026-Q1: 11.2K shares
$50.15(+0.75%)
2026-03-31

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