DOSSIER · 13F-HR · Q2 2026

Prossimo Advisors, LLC

$17M in tracked AUM across 24 positions as of Q2 2026.

PA
CIK 0001965307 · last filed Jun 30, 2026
Total AUM
$17M
as of Q2 2026
Holdings
24
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Prossimo Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$4M5K20.8%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M4K12.3%
03
NVDA
NVIDIA CORPORATION
$1M6K7.1%
04
HYG
ISHARES TR
$1M13K6.1%
05
PJUL
INNOVATOR ETFS TRUST
$1M22K6.1%
06
MSFT
MICROSOFT CORP
$858K2K4.9%
07
IGIB
ISHARES TR
$759K14K4.4%
08
SCHP
SCHWAB STRATEGIC TR
$610K23K3.5%
09
AAPL
APPLE INC
$597K2K3.4%
10
ICSH
ISHARES TR
$573K11K3.3%

Filing history

2026Q2Jun 30
$17M 5.4%
24 positionsView →
2026Q1Mar 31
$16M 5.9%
24 positionsView →
2025Q4Dec 31
$16M 14.3%
36 positionsView →
2025Q3Sep 30
$14M 89.1%
31 positionsView →
2025Q2Jun 30
$125M 6.3%
144 positionsLocked
2025Q1Mar 31
$133M 3.7%
134 positionsLocked
2024Q4Dec 31
$138M 0.9%
135 positionsLocked
2024Q3Sep 30
$137M 23.9%
140 positionsLocked
2024Q2Jun 30
$110M 113.8%
126 positionsLocked
2024Q1Mar 31
$52M 9.5%
60 positionsLocked
2023Q4Dec 31
$47M 11.4%
59 positionsLocked
2023Q3Sep 30
$42M 59.1%
56 positionsLocked
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