Holdings of Prossimo Advisors, LLC
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 71.3 % of the equity sleeve
Sector breakdown
- Funds 29.3 %
- Financials 18.3 %
- Technology 16.1 %
- Communication 2.0 %
- Consumer discretionary 1.8 %
- Health care 1.6 %
- Unattributed 30.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 23 | 16.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 5,255 | 3.1M $ | |
| 2 | Berkshire Hathaway Inc | 4,254 | 2M $ | |
| 3 | iShares Trust | 13,199 | 1.1M $ | |
| 4 | NVIDIA Corp | 5,760 | 1M $ | |
| 5 | Innovator U.S. Equity Power Bu | 21,554 | 990.8K $ | |
| 6 | Microsoft Corp | 2,261 | 836.9K $ | |
| 7 | iShares 5-10 Year Investment Grade Corporate Bond ETF | 13,845 | 736.8K $ | |
| 8 | Schwab US TIPS ETF | 23,000 | 612K $ | |
| 9 | iShares Ultra Short Duration B | 11,329 | 573.5K $ | |
| 10 | JPMorgan Ultra-Short Income ETF | 11,248 | 569.3K $ | |
| 11 | iShares Core S&P 500 ETF | 855 | 558.5K $ | |
| 12 | Cintas Corp | 3,210 | 542.9K $ | |
| 13 | Apple Inc | 1,976 | 501.5K $ | |
| 14 | LPL Financial Holdings Inc | 1,300 | 391.1K $ | |
| 15 | Jacobs Solutions Inc | 3,000 | 381.8K $ | |
| 16 | iShares MSCI Eurozone ETF | 5,856 | 366.8K $ | |
| 17 | Alphabet Inc | 1,141 | 328.1K $ | |
| 18 | JPMorgan Chase & Co | 1,077 | 316.8K $ | |
| 19 | Amazon.com Inc | 1,430 | 297.8K $ | |
| 20 | Broadcom Inc | 864 | 267.4K $ | |
| 21 | Johnson & Johnson | 1,054 | 257.6K $ | |
| 22 | Bank of America Corp | 4,635 | 226K $ | |
| 23 | AB Emerging Markets Opportunities ETF | 4,790 | 209.9K $ |