Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $3.61M | 20.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.13M | 12.3% |
| Nvidia CorporationCOM | COM | $1.23M | 7.1% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $1.06M | 6.1% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.05M | 6.1% |
| Microsoft Corp.COM | COM | $858K | 4.9% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $759K | 4.4% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $610K | 3.5% |
| Apple Inc.COM | COM | $597K | 3.4% |
| iShares TRULTRA SHORT DUR | ULTRA SHORT DUR | $573K | 3.3% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $569K | 3.3% |
| iShares Inc.MSCI EURZONE ETF | MSCI EURZONE ETF | $457K | 2.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $449K | 2.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $424K | 2.4% |
| Jacobs Solutions Inc.COM | COM | $378K | 2.2% |
| Broadcom Inc.COM | COM | $364K | 2.1% |
| Amazon Com Inc.COM | COM | $356K | 2.1% |
| JPMORGAN Chase & COCOM | COM | $353K | 2.0% |
| Johnson & JohnsonCOM | COM | $268K | 1.5% |
| AB Active ETFS Inc.EMER MKTS OP ETF | EMER MKTS OP ETF | $266K | 1.5% |
| AB Active ETFS Inc.INTL LOW VOLATLT | INTL LOW VOLATLT | $258K | 1.5% |
| KLA Corp.COM NEW | COM NEW | $257K | 1.5% |
| Bank OF Amer Corp.COM | COM | $244K | 1.4% |
| iShares Inc.MSCI JAPAN ETF | MSCI JAPAN ETF | $217K | 1.2% |
- Class
- S&P 500 ETF SHS
- Share
- 20.8%
- Class
- CL B NEW
- Share
- 12.3%
- Class
- COM
- Share
- 7.1%
- Class
- IBOXX HI YD ETF
- Share
- 6.1%
- Class
- US EQTY PWR BUF
- Share
- 6.1%
- Class
- COM
- Share
- 4.9%
- Class
- ISHS 5-10YR INVT
- Share
- 4.4%
- Class
- US TIPS ETF
- Share
- 3.5%
- Class
- COM
- Share
- 3.4%
- Class
- ULTRA SHORT DUR
- Share
- 3.3%
- Class
- ULTRA SHRT ETF
- Share
- 3.3%
- Class
- MSCI EURZONE ETF
- Share
- 2.6%
- Class
- CORE S&P500 ETF
- Share
- 2.6%
- Class
- CAP STK CL A
- Share
- 2.4%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.5%
- Class
- EMER MKTS OP ETF
- Share
- 1.5%
- Class
- INTL LOW VOLATLT
- Share
- 1.5%
- Class
- COM NEW
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- MSCI JAPAN ETF
- Share
- 1.2%
The share class is shown on a wider screen.
The 24 largest of 24 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1965307
- File number
- 028-22875
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $16.4M at 31 March 2026
- Positions opened
- 2
- Positions closed
- 2
Common questions
What are Prossimo Advisors’ 13F holdings worth?
$17.3 million across 24 positions for the quarter ended 30 June 2026.
What is Prossimo Advisors’ largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $3.61 million, or 20.8% of reported 13F value, as of 30 June 2026.
How concentrated is Prossimo Advisors’ 13F portfolio?
The ten largest positions accounted for 72.0% of reported value and the twenty-five largest for 100.0%, across 24 positions as of 30 June 2026.
Does Form 13F show everything Prossimo Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Prossimo Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.