Skip to content
Disclosery

Prossimo Advisors, LLC

Follow

13F filer, CIK 1965307, SAN LUIS OBISPO, CA

Prossimo Advisors, LLC reported $16,441,546 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 70.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965307-26-000002

Period
2026-03-31
Reported value
$16.4M
Holdings
24
Top 10 weight
70.27%
New
8
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOnew+5,255$3.14M
BRK-Bnew+4,254$2.04M
PJULnew+21,554$991K
IVVnew+855$558K
Jnew+3,000$382K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-3,335-$582K
METAexited-764-$504K
AMZNreduced-1,586-$330K
MPLXexited-5,994-$320K
USBexited-5,717-$305K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001965307-26-000002, largest first. % of portfolio is the value over $16,441,546, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,255 shares 5,255$3.14M19.1%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,701 shares; 2025Q1: 3,719 shares; 2025Q2: 3,631 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,254 shares 4,254$2.04M12.4%newTimeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,574 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares; 2026Q1: 13,199 shares 13,199$1.05M6.39%+270Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,596 shares; 2024Q4: 39,732 shares; 2025Q1: 39,847 shares; 2025Q2: 40,092 shares; 2025Q3: 8,609 shares; 2025Q4: 9,095 shares; 2026Q1: 5,760 shares 5,760$1M6.11%-3,335Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,554 shares 21,554$991K6.03%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,435 shares; 2024Q4: 20,142 shares; 2025Q1: 19,904 shares; 2025Q2: 19,904 shares; 2025Q3: 1,981 shares; 2025Q4: 1,972 shares; 2026Q1: 2,261 shares 2,261$837K5.09%+289Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,125 shares; 2024Q4: 11,886 shares; 2025Q1: 13,846 shares; 2025Q2: 11,899 shares; 2025Q3: 13,804 shares; 2025Q4: 13,845 shares; 2026Q1: 13,845 shares 13,845$737K4.48%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000$612K3.72%0Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 11,329 shares 11,329$573K3.49%0Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 11,248 shares; 2025Q1: 11,248 shares; 2025Q2: 11,248 shares; 2025Q3: 11,248 shares; 2025Q4: 11,248 shares; 2026Q1: 11,248 shares 11,248$569K3.46%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,828 shares; 2025Q1: 2,834 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares 855$558K3.4%newTimeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 14,887 shares; 2025Q1: 14,904 shares; 2025Q2: 9,423 shares; 2025Q3: not reported; 2025Q4: 3,296 shares; 2026Q1: 3,210 shares 3,210$543K3.3%-86Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,838 shares; 2024Q4: 32,083 shares; 2025Q1: 31,993 shares; 2025Q2: 32,484 shares; 2025Q3: 2,757 shares; 2025Q4: 2,832 shares; 2026Q1: 1,976 shares 1,976$501K3.05%-856Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$391K2.38%0Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$382K2.32%newTimeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,856 shares 5,856$367K2.23%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,978 shares; 2024Q4: 29,213 shares; 2025Q1: 29,288 shares; 2025Q2: 29,683 shares; 2025Q3: 1,586 shares; 2025Q4: 1,631 shares; 2026Q1: 1,141 shares 1,141$328K2%-490Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 8,774 shares; 2025Q1: 8,821 shares; 2025Q2: 8,831 shares; 2025Q3: 1,049 shares; 2025Q4: 1,066 shares; 2026Q1: 1,077 shares 1,077$317K1.93%+11Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,494 shares; 2024Q4: 24,464 shares; 2025Q1: 24,500 shares; 2025Q2: 24,633 shares; 2025Q3: 2,961 shares; 2025Q4: 3,016 shares; 2026Q1: 1,430 shares 1,430$298K1.81%-1,586Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,484 shares; 2025Q1: 2,528 shares; 2025Q2: 3,242 shares; 2025Q3: 907 shares; 2025Q4: 1,024 shares; 2026Q1: 864 shares 864$267K1.63%-160Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 6,091 shares; 2025Q1: 1,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054$258K1.57%0Timeline
ILOWAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,684 shares 5,684$242K1.47%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,880 shares; 2025Q1: 8,956 shares; 2025Q2: 6,707 shares; 2025Q3: 4,173 shares; 2025Q4: 4,141 shares; 2026Q1: 4,635 shares 4,635$226K1.37%+494Timeline
EMOPAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,790 shares 4,790$210K1.28%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC764$504Kshares
MPLXMPLX LP5,994$320Kshares
USBUS BANCORP5,717$305Kshares
CSCOCISCO SYS INC3,730$287Kshares
ETRENTERGY CORP NEW3,068$284Kshares
LINLINDE PLC621$265Kshares
VVISA INC755$265Kshares
CBCHUBB LIMITED838$262Kshares
TSLATESLA INC567$255Kshares
ETENERGY TRANSFER L P14,563$240Kshares
EPDENTERPRISE PRODS PARTNERS L7,407$237Kshares
PAAPLAINS ALL AMERN PIPELINE L12,343$222Kshares
HDHOME DEPOT INC636$219Kshares
TMOTHERMO FISHER SCIENTIFIC INC376$218Kshares
WESWESTERN MIDSTREAM PARTNERS L5,409$214Kshares
NFLXNETFLIX INC.2,272$213Kshares
ACNACCENTURE PLC IRELAND787$211Kshares
ISRGINTUITIVE SURGICAL INC369$209Kshares
WMBWILLIAMS COS INC3,409$205Kshares
SNASNAP ON INC588$203Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965307-26-000002 base2026-04-29acceptance time not in the bulk data set