← Back to Discover
Prossimo Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $17,854,894
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $3,683,186
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $2,124,255
- NVIDIA CORPORATION · COM · 67066G104 · shares: $1,383,298
- MICROSOFT CORP · COM · 594918104 · shares: $1,232,467
- INNOVATOR ETFS TRUST · US EQTY PWR BUF · 45782C813 · shares: $1,070,803
- ISHARES TR · IBOXX HI YD ETF · 464288513 · shares: $1,018,632
- ISHARES TR · ISHS 5-10YR INVT · 464288638 · shares: $691,859
- APPLE INC · COM · 037833100 · shares: $687,686
- SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $577,990
- ISHARES TR · ULTRA SHORT DUR · 46434V878 · shares: $570,982
Reported holdings
24 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,255 shares | $3,683,186 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,266 shares | $2,124,255 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,057 shares | $1,383,298 |
| MICROSOFT CORP | COM | 594918104 | — | 2,403 shares | $1,232,467 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 | — | 21,554 shares | $1,070,803 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 13,193 shares | $1,018,632 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 13,741 shares | $691,859 |
| APPLE INC | COM | 037833100 | — | 2,065 shares | $687,686 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 23,000 shares | $577,990 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 11,329 shares | $570,982 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 11,248 shares | $566,562 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 600 shares | $459,510 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 6,585 shares | $443,368 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 3,000 shares | $405,810 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,167 shares | $401,541 |
| AMAZON COM INC | COM | 023135106 | — | 1,510 shares | $376,217 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,075 shares | $355,642 |
| BROADCOM INC | COM | 11135F101 | — | 970 shares | $340,654 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,053 shares | $278,771 |
| AB ACTIVE ETFS INC | EMER MKTS OP ETF | 00039J780 | — | 5,097 shares | $259,641 |
| AB ACTIVE ETFS INC | INTL LOW VOLATLT | 00039J822 | — | 5,684 shares | $259,304 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,238 shares | $230,674 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 2,346 shares | $228,641 |
| META PLATFORMS INC | CL A | 30303M102 | — | 286 shares | $207,401 |