Institutional Fund
Prossimo Advisors, LLC
San Luis Obispo, CACIK 19653075 filings on record
Portfolio Value
$16.44M
Q1 2026
Holdings
24
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+5.9%
from $15.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds19.1%
- Berkshire Hathaway Inc Del12.4%
- Ishares Tr6.4%
- Nvidia Corporation6.1%
- Innovator Etfs Trust6.0%
- Microsoft Corp5.1%
- Other44.9%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 5.3K | $3.14M | 19.1% | +5.3K | New |
| 2 | Berkshire Hathaway Inc Del | 4.3K | $2.04M | 12.4% | +4.3K | New |
| 3 | Ishares Tr | 13.2K | $1.05M | 6.4% | +270 | Added |
| 4 | Nvidia Corporation | 5.8K | $1.00M | 6.1% | −3.3K | Reduced |
| 5 | Innovator Etfs Trust | 21.6K | $990.8K | 6.0% | +21.6K | New |
| 6 | Microsoft Corp | 2.3K | $836.9K | 5.1% | +289 | Added |
| 7 | Ishares Tr | 13.8K | $736.8K | 4.5% | 0 | Held |
| 8 | Schwab Strategic Tr | 23.0K | $612.0K | 3.7% | 0 | Held |
| 9 | Ishares Tr | 11.3K | $573.5K | 3.5% | 0 | Held |
| 10 | J P Morgan Exchange Traded F | 11.2K | $569.3K | 3.5% | 0 | Held |
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