Prossimo Advisors, LLC

SAN LUIS OBISPO, CA · CIK 1965307 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Luis Obispo, CA

$17.3m reported value +5.4% vs Q1 2026

24positions

72.0%in top 10

2 new 11 added 2 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,255	$3.6m20.82%	20.82%	Unchanged
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,264	$2.1m12.31%	12.31%	Added +10	+10 0.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	6,124	$1.2m7.07%	7.07%	Added +364	+364 6.3%
4	ISHARES TR IBOXX HI YD ETF HYG	HYG	13,224	$1.1m6.10%	6.10%	Added +25	+25 0.2%
5	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	21,554	$1.1m6.07%	6.07%	Unchanged
6	MICROSOFT CORP COM MSFT	MSFT	2,299	$857.5k4.95%	4.95%	Added +38	+38 1.7%
7	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	14,272	$758.8k4.38%	4.38%	Added +427	+427 3.1%
8	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	23,000	$609.5k3.52%	3.52%	Unchanged
9	APPLE INC COM AAPL	AAPL	2,064	$597.2k3.45%	3.45%	Added +88	+88 4.5%
10	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	11,329	$573.0k3.31%	3.31%	Unchanged
11	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	11,248	$568.8k3.28%	3.28%	Unchanged
12	ISHARES INC MSCI EURZONE ETF EZU	EZU	6,574	$456.9k2.64%	2.64%	Added +718	+718 12.3%
13	ISHARES TR CORE S&P500 ETF IVV	IVV	600	$449.3k2.59%	2.59%	Reduced -255	-255 -29.8%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,186	$423.8k2.45%	2.45%	Added +45	+45 3.9%
15	JACOBS SOLUTIONS INC COM J	J	3,000	$378.0k2.18%	2.18%	Unchanged
16	BROADCOM INC COM AVGO	AVGO	963	$363.8k2.10%	2.10%	Added +99	+99 11.5%
17	AMAZON COM INC COM AMZN	AMZN	1,492	$355.6k2.05%	2.05%	Added +62	+62 4.3%
18	JPMORGAN CHASE & CO COM JPM	JPM	1,077	$352.5k2.03%	2.03%	Unchanged
19	JOHNSON & JOHNSON COM JNJ	JNJ	1,054	$267.7k1.54%	1.54%	Unchanged
20	AB ACTIVE ETFS INC EMERGING MKTS OP EMOP	EMOP	5,097	$266.2k1.54%	1.54%	Added +307	+307 6.4%
21	AB ACTIVE ETFS INC INTL LOW VOLATLT ILOW	ILOW	5,684	$258.4k1.49%	1.49%	Unchanged
22	KLA CORP COM NEW KLAC	KLAC	853	$257.4k1.48%	1.48%	New
23	BANK AMERICA CORP COM BAC	BAC	4,287	$244.3k1.41%	1.41%	Reduced -348	-348 -7.5%
24	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	2,322	$216.6k1.25%	1.25%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CINTAS CORP CTAS	CTAS	3,210	$542.9k3.2k shares
LPL FINL HLDGS INC LPLA	LPLA	1,300	$391.1k1.3k shares