account_balance

Investment manager · 13F filer · SEC CIK 1965307

Prossimo Advisors, LLC

Reported value$17.9Mas of Sep 30, 2026
Positions24 1 new, 1 sold out
Top 10 weight73.0%VOO alone is 21%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 20.6% Held
BRK-B Berkshire Hathaway Inc 11.9% HeldNVDA NVIDIA Corp 7.7% HeldMSFT Microsoft Corp 6.9% Added +5%
PJUL Innovator Etfs Trust 6.0% Held
HYG iShares Tr 5.7% Held
IGIB iShares Tr 3.9% Trimmed −4%
AAPL Apple Inc. 3.9% Held
SCHP Schwab Strategic Tr 3.2% Held
ICSH iShares Tr 3.2% Held
JPST J P Morgan Exchange Traded F 3.2% Held
IVV iShares Tr 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IGIB −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist