Prossimo Advisors, LLC - Portfolio overview

Prossimo Advisors, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 14.77%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL, 9.59%
  3. HYG - ISHARES TR, 4.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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