Prossimo Advisors, LLC
All 13F Filings
- Location
- San Luis Obispo, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 16,442
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 24 | 16,442 | 13F-HR | Prossimo Advisors, LLC |
| Q4 2025 | 2/6/2026 | 36 | 15,531 | 13F-HR | Prossimo Advisors, LLC |
| Q3 2025 | 10/28/2025 | 31 | 13,590 | 13F-HR | Prossimo Advisors, LLC |
| Q2 2025 | 8/13/2025 | 127 | 124,609 | 13F-HR | Prossimo Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.835 K | 53.7% | 0 | 4.476 K | -4.476 K |
| ETFs | 7.606 K | 46.3% | 5.386 K | 0 | 5.386 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
16,442
Holdings
24
QoQ value change ($000)
911
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.