You're signed outSign in or to get full access.
Prossimo Advisors, LLC
Prossimo Advisors, LLC is a registered investment adviser based in San Luis Obispo, California. The firm primarily serves high net worth individuals, charitable organizations, pensions, and corporations, with a total client base of approximately 84 accounts. Founded in California and registered with the SEC (CRD #289347), Prossimo Advisors manages $196.3 million in assets under management as of March 2025, and employs 4 professionals. The firm specializes in personalized asset management and investment advisory services for US-based individuals and institutions.
Investment Strategy
Prossimo Advisors, LLC utilizes a discretionary investment strategy focused on prudent asset allocation and security selection for high net worth individuals and select organizations. Their portfolio holdings include significant allocations in technology, finance, and healthcare sectors, with investments in companies such as Microsoft, Google, Visa, Nvidia, and UnitedHealth. The firm’s approach emphasizes long-term capital appreciation for its clients through diversified equity exposure and ongoing portfolio oversight.
Latest 13F Filing Activity
Prossimo Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $125M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Ishares TR among other positions. Prossimo Advisors, LLC reduced exposure to Ishares TR, Unitedhealth Group Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.95% | $9.9M | 19,904 | $456.63 | $497.41 | +$2.4M |
A AAPL | APPLE INC | 5.35% | $6.7M | 32,484 | $232.71 | $205.17 | -$443.0K |
V V | VISA INC | 5.25% | $6.5M | 18,437 | $210.72 | $355.05 | +$73.0K |
N NVDA | NVIDIA CORPORATION | 5.08% | $6.3M | 40,092 | $57.67 | $157.99 | +$2.0M |
A AMZN | AMAZON COM INC | 4.34% | $5.4M | 24,633 | $186.51 | $219.39 | +$743.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more