Prime Buchholz

Latest statistics and disclosures from Prime Buchholz's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, EMXC, ESGV, VSGX, STIP, and represent 58.24% of Prime Buchholz's stock portfolio.
  • Added to shares of these 6 stocks: VXUS (+$8.6M), STIP (+$7.5M), VSGX, VWO, IJH, VNQ.
  • Reduced shares in these 10 stocks: VT (-$131M), BND (-$25M), IWY, ESGV, IWX, VV, VGIT, VEA, VTIP, VOO.
  • Sold out of its positions in IWX, IWY, VTIP.
  • Prime Buchholz was a net seller of stock by $-150M.
  • Prime Buchholz has $182M in assets under management (AUM), dropping by -41.89%.
  • Central Index Key (CIK): 0002051999

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Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA) 14.5 $26M 441k 59.92
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Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 11.8 $22M 319k 67.51
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Vanguard Group Vanguard ESG U.S. Stock (ESGV) 11.7 $21M -10% 180k 118.44
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Vanguard Group Vanguard ESG International Stock ETF (VSGX) 11.1 $20M +11% 290k 69.37
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Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 9.1 $17M +83% 160k 103.36
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Vanguard Group Vanguard Total International Stock ETF (VXUS) 8.0 $15M +143% 199k 73.46
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Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 8.0 $15M 268k 54.18
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Vanguard Group Vanguard Large-Cap ETF (VV) 6.6 $12M -12% 39k 307.86
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Vanguard Group Vanguard Extended Market ETF (VXF) 5.6 $10M 49k 209.34
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Blackrock iShares Global REIT ETF (REET) 3.3 $6.0M 235k 25.56
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Vanguard Group Vanguard Total Bond Market ETF (BND) 2.0 $3.7M -87% 50k 74.37
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Vanguard Group Vanguard S&P 500 ETF (VOO) 1.8 $3.2M -3% 5.3k 612.34
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Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 1.6 $3.0M -26% 50k 60.03
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Blackrock iShares Global Clean Energy ETF (ICLN) 1.3 $2.5M 159k 15.48
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SSgA SPDR S&P Global Infrastructure ETF (GII) 1.2 $2.1M 31k 69.59
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Vanguard Group Vanguard Real Estate ETF (VNQ) 1.0 $1.9M 20k 91.42
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Blackrock iShares North American Natural Res ETF (IGE) 0.5 $994k 20k 49.05
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Vanguard Group Vanguard Total World Stock ETF (VT) 0.3 $584k -99% 4.2k 137.81
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Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.3 $526k +6% 8.1k 65.26
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Dimensional Fund Advisors DFA Intl Sust Core 1 ETF (DFSI) 0.2 $279k 6.8k 40.95
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Past Filings by Prime Buchholz

SEC 13F filings are viewable for Prime Buchholz going back to 2024