Prime Buchholz

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

  • Top 5 stock holdings are VEA, EMXC, ESGV, VSGX, VXUS, and represent 62.11% of Prime Buchholz's stock portfolio.
  • Added to shares of these 4 stocks: VGIT, GII, VNQ, VT.
  • Reduced shares in these 10 stocks: STIP (-$5.9M), VV (-$5.2M), VEA, VOO, BND, ESGV, VSGX, VXF, VWO, VXUS.
  • Prime Buchholz was a net seller of stock by $-18M.
  • Prime Buchholz has $168M in assets under management (AUM), dropping by -7.41%.
  • Central Index Key (CIK): 0002051999

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Positions held by Prime Buchholz consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 20 positions in its portfolio as reported in the December 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) 15.4 $26M -5% 414k 62.47
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Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 13.8 $23M 319k 72.67
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Vanguard Group Vanguard ESG U.S. Stock (ESGV) 12.5 $21M -3% 173k 120.96
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Vanguard Group Vanguard ESG International Stock ETF (VSGX) 11.9 $20M -3% 280k 71.62
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Vanguard Group Vanguard Total International Stock ETF (VXUS) 8.6 $15M -3% 193k 75.44
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Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 8.2 $14M -3% 258k 53.76
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Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 6.2 $10M -36% 102k 102.39
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Vanguard Group Vanguard Extended Market ETF (VXF) 5.6 $9.5M -6% 45k 209.12
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Vanguard Group Vanguard Large-Cap ETF (VV) 4.2 $7.1M -42% 23k 314.80
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Blackrock iShares Global REIT ETF (REET) 3.5 $5.9M 235k 24.95
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Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 1.9 $3.3M +10% 55k 59.93
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Vanguard Group Vanguard Total Bond Market ETF (BND) 1.6 $2.8M -24% 38k 74.07
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Vanguard Group Vanguard S&P 500 ETF (VOO) 1.4 $2.4M -28% 3.8k 627.19
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Blackrock iShares Global Clean Energy ETF (ICLN) 1.4 $2.4M -8% 145k 16.43
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Ssim SPDR S&P Global Infrastructure ETF (GII) 1.3 $2.1M 31k 69.77
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Vanguard Group Vanguard Real Estate ETF (VNQ) 1.1 $1.8M 20k 88.49
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Blackrock iShares North American Natural Res ETF (IGE) 0.6 $1.0M 20k 50.20
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Vanguard Group Vanguard Total World Stock ETF (VT) 0.4 $598k 4.2k 141.07
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Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.3 $459k -13% 7.0k 66.00
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Dimensional Fund Advisors DFA Intl Sust Core 1 ETF (DFSI) 0.2 $292k 6.8k 42.84
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Past Filings by Prime Buchholz

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