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Prime Buchholz

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

Top 5 stock holdings are EMXC, VEA, VSGX, VXF, VXUS, and represent 47.32% of Prime Buchholz's stock portfolio.
Added to shares of these 10 stocks: VONG (+$10M), VONV (+$9.0M), SPY (+$8.9M), USMV (+$7.2M), VUG (+$6.7M), VIOV (+$6.4M), ESGV (+$5.7M), IWO (+$5.3M), VTI, VXF.
Started 19 new stock positions in IWO, IWR, SPY, VIOV, IAU, RSP, QQQ, VTI, VCLT, USMV. QUAL, VUG, AVSD, IWM, VONG, IWV, VGK, VONV, DES.
Reduced shares in these 8 stocks: VT (-$10M), STIP (-$6.9M), EMXC, VV, VWO, AVDE, ICLN, GII.
Sold out of its position in AVDE.
Prime Buchholz was a net buyer of stock by $60M.
Prime Buchholz has $277M in assets under management (AUM), dropping by 44.98%.
Central Index Key (CIK): 0002051999

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Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC)	11.0	$31M	-6%	300k	102.30	View chart
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA)	10.8	$30M		419k	71.25	View chart
Vanguard Group Vanguard ESG International Stock ETF (VSGX)	9.4	$26M	+10%	318k	82.34	View chart
Vanguard Group Vanguard Extended Market ETF (VXF)	8.3	$23M	+16%	94k	246.21	View chart
Vanguard Group Vanguard Total International Stock ETF (VXUS)	7.8	$22M	+4%	252k	85.49	View chart
Vanguard Group Vanguard ESG U.S. Stock (ESGV)	6.5	$18M	+46%	136k	132.24	View chart
Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO)	5.0	$14M	-7%	233k	59.69	View chart
Vanguard Group Vanguard Russell 1000 Growth ETF Fund (VONG)	3.7	$10M	NEW	81k	127.81	View chart
Blackrock iShares 0-5 Year TIPS Bond ETF (STIP)	3.5	$9.6M	-41%	94k	102.16	View chart
Vanguard Group Vanguard Russell 1000 Value ETF Fund (VONV)	3.2	$9.0M	NEW	85k	106.31	View chart
Ssim Spdr S&p 500 Etf (SPY)	3.2	$8.9M	NEW	12k	746.76	View chart
Blackrock iShares Edge MSCI Min Vol USA ETF Fund (USMV)	2.6	$7.2M	NEW	75k	96.46	View chart
Vanguard Group Vanguard Morningstar Growth ETF (VUG)	2.4	$6.7M	NEW	78k	86.14	View chart
Blackrock iShares Global REIT ETF (REET)	2.3	$6.5M		235k	27.62	View chart
Vanguard Group Vanguard Morningstar Large-Cap ETF (VV)	2.3	$6.4M	-16%	19k	343.91	View chart
Vanguard Group Vanguard S&P Small-Cap 600 Value ETF (VIOV)	2.3	$6.4M	NEW	54k	117.33	View chart
Blackrock iShares Russell 2000 Growth ETF (IWO)	1.9	$5.3M	NEW	14k	393.96	View chart
Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT)	1.8	$5.1M	+23%	86k	58.98	View chart
Vanguard Group Vanguard S&P 500 ETF (VOO)	1.7	$4.7M	+83%	6.9k	686.81	View chart
Vanguard Group Vanguard Morningstar Total Stock Market ETF (VTI)	1.4	$3.8M	NEW	10k	370.04	View chart
Vanguard Group Vanguard Total World Stock ETF (VT)	1.1	$3.1M	-76%	20k	156.95	View chart
Vanguard Group Vanguard Total Bond Market ETF (BND)	1.0	$2.7M	+13%	37k	73.41	View chart
Vanguard Group Vanguard Real Estate ETF (VNQ)	0.9	$2.4M	+12%	25k	96.43	View chart
Ssim SPDR S&P Global Infrastructure ETF (GII)	0.8	$2.3M		30k	75.71	View chart
American Century Investments Avantis Responsible International Equity ETF (AVSD)	0.7	$2.0M	NEW	25k	79.88	View chart
Long Pond Capital Long Pond Real Estate Select ETF (LPRE)	0.6	$1.6M		55k	30.10	View chart
Blackrock iShares Global Clean Energy ETF (ICLN)	0.6	$1.6M	-27%	78k	20.49	View chart
Invesco Capital Management Invesco S&P 500 Equal Weight ETF (RSP)	0.5	$1.4M	NEW	6.7k	212.77	View chart
Invesco Capital Management Invesco QQQ Trust (QQQ)	0.4	$1.2M	NEW	1.6k	736.40	View chart
Blackrock iShares Russell 2000 ETF (IWM)	0.3	$902k	NEW	3.0k	300.45	View chart
Blackrock iShares North American Natural Res ETF (IGE)	0.3	$866k		15k	56.18	View chart
Blackrock iShares Russell 3000 ETF (IWV)	0.2	$685k	NEW	1.6k	426.40	View chart
Blackrock iShares Edge MSCI USA Quality Factor ETF (QUAL)	0.2	$680k	NEW	3.1k	219.43	View chart
Wisdom Tree WisdomTree US SmallCap Dividend (DES)	0.2	$604k	NEW	15k	40.68	View chart
Blackrock iShares Core S&P Mid-Cap ETF (IJH)	0.2	$538k		7.0k	77.12	View chart
Blackrock iShares Russell Mid-Cap ETF (IWR)	0.2	$519k	NEW	4.7k	110.32	View chart
Vanguard Group Vanguard FTSE Europe ETF (VGK)	0.1	$354k	NEW	4.0k	88.54	View chart
Dimensional Fund Advisors DFA Intl Sust Core 1 ETF (DFSI)	0.1	$307k		6.8k	45.10	View chart
Vanguard Group Vanguard Long-Term Corporate Bd ETF (VCLT)	0.1	$286k	NEW	3.8k	75.25	View chart
Blackrock iShares Gold Trust (IAU)	0.1	$227k	NEW	3.0k	75.51	View chart

Past Filings by Prime Buchholz

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

Prime Buchholz 2026 Q2 filed Aug. 13, 2026
Prime Buchholz 2026 Q1 filed May 14, 2026
Prime Buchholz 2025 Q4 filed Feb. 11, 2026
Prime Buchholz 2025 Q3 filed Nov. 5, 2025
Prime Buchholz 2025 Q2 filed Aug. 7, 2025
Prime Buchholz 2025 Q1 filed May 9, 2025
Prime Buchholz 2024 Q4 filed Jan. 31, 2025

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