Prime Buchholz

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

  • Top 5 stock holdings are VEA, EMXC, VSGX, VXUS, STIP, and represent 56.37% of Prime Buchholz's stock portfolio.
  • Added to shares of these 10 stocks: VT (+$11M), VXF (+$7.2M), STIP (+$6.2M), VXUS, LPRE, VGIT, AVDE, VSGX, VEA, VNQ.
  • Started 2 new stock positions in AVDE, LPRE.
  • Reduced shares in these 7 stocks: ESGV (-$9.1M), ICLN, BND, VWO, IGE, VV, VOO.
  • Prime Buchholz was a net buyer of stock by $21M.
  • Prime Buchholz has $191M in assets under management (AUM), dropping by 13.60%.
  • Central Index Key (CIK): 0002051999

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Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA) 14.0 $27M 417k 64.08
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Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 13.1 $25M 319k 78.66
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Vanguard Group Vanguard ESG International Stock ETF (VSGX) 10.8 $21M +2% 288k 71.73
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Vanguard Group Vanguard Total International Stock ETF (VXUS) 9.7 $19M +25% 242k 77.11
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Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 8.8 $17M +59% 162k 103.43
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Vanguard Group Vanguard Extended Market ETF (VXF) 8.6 $17M +77% 80k 205.80
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Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 7.1 $14M -2% 252k 54.05
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Vanguard Group Vanguard Total World Stock ETF (VT) 6.0 $12M +1872% 84k 138.32
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Vanguard Group Vanguard ESG U.S. Stock (ESGV) 5.4 $10M -46% 93k 112.27
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Vanguard Group Vanguard Large-Cap ETF (VV) 3.5 $6.6M 22k 298.85
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Blackrock iShares Global REIT ETF (REET) 3.1 $5.9M 235k 25.15
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Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 2.2 $4.1M +27% 70k 59.55
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Vanguard Group Vanguard Total Bond Market ETF (BND) 1.3 $2.4M -12% 33k 73.64
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Ssim SPDR S&P Global Infrastructure ETF (GII) 1.2 $2.3M 31k 76.02
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Vanguard Group Vanguard S&P 500 ETF (VOO) 1.2 $2.2M 3.8k 597.58
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Blackrock iShares Global Clean Energy ETF (ICLN) 1.0 $2.0M -25% 108k 18.29
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Vanguard Group Vanguard Real Estate ETF (VNQ) 1.0 $2.0M +8% 22k 88.70
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Long Pond Capital Long Pond Real Estate Select ETF (LPRE) 0.7 $1.4M NEW 55k 26.04
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Blackrock iShares North American Natural Res ETF (IGE) 0.5 $971k -23% 15k 62.94
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American Century Investments Avantis International Equity ETF (AVDE) 0.3 $637k NEW 7.5k 84.83
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Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.2 $470k 7.0k 67.53
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Dimensinal Fund Advisors DFA Intl Sust Core 1 ETF (DFSI) 0.2 $289k 6.8k 42.40
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Past Filings by Prime Buchholz

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