Prime Buchholz LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Prime Buchholz LLC reported 40 stock positions worth $277.4 million. Its top holding was iShares MSCI Emr MRK Ex Chna (EMXC) at 11.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.8%) and Vanguard ESG Intl Stock ETF (VSGX, 9.4%). Compared with Q1 2026, it opened 19 new positions, sold out of 1, added to 10 and reduced 7. The biggest buy was a new position in Vanguard Russell 1000 Growth (VONG) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −42%).

Most Recent 13F
Q2 2026
Location
PORTSMOUTH, NH
CIK
0002051999
Portfolio Value
$277.4M (Q2 2026)
SEC Filing
0002051999-26-000005 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $306.5M Q4 2024 Q1 2025: $286.2M Q1 2025 Q2 2025: $313.1M Q2 2025 Q3 2025: $181.9M Q3 2025 Q4 2025: $168.4M Q4 2025 Q1 2026: $191.3M Q1 2026 Q2 2026: $277.4M $277.4M Q2 2026

Holdings 40 stocks · $277.4M

EMXC iShares MSCI Emr MRK Ex Chna 11.05% 299,549 $30.6M Reduce -6.2%
VEA Vanguard Ftse Developed ETF 10.76% 418,911 $29.8M Add +0.5%
VSGX Vanguard ESG Intl Stock ETF 9.45% 318,254 $26.2M Add +10.6%
VXF Vanguard Extended Market ETF 8.31% 93,644 $23.1M Add +16.9%
VXUS Vanguard Total Intl Stock 7.75% 251,639 $21.5M Add +4.2%
ESGV Vanguard ESG US Stock ETF 6.47% 135,621 $17.9M Add +46.3%
VWO Vanguard Ftse Emerging Marke 5.02% 233,290 $13.9M Reduce -7.5%
VONG Vanguard Russell 1000 Growth 3.75% 81,288 $10.4M New
STIP iShares 0-5 Year Tips Bond E 3.47% 94,283 $9.6M Reduce -41.8%
VONV Vanguard Russell 1000 Value 3.24% 84,515 $9.0M New
SPY SS SPDR S&P 500 ETF Trust-US 3.21% 11,909 $8.9M New
USMV iShares MSCI USA Min Vol Fac 2.59% 74,598 $7.2M New
VUG Vanguard Mrngstar GR ETF-Sui 2.41% 77,622 $6.7M New
REET iShares Global REIT ETF 2.34% 235,330 $6.5M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.30% 18,564 $6.4M Reduce -16.1%
VIOV Vanguard S&P Small-Cap 600 V 2.30% 54,407 $6.4M New
IWO iShares Russell 2000 Growth 1.91% 13,458 $5.3M New
VGIT Vanguard Intermediate-Term T 1.83% 85,992 $5.1M Add +23.5%
VOO Vanguard S&P 500 ETF 1.70% 6,868 $4.7M Add +83.1%
VTI VG Morningstar TS MKT ETF-US 1.37% 10,265 $3.8M New
VT Vanguard Tot World STK ETF 1.12% 19,773 $3.1M Reduce -76.4%
BND Vanguard Total Bond Market 0.99% 37,437 $2.7M Add +13.5%
VNQ Vanguard Real Estate ETF 0.86% 24,676 $2.4M Add +12.1%
GII State Street SPDR S&P Global 0.82% 30,032 $2.3M Reduce -1.7%
AVSD Avantis Reps Intern Equi ETF 0.72% 25,037 $2.0M New
LPRE Long Pond Real Estat Sel ETF 0.59% 54,784 $1.6M No change
ICLN iShares Global Clean Energy 0.58% 77,999 $1.6M Reduce -27.8%
RSP Invesco S&P 500 Equal Weight 0.51% 6,652 $1.4M New
QQQ Invesco QQQ Trust Series 1 0.44% 1,640 $1.2M New
IWM iShares Russell 2000 ETF 0.33% 3,001 $902K New
IGE iShares North American Natur 0.31% 15,420 $866K No change
IWV iShares Russell 3000 ETF 0.25% 1,607 $685K New
QUAL iShares MSCI USA Quality Fac 0.25% 3,100 $680K New
DES Wisdomtree US Smallcap Divid 0.22% 14,841 $604K New
IJH iShares Core S&P Midcap ETF 0.19% 6,981 $538K Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.19% 4,700 $519K New
VGK Vanguard Ftse Europe ETF 0.13% 4,000 $354K New
DFSI Dimensional Int Sus COR1 ETF 0.11% 6,814 $307K No change
VCLT Vanguard Long-Term Corp. Bond 0.10% 3,800 $286K New
IAU iShares Gold Trust 0.08% 3,000 $227K New

Portfolio Sells Q1 2026 → Q2 2026

STIP iShares 0-5 Year Tips Bond E Reduce -41.8% 3.47% −5.29
VT Vanguard Tot World STK ETF Reduce -76.4% 1.12% −4.93
VWO Vanguard Ftse Emerging Marke Reduce -7.5% 5.02% −2.10
EMXC iShares MSCI Emr MRK Ex Chna Reduce -6.2% 11.05% −2.08
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -16.1% 2.30% −1.16
ICLN iShares Global Clean Energy Reduce -27.8% 0.58% −0.46
GII State Street SPDR S&P Global Reduce -1.7% 0.82% −0.39
AVDE Avantis International Equity Sold out 0.00% −0.33

Portfolio Buys Q1 2026 → Q2 2026

VONG Vanguard Russell 1000 Growth New 3.75% +3.75
VONV Vanguard Russell 1000 Value New 3.24% +3.24
SPY SS SPDR S&P 500 ETF Trust-US New 3.21% +3.21
USMV iShares MSCI USA Min Vol Fac New 2.59% +2.59
VUG Vanguard Mrngstar GR ETF-Sui New 2.41% +2.41
VIOV Vanguard S&P Small-Cap 600 V New 2.30% +2.30
IWO iShares Russell 2000 Growth New 1.91% +1.91
VTI VG Morningstar TS MKT ETF-US New 1.37% +1.37
ESGV Vanguard ESG US Stock ETF Add +46.3% 6.47% +1.03
AVSD Avantis Reps Intern Equi ETF New 0.72% +0.72
VOO Vanguard S&P 500 ETF Add +83.1% 1.70% +0.53
RSP Invesco S&P 500 Equal Weight New 0.51% +0.51
QQQ Invesco QQQ Trust Series 1 New 0.44% +0.44
IWM iShares Russell 2000 ETF New 0.33% +0.33
IWV iShares Russell 3000 ETF New 0.25% +0.25
QUAL iShares MSCI USA Quality Fac New 0.25% +0.25
DES Wisdomtree US Smallcap Divid New 0.22% +0.22
IWR iShares Russell Mid-Cap ETF New 0.19% +0.19
VGK Vanguard Ftse Europe ETF New 0.13% +0.13
VCLT Vanguard Long-Term Corp. Bond New 0.10% +0.10
IAU iShares Gold Trust New 0.08% +0.08
IJH iShares Core S&P Midcap ETF Add +0.2% 0.19% −0.05
VNQ Vanguard Real Estate ETF Add +12.1% 0.86% −0.16
BND Vanguard Total Bond Market Add +13.5% 0.99% −0.28
VXF Vanguard Extended Market ETF Add +16.9% 8.31% −0.31
VGIT Vanguard Intermediate-Term T Add +23.5% 1.83% −0.34
VSGX Vanguard ESG Intl Stock ETF Add +10.6% 9.45% −1.34
VXUS Vanguard Total Intl Stock Add +4.2% 7.75% −1.98
VEA Vanguard Ftse Developed ETF Add +0.5% 10.76% −3.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 40$277.4MEMXC, VEA, VSGX, VXF, VXUS
Q1 2026 22$191.3MVEA, EMXC, VSGX, VXUS, STIP
Q4 2025 20$168.4MVEA, EMXC, ESGV, VSGX, VXUS
Q3 2025 20$181.9MVEA, EMXC, ESGV, VSGX, STIP
Q2 2025 23$313.1MVT, BND, VEA, ESGV, EMXC
Q1 2025 23$286.2MVT, BND, VEA, STIP, EMXC
Q4 2024 31$306.5MVT, BND, VEA, STIP, VV