Prime Buchholz LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Prime Buchholz LLC reported 31 stock positions worth $306.5 million. Its top holding was Vanguard Tot World STK ETF (VT) at 37.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 9.1%) and Vanguard Ftse Developed ETF (VEA, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0002051999
- Portfolio Value
- $306.5M (Q4 2024)
- SEC Filing
- 0002051999-25-000002 ↗ filed Jan 31, 2025
Holdings Value
Holdings 31 stocks · $306.5M
| VT Vanguard Tot World STK ETF | 37.33% | 973,809 | $114.4M | — |
| BND Vanguard Total Bond Market | 9.14% | 389,421 | $28.0M | — |
| VEA Vanguard Ftse Developed ETF | 7.39% | 473,715 | $22.7M | — |
| STIP iShares 0-5 Year Tips Bond E | 5.66% | 172,463 | $17.3M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.04% | 45,917 | $12.4M | — |
| VSGX Vanguard ESG Intl Stock ETF | 4.00% | 216,414 | $12.3M | — |
| VWO Vanguard Ftse Emerging Marke | 3.79% | 264,087 | $11.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.02% | 22,544 | $9.3M | — |
| VXF Vanguard Extended Market ETF | 3.01% | 48,485 | $9.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.79% | 50,519 | $8.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.70% | 14,100 | $8.3M | — |
| REET iShares Global REIT ETF | 2.50% | 319,330 | $7.7M | — |
| IXUS iShares Core Intl Stock ETF | 2.02% | 93,432 | $6.2M | — |
| AGG iShares Core U.S. Aggregate | 1.89% | 59,853 | $5.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.88% | 82,130 | $5.8M | — |
| IWY iShares Russell Top 200 Grow | 1.44% | 18,738 | $4.4M | — |
| VOO Vanguard S&P 500 ETF | 0.93% | 5,294 | $2.9M | — |
| VXUS Vanguard Total Intl Stock | 0.76% | 39,435 | $2.3M | — |
| IEMG iShares Core MSCI Emerging | 0.65% | 38,350 | $2.0M | — |
| GII State Street SPDR S&P Global | 0.59% | 30,479 | $1.8M | — |
| VNQ Vanguard Real Estate ETF | 0.59% | 20,213 | $1.8M | — |
| IWX iShares Russell Top 200 Valu | 0.59% | 22,780 | $1.8M | — |
| ICLN iShares Global Clean Energy | 0.59% | 158,000 | $1.8M | — |
| GOVT iShares US Treasury Bond ETF | 0.57% | 76,437 | $1.8M | — |
| MBB iShares MBS ETF | 0.52% | 17,924 | $1.6M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.37% | 4,042 | $1.1M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 5,548 | $1.1M | — |
| VGIT Vanguard Intermediate-Term T | 0.34% | 17,982 | $1.0M | — |
| IGE iShares North American Natur | 0.28% | 20,257 | $866K | — |
| IJH iShares Core S&P Midcap ETF | 0.15% | 7,488 | $467K | — |
| VTIP Vanguard Short-Term Tips | 0.11% | 7,122 | $345K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $277.4M | EMXC, VEA, VSGX, VXF, VXUS |
| Q1 2026 | 22 | $191.3M | VEA, EMXC, VSGX, VXUS, STIP |
| Q4 2025 | 20 | $168.4M | VEA, EMXC, ESGV, VSGX, VXUS |
| Q3 2025 | 20 | $181.9M | VEA, EMXC, ESGV, VSGX, STIP |
| Q2 2025 | 23 | $313.1M | VT, BND, VEA, ESGV, EMXC |
| Q1 2025 | 23 | $286.2M | VT, BND, VEA, STIP, EMXC |
| Q4 2024 | 31 | $306.5M | VT, BND, VEA, STIP, VV |