Prime Buchholz LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Prime Buchholz LLC reported 23 stock positions worth $286.2 million. Its top holding was Vanguard Tot World STK ETF (VT) at 39.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.0%) and Vanguard Ftse Developed ETF (VEA, 8.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 10, added to 6 and reduced 4. The biggest buy was a new position in iShares MSCI Emr MRK Ex Chna (EMXC) and the biggest sale an exit from Vanguard Mrngstar GR ETF-Sui (VUG).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0002051999
- Portfolio Value
- $286.2M (Q1 2025)
- SEC Filing
- 0002051999-25-000004 ↗ filed May 9, 2025
Holdings Value
Holdings 23 stocks · $286.2M
| VT Vanguard Tot World STK ETF | 39.45% | 973,809 | $112.9M | No change |
| BND Vanguard Total Bond Market | 9.99% | 389,421 | $28.6M | No change |
| VEA Vanguard Ftse Developed ETF | 8.15% | 459,109 | $23.3M | Reduce -3.1% |
| STIP iShares 0-5 Year Tips Bond E | 7.12% | 197,045 | $20.4M | Add +14.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 6.14% | 319,235 | $17.6M | New |
| VSGX Vanguard ESG Intl Stock ETF | 4.46% | 216,522 | $12.8M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 4.18% | 264,098 | $12.0M | Add +0.0% |
| ESGV Vanguard ESG US Stock ETF | 4.03% | 117,758 | $11.5M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.00% | 44,497 | $11.4M | Reduce -3.1% |
| VXF Vanguard Extended Market ETF | 2.92% | 48,485 | $8.4M | No change |
| REET iShares Global REIT ETF | 2.71% | 319,330 | $7.7M | No change |
| IWY iShares Russell Top 200 Grow | 1.38% | 18,738 | $4.0M | No change |
| VOO Vanguard S&P 500 ETF | 0.96% | 5,362 | $2.8M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.82% | 37,803 | $2.3M | Reduce -4.1% |
| GII State Street SPDR S&P Global | 0.66% | 30,479 | $1.9M | No change |
| IWX iShares Russell Top 200 Valu | 0.65% | 22,780 | $1.9M | No change |
| VNQ Vanguard Real Estate ETF | 0.64% | 20,227 | $1.8M | Add +0.1% |
| ICLN iShares Global Clean Energy | 0.63% | 158,000 | $1.8M | No change |
| VGIT Vanguard Intermediate-Term T | 0.37% | 17,982 | $1.1M | No change |
| IGE iShares North American Natur | 0.32% | 20,257 | $921K | No change |
| IJH iShares Core S&P Midcap ETF | 0.15% | 7,509 | $438K | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.13% | 7,108 | $384K | Reduce -81.5% |
| VTIP Vanguard Short-Term Tips | 0.12% | 7,122 | $355K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −3.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −2.79 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −2.70 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −2.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −1.89 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −1.88 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.57 |
| IEMG iShares Core MSCI Emerging | Reduce -81.5% | 0.13% | −0.52 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.52 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.37 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.36 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.1% | 4.00% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -4.1% | 0.82% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.1% | 8.15% | +0.76 |
Portfolio Buys Q4 2024 → Q1 2025
| EMXC iShares MSCI Emr MRK Ex Chna | New | 6.14% | +6.14 |
| ESGV Vanguard ESG US Stock ETF | New | 4.03% | +4.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +14.3% | 7.12% | +1.46 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.1% | 4.46% | +0.46 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 4.18% | +0.38 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.64% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 0.96% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.15% | +0.00 |
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 |