Prime Buchholz LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Prime Buchholz LLC reported 23 stock positions worth $313.1 million. Its top holding was Vanguard Tot World STK ETF (VT) at 39.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 9.2%) and Vanguard Ftse Developed ETF (VEA, 8.2%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 11 and reduced 5. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +71%) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0002051999
- Portfolio Value
- $313.1M (Q2 2025)
- SEC Filing
- 0002051999-25-000005 ↗ filed Aug 7, 2025
Holdings Value
Holdings 23 stocks · $313.1M
| VT Vanguard Tot World STK ETF | 39.32% | 957,705 | $123.1M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 9.16% | 389,421 | $28.7M | No change |
| VEA Vanguard Ftse Developed ETF | 8.17% | 448,792 | $25.6M | Reduce -2.3% |
| ESGV Vanguard ESG US Stock ETF | 7.05% | 201,393 | $22.1M | Add +71.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 6.44% | 319,235 | $20.2M | No change |
| VSGX Vanguard ESG Intl Stock ETF | 5.45% | 260,500 | $17.1M | Add +20.3% |
| VWO Vanguard Ftse Emerging Marke | 4.17% | 264,129 | $13.1M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.06% | 44,497 | $12.7M | No change |
| VXF Vanguard Extended Market ETF | 2.98% | 48,485 | $9.3M | No change |
| STIP iShares 0-5 Year Tips Bond E | 2.87% | 87,251 | $9.0M | Reduce -55.7% |
| REET iShares Global REIT ETF | 1.86% | 235,330 | $5.8M | Reduce -26.3% |
| VXUS Vanguard Total Intl Stock | 1.80% | 81,527 | $5.6M | Add +115.7% |
| VGIT Vanguard Intermediate-Term T | 1.28% | 67,129 | $4.0M | Add +273.3% |
| IWY iShares Russell Top 200 Grow | 1.25% | 15,914 | $3.9M | Reduce -15.1% |
| VOO Vanguard S&P 500 ETF | 0.99% | 5,478 | $3.1M | Add +2.2% |
| ICLN iShares Global Clean Energy | 0.66% | 158,544 | $2.1M | Add +0.3% |
| GII State Street SPDR S&P Global | 0.66% | 30,509 | $2.1M | Add +0.1% |
| IWX iShares Russell Top 200 Valu | 0.61% | 22,780 | $1.9M | No change |
| VNQ Vanguard Real Estate ETF | 0.58% | 20,240 | $1.8M | Add +0.1% |
| IGE iShares North American Natur | 0.29% | 20,257 | $896K | No change |
| IJH iShares Core S&P Midcap ETF | 0.15% | 7,532 | $467K | Add +0.3% |
| VTIP Vanguard Short-Term Tips | 0.11% | 7,135 | $359K | Add +0.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.09% | 6,814 | $269K | New |
Portfolio Sells Q1 2025 → Q2 2025
| STIP iShares 0-5 Year Tips Bond E | Reduce -55.7% | 2.87% | −4.25 |
| REET iShares Global REIT ETF | Reduce -26.3% | 1.86% | −0.85 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.13 |
| VT Vanguard Tot World STK ETF | Reduce -1.6% | 39.32% | −0.13 |
| IWY iShares Russell Top 200 Grow | Reduce -15.1% | 1.25% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.3% | 8.17% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ESGV Vanguard ESG US Stock ETF | Add +71.0% | 7.05% | +3.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +20.3% | 5.45% | +0.99 |
| VXUS Vanguard Total Intl Stock | Add +115.7% | 1.80% | +0.98 |
| VGIT Vanguard Intermediate-Term T | Add +273.3% | 1.28% | +0.91 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.09% | +0.09 |
| ICLN iShares Global Clean Energy | Add +0.3% | 0.66% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 0.99% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 4.17% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.15% | −0.00 |
| GII State Street SPDR S&P Global | Add +0.1% | 0.66% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +0.2% | 0.11% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.58% | −0.06 |
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 |