Prime Buchholz LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Prime Buchholz LLC reported 20 stock positions worth $181.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 14.5% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 11.8%) and Vanguard ESG US Stock ETF (ESGV, 11.7%). Compared with Q2 2025, it sold out of 3, added to 6 and reduced 7. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +144%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0002051999
- Portfolio Value
- $181.9M (Q3 2025)
- SEC Filing
- 0002051999-25-000006 ↗ filed Nov 5, 2025
Holdings Value
Holdings 20 stocks · $181.9M
| VEA Vanguard Ftse Developed ETF | 14.51% | 440,591 | $26.4M | Reduce -1.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 11.85% | 319,235 | $21.6M | No change |
| ESGV Vanguard ESG US Stock ETF | 11.75% | 180,439 | $21.4M | Reduce -10.4% |
| VSGX Vanguard ESG Intl Stock ETF | 11.05% | 289,930 | $20.1M | Add +11.3% |
| STIP iShares 0-5 Year Tips Bond E | 9.08% | 159,870 | $16.5M | Add +83.2% |
| VXUS Vanguard Total Intl Stock | 8.03% | 198,754 | $14.6M | Add +143.8% |
| VWO Vanguard Ftse Emerging Marke | 7.97% | 267,665 | $14.5M | Add +1.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.59% | 38,939 | $12.0M | Reduce -12.5% |
| VXF Vanguard Extended Market ETF | 5.58% | 48,485 | $10.1M | No change |
| REET iShares Global REIT ETF | 3.31% | 235,330 | $6.0M | No change |
| BND Vanguard Total Bond Market | 2.02% | 49,504 | $3.7M | Reduce -87.3% |
| VOO Vanguard S&P 500 ETF | 1.79% | 5,304 | $3.2M | Reduce -3.2% |
| VGIT Vanguard Intermediate-Term T | 1.64% | 49,621 | $3.0M | Reduce -26.1% |
| ICLN iShares Global Clean Energy | 1.35% | 158,544 | $2.5M | No change |
| GII State Street SPDR S&P Global | 1.17% | 30,509 | $2.1M | No change |
| VNQ Vanguard Real Estate ETF | 1.02% | 20,253 | $1.9M | Add +0.1% |
| IGE iShares North American Natur | 0.55% | 20,257 | $994K | No change |
| VT Vanguard Tot World STK ETF | 0.32% | 4,236 | $584K | Reduce -99.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 8,056 | $526K | Add +7.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.15% | 6,814 | $279K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VT Vanguard Tot World STK ETF | Reduce -99.6% | 0.32% | −39.00 |
| BND Vanguard Total Bond Market | Reduce -87.3% | 2.02% | −7.14 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −1.25 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.61 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.11 |
| VGIT Vanguard Intermediate-Term T | Reduce -26.1% | 1.64% | +0.35 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 1.79% | +0.79 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -12.5% | 6.59% | +2.53 |
| ESGV Vanguard ESG US Stock ETF | Reduce -10.4% | 11.75% | +4.69 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 14.51% | +6.34 |
Portfolio Buys Q2 2025 → Q3 2025
| VXUS Vanguard Total Intl Stock | Add +143.8% | 8.03% | +6.23 |
| STIP iShares 0-5 Year Tips Bond E | Add +83.2% | 9.08% | +6.21 |
| VSGX Vanguard ESG Intl Stock ETF | Add +11.3% | 11.05% | +5.60 |
| VWO Vanguard Ftse Emerging Marke | Add +1.3% | 7.97% | +3.80 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 1.02% | +0.44 |
| IJH iShares Core S&P Midcap ETF | Add +7.0% | 0.29% | +0.14 |
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 |