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CIK: 0002051999
Total reported value
$277.4M
$277.4M
23 檔
73.1%
At the close of Q1 2025, Prime Buchholz LLC disclosed equity holdings valued at approximately $277.4M, spread across 23 reported holdings.
During Q1 2025, Prime Buchholz LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VT, BND, VEA) accounted for 73.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 39.45% | -4.93% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.99% | -0.28% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.15% | -3.20% | -3.08% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.12% | -5.29% | +14.25% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.14% | -2.07% | — | |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.46% | -1.34% | +0.05% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.18% | -2.10% | +0.00% | |
| 8 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 4.03% | +1.03% | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 4.00% | -1.16% | -3.09% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.92% | -0.31% | — | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 2.71% | -0.75% | — | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.38% | — | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.53% | +1.28% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.82% | -1.98% | -4.14% | |
| 15 | GII | State Street Spdr S&p Global | ETF-Other | 0.66% | -0.39% | — | |
| 16 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.65% | — | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | -0.16% | +0.07% | |
| 18 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.63% | -0.45% | — | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | -0.34% | — | |
| 20 | IGE | Ishares North American Natur | ETF-Other | 0.32% | -0.20% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | -0.06% | +0.28% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.13% | — | -81.47% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.12% | — | — |
According to official SEC Form 13F filings, Prime Buchholz LLC reported a total U.S. public equity portfolio value of $277.4M across 23 disclosed positions in Q1 2025.
During Q1 2025, Prime Buchholz LLC's top holdings by market value included VT (39.5%)、BND (10.0%)、VEA (8.2%). The largest single position, VT, represented 39.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, Prime Buchholz LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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