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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0002051999
Total reported value
$277.4M
$277.4M
23 檔
79.2%
According to the latest 13F quarterly dataset, Prime Buchholz LLC managed an equity portfolio of $277.4M at the end of Q2 2025, spanning 23 distinct U.S. exchange-listed positions.
During Q2 2025, Prime Buchholz LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 39.32% | -4.93% | -1.65% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.16% | -0.28% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.17% | -3.20% | -2.25% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.05% | +1.03% | +71.02% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.44% | -2.07% | — | |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 5.45% | -1.34% | +20.31% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.17% | -2.10% | +0.01% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 4.06% | -1.16% | — | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.98% | -0.31% | — | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.87% | -5.29% | -55.72% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 1.86% | -0.75% | -26.31% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.80% | -1.98% | +115.66% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.28% | -0.34% | +273.31% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.25% | — | -15.07% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.53% | +2.16% | |
| 16 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.66% | -0.45% | +0.34% | |
| 17 | GII | State Street Spdr S&p Global | ETF-Other | 0.66% | -0.39% | +0.10% | |
| 18 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.61% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.16% | +0.06% | |
| 20 | IGE | Ishares North American Natur | ETF-Other | 0.29% | -0.20% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | -0.06% | +0.31% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.11% | — | +0.18% | |
| 23 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.09% | -0.04% | — |
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 Q2 2025.
During Q2 2025, Prime Buchholz LLC's top holdings by market value included VT (39.3%)、BND (9.2%)、VEA (8.2%). The largest single position, VT, represented 39.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VT, BND, VEA) accounted for 79.2% of total reported equity market value during Q2 2025.
In Q2 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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