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CIK: 0002051999
Total reported value
$277.4M
$277.4M
20 檔
38.2%
In Q3 2025, Prime Buchholz LLC's U.S. equity holdings reached a combined market value of $277.4M, distributed across 20 disclosed stock positions.
Prime Buchholz LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 4 holdings and trimming 7 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, EMXC, ESGV) accounted for 38.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.51% | -3.20% | -1.83% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 11.85% | -2.07% | — | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 11.75% | +1.03% | -10.40% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 11.05% | -1.34% | +11.30% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 9.08% | -5.29% | +83.23% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.03% | -1.98% | +143.79% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.97% | -2.10% | +1.34% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 6.59% | -1.16% | -12.49% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.58% | -0.31% | — | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 3.31% | -0.75% | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.02% | -0.28% | -87.29% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.53% | -3.18% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.64% | -0.34% | -26.08% | |
| 14 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.35% | -0.45% | — | |
| 15 | GII | State Street Spdr S&p Global | ETF-Other | 1.17% | -0.39% | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.16% | +0.06% | |
| 17 | IGE | Ishares North American Natur | ETF-Other | 0.55% | -0.20% | — | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.32% | -4.93% | -99.56% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.06% | +6.96% | |
| 20 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.15% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +7.7% | -10.40% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +7.2% | +143.79% | Add |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | +6.6% | +11.30% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +6.4% | -1.83% | Trim |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +5.7% | — | Unchanged |
| 6 | VWO | Vanguard Ftse Emerging Marke | +3.8% | +1.34% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +2.7% | — | Unchanged |
| 8 | VV | Vanguard Large-cap ETF | +2.6% | -12.49% | Trim |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +2% | +83.23% | Trim |
| 10 | VGIT | Vanguard Intermediate-term T | +1.3% | -26.08% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.8% | -3.18% | Trim |
| 12 | ICLN | Ishares Global Clean Energy | +0.7% | — | Add |
| 13 | REET | Ishares Global Reit ETF | +0.6% | — | Trim |
| 14 | GII | State Street Spdr S&p Global | +0.5% | — | Add |
| 15 | VNQ | Vanguard Real Estate ETF | +0.4% | +0.06% | Add |
| 16 | IGE | Ishares North American Natur | +0.2% | — | Unchanged |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.96% | Add |
| 18 | BND | Vanguard Total Bond Market | -8% | -87.29% | Trim |
| 19 | VT | Vanguard Tot World Stk ETF | -39.1% | -99.56% | Trim |
| 20 | IWY | Ishares Russell Top 200 Grow | — | EXIT | Sold out |
| 21 | IWX | Ishares Russell Top 200 Valu | — | EXIT | Sold out |
| 22 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 23 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 24 | DFSI | Dimensional Int Sus Cor1 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Prime Buchholz LLC reported a total U.S. public equity portfolio value of $277.4M across 20 disclosed positions in Q3 2025.
During Q3 2025, Prime Buchholz LLC's top holdings by market value included VEA (14.5%)、EMXC (11.8%)、ESGV (11.8%). The largest single position, VEA, represented 14.5% 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.
Top New Position Initiated
DFSI
市值: $279.0K
Top Position Liquidated / Trimmed
IWY
前期市值: $4.0M
In Q3 2025, Prime Buchholz LLC made 21 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 4 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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