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CIK: 0002051999
Total reported value
$277.4M
$277.4M
22 檔
38.9%
As reported in its official Q1 2026 Form 13F filing, Prime Buchholz LLC's tracked investment portfolio stood at $277.4M with 22 total positions.
In Q1 2026, Prime Buchholz LLC displayed an active expansion posture, initiating 2 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, EMXC, VSGX) accounted for 38.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.96% | -3.20% | +0.63% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 13.12% | -2.07% | — | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 10.79% | -1.34% | +2.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.73% | -1.98% | +25.42% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.76% | -5.29% | +59.07% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.62% | -0.31% | +77.22% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.12% | -2.10% | -2.21% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.05% | -4.93% | +1872.79% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.44% | +1.03% | -46.57% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.46% | -1.16% | -1.77% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 3.09% | -0.75% | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.17% | -0.34% | +27.55% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.28% | -12.00% | |
| 14 | GII | State Street Spdr S&p Global | ETF-Other | 1.21% | -0.39% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.53% | -1.75% | |
| 16 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.03% | -0.45% | -25.48% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.16% | +8.58% | |
| 18 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 0.75% | -0.16% | — | |
| 19 | IGE | Ishares North American Natur | ETF-Other | 0.51% | -0.20% | -23.88% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.33% | -0.33% | EXIT | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.06% | +0.22% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.15% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +5.7% | +1872.79% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +3% | +77.22% | Add |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +2.6% | +59.07% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +1.1% | +25.42% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.2% | +27.55% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.22% | Add |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | — | Unchanged |
| 8 | VNQ | Vanguard Real Estate ETF | 0% | +8.58% | Add |
| 9 | GII | State Street Spdr S&p Global | -0.1% | — | Unchanged |
| 10 | IGE | Ishares North American Natur | -0.1% | -23.88% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | -0.3% | -1.75% | Trim |
| 12 | ICLN | Ishares Global Clean Energy | -0.4% | -25.48% | Trim |
| 13 | BND | Vanguard Total Bond Market | -0.4% | -12.00% | Trim |
| 14 | REET | Ishares Global Reit ETF | -0.4% | — | Unchanged |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.7% | — | Unchanged |
| 16 | VV | Vanguard Large-cap ETF | -0.8% | -1.77% | Trim |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | -1.1% | +2.91% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | -1.1% | -2.21% | Trim |
| 19 | VEA | Vanguard Ftse Developed ETF | -1.4% | +0.63% | Add |
| 20 | ESGV | Vanguard Esg US Stock ETF | -7% | -46.57% | Trim |
| 21 | LPRE | Long Pond Real Estat Sel ETF | — | NEW | New buy |
| 22 | AVDE | Avantis International Equity | — | 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 22 disclosed positions in Q1 2026.
During Q1 2026, Prime Buchholz LLC's top holdings by market value included VEA (14.0%)、EMXC (13.1%)、VSGX (10.8%). The largest single position, VEA, represented 14.0% 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.
Top New Position Initiated
LPRE
市值: $1.4M
Top Position Liquidated / Trimmed
ESGV
前期市值: $21.0M
In Q1 2026, Prime Buchholz LLC made 18 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 7 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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