PB
Prime Buchholz LLC
Momentum followerQuality / disciplined sizing
Total reported value
$191.3M
Reporting period: 2026-03-31 · Number of holdings: 22
Prime Buchholz LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $191.3M and a quarterly turnover rate of 26.3%.
Personality snowflake
- Concentration
- 35.2
- Portfolio Stability
- 26.34
- Momentum/Contrarian
- 100
- Sector conviction
- 0
- Diversification
- 44
- Sizing Uniformity
- 90.1
Recent moves
Trim ESGV
-46.6% -$10.6M
Add VT
+1872.8% $11.0M
Add VXF
+77.2% $7.0M
Add STIP
+59.1% $6.3M
Trim VEA
+0.6% $834.2K
Add VXUS
+25.4% $4.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.96% | -1.40% | +0.63% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 13.12% | -0.65% | — | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 10.79% | -1.10% | +2.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.73% | +1.11% | +25.42% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.76% | +2.57% | +59.07% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.62% | +3.01% | +77.22% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.12% | -1.11% | -2.21% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.05% | +5.69% | +1872.79% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.44% | -7.02% | -46.57% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.46% | -0.75% | -1.77% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 3.09% | -0.40% | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.17% | +0.23% | +27.55% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.38% | -12.00% | |
| 14 | GII | State Street Spdr S&p Global | ETF-Other | 1.21% | -0.06% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.25% | -1.75% | |
| 16 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.03% | -0.38% | -25.48% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.04% | +8.58% | |
| 18 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 0.75% | +0.75% | NEW | |
| 19 | IGE | Ishares North American Natur | ETF-Other | 0.51% | -0.09% | -23.88% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.33% | +0.33% | NEW | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.02% | +0.22% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.15% | -0.02% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Prime Buchholz LLC's most significant position changes for 2026-03-31: New buy: Long Pond Real Estat Sel ETF (LPRE); New buy: Avantis International Equity (AVDE); Trim: Vanguard Esg US Stock ETF (ESGV) — shares -46.57%; Add: Vanguard Tot World Stk ETF (VT) — shares +1872.79%; Add: Vanguard Extended Market ETF (VXF) — shares +77.22%.
| # | 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 |
FAQ
What is Prime Buchholz LLC and what type of investor is it?
Prime Buchholz LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $191.3M, spread across 22 disclosed positions.
What are Prime Buchholz LLC's largest equity positions?
Based on the latest 13F filing, Prime Buchholz LLC's top holdings by market value are:
1. Vanguard Ftse Developed ETF (VEA) — $26.7M (14.0%)
2. Ishares Msci Emr Mrk Ex Chna (EMXC) — $25.1M (13.1%)
3. Vanguard Esg Intl Stock ETF (VSGX) — $20.6M (10.8%)
4. Vanguard Total Intl Stock (VXUS) — $18.6M (9.7%)
5. Ishares 0-5 Year Tips Bond E (STIP) — $16.8M (8.8%)
What changes did Prime Buchholz LLC make in its most recent portfolio filing?
In the latest reported quarter, Prime Buchholz LLC made 18 notable position adjustments: 2 new positions were initiated, 9 existing holdings were added to, 7 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Long Pond Real Estat Sel ETF (LPRE); New buy: Avantis International Equity (AVDE); Trim: Vanguard Esg US Stock ETF (ESGV) — shares -46.57%; Add: Vanguard Tot World Stk ETF (VT) — shares +1872.79%; Add: Vanguard Extended Market ETF (VXF) — shares +77.22%
What sectors does Prime Buchholz LLC focus on?
Sector breakdown data is not yet available for Prime Buchholz LLC. Check back after the next 13F processing cycle.