Filed: 8/7/2025ACC: 0002051999-25-000005
📋 What this filing means
PRIME BUCHHOLZ LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $313.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$313.06M
Total AUM (reported)
3.70M
Total Shares
Allocation by class
VANGUARD TOTAL WORLD STOCK ETF$123.08M39.3%
VANGUARD TOTAL BOND MARKET ETF$28.67M9.2%
VANGUARD FTSE DEVELOPED MARKETS ETF$25.59M8.2%
VANGUARD ESG U.S. STOCK$22.08M7.1%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF$20.16M6.4%
VANGUARD ESG INTERNATIONAL STOCK ETF$17.06M5.5%
VANGUARD FTSE EMERGING MARKETS ETF$13.06M4.2%
Portfolio Concentration
Top 3$177.34M56.6%
4–10$103.38M33.0%
11–25$32.34M10.3%
Top 3 weight
56.6%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 3.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:
The Vanguard Group
SOLEShares957.71K
TypeSH
Market value$123.08M
39.32%
Sole
0.00
Shared
0.00
None
957.71K
The Vanguard Group
SOLEShares389.42K
TypeSH
Market value$28.67M
9.16%
Sole
0.00
Shared
0.00
None
389.42K
The Vanguard Group
SOLEShares448.79K
TypeSH
Market value$25.59M
8.17%
Sole
0.00
Shared
0.00
None
448.79K
The Vanguard Group
SOLEShares201.39K
TypeSH
Market value$22.08M
7.05%
Sole
0.00
Shared
0.00
None
201.39K
Blackrock
SOLEShares319.24K
TypeSH
Market value$20.16M
6.44%
Sole
0.00
Shared
0.00
None
319.24K
The Vanguard Group
SOLEShares260.50K
TypeSH
Market value$17.06M
5.45%
Sole
0.00
Shared
0.00
None
260.50K
The Vanguard Group
SOLEShares264.13K
TypeSH
Market value$13.06M
4.17%
Sole
0.00
Shared
0.00
None
264.13K
The Vanguard Group
SOLEShares44.50K
TypeSH
Market value$12.69M
4.06%
Sole
0.00
Shared
0.00
None
44.50K
The Vanguard Group
SOLEShares48.48K
TypeSH
Market value$9.34M
2.98%
Sole
0.00
Shared
0.00
None
48.48K
Blackrock
SOLEShares87.25K
TypeSH
Market value$8.98M
2.87%
Sole
0.00
Shared
0.00
None
87.25K
Blackrock
SOLEShares235.33K
TypeSH
Market value$5.81M
1.86%
Sole
0.00
Shared
0.00
None
235.33K
The Vanguard Group
SOLEShares81.53K
TypeSH
Market value$5.63M
1.80%
Sole
0.00
Shared
0.00
None
81.53K
The Vanguard Group
SOLEShares67.13K
TypeSH
Market value$4.01M
1.28%
Sole
0.00
Shared
0.00
None
67.13K
Blackrock
SOLEShares15.91K
TypeSH
Market value$3.92M
1.25%
Sole
0.00
Shared
0.00
None
15.91K
The Vanguard Group
SOLEShares5.48K
TypeSH
Market value$3.11M
0.99%
Sole
0.00
Shared
0.00
None
5.48K
Blackrock
SOLEShares158.54K
TypeSH
Market value$2.08M
0.66%
Sole
0.00
Shared
0.00
None
158.54K
SSgA
SOLEShares30.51K
TypeSH
Market value$2.05M
0.66%
Sole
0.00
Shared
0.00
None
30.51K
Blackrock
SOLEShares22.78K
TypeSH
Market value$1.92M
0.61%
Sole
0.00
Shared
0.00
None
22.78K
The Vanguard Group
SOLEShares20.24K
TypeSH
Market value$1.80M
0.58%
Sole
0.00
Shared
0.00
None
20.24K
Blackrock
SOLEShares20.26K
TypeSH
Market value$896.4K
0.29%
Sole
0.00
Shared
0.00
None
20.26K
Blackrock
SOLEShares7.53K
TypeSH
Market value$467.1K
0.15%
Sole
0.00
Shared
0.00
None
7.53K
The Vanguard Group
SOLEShares7.13K
TypeSH
Market value$358.7K
0.11%
Sole
0.00
Shared
0.00
None
7.13K
Dimensional Fund Advisors
SOLEShares6.81K
TypeSH
Market value$268.5K
0.09%
Sole
0.00
Shared
0.00
None
6.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Vanguard GroupSOLE | Vanguard Total World Stock ETF | 957.71K | SH | $123.08M 39.32% | 0.00 | 0.00 | 957.71K |
The Vanguard GroupSOLE | Vanguard Total Bond Market ETF | 389.42K | SH | $28.67M 9.16% | 0.00 | 0.00 | 389.42K |
The Vanguard GroupSOLE | Vanguard FTSE Developed Markets ETF | 448.79K | SH | $25.59M 8.17% | 0.00 | 0.00 | 448.79K |
The Vanguard GroupSOLE | Vanguard ESG U.S. Stock | 201.39K | SH | $22.08M 7.05% | 0.00 | 0.00 | 201.39K |
BlackrockSOLE | iShares MSCI Emerging Markets ex China ETF | 319.24K | SH | $20.16M 6.44% | 0.00 | 0.00 | 319.24K |
The Vanguard GroupSOLE | Vanguard ESG International Stock ETF | 260.50K | SH | $17.06M 5.45% | 0.00 | 0.00 | 260.50K |
The Vanguard GroupSOLE | Vanguard FTSE Emerging Markets ETF | 264.13K | SH | $13.06M 4.17% | 0.00 | 0.00 | 264.13K |
The Vanguard GroupSOLE | Vanguard Large-Cap ETF | 44.50K | SH | $12.69M 4.06% | 0.00 | 0.00 | 44.50K |
The Vanguard GroupSOLE | Vanguard Extended Market ETF | 48.48K | SH | $9.34M 2.98% | 0.00 | 0.00 | 48.48K |
BlackrockSOLE | iShares 0-5 Year TIPS Bond ETF | 87.25K | SH | $8.98M 2.87% | 0.00 | 0.00 | 87.25K |
BlackrockSOLE | iShares Global REIT ETF | 235.33K | SH | $5.81M 1.86% | 0.00 | 0.00 | 235.33K |
The Vanguard GroupSOLE | Vanguard Total International Stock ETF | 81.53K | SH | $5.63M 1.80% | 0.00 | 0.00 | 81.53K |
The Vanguard GroupSOLE | Vanguard Intermediate-Term Treasury Index ETF | 67.13K | SH | $4.01M 1.28% | 0.00 | 0.00 | 67.13K |
BlackrockSOLE | iShares Russell Top 200 Growth | 15.91K | SH | $3.92M 1.25% | 0.00 | 0.00 | 15.91K |
The Vanguard GroupSOLE | Vanguard S&P 500 ETF | 5.48K | SH | $3.11M 0.99% | 0.00 | 0.00 | 5.48K |
BlackrockSOLE | iShares Global Clean Energy ETF | 158.54K | SH | $2.08M 0.66% | 0.00 | 0.00 | 158.54K |
SSgASOLE | SPDR S&P Global Infrastructure ETF | 30.51K | SH | $2.05M 0.66% | 0.00 | 0.00 | 30.51K |
BlackrockSOLE | iShares Russell Top 200 Value | 22.78K | SH | $1.92M 0.61% | 0.00 | 0.00 | 22.78K |
The Vanguard GroupSOLE | Vanguard Real Estate ETF | 20.24K | SH | $1.80M 0.58% | 0.00 | 0.00 | 20.24K |
BlackrockSOLE | iShares North American Natural Res ETF | 20.26K | SH | $896.4K 0.29% | 0.00 | 0.00 | 20.26K |
BlackrockSOLE | iShares Core S&P Mid-Cap ETF | 7.53K | SH | $467.1K 0.15% | 0.00 | 0.00 | 7.53K |
The Vanguard GroupSOLE | Vanguard Short-Term Infl-Prot Secs ETF | 7.13K | SH | $358.7K 0.11% | 0.00 | 0.00 | 7.13K |
Dimensional Fund AdvisorsSOLE | DFA Intl Sust Core 1 ETF | 6.81K | SH | $268.5K 0.09% | 0.00 | 0.00 | 6.81K |