Prime Buchholz LLC

Est. AUM

$191.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	The Vanguard Group	Vanguard FTSE Developed Markets ETF	$26.7M	416806	13.96%	SOLE
2	Blackrock	iShares MSCI Emerging Markets ex China ETF	$25.1M	319235	13.12%	SOLE
3	The Vanguard Group	Vanguard ESG International Stock ETF	$20.6M	287848	10.79%	SOLE
4	The Vanguard Group	Vanguard Total International Stock ETF	$18.6M	241477	9.73%	SOLE
5	Blackrock	iShares 0-5 Year TIPS Bond ETF	$16.8M	162116	8.76%	SOLE
6	The Vanguard Group	Vanguard Extended Market ETF	$16.5M	80119	8.62%	SOLE
7	The Vanguard Group	Vanguard FTSE Emerging Markets ETF	$13.6M	252184	7.12%	SOLE
8	The Vanguard Group	Vanguard Total World Stock ETF	$11.6M	83666	6.05%	SOLE
9	The Vanguard Group	Vanguard ESG U.S. Stock	$10.4M	92675	5.44%	SOLE
10	The Vanguard Group	Vanguard Large-Cap ETF	$6.6M	22133	3.46%	SOLE
11	Blackrock	iShares Global REIT ETF	$5.9M	235330	3.09%	SOLE
12	The Vanguard Group	Vanguard Intermediate-Term Treasury Index ETF	$4.1M	69636	2.17%	SOLE
13	The Vanguard Group	Vanguard Total Bond Market ETF	$2.4M	32984	1.27%	SOLE
14	SSIM	SPDR S&P Global Infrastructure ETF	$2.3M	30546	1.21%	SOLE
15	The Vanguard Group	Vanguard S&P 500 ETF	$2.2M	3751	1.17%	SOLE
16	Blackrock	iShares Global Clean Energy ETF	$2.0M	107988	1.03%	SOLE
17	The Vanguard Group	Vanguard Real Estate ETF	$2.0M	22004	1.02%	SOLE
18	Long Pond Capital	Long Pond Real Estate Select ETF	$1.4M	54784	0.75%	SOLE
19	Blackrock	iShares North American Natural Res ETF	$971K	15420	0.51%	SOLE
20	American Century Investments	Avantis International Equity ETF	$637K	7511	0.33%	SOLE
21	Blackrock	iShares Core S&P Mid-Cap ETF	$470K	6965	0.25%	SOLE
22	Dimensinal Fund Advisors	DFA Intl Sust Core 1 ETF	$289K	6814	0.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.