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Prime Buchholz LLC

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13F filer, CIK 2051999, PORTSMOUTH, NH

Prime Buchholz LLC reported $313,062,929 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 89.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002051999-25-000005

Period
2025-06-30
Reported value
$313M
Holdings
23
Top 10 weight
89.67%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ESGVadded+83,635$9.17M
VXUSadded+43,724$3.02M
VGITadded+49,147$2.94M
VSGXadded+43,978$2.88M
DFSInew+6,814$269K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
STIPreduced-109,794-$11.3M
REETreduced-84,000-$2.07M
VTreduced-16,104-$2.07M
IWYreduced-2,824-$696K
VEAreduced-10,317-$588K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002051999-25-000005, largest first. % of portfolio is the value over $313,062,929, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 973,809 shares; 2025Q1: 973,809 shares; 2025Q2: 957,705 shares 957,705$123M39.32%-16,104Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389,421 shares; 2025Q1: 389,421 shares; 2025Q2: 389,421 shares 389,421$28.7M9.16%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 473,715 shares; 2025Q1: 459,109 shares; 2025Q2: 448,792 shares 448,792$25.6M8.17%-10,317Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,758 shares; 2025Q2: 201,393 shares 201,393$22.1M7.05%+83,635Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319,235 shares; 2025Q2: 319,235 shares 319,235$20.2M6.44%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216,414 shares; 2025Q1: 216,522 shares; 2025Q2: 260,500 shares 260,500$17.1M5.45%+43,978Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264,087 shares; 2025Q1: 264,098 shares; 2025Q2: 264,129 shares 264,129$13.1M4.17%+31Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,917 shares; 2025Q1: 44,497 shares; 2025Q2: 44,497 shares 44,497$12.7M4.06%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,485 shares; 2025Q1: 48,485 shares; 2025Q2: 48,485 shares 48,485$9.34M2.98%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,463 shares; 2025Q1: 197,045 shares; 2025Q2: 87,251 shares 87,251$8.98M2.87%-109,794Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,330 shares; 2025Q1: 319,330 shares; 2025Q2: 235,330 shares 235,330$5.81M1.86%-84,000Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,435 shares; 2025Q1: 37,803 shares; 2025Q2: 81,527 shares 81,527$5.63M1.8%+43,724Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,982 shares; 2025Q1: 17,982 shares; 2025Q2: 67,129 shares 67,129$4.01M1.28%+49,147Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,738 shares; 2025Q1: 18,738 shares; 2025Q2: 15,914 shares 15,914$3.92M1.25%-2,824Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,362 shares; 2025Q2: 5,478 shares 5,478$3.11M0.99%+116Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,000 shares; 2025Q1: 158,000 shares; 2025Q2: 158,544 shares 158,544$2.08M0.66%+544Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,479 shares; 2025Q1: 30,479 shares; 2025Q2: 30,509 shares 30,509$2.05M0.66%+30Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,780 shares; 2025Q1: 22,780 shares; 2025Q2: 22,780 shares 22,780$1.92M0.61%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,213 shares; 2025Q1: 20,227 shares; 2025Q2: 20,240 shares 20,240$1.8M0.58%+13Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,257 shares; 2025Q1: 20,257 shares; 2025Q2: 20,257 shares 20,257$896K0.29%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,488 shares; 2025Q1: 7,509 shares; 2025Q2: 7,532 shares 7,532$467K0.15%+23Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 7,135 shares 7,135$359K0.11%+13Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares 6,814$269K0.09%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IEMGISHARES INC7,108$384Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002051999-25-000005 base2025-08-07acceptance time not in the bulk data set