Prime Buchholz
PORTSMOUTH, NHfiles as Prime Buchholz LLC
$277m in 40 US stocks at the end of 30 June 2026. The top 10 are 69.3% of the money. It changed about 25.5% of the portfolio this quarter.
Value
$277m
Stocks
40
Top 10 share
69.3%
Turnover
25.5%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Scottsdale FDSVONG3.7% of the fund
- Vanguard Scottsdale FDSVONV3.2% of the fund
- State STR Spdr S&P 500 ETF TSPY3.2% of the fund
- Ishares TRUSMV2.6% of the fund
- Vanguard Index FDSVUG2.4% of the fund
- Vanguard Admiral FDSVIOV2.3% of the fund
- Ishares TRIWO1.9% of the fund
- Vanguard Index FDSVTI1.4% of the fund
- American Centy ETF TRAVSD0.7% of the fund
- Invesco Exchange Traded FD TRSP0.5% of the fund
- Invesco QQQ TRQQQ0.4% of the fund
- Ishares TRIWM0.3% of the fund
- Ishares TRIWV0.2% of the fund
- Ishares TRQUAL0.2% of the fund
- Wisdomtree TRDES0.2% of the fund
- Ishares TRIWR0.2% of the fund
- Vanguard Intl Equity Index FVGK0.1% of the fund
- Vanguard Scottsdale FDSVCLT0.1% of the fund
- Ishares Gold TRIAU<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard World FDVSGX9.4% of the fund+11%
- Vanguard Index FDSVXF8.3% of the fund+17%
- Vanguard Star FDSVXUS7.8% of the fund+4%
- Vanguard World FDESGV6.5% of the fund+46%
- Vanguard Scottsdale FDSVGIT1.8% of the fund+23%
- Vanguard Index FDSVOO1.7% of the fund+83%
- Vanguard BD Index FDSBND1.0% of the fund+14%
- Vanguard Index FDSVNQ0.9% of the fund+12%
Cut
Sold some of their stake.
- IsharesEMXC11.0% of the fund-6%
- Vanguard Intl Equity Index FVWO5.0% of the fund-7%
- Ishares TRSTIP3.5% of the fund-42%
- Vanguard Index FDSVV2.3% of the fund-16%
- Vanguard Intl Equity Index FVT1.1% of the fund-76%
- Ishares TRICLN0.6% of the fund-28%
Sold out
Sold their entire stake.
- American Centy ETF TRAVDE-100%
Holdings
- IsharesEMXC
- Share
- 11.0%
- Value
- $31m
- Shares
- 299,549
-6%
- Vanguard Tax-Managed FDSVEA
- Share
- 10.8%
- Value
- $30m
- Shares
- 418,911
Held
- Vanguard World FDVSGX
- Share
- 9.4%
- Value
- $26m
- Shares
- 318,254
+11%
- Vanguard Index FDSVXF
- Share
- 8.3%
- Value
- $23m
- Shares
- 93,644
+17%
- Vanguard Star FDSVXUS
- Share
- 7.8%
- Value
- $22m
- Shares
- 251,639
+4%
- Vanguard World FDESGV
- Share
- 6.5%
- Value
- $18m
- Shares
- 135,621
+46%
- Vanguard Intl Equity Index FVWO
- Share
- 5.0%
- Value
- $14m
- Shares
- 233,290
-7%
- Vanguard Scottsdale FDSVONG
- Share
- 3.7%
- Value
- $10m
- Shares
- 81,288
New
- Ishares TRSTIP
- Share
- 3.5%
- Value
- $10m
- Shares
- 94,283
-42%
- Vanguard Scottsdale FDSVONV
- Share
- 3.2%
- Value
- $9m
- Shares
- 84,515
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.2%
- Value
- $9m
- Shares
- 11,909
New
- Ishares TRUSMV
- Share
- 2.6%
- Value
- $7m
- Shares
- 74,598
New
- Vanguard Index FDSVUG
- Share
- 2.4%
- Value
- $7m
- Shares
- 77,622
New
- Ishares TRREET
- Share
- 2.3%
- Value
- $6m
- Shares
- 235,330
Held
- Vanguard Index FDSVV
- Share
- 2.3%
- Value
- $6m
- Shares
- 18,564
-16%
- Vanguard Admiral FDSVIOV
- Share
- 2.3%
- Value
- $6m
- Shares
- 54,407
New
- Ishares TRIWO
- Share
- 1.9%
- Value
- $5m
- Shares
- 13,458
New
- Vanguard Scottsdale FDSVGIT
- Share
- 1.8%
- Value
- $5m
- Shares
- 85,992
+23%
- Vanguard Index FDSVOO
- Share
- 1.7%
- Value
- $5m
- Shares
- 6,868
+83%
- Vanguard Index FDSVTI
- Share
- 1.4%
- Value
- $4m
- Shares
- 10,265
New
- Vanguard Intl Equity Index FVT
- Share
- 1.1%
- Value
- $3m
- Shares
- 19,773
-76%
- Vanguard BD Index FDSBND
- Share
- 1.0%
- Value
- $3m
- Shares
- 37,437
+14%
- Vanguard Index FDSVNQ
- Share
- 0.9%
- Value
- $2m
- Shares
- 24,676
+12%
- Spdr Index SHS FDSGII
- Share
- 0.8%
- Value
- $2m
- Shares
- 30,032
Held
- American Centy ETF TRAVSD
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,037
New
- Exchange Listed FDS TRLPRE
- Share
- 0.6%
- Value
- $2m
- Shares
- 54,784
Held
- Ishares TRICLN
- Share
- 0.6%
- Value
- $2m
- Shares
- 77,999
-28%
- Invesco Exchange Traded FD TRSP
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,652
New
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $1m
- Shares
- 1,640
New
- Ishares TRIWM
- Share
- 0.3%
- Value
- $901,650
- Shares
- 3,001
New
- Ishares TRIGE
- Share
- 0.3%
- Value
- $866,296
- Shares
- 15,420
Held
- Ishares TRIWV
- Share
- 0.2%
- Value
- $685,225
- Shares
- 1,607
New
- Ishares TRQUAL
- Share
- 0.2%
- Value
- $680,233
- Shares
- 3,100
New
- Wisdomtree TRDES
- Share
- 0.2%
- Value
- $603,732
- Shares
- 14,841
New
- Ishares TRIJH
- Share
- 0.2%
- Value
- $538,342
- Shares
- 6,981
Held
- Ishares TRIWR
- Share
- 0.2%
- Value
- $518,504
- Shares
- 4,700
New
- Vanguard Intl Equity Index FVGK
- Share
- 0.1%
- Value
- $354,160
- Shares
- 4,000
New
- Dimensional ETF TrustDFSI
- Share
- 0.1%
- Value
- $307,311
- Shares
- 6,814
Held
- Vanguard Scottsdale FDSVCLT
- Share
- 0.1%
- Value
- $285,950
- Shares
- 3,800
New
- Ishares Gold TRIAU
- Share
- <0.1%
- Value
- $226,530
- Shares
- 3,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| IsharesEMXC | 11.0% | $31m | 299,549 | -6% |
| Vanguard Tax-Managed FDSVEA | 10.8% | $30m | 418,911 | Held |
| Vanguard World FDVSGX | 9.4% | $26m | 318,254 | +11% |
| Vanguard Index FDSVXF | 8.3% | $23m | 93,644 | +17% |
| Vanguard Star FDSVXUS | 7.8% | $22m | 251,639 | +4% |
| Vanguard World FDESGV | 6.5% | $18m | 135,621 | +46% |
| Vanguard Intl Equity Index FVWO | 5.0% | $14m | 233,290 | -7% |
| Vanguard Scottsdale FDSVONG | 3.7% | $10m | 81,288 | New |
| Ishares TRSTIP | 3.5% | $10m | 94,283 | -42% |
| Vanguard Scottsdale FDSVONV | 3.2% | $9m | 84,515 | New |
| State STR Spdr S&P 500 ETF TSPY | 3.2% | $9m | 11,909 | New |
| Ishares TRUSMV | 2.6% | $7m | 74,598 | New |
| Vanguard Index FDSVUG | 2.4% | $7m | 77,622 | New |
| Ishares TRREET | 2.3% | $6m | 235,330 | Held |
| Vanguard Index FDSVV | 2.3% | $6m | 18,564 | -16% |
| Vanguard Admiral FDSVIOV | 2.3% | $6m | 54,407 | New |
| Ishares TRIWO | 1.9% | $5m | 13,458 | New |
| Vanguard Scottsdale FDSVGIT | 1.8% | $5m | 85,992 | +23% |
| Vanguard Index FDSVOO | 1.7% | $5m | 6,868 | +83% |
| Vanguard Index FDSVTI | 1.4% | $4m | 10,265 | New |
| Vanguard Intl Equity Index FVT | 1.1% | $3m | 19,773 | -76% |
| Vanguard BD Index FDSBND | 1.0% | $3m | 37,437 | +14% |
| Vanguard Index FDSVNQ | 0.9% | $2m | 24,676 | +12% |
| Spdr Index SHS FDSGII | 0.8% | $2m | 30,032 | Held |
| American Centy ETF TRAVSD | 0.7% | $2m | 25,037 | New |
| Exchange Listed FDS TRLPRE | 0.6% | $2m | 54,784 | Held |
| Ishares TRICLN | 0.6% | $2m | 77,999 | -28% |
| Invesco Exchange Traded FD TRSP | 0.5% | $1m | 6,652 | New |
| Invesco QQQ TRQQQ | 0.4% | $1m | 1,640 | New |
| Ishares TRIWM | 0.3% | $901,650 | 3,001 | New |
| Ishares TRIGE | 0.3% | $866,296 | 15,420 | Held |
| Ishares TRIWV | 0.2% | $685,225 | 1,607 | New |
| Ishares TRQUAL | 0.2% | $680,233 | 3,100 | New |
| Wisdomtree TRDES | 0.2% | $603,732 | 14,841 | New |
| Ishares TRIJH | 0.2% | $538,342 | 6,981 | Held |
| Ishares TRIWR | 0.2% | $518,504 | 4,700 | New |
| Vanguard Intl Equity Index FVGK | 0.1% | $354,160 | 4,000 | New |
| Dimensional ETF TrustDFSI | 0.1% | $307,311 | 6,814 | Held |
| Vanguard Scottsdale FDSVCLT | 0.1% | $285,950 | 3,800 | New |
| Ishares Gold TRIAU | <0.1% | $226,530 | 3,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 11.4% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.