AI Portfolio Summary
In 2025 Q4, Prime Buchholz LLC maintained a portfolio of 20 distinct positions. They heavily accumulated shares in The Vanguard Group, increasing their position by 10.0%. The fund also reduced its exposure to The Vanguard Group by 42.1%.
Total Positions
20
Quarter
2025 Q4
Top Holding
VEA (15.4%)
Top 10 Concentration
89.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-20 of 20
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
The Vanguard Gr...
|
ETF | 15.36% | 14.51% |
#1
Prev: #1
|
6.2 | -26,397 | -6.0% |
P
S
|
414,194 | $25,874,727 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMXC
Blackrock
|
ETF | 13.77% | 11.85% |
#2
Prev: #2
|
5.5 | no change | no change |
P
S
|
319,235 | $23,200,000 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGV
The Vanguard Gr...
|
ETF | 12.46% | 11.75% |
#3
Prev: #3
|
5.0 | -6,991 | -3.9% |
P
S
|
173,448 | $20,980,325 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSGX
The Vanguard Gr...
|
Bond/Debt | 11.89% | 11.05% |
#4
Prev: #4
|
4.8 | -10,230 | -3.5% |
P
S
|
279,700 | $20,032,139 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
The Vanguard Gr...
|
Bond/Debt | 8.62% | 8.03% |
#5
1
Prev: #6
|
3.5 | -6,214 | -3.1% |
P
S
|
192,540 | $14,525,242 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
The Vanguard Gr...
|
ETF | 8.23% | 7.97% |
#6
1
Prev: #7
|
3.3 | -9,778 | -3.7% |
P
S
|
257,887 | $13,864,016 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
Blackrock
|
Bond/Debt | 6.19% | 9.08% |
#7
2
Prev: #5
|
2.6 | -57,956 | -36.3% |
P
S
|
101,914 | $10,434,988 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
The Vanguard Gr...
|
ETF | 5.61% | 5.58% |
#8
1
Prev: #9
|
2.3 | -3,275 | -6.8% |
P
S
|
45,210 | $9,454,315 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
The Vanguard Gr...
|
ETF | 4.21% | 6.59% |
#9
1
Prev: #8
|
1.8 | -16,407 | -42.1% |
P
S
|
22,532 | $7,093,074 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REET
Blackrock
|
ETF | 3.49% | 3.31% |
#10
Prev: #10
|
1.4 | no change | no change |
P
S
|
235,330 | $5,871,484 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGIT
The Vanguard Gr...
|
Bond/Debt | 1.94% | 1.64% |
#11
2
Prev: #13
|
2.8 | 4,975 | 10.0% |
P
S
|
54,596 | $3,271,912 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
The Vanguard Gr...
|
Bond/Debt | 1.65% | 2.02% |
#12
1
Prev: #11
|
0.7 | -12,021 | -24.3% |
P
S
|
37,483 | $2,776,366 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
The Vanguard Gr...
|
ETF | 1.42% | 1.79% |
#13
1
Prev: #12
|
0.7 | -1,486 | -28.0% |
P
S
|
3,818 | $2,394,597 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICLN
Blackrock
|
ETF | 1.41% | 1.35% |
#14
Prev: #14
|
0.6 | -13,632 | -8.6% |
P
S
|
144,912 | $2,380,896 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GII
SSIM
|
ETF | 1.27% | 1.17% |
#15
Prev: #15
|
2.5 | 37 | 0.1% |
P
S
|
30,546 | $2,131,176 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
The Vanguard Gr...
|
ETF | 1.06% | 1.02% |
#16
Prev: #16
|
2.4 | 12 | 0.1% |
P
S
|
20,265 | $1,793,236 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGE
Blackrock
|
ETF | 0.60% | 0.55% |
#17
Prev: #17
|
0.2 | no change | no change |
P
S
|
20,257 | $1,016,901 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
The Vanguard Gr...
|
ETF | 0.36% | 0.32% |
#18
Prev: #18
|
2.1 | 5 | 0.1% |
P
S
|
4,241 | $598,291 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
Blackrock
|
ETF | 0.27% | 0.29% |
#19
Prev: #19
|
0.2 | -1,106 | -13.7% |
P
S
|
6,950 | $458,707 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSI
Dimensional Fun...
|
Bond/Debt | 0.17% | 0.15% |
#20
Prev: #20
|
0.1 | no change | no change |
P
S
|
6,814 | $291,946 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-20 of 20 holdings