Institutional Fund
Prime Buchholz LLC
Portsmouth, NHCIK 20519995 filings on record
Portfolio Value
$191.34M
Q1 2026
Holdings
22
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+13.6%
from $168.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds14.0%
- Ishares Inc13.1%
- Vanguard World Fd10.8%
- Vanguard Star Fds9.7%
- Ishares Tr8.8%
- Vanguard Index Fds8.6%
- Other35.0%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 416.8K | $26.71M | 14.0% | +2.6K | Added |
| 2 | Ishares Inc | 319.2K | $25.11M | 13.1% | 0 | Held |
| 3 | Vanguard World Fd | 287.8K | $20.65M | 10.8% | +8.1K | Added |
| 4 | Vanguard Star Fds | 241.5K | $18.62M | 9.7% | +48.9K | Added |
| 5 | Ishares Tr | 162.1K | $16.77M | 8.8% | +60.2K | Added |
| 6 | Vanguard Index Fds | 80.1K | $16.49M | 8.6% | +34.9K | Added |
| 7 | Vanguard Intl Equity Index F | 252.2K | $13.63M | 7.1% | −5.7K | Reduced |
| 8 | Vanguard Intl Equity Index F | 83.7K | $11.57M | 6.0% | +79.4K | Added |
| 9 | Vanguard World Fd | 92.7K | $10.40M | 5.4% | −80.8K | Reduced |
| 10 | Vanguard Index Fds | 22.1K | $6.61M | 3.5% | −399 | Reduced |
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