Investor
Prime Buchholz LLC
CIK 0002051999 · filed 2026-05-14 · SEC filing
13F book
$191.3M
Positions
22
2 new · 0 sold
Largest name
14.0%
Vanguard Tax-Managed Fds
Est. mark
$2.29M
Price effect on 20 names still held. Flow $20.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 416.8K | $26.7M | 14.0% | $666.9K | Added$834.2K |
| Ishares Inc | — | 319.2K | $25.1M | 13.1% | $1.91M | Held |
| Vanguard World Fd | — | 287.8K | $20.6M | 10.8% | $30.8K | Added$615.2K |
| Vanguard Star Fds | — | 241.5K | $18.6M | 9.7% | $321.5K | Added$4.1M |
| Ishares Tr | — | 162.1K | $16.8M | 8.8% | $106K | Added$6.33M |
| Vanguard Index Fds | — | 80.1K | $16.5M | 8.6% | −$150.1K | Added$7.03M |
| Vanguard Intl Equity Index F | — | 252.2K | $13.6M | 7.1% | $73.1K | Cut−$233.5K |
| Vanguard Intl Equity Index F | — | 83.7K | $11.6M | 6.0% | −$11.7K | Added$11M |
| Vanguard World Fd | — | 92.7K | $10.4M | 5.4% | −$805.4K | Cut−$10.6M |
| Vanguard Index Fds | — | 22.1K | $6.61M | 3.5% | −$353K | Cut−$478.6K |
| Ishares Tr | — | 235.3K | $5.92M | 3.1% | $47.1K | Held |
| Vanguard Scottsdale Fds | — | 69.6K | $4.15M | 2.2% | −$20.7K | Added$874.9K |
| Vanguard Bd Index Fds | — | 33K | $2.43M | 1.3% | −$14.2K | Cut−$347.4K |
| Spdr Index Shs Fds | — | 30.5K | $2.32M | 1.2% | $190.9K | Held |
| Vanguard Index Fds | — | 3.75K | $2.24M | 1.2% | −$111K | Cut−$153.1K |
| Ishares Tr | — | 108K | $1.98M | 1.0% | $200.9K | Cut−$405.8K |
| Vanguard Index Fds | — | 22K | $1.95M | 1.0% | $4.24K | Added$158.5K |
| Exchange Listed Fds Tr | — | 54.8K | $1.43M | 0.7% | — | New |
| Ishares Tr | — | 15.4K | $970.5K | 0.5% | $196.5K | Cut−$46.4K |
| American Centy Etf Tr | — | 7.51K | $637.2K | 0.3% | — | New |
| Ishares Tr | — | 6.96K | $470.4K | 0.2% | $10.6K | Added$11.7K |
| Dimensional Etf Trust | — | 6.81K | $288.9K | 0.2% | −$3.03K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.