Prime Buchholz LLC holds a focused book of 40 stocks worth $277.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vanguard Russell 1000 Growth and trimmed Ishares Msci Emr MRK Ex Chna. Their largest long position is Ishares Msci Emr MRK Ex Chna at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Prime Buchholz LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 52 / 40 | $151.1B |
| ENVESTNET ASSET MANAGEMENT INC | 52 / 40 | $66.7B |
| LPL Financial LLC | 52 / 40 | $62.0B |
| Mariner, LLC | 52 / 40 | $14.2B |
| HighTower Advisors, LLC | 52 / 40 | $12.5B |
| Focus Partners Wealth | 52 / 40 | $10.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 52 / 40 | $10.2B |
| OSAIC HOLDINGS, INC. | 52 / 40 | $8.5B |
Ranked by how many of Prime Buchholz LLC's top 40 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Blackrock iShares MSCI Emerging Markets ex China ETF | $30.6M | 299.5K | 11.0% | ▼−6.2% Reduced · −20K sh | |
| 2 | The Vanguard Group Vanguard FTSE Developed Markets ETF | $29.8M | 418.9K | 10.8% | ▲+0.5% Added · +2K sh | |
| 3 | The Vanguard Group Vanguard ESG International Stock ETF | $26.2M | 318.3K | 9.4% | ▲+11% Added · +30K sh | |
| 4 | The Vanguard Group Vanguard Extended Market ETF | $23.1M | 93.6K | 8.3% | ▲+17% Added · +14K sh | |
| 5 | The Vanguard Group Vanguard Total International Stock ETF | $21.5M | 251.6K | 7.8% | ▲+4.2% Added · +10K sh | |
| 6 | The Vanguard Group Vanguard ESG U.S. Stock | $17.9M | 135.6K | 6.5% | ▲+46% Added · +43K sh | |
| 7 | The Vanguard Group Vanguard FTSE Emerging Markets ETF | $13.9M | 233.3K | 5.0% | ▼−7.5% Reduced · −19K sh | |
| 8 | The Vanguard Group Vanguard Russell 1000 Growth ETF Fund | $10.4M | 81.3K | 3.7% | ▲New New position | |
| 9 | Blackrock iShares 0-5 Year TIPS Bond ETF | $9.6M | 94.3K | 3.5% | ▼−42% Reduced · −68K sh | |
| 10 | The Vanguard Group Vanguard Russell 1000 Value ETF Fund | $9.0M | 84.5K | 3.2% | ▲New New position | |
| 11 | SSIM SPDR S&P 500 ETF | $8.9M | 11.9K | 3.2% | ▲New New position | |
| 12 | Blackrock iShares Edge MSCI Min Vol USA ETF Fund | $7.2M | 74.6K | 2.6% | ▲New New position | |
| 13 | The Vanguard Group Vanguard Morningstar Growth ETF | $6.7M | 77.6K | 2.4% | ▲New New position | |
| 14 | Blackrock iShares Global REIT ETF | $6.5M | 235.3K | 2.3% | —Held | |
| 15 | The Vanguard Group Vanguard Morningstar Large-Cap ETF | $6.4M | 18.6K | 2.3% | ▼−16% Reduced · −4K sh | |
| 16 | The Vanguard Group Vanguard S&P Small-Cap 600 Value ETF | $6.4M | 54.4K | 2.3% | ▲New New position | |
| 17 | Blackrock iShares Russell 2000 Growth ETF | $5.3M | 13.5K | 1.9% | ▲New New position | |
| 18 | The Vanguard Group Vanguard Intermediate-Term Treasury Index ETF | $5.1M | 86.0K | 1.8% | ▲+23% Added · +16K sh | |
| 19 | The Vanguard Group Vanguard S&P 500 ETF | $4.7M | 6.9K | 1.7% | ▲+83% Added · +3K sh | |
| 20 | The Vanguard Group Vanguard Morningstar Total Stock Market ETF | $3.8M | 10.3K | 1.4% | ▲New New position | |
| 21 | The Vanguard Group Vanguard Total World Stock ETF | $3.1M | 19.8K | 1.1% | ▼−76% Reduced · −64K sh | |
| 22 | The Vanguard Group Vanguard Total Bond Market ETF | $2.7M | 37.4K | 1.0% | ▲+14% Added · +4K sh | |
| 23 | The Vanguard Group Vanguard Real Estate ETF | $2.4M | 24.7K | 0.9% | ▲+12% Added · +3K sh | |
| 24 | SSIM SPDR S&P Global Infrastructure ETF | $2.3M | 30.0K | 0.8% | ▼−1.7% Reduced · −514 sh | |
| 25 | American Century Investments Avantis Responsible International Equity ETF | $2.0M | 25.0K | 0.7% | ▲New New position | |
| 26 | Long Pond Capital Long Pond Real Estate Select ETF | $1.6M | 54.8K | 0.6% | —Held | |
| 27 | Blackrock iShares Global Clean Energy ETF | $1.6M | 78.0K | 0.6% | ▼−28% Reduced · −30K sh | |
| 28 | Invesco Capital Management Invesco S&P 500 Equal Weight ETF | $1.4M | 6.7K | 0.5% | ▲New New position | |
| 29 | Invesco Capital Management Invesco QQQ Trust | $1.2M | 1.6K | 0.4% | ▲New New position | |
| 30 | Blackrock iShares Russell 2000 ETF | $902K | 3.0K | 0.3% | ▲New New position | |
| 31 | Blackrock iShares North American Natural Res ETF | $866K | 15.4K | 0.3% | —Held | |
| 32 | Blackrock iShares Russell 3000 ETF | $685K | 1.6K | 0.2% | ▲New New position | |
| 33 | Blackrock iShares Edge MSCI USA Quality Factor ETF | $680K | 3.1K | 0.2% | ▲New New position | |
| 34 | Wisdom Tree Inc. WisdomTree US SmallCap Dividend | $604K | 14.8K | 0.2% | ▲New New position | |
| 35 | Blackrock iShares Core S&P Mid-Cap ETF | $538K | 7.0K | 0.2% | ▲+0.2% Added · +16 sh | |
| 36 | Blackrock iShares Russell Mid-Cap ETF | $519K | 4.7K | 0.2% | ▲New New position | |
| 37 | The Vanguard Group Vanguard FTSE Europe ETF | $354K | 4.0K | 0.1% | ▲New New position | |
| 38 | Dimensional Fund Advisors DFA Intl Sust Core 1 ETF | $307K | 6.8K | 0.1% | —Held | |
| 39 | The Vanguard Group Vanguard Long-Term Corporate Bd ETF | $286K | 3.8K | 0.1% | ▲New New position | |
| 40 | Blackrock iShares Gold Trust | $227K | 3.0K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2051999/holdings"
Use Arkolith to show Prime Buchholz LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 40 | $277.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 22 | $191.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 20 | $168.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 20 | $181.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 23 | $313.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 23 | $286.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31 | $306.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.