Prime Buchholz LLC

PORTSMOUTH, NH · CIK 2051999 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1990 · limited liability company

Assets managed$14.1bn
Staff127 · 69 in investment roles
Main clients (by assets)Charities 79%, High net worth individuals 19%, Pension plans 1%
Websiteprimebuchholz.com
Form ADV · 2026-09-11SEC adviser record

Kindinstitutions
Others nearbyPortsmouth, NH, Boston, MA, Atlanta, GA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Portsmouth, NH (main office)United States	United States	about 43
Boston, MAUnited States	United States	24
Atlanta, GAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$277.4m reported value +45.0% vs Q1 2026

40positions

69.3%in top 10

19 new 10 added 7 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES INC MSCI EMRG CHN EMXC	EMXC	299,549	$30.6m11.05%	11.05%	Reduced -19.7k	-19,686 -6.2%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	418,911	$29.8m10.76%	10.76%	Added +2.1k	+2,105 0.5%
3	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	318,254	$26.2m9.45%	9.45%	Added +30.4k	+30,406 10.6%
4	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	93,644	$23.1m8.31%	8.31%	Added +13.5k	+13,525 16.9%
5	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	251,639	$21.5m7.75%	7.75%	Added +10.2k	+10,162 4.2%
6	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	135,621	$17.9m6.47%	6.47%	Added +42.9k	+42,946 46.3%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	233,290	$13.9m5.02%	5.02%	Reduced -18.9k	-18,894 -7.5%
8	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	81,288	$10.4m3.75%	3.75%	New
9	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	94,283	$9.6m3.47%	3.47%	Reduced -67.8k	-67,833 -41.8%
10	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	84,515	$9.0m3.24%	3.24%	New
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,909	$8.9m3.21%	3.21%	New
12	ISHARES TR MSCI USA MIN VOL USMV	USMV	74,598	$7.2m2.59%	2.59%	New
13	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	77,622	$6.7m2.41%	2.41%	New
14	ISHARES TR GLOBAL REIT ETF REET	REET	235,330	$6.5m2.34%	2.34%	Unchanged
15	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	18,564	$6.4m2.30%	2.30%	Reduced -3.6k	-3,569 -16.1%
16	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	54,407	$6.4m2.30%	2.30%	New
17	ISHARES TR RUS 2000 GRW ETF IWO	IWO	13,458	$5.3m1.91%	1.91%	New
18	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	85,992	$5.1m1.83%	1.83%	Added +16.4k	+16,356 23.5%
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,868	$4.7m1.70%	1.70%	Added +3.1k	+3,117 83.1%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	10,265	$3.8m1.37%	1.37%	New
21	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	19,773	$3.1m1.12%	1.12%	Reduced -63.9k	-63,893 -76.4%
22	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	37,437	$2.7m0.99%	0.99%	Added +4.5k	+4,453 13.5%
23	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	24,676	$2.4m0.86%	0.86%	Added +2.7k	+2,672 12.1%
24	SPDR INDEX SHS FDS S&P GBLINF ETF GII	GII	30,032	$2.3m0.82%	0.82%	Reduced -514	-514 -1.7%
25	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	25,037	$2.0m0.72%	0.72%	New
26	EXCHANGE LISTED FDS TR LONG POND REAL E LPRE	LPRE	54,784	$1.6m0.59%	0.59%	Unchanged
27	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	77,999	$1.6m0.58%	0.58%	Reduced -30.0k	-29,989 -27.8%
28	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	6,652	$1.4m0.51%	0.51%	New
29	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,640	$1.2m0.44%	0.44%	New
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,001	$901.6k0.33%	0.33%	New
31	ISHARES TR NORTH AMERN NAT IGE	IGE	15,420	$866.3k0.31%	0.31%	Unchanged
32	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,607	$685.2k0.25%	0.25%	New
33	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,100	$680.2k0.25%	0.25%	New
34	WISDOMTREE TR US SMALLCAP DIVD DES	DES	14,841	$603.7k0.22%	0.22%	New
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,981	$538.3k0.19%	0.19%	Added +16	+16 0.2%
36	ISHARES TR RUS MID CAP ETF IWR	IWR	4,700	$518.5k0.19%	0.19%	New
37	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	4,000	$354.2k0.13%	0.13%	New
38	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	6,814	$307.3k0.11%	0.11%	Unchanged
39	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	3,800	$285.9k0.10%	0.10%	New
40	ISHARES GOLD TR ISHARES NEW IAU	IAU	3,000	$226.5k0.08%	0.08%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVDE	AVDE	7,511	$637.2k7.5k shares