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George Matthew Berardino

Prime Buchholz Llc

Assets Managed
$191.344M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
13.6%(2Q avg: 3.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Prime Buchholz Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Prime Buchholz Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 191.344M in assets, with a quarterly growth rate of 13.6% and a 2-quarter average growth rate of 3.1%. The portfolio is managed by George Matthew Berardino, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.64%
13.96%
$26.709M
416,806 shares@ $64.09 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
13.13%
$25.111M
319,235 shares@ $78.66 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 2.92%
10.8%
$20.647M
287,848 shares@ $71.74 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 25.42%
9.74%
$18.62M
241,477 shares@ $77.12 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 59.08%
8.77%
$16.768M
162,116 shares@ $103.44 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 77.22%
8.62%
$16.488M
80,119 shares@ $205.8 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -2.21%
7.13%
$13.631M
252,184 shares@ $54.06 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 1872.79%
6.05%
$11.573M
83,666 shares@ $138.32 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -46.56%
5.44%
$10.405M
92,675 shares@ $112.28 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -1.77%
3.46%
$6.614M
22,133 shares@ $298.85 avg price

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