§ 13F · FUND PROFILE
Aufman Associates Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 66Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-Cap Index ETF | 143K | $37M | 18.3% | −1% |
| 2 | VOO | Vanguard 500 Index ETF | 60K | $36M | 17.5% | −1% |
| 3 | VEA | Vanguard Developed Markets Index ETF | 507K | $33M | 15.9% | −2% |
| 4 | STX | Seagate Technology Holdings | 66K | $26M | 12.6% | ±0% |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | 679K | $19M | 9.3% | +18% |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | 25K | $6M | 3.1% | ±0% |
| 7 | IVV | iShares Core S&P 500 Index ETF | 8K | $5M | 2.4% | −1% |
| 8 | VEU | Vanguard FTSE All-World ex US Index ETF | 52K | $4M | 1.9% | −1% |
| 9 | BRK/B | Berkshire Hathaway Cl B | 7K | $3M | 1.6% | ±0% |
| 10 | MRNA | Moderna | 57K | $3M | 1.3% | +32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AUFMAN SIGNAL
AC read
Aufman Associates Inc is a Other fund managing $178 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed