DOSSIER · 13F-HR · Q1 2026

Aufman Associates Inc

$204M in tracked AUM across 65 positions as of Q1 2026.

AA
CIK 0001801573 · last filed Mar 31, 2026
Total AUM
$204M
as of Q1 2026
Holdings
65
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Aufman Associates Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VB
Vanguard Small-Cap Index ETF
$37M143K18.3%
02
VOO
Vanguard 500 Index ETF
$36M60K17.5%
03
VEA
Vanguard Developed Markets Index ETF
$33M507K15.9%
04
G7997R103
Seagate Technology Holdings
$26M66K12.6%
05
FNDX
Schwab Fundamental US Large Company Index ETF
$19M679K9.3%
06
VOT
Vanguard Mid-Cap Growth Index ETF
$6M25K3.1%
07
IVV
iShares Core S&P 500 Index ETF
$5M8K2.4%
08
VEU
Vanguard FTSE All-World ex US Index ETF
$4M52K1.9%
09
BRK/B
Berkshire Hathaway Cl B
$3M7K1.6%
10
MRNA
Moderna
$3M57K1.3%

Filing history

2026Q1Mar 31
$204M 4.5%
65 positionsView →
2025Q4Dec 31
$195M 9.8%
67 positionsView →
2025Q3Sep 30
$178M 9.6%
66 positionsView →
2025Q2Jun 30
$162M 11.5%
64 positionsLocked
2025Q1Mar 31
$145M 1.8%
57 positionsLocked
2024Q4Dec 31
$148M 4.8%
59 positionsLocked
2024Q3Sep 30
$156M 10.7%
64 positionsLocked
2024Q2Jun 30
$140M 1.1%
46 positionsLocked
2024Q1Mar 31
$142M 7.2%
46 positionsLocked
2023Q4Dec 31
$133M 11.2%
43 positionsLocked
2023Q3Sep 30
$119M 1.7%
43 positionsLocked
2023Q2Jun 30
$121M 3.2%
43 positionsLocked
Showing 12 of 15