DOSSIER · 13F-HR · Q1 2026

Aufman Associates Inc

Aufman Associates's asset manager based in London, UK $204M in tracked AUM across 65 positions as of Q1 2026.

AA
Aufman Associates·London, UK·Asset Manager
CIK 0001801573 · last filed Mar 31, 2026
Total AUM
$204M
6.6%
vs prior
Holdings
65
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · 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

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