DOSSIER · 13F-HR · Q2 2026

Aufman Associates Inc

$251M in tracked AUM across 67 positions as of Q2 2026.

AA
CIK 0001801573 · last filed Jun 30, 2026
Total AUM
$251M
as of Q2 2026
Holdings
67
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aufman Associates Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G7997R103
Seagate Technology Holdings
$49M51K19.5%
02
VB
Vanguard Small-Cap Index ETF
$43M141K17.0%
03
VOO
Vanguard S&P 500 Index ETF
$41M60K16.3%
04
VEA
Vanguard Developed Markets Index ETF
$35M493K14.0%
05
FNDX
Schwab Fundamental US Large Company Index ETF
$22M699K8.7%
06
VOT
Vanguard Mid-Cap Growth Index ETF
$7M24K3.0%
07
IVV
iShares Core S&P 500 Index ETF
$6M8K2.3%
08
MRNA
Moderna
$5M66K1.8%
09
VEU
Vanguard FTSE All-World ex US Index ETF
$4M51K1.7%
10
GOOG
Alphabet Cl C
$3M10K1.4%

Filing history

2026Q2Jun 30
$251M▲ 23.1%
67 positionsView →
2026Q1Mar 31
$204M▲ 4.5%
65 positionsView →
2025Q4Dec 31
$195M▲ 9.8%
67 positionsView →
2025Q3Sep 30
$178M▲ 9.6%
66 positionsLocked
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
Showing 12 of 16