Aufman Associates Inc
CIK 0001801573 · SEWICKLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$250.9M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
STX
Seagate Technology Holdings
19.5%
VB
Vanguard Small-Cap Index ETF
17.0%
VOO
Vanguard S&P 500 Index ETF
16.3%
VEA
Vanguard Developed Markets Index ETF
14.0%
FNDX
Schwab Fundamental US Large Company Index ETF
8.7%
VOT
Vanguard Mid-Cap Growth Index ETF
3.0%
IVV
iShares Core S&P 500 Index ETF
2.3%
MRNA
Moderna
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.