Institutional Fund
Aufman Associates Inc
Sewickley, PACIK 18015735 filings on record
Portfolio Value
$203.83M
Q1 2026
Holdings
65
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+4.5%
from $195.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.3%
- Vanguard Index Fds17.5%
- Vanguard Tax-Managed Fds15.9%
- Seagate Technology Hldngs Pl12.6%
- Schwab Strategic Tr9.3%
- Vanguard Index Fds3.1%
- Other23.2%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 142.8K | $37.39M | 18.3% | −1.5K | Reduced |
| 2 | Vanguard Index Fds | 59.7K | $35.70M | 17.5% | −785 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 507.2K | $32.50M | 15.9% | −8.2K | Reduced |
| 4 | Seagate Technology Hldngs Pl | 65.5K | $25.66M | 12.6% | −52 | Reduced |
| 5 | Schwab Strategic Tr | 678.7K | $18.90M | 9.3% | +104.1K | Added |
| 6 | Vanguard Index Fds | 24.7K | $6.35M | 3.1% | +40 | Added |
| 7 | Ishares Tr | 7.6K | $4.98M | 2.4% | −76 | Reduced |
| 8 | Vanguard Intl Equity Index F | 52.2K | $3.92M | 1.9% | −685 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 6.8K | $3.25M | 1.6% | 0 | Held |
| 10 | Moderna Inc | 57.0K | $2.75M | 1.3% | +13.8K | Added |
55 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio