Aufman Associates Inc
•CIK: 1801573•Filing: Q4 2025
**Aufman Associates Inc.** manages $195M across a diversified portfolio of 67 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $38.0M and VB at $37.2M. Further concentration is evident in international exposure via VEA ($32.2M) and a substantial position in WFC-PA ($18.1M). These top holdings suggest a core strategy focused on established, large-cap equity market segments.
Total AUM
$195.1M
QoQ Performance
+9.8%
Positions
67
Top 10 Concentration
83.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VB
VEA
STX
FNDX
VOO19.5%
VB19.1%
VEA16.5%
STX9.3%
FNDX8.0%
VOT3.5%
IVV2.7%
VEU2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.5%
ETF22.6%
Technology3.7%
Healthcare1.2%
Energy0.9%
Real Estate0.7%
Consumer Staples0.5%
Consumer0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑19 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022