account_balance

Investment manager · 13F filer · SEC CIK 1801573

Aufman Associates Inc

Reported value$244Mas of Sep 30, 2026
Positions67 3 new, 3 sold out
Top 10 weight86.5%STX alone is 19%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
STX Seagate Technology Holdings PLC 19.1% Held
VOO Vanguard S&P 500 Index ETF 16.9% Held
VB Vanguard MStar Small-Cap Index ETF 16.9% Added +3%
VEA Vanguard Developed Markets Index ETF 14.4% Held
FNDX Schwab Fundamental US Large Company Index ETF 9.4% Added +5%
VOT Vanguard MStar Mid-Cap Growth Index ETF 3.0% Held
IVV iShares Core S&P 500 Index ETF 2.4% Trimmed −2%
VEU Vanguard FTSE All-World ex US Index ETF 1.7% Held
GOOG Alphabet Inc. 1.4% Added +3%BRK-B Berkshire Hathaway Inc 1.4% Added +9%AAPL Apple Inc. 1.0% Trimmed −3%MTX Minerals Technologies Inc 1.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist