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WILLIAM J GAFFEY

Aufman Associates Inc

Assets Managed
$203.834M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
4.47%(2Q avg: 7.15%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Aufman Associates Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Aufman Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 203.834M in assets, with a quarterly growth rate of 4.47% and a 2-quarter average growth rate of 7.15%. The portfolio is managed by WILLIAM J GAFFEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.01%
18.35%
$37.395M
142,772 shares@ $261.92 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.29%
17.52%
$35.699M
59,743 shares@ $597.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.59%
15.95%
$32.502M
507,208 shares@ $64.09 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -0.07%
12.6%
$25.663M
65,507 shares@ $391.76 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 18.12%
9.28%
$18.902M
678,694 shares@ $27.85 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 0.17%
3.12%
$6.351M
24,677 shares@ $257.35 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.98%
2.45%
$4.982M
7,626 shares@ $653.24 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -1.29%
1.93%
$3.924M
52,248 shares@ $75.1 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
1.6%
$3.248M
6,778 shares@ $479.21 avg price
MRNA
Moderna Inc
Recent Activity
Increased 31.94%
1.35%
$2.749M
56,998 shares@ $48.24 avg price

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