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Aufman Associates

Latest statistics and disclosures from Aufman Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VB, VEA, STX, VOT, and represent 72.61% of Aufman Associates's stock portfolio.
Added to shares of these 10 stocks: ORCL, SGOV, FELV, USXF, ESML, MRNA, IVV, PEP, TOTL, VXUS.
Started 3 new stock positions in SGOV, FELV, ORCL.
Reduced shares in these 10 stocks: VOO, VB, AAPL, ALTO, VOT, AVGO, CCI, GOOG, BRK.B, VUG.
Sold out of its position in ALTO.
Aufman Associates was a net seller of stock by $-1.5M.
Aufman Associates has $178M in assets under management (AUM), dropping by 9.57%.
Central Index Key (CIK): 0001801573

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Positions held by Aufman Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aufman Associates

Aufman Associates holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard 500 Index ETF Etf (VOO)	21.1	$38M		61k	612.38	View chart
Vanguard Small-Cap Index ETF Etf (VB)	20.7	$37M		145k	254.28	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	17.4	$31M		515k	59.92	View chart
Seagate Technology Holdings Stock (STX)	9.4	$17M		70k	236.06	View chart
Vanguard Mid-Cap Growth Index ETF Etf (VOT)	4.1	$7.3M	-3%	25k	293.79	View chart
iShares Core S&P 500 Index ETF Etf (IVV)	2.9	$5.2M		7.8k	669.31	View chart
Vanguard FTSE All-World ex US Index ETF Etf (VEU)	2.1	$3.7M		52k	71.37	View chart
Berkshire Hathaway Cl B Stock (BRK.B)	1.9	$3.4M		6.8k	502.74	View chart
Schwab Fundamental US Large Company Index ETF Etf (FNDX)	1.4	$2.6M		98k	26.30	View chart
Minerals Technologies Stock (MTX)	1.3	$2.4M		38k	62.12	View chart
Apple Stock (AAPL)	1.2	$2.1M	-14%	8.4k	254.62	View chart
Alphabet Cl C Stock (GOOG)	1.1	$1.9M	-4%	7.7k	243.57	View chart
Microsoft Stock (MSFT)	1.0	$1.7M		3.3k	517.89	View chart
Crown Castle Reit (CCI)	0.9	$1.6M	-7%	16k	96.49	View chart
Vanguard Total Int'l Stock Index ETF Etf (VXUS)	0.6	$1.1M		14k	73.46	View chart
Exxon Mobil Stock (XOM)	0.6	$1.0M	-2%	9.0k	112.75	View chart
Vanguard Growth Index ETF Etf (VUG)	0.6	$982k	-3%	2.0k	479.70	View chart
Kraft Heinz Stock (KHC)	0.6	$978k		38k	26.04	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.5	$948k	+5%	21k	45.08	View chart
iShares Russell 1000 Growth Index ETF Etf (IWF)	0.5	$903k		1.9k	468.41	View chart
iShares ESG Advanced MSCI USA ETF Etf (USXF)	0.5	$897k	+14%	16k	57.31	View chart
Vanguard Mid-Cap Index ETF Etf (VO)	0.5	$850k		2.9k	293.78	View chart
SPDR S&P 500 Index ETF Etf (SPY)	0.5	$849k	-2%	1.3k	666.18	View chart
Revvity Stock (RVTY)	0.5	$819k		9.3k	87.65	View chart
AbbVie Stock (ABBV)	0.4	$755k		3.3k	231.51	View chart
Johnson & Johnson Stock (JNJ)	0.4	$691k		3.7k	185.42	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.4	$632k		6.8k	92.98	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.4	$622k		1.9k	328.13	View chart
Broadcom Stock (AVGO)	0.3	$621k	-24%	1.9k	329.98	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.3	$542k		6.1k	89.13	View chart
iShares Russell Mid-Cap Growth Index ETF Etf (IWP)	0.3	$498k		3.5k	142.41	View chart
iShares Russell 1000 Value Index ETF Etf (IWD)	0.3	$470k		2.3k	203.59	View chart
iShares Core S&P Small-Cap Index ETF Etf (IJR)	0.3	$467k		3.9k	118.83	View chart
Chevron Stock (CVX)	0.3	$460k		3.0k	155.28	View chart
Walt Disney Company Stock (DIS)	0.3	$460k		4.0k	114.50	View chart
Moderna Stock (MRNA)	0.3	$452k	+8%	18k	25.83	View chart
Abbott Laboratories Stock (ABT)	0.2	$409k		3.1k	133.94	View chart
Paychex Stock (PAYX)	0.2	$400k		3.2k	126.76	View chart
Alphabet Cl A Stock (GOOGL)	0.2	$379k	-3%	1.6k	243.10	View chart
iShares ESG Optimized MSCI USA ETF Etf (SUSA)	0.2	$351k		2.6k	135.64	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.2	$337k		6.8k	49.31	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$334k		1.2k	279.29	View chart
McDonald's Stock (MCD)	0.2	$326k		1.1k	303.93	View chart
Merck & Company Stock (MRK)	0.2	$313k		3.7k	83.93	View chart
Amazon.com Stock (AMZN)	0.2	$308k		1.4k	219.52	View chart
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL)	0.2	$303k	+2%	7.5k	40.57	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$303k		1.5k	206.51	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.2	$279k		3.0k	93.36	View chart
PPL Stock (PPL)	0.2	$278k		7.5k	37.16	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.2	$274k		2.9k	95.89	View chart
iShares Core S&P Mid-Cap Index ETF Etf (IJH)	0.2	$267k		4.1k	65.26	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$265k		1.5k	176.81	View chart
PepsiCo Stock (PEP)	0.1	$252k	+3%	1.8k	140.44	View chart
Coca-Cola Stock (KO)	0.1	$252k		3.8k	66.33	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.1	$242k		1.9k	129.72	View chart
Oracle Stock (ORCL)	0.1	$236k	NEW	838.00	281.24	View chart
McKesson Stock (MCK)	0.1	$232k		300.00	772.54	View chart
Verizon Communications Stock (VZ)	0.1	$230k	-8%	5.2k	43.95	View chart
ConocoPhillips Stock (COP)	0.1	$227k		2.4k	94.59	View chart
UnitedHealth Group Stock (UNH)	0.1	$225k		652.00	345.30	View chart
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF)	0.1	$207k		2.7k	75.75	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.1	$206k	NEW	2.0k	100.72	View chart
International Business Machines Stock (IBM)	0.1	$206k		729.00	282.16	View chart
Fidelity Enhanced Large Cap Value ETF Etf (FELV)	0.1	$206k	NEW	6.1k	33.53	View chart
iShares Global Clean Energy ETF Etf (ICLN)	0.1	$159k		10k	15.48	View chart
Forian Stock (FORA)	0.1	$119k		53k	2.25	View chart

Past Filings by Aufman Associates

SEC 13F filings are viewable for Aufman Associates going back to 2019

Aufman Associates 2025 Q3 filed Nov. 12, 2025
Aufman Associates 2025 Q2 filed Aug. 13, 2025
Aufman Associates 2025 Q1 filed May 14, 2025
Aufman Associates 2024 Q4 filed Feb. 12, 2025
Aufman Associates 2024 Q3 filed Nov. 13, 2024
Aufman Associates 2024 Q2 filed Aug. 9, 2024
Aufman Associates 2024 Q1 filed May 10, 2024
Aufman Associates 2023 Q4 filed Feb. 14, 2024
Aufman Associates 2023 Q3 filed Nov. 13, 2023
Aufman Associates 2023 Q2 filed Aug. 11, 2023
Aufman Associates 2023 Q1 filed May 10, 2023
Aufman Associates 2022 Q4 filed Feb. 8, 2023
Aufman Associates 2022 Q3 filed Nov. 14, 2022
Aufman Associates 2022 Q2 filed Aug. 10, 2022
Aufman Associates 2022 Q1 filed May 13, 2022
Aufman Associates 2021 Q4 filed Feb. 9, 2022

View all past filings

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