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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, FNDX, and represent 72.29% of Aufman Associates's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$13M), MRNA, BSV, MAR, CAT, VEU, ESML, USXF, VUG, VXUS.
Started 3 new stock positions in CAT, MAR, BSV.
Reduced shares in these 10 stocks: STX, KHC, VOO, , SGOV, GOOG, AAPL, RVTY, ONEQ, MCD.
Sold out of its positions in SGOV, ORCL.
Aufman Associates was a net buyer of stock by $11M.
Aufman Associates has $195M in assets under management (AUM), dropping by 9.82%.
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 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard 500 Index ETF Etf (VOO)	19.5	$38M		61k	627.13	View chart
Vanguard Small-Cap Index ETF Etf (VB)	19.1	$37M		144k	257.95	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	16.5	$32M		515k	62.47	View chart
Seagate Technology Holdings Stock (STX)	9.3	$18M	-6%	66k	275.39	View chart
Schwab Fundamental US Large Company Index ETF Etf (FNDX)	8.0	$16M	+489%	575k	27.21	View chart
Vanguard Mid-Cap Growth Index ETF Etf (VOT)	3.5	$6.9M		25k	279.14	View chart
iShares Core S&P 500 Index ETF Etf (IVV)	2.7	$5.3M		7.7k	684.97	View chart
Vanguard FTSE All-World ex US Index ETF Etf (VEU)	2.0	$3.9M		53k	73.56	View chart
Berkshire Hathaway Cl B Stock (BRK.B)	1.7	$3.4M		6.8k	502.65	View chart
Minerals Technologies Stock (MTX)	1.2	$2.3M		38k	60.95	View chart
Alphabet Cl C Stock (GOOG)	1.1	$2.2M	-8%	7.0k	313.81	View chart
Apple Stock (AAPL)	1.1	$2.1M	-7%	7.8k	271.84	View chart
Microsoft Stock (MSFT)	0.8	$1.6M		3.3k	483.60	View chart
Crown Castle Reit (CCI)	0.7	$1.5M		16k	88.87	View chart
Moderna Stock (MRNA)	0.7	$1.3M	+146%	43k	29.49	View chart
Vanguard Total Int'l Stock Index ETF Etf (VXUS)	0.6	$1.1M		15k	75.44	View chart
Exxon Mobil Stock (XOM)	0.6	$1.1M		9.0k	120.34	View chart
Vanguard Growth Index ETF Etf (VUG)	0.5	$1.0M	+3%	2.1k	487.82	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.5	$1.0M	+5%	22k	45.98	View chart
iShares ESG Advanced MSCI USA ETF Etf (USXF)	0.5	$955k	+5%	17k	57.58	View chart
iShares Russell 1000 Growth Index ETF Etf (IWF)	0.5	$912k		1.9k	473.30	View chart
SPDR S&P 500 Index ETF Etf (SPY)	0.4	$856k		1.3k	681.92	View chart
Vanguard Mid-Cap Index ETF Etf (VO)	0.4	$844k		2.9k	290.26	View chart
Revvity Stock (RVTY)	0.4	$799k	-11%	8.3k	96.75	View chart
AbbVie Stock (ABBV)	0.4	$745k		3.3k	228.46	View chart
Johnson & Johnson Stock (JNJ)	0.4	$702k	-8%	3.4k	206.95	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.3	$657k		6.9k	95.08	View chart
Broadcom Stock (AVGO)	0.3	$651k		1.9k	346.15	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$638k		1.9k	335.27	View chart
iShares Russell 1000 Value Index ETF Etf (IWD)	0.2	$486k		2.3k	210.34	View chart
iShares Russell Mid-Cap Growth Index ETF Etf (IWP)	0.2	$479k		3.5k	136.94	View chart
iShares Core S&P Small-Cap Index ETF Etf (IJR)	0.2	$474k		3.9k	120.19	View chart
Chevron Stock (CVX)	0.2	$455k		3.0k	152.40	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.2	$454k	-18%	5.0k	91.40	View chart
Walt Disney Company Stock (DIS)	0.2	$454k		4.0k	113.77	View chart
Kraft Heinz Stock (KHC)	0.2	$452k	-50%	19k	24.25	View chart
Alphabet Cl A Stock (GOOGL)	0.2	$427k	-12%	1.4k	313.00	View chart
Merck & Company Stock (MRK)	0.2	$390k		3.7k	105.26	View chart
Abbott Laboratories Stock (ABT)	0.2	$382k		3.1k	125.29	View chart
iShares ESG Optimized MSCI USA ETF Etf (SUSA)	0.2	$360k		2.6k	139.34	View chart
Paychex Stock (PAYX)	0.2	$354k		3.2k	112.18	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.2	$352k		7.0k	50.46	View chart
Amazon.com Stock (AMZN)	0.2	$320k		1.4k	230.76	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$313k	-13%	1.0k	303.89	View chart
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL)	0.2	$311k	+3%	7.7k	40.25	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$311k		1.5k	212.07	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$287k		3.0k	96.02	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.1	$277k		2.9k	96.88	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$272k		1.5k	181.21	View chart
iShares Core S&P Mid-Cap Index ETF Etf (IJH)	0.1	$270k		4.1k	66.00	View chart
Coca-Cola Stock (KO)	0.1	$266k		3.8k	69.91	View chart
PPL Stock (PPL)	0.1	$262k		7.5k	35.02	View chart
PepsiCo Stock (PEP)	0.1	$258k		1.8k	143.52	View chart
McDonald's Stock (MCD)	0.1	$253k	-22%	829.00	305.69	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$253k	NEW	3.2k	78.81	View chart
McKesson Stock (MCK)	0.1	$246k		300.00	820.29	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.1	$245k		1.9k	131.59	View chart
ConocoPhillips Stock (COP)	0.1	$225k		2.4k	93.61	View chart
Marriott International Stock (MAR)	0.1	$218k	NEW	702.00	310.11	View chart
International Business Machines Stock (IBM)	0.1	$216k		729.00	296.21	View chart
UnitedHealth Group Stock (UNH)	0.1	$215k		652.00	330.11	View chart
Verizon Communications Stock (VZ)	0.1	$214k		5.2k	40.73	View chart
Fidelity Enhanced Large Cap Value ETF Etf (FELV)	0.1	$213k		6.1k	34.66	View chart
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF)	0.1	$212k	+3%	2.8k	75.17	View chart
Caterpillar Stock (CAT)	0.1	$201k	NEW	350.00	572.87	View chart
iShares Global Clean Energy ETF Etf (ICLN)	0.1	$169k		10k	16.43	View chart
Forian Stock (FORA)	0.1	$112k		53k	2.12	View chart

Past Filings by Aufman Associates

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

Aufman Associates 2025 Q4 filed Feb. 11, 2026
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

View all past filings

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