Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aufman Associates

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

Top 5 stock holdings are STX, VB, VOO, VEA, FNDX, and represent 75.51% of Aufman Associates's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, GOOG, VUG, IWF, VO, FNDX, MRNA, AMD, IBM, UNH.
Started 5 new stock positions in AMD, Exxon Mobil Corp, UNH, IBM, VSGX.
Reduced shares in these 10 stocks: STX (-$14M), , VEA, VB, , BRK.B, CCI, MTX, AAPL, Forian Ord.
Sold out of its positions in COP, XOM, Forian Ord.
Aufman Associates was a net seller of stock by $-12M.
Aufman Associates has $251M in assets under management (AUM), dropping by 23.08%.
Central Index Key (CIK): 0001801573

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Aufman Associates

Aufman Associates holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Seagate Technology Holdings Stock (STX)	19.5	$49M	-22%	51k	965.00	View chart
Vanguard Small-Cap Index ETF Etf (VB)	17.0	$43M		141k	303.12	View chart
Vanguard S&P 500 Index ETF Etf (VOO)	16.3	$41M		60k	686.82	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	14.0	$35M	-2%	493k	71.25	View chart
Schwab Fundamental US Large Company Index ETF Etf (FNDX)	8.7	$22M	+2%	699k	31.10	View chart
Vanguard Mid-Cap Growth Index ETF Etf (VOT)	3.0	$7.5M		24k	306.30	View chart
iShares Core S&P 500 Index ETF Etf (IVV)	2.3	$5.7M		7.7k	748.93	View chart
Moderna Stock (MRNA)	1.8	$4.6M	+15%	66k	69.70	View chart
Vanguard FTSE All-World ex US Index ETF Etf (VEU)	1.7	$4.3M		51k	83.75	View chart
Alphabet Cl C Stock (GOOG)	1.4	$3.5M	+38%	9.8k	353.34	View chart
Berkshire Hathaway Cl B Stock (BRK.B)	1.2	$3.1M	-9%	6.2k	500.39	View chart
Minerals Technologies Stock (MTX)	1.1	$2.7M	-5%	36k	73.97	View chart
Apple Stock (AAPL)	0.8	$2.1M	-5%	7.4k	289.38	View chart
Vanguard Total Int'l Stock Index ETF Etf (VXUS)	0.5	$1.3M	+4%	15k	85.49	View chart
iShares ESG Advanced MSCI USA ETF Etf (USXF)	0.5	$1.3M		18k	69.45	View chart
Microsoft Stock (MSFT)	0.5	$1.2M		3.3k	373.06	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.5	$1.2M		22k	55.93	View chart
ExxonMobil Holdings Stock	0.4	$1.0M	NEW	7.6k	136.73	View chart
iShares Russell 1000 Growth Index ETF Etf (IWF)	0.4	$957k	+300%	7.7k	124.17	View chart
Vanguard Mid-Cap Index ETF Etf (VO)	0.4	$936k	+300%	12k	80.57	View chart
Crown Castle Reit (CCI)	0.4	$930k	-14%	12k	75.73	View chart
SPDR S&P 500 Index ETF Etf (SPY)	0.4	$910k		1.2k	746.85	View chart
Vanguard Growth Index ETF Etf (VUG)	0.4	$887k	+428%	10k	86.14	View chart
Revvity Stock (RVTY)	0.3	$820k	-10%	7.4k	111.26	View chart
Johnson & Johnson Stock (JNJ)	0.3	$804k		3.2k	253.97	View chart
AbbVie Stock (ABBV)	0.3	$804k	-2%	3.2k	251.64	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.3	$720k		7.0k	102.81	View chart
Broadcom Stock (AVGO)	0.3	$712k		1.9k	377.74	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$707k		1.9k	369.99	View chart
iShares Core S&P Small-Cap Index ETF Etf (IJR)	0.2	$583k		3.9k	148.30	View chart
iShares Russell 1000 Value Index ETF Etf (IWD)	0.2	$560k		2.3k	242.43	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.2	$513k		5.0k	103.22	View chart
iShares Russell Mid-Cap Growth Index ETF Etf (IWP)	0.2	$510k		3.5k	146.41	View chart
Chevron Stock (CVX)	0.2	$489k		2.9k	165.73	View chart
Alphabet Cl A Stock (GOOGL)	0.2	$463k	-3%	1.3k	357.37	View chart
Kraft Heinz Stock (KHC)	0.2	$440k		19k	23.62	View chart
Advanced Micro Devices Stock (AMD)	0.2	$424k	NEW	730.00	580.91	View chart
iShares ESG Optimized MSCI USA ETF Etf (SUSA)	0.2	$416k		2.7k	154.31	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$416k	-15%	870.00	477.57	View chart
Walt Disney Company Stock (DIS)	0.2	$385k		4.0k	96.25	View chart
Merck & Company Stock (MRK)	0.2	$384k	-18%	3.0k	128.50	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.2	$383k		7.1k	54.12	View chart
Caterpillar Stock (CAT)	0.1	$373k		350.00	1064.90	View chart
Amazon.com Stock (AMZN)	0.1	$372k	+12%	1.6k	238.29	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$332k		1.5k	221.20	View chart
iShares Core S&P Mid-Cap Index ETF Etf (IJH)	0.1	$316k		4.1k	77.11	View chart
Paychex Stock (PAYX)	0.1	$310k		3.2k	98.33	View chart
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL)	0.1	$305k		7.7k	39.47	View chart
Coca-Cola Stock (KO)	0.1	$305k		3.7k	81.26	View chart
International Business Machines Stock (IBM)	0.1	$299k	NEW	1.1k	281.21	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$297k		1.3k	227.06	View chart
Abbott Laboratories Stock (ABT)	0.1	$277k		3.1k	90.74	View chart
UnitedHealth Group Stock (UNH)	0.1	$271k	NEW	652.00	415.63	View chart
PPL Stock (PPL)	0.1	$267k		7.4k	36.35	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$264k	+4%	3.4k	77.91	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.1	$251k	-8%	1.7k	147.73	View chart
Fidelity Enhanced Large Cap Value ETF Etf (FELV)	0.1	$246k		6.1k	40.09	View chart
PepsiCo Stock (PEP)	0.1	$243k		1.8k	135.40	View chart
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF)	0.1	$240k		2.8k	84.61	View chart
Marriott International Stock (MAR)	0.1	$235k	-9%	635.00	370.42	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.1	$234k		2.0k	117.50	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$229k	-26%	2.2k	103.88	View chart
McKesson Stock (MCK)	0.1	$227k		300.00	755.60	View chart
Vanguard ESG International Stock ETF Etf (VSGX)	0.1	$226k	NEW	2.7k	82.34	View chart
McDonald's Stock (MCD)	0.1	$224k		829.00	270.36	View chart
Verizon Communications Stock (VZ)	0.1	$222k		5.2k	42.34	View chart
iShares Global Clean Energy ETF Etf (ICLN)	0.1	$210k		10k	20.49	View chart

Past Filings by Aufman Associates

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

Aufman Associates 2026 Q2 filed Aug. 12, 2026
Aufman Associates 2026 Q1 filed May 15, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z