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Aufman Associates

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

Top 5 stock holdings are VB, VOO, VEA, STX, FNDX, and represent 73.67% of Aufman Associates's stock portfolio.
Added to shares of these 10 stocks: FNDX, MRNA, USXF, GOOG, SUSA, VOT, CVX, BSV, VTI, VXUS.
Reduced shares in these 10 stocks: VEA, VOO, VB, IBM, , CCI, IJK, VUG, XOM, VEU.
Sold out of its positions in IBM, UNH.
Aufman Associates was a net buyer of stock by $1.2M.
Aufman Associates has $204M in assets under management (AUM), dropping by 4.46%.
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 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Small-Cap Index ETF Etf (VB)	18.3	$37M		143k	261.92	View chart
Vanguard 500 Index ETF Etf (VOO)	17.5	$36M		60k	597.55	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	15.9	$33M		507k	64.08	View chart
Seagate Technology Holdings Stock (STX)	12.6	$26M		66k	391.76	View chart
Schwab Fundamental US Large Company Index ETF Etf (FNDX)	9.3	$19M	+18%	679k	27.85	View chart
Vanguard Mid-Cap Growth Index ETF Etf (VOT)	3.1	$6.4M		25k	257.35	View chart
iShares Core S&P 500 Index ETF Etf (IVV)	2.4	$5.0M		7.6k	653.24	View chart
Vanguard FTSE All-World ex US Index ETF Etf (VEU)	1.9	$3.9M		52k	75.10	View chart
Berkshire Hathaway Cl B Stock (BRK.B)	1.6	$3.2M		6.8k	479.20	View chart
Moderna Stock (MRNA)	1.3	$2.7M	+31%	57k	48.23	View chart
Minerals Technologies Stock (MTX)	1.3	$2.7M		38k	70.92	View chart
Alphabet Cl C Stock (GOOG)	1.0	$2.0M		7.1k	286.88	View chart
Apple Stock (AAPL)	1.0	$2.0M		7.7k	253.80	View chart
Exxon Mobil Stock (XOM)	0.7	$1.5M	-4%	8.6k	169.66	View chart
Microsoft Stock (MSFT)	0.6	$1.2M		3.3k	370.18	View chart
Crown Castle Reit (CCI)	0.6	$1.2M	-12%	14k	81.31	View chart
Vanguard Total Int'l Stock Index ETF Etf (VXUS)	0.6	$1.1M		15k	77.11	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.5	$1.0M		22k	47.02	View chart
iShares ESG Advanced MSCI USA ETF Etf (USXF)	0.5	$1.0M	+9%	18k	55.20	View chart
Vanguard Growth Index ETF Etf (VUG)	0.4	$850k	-7%	1.9k	436.74	View chart
Vanguard Mid-Cap Index ETF Etf (VO)	0.4	$834k		2.9k	287.17	View chart
iShares Russell 1000 Growth Index ETF Etf (IWF)	0.4	$822k		1.9k	426.40	View chart
SPDR S&P 500 Index ETF Etf (SPY)	0.4	$796k	-2%	1.2k	650.34	View chart
Johnson & Johnson Stock (JNJ)	0.4	$783k	-5%	3.2k	244.44	View chart
Revvity Stock (RVTY)	0.4	$724k		8.3k	87.61	View chart
AbbVie Stock (ABBV)	0.3	$709k		3.3k	217.46	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.3	$661k		6.9k	95.61	View chart
Chevron Stock (CVX)	0.3	$620k		3.0k	206.92	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$612k		1.9k	320.82	View chart
Broadcom Stock (AVGO)	0.3	$583k		1.9k	309.54	View chart
iShares Russell 1000 Value Index ETF Etf (IWD)	0.2	$494k		2.3k	213.67	View chart
iShares Core S&P Small-Cap Index ETF Etf (IJR)	0.2	$490k		3.9k	124.31	View chart
iShares Russell Mid-Cap Growth Index ETF Etf (IWP)	0.2	$448k		3.5k	128.12	View chart
Merck & Company Stock (MRK)	0.2	$442k		3.7k	120.29	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.2	$422k		5.0k	84.91	View chart
Kraft Heinz Stock (KHC)	0.2	$419k		19k	22.49	View chart
Alphabet Cl A Stock (GOOGL)	0.2	$387k		1.3k	287.56	View chart
Walt Disney Company Stock (DIS)	0.2	$385k		4.0k	96.38	View chart
iShares ESG Optimized MSCI USA ETF Etf (SUSA)	0.2	$356k	+4%	2.7k	132.11	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$348k		1.0k	337.95	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.2	$347k		7.0k	49.76	View chart
ConocoPhillips Stock (COP)	0.2	$317k		2.4k	132.00	View chart
Abbott Laboratories Stock (ABT)	0.2	$313k		3.1k	102.67	View chart
SPDR DoubleLine Total Return Tactical ETF Etf (TOTL)	0.1	$304k		7.7k	39.73	View chart
Paychex Stock (PAYX)	0.1	$291k		3.2k	92.12	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.1	$290k		3.0k	97.12	View chart
Coca-Cola Stock (KO)	0.1	$289k		3.8k	76.05	View chart
Amazon.com Stock (AMZN)	0.1	$288k		1.4k	208.22	View chart
PPL Stock (PPL)	0.1	$286k		7.5k	38.20	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$284k		1.5k	189.59	View chart
PepsiCo Stock (PEP)	0.1	$279k		1.8k	155.29	View chart
iShares Core S&P Mid-Cap Index ETF Etf (IJH)	0.1	$276k		4.1k	67.53	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.1	$276k	-10%	1.3k	211.15	View chart
Verizon Communications Stock (VZ)	0.1	$263k		5.2k	50.20	View chart
McKesson Stock (MCK)	0.1	$260k		300.00	865.36	View chart
McDonald's Stock (MCD)	0.1	$258k		829.00	310.85	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.1	$254k		3.2k	78.42	View chart
Caterpillar Stock (CAT)	0.1	$248k		350.00	708.46	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.1	$247k		1.9k	132.50	View chart
Marriott International Stock (MAR)	0.1	$230k		702.00	326.94	View chart
Fidelity Enhanced Large Cap Value ETF Etf (FELV)	0.1	$214k		6.1k	34.91	View chart
iShares ESG Advanced MSCI EAFE ETF Etf (DMXF)	0.1	$213k		2.8k	75.46	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.1	$200k	-30%	2.0k	100.62	View chart
iShares Global Clean Energy ETF Etf (ICLN)	0.1	$188k		10k	18.29	View chart
Forian Stock	0.1	$109k		53k	2.07	View chart

Past Filings by Aufman Associates

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

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
Aufman Associates 2022 Q2 filed Aug. 10, 2022

View all past filings

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