Aufman Associates Inc — 13F Holdings & Portfolio
CIK 1801573 · latest 13F-HR filed 2026-05-15
Aufman Associates Inc manages $203.8M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VB (18.35%), VOO (17.51%), VEA (15.95%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 19, and trimmed 22.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$203.8M
Long-equity book
65
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −2 / ↑19 / ↓22
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Seagate Technology Holdings$7.6M +42.1%
- Schwab Fundamental US Large Company Index ETF$3.3M +20.9%
- Moderna$1.5M +115.8%
- Exxon Mobil$379.9K +34.9%
- Minerals Technologies$379.0K +16.4%
Top Trims
- Vanguard 500 Index ETF-$2.3M -6.0%
- Vanguard Mid-Cap Growth Index ETF-$526.6K -7.7%
- Microsoft-$372.4K -23.4%
- Crown Castle-$295.0K -20.3%
- iShares Core S&P 500 Index ETF-$294.1K -5.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Small-Cap Index ETF | VB | 922908751 | $37.4M | 18.35% | 142,772 | SH |
| 2 | Vanguard 500 Index ETF | VOO | 922908363 | $35.7M | 17.51% | 59,743 | SH |
| 3 | Vanguard Developed Markets Index ETF | VEA | 921943858 | $32.5M | 15.95% | 507,208 | SH |
| 4 | Seagate Technology Holdings | STX | G7997R103 | $25.7M | 12.59% | 65,507 | SH |
| 5 | Schwab Fundamental US Large Company Index ETF | FNDX | 808524771 | $18.9M | 9.27% | 678,694 | SH |
| 6 | Vanguard Mid-Cap Growth Index ETF | VOT | 922908538 | $6.4M | 3.12% | 24,677 | SH |
| 7 | iShares Core S&P 500 Index ETF | IVV | 464287200 | $5.0M | 2.44% | 7,626 | SH |
| 8 | Vanguard FTSE All-World ex US Index ETF | VEU | 922042775 | $3.9M | 1.93% | 52,248 | SH |
| 9 | Berkshire Hathaway Cl B | BRK.B | 084670702 | $3.2M | 1.59% | 6,778 | SH |
| 10 | Moderna | MRNA | 60770K107 | $2.7M | 1.35% | 56,998 | SH |
| 11 | Minerals Technologies | MTX | 603158106 | $2.7M | 1.32% | 38,011 | SH |
| 12 | Alphabet Cl C | GOOG | 02079K107 | $2.0M | 1.00% | 7,090 | SH |
| 13 | Apple | AAPL | 037833100 | $2.0M | 0.96% | 7,749 | SH |
| 14 | Exxon Mobil | XOM | 30231G102 | $1.5M | 0.72% | 8,648 | SH |
| 15 | Microsoft | MSFT | 594918104 | $1.2M | 0.60% | 3,288 | SH |
| 16 | Crown Castle | CCI | 22822V101 | $1.2M | 0.57% | 14,274 | SH |
| 17 | Vanguard Total Int'l Stock Index ETF | VXUS | 921909768 | $1.1M | 0.56% | 14,674 | SH |
| 18 | iShares ESG Aware MSCI USA Small-Cap ETF | ESML | 46435U663 | $1.0M | 0.51% | 22,063 | SH |
| 19 | iShares ESG Advanced MSCI USA ETF | USXF | 46436E767 | $1.0M | 0.49% | 18,188 | SH |
| 20 | Vanguard Growth Index ETF | VUG | 922908736 | $850.3K | 0.42% | 1,947 | SH |
| 21 | Vanguard Mid-Cap Index ETF | VO | 922908629 | $834.2K | 0.41% | 2,905 | SH |
| 22 | iShares Russell 1000 Growth Index ETF | IWF | 464287614 | $821.7K | 0.40% | 1,927 | SH |
| 23 | SPDR S&P 500 Index ETF | SPY | 78462F103 | $796.0K | 0.39% | 1,224 | SH |
| 24 | Johnson & Johnson | JNJ | 478160104 | $782.9K | 0.38% | 3,203 | SH |
| 25 | Revvity | RVTY | 714046109 | $723.7K | 0.36% | 8,260 | SH |
| 26 | AbbVie | ABBV | 00287Y109 | $709.4K | 0.35% | 3,262 | SH |
| 27 | iShares ESG Aware MSCI EAFE ETF | ESGD | 46435G516 | $660.8K | 0.32% | 6,911 | SH |
| 28 | Chevron | CVX | 166764100 | $620.1K | 0.30% | 2,997 | SH |
| 29 | Vanguard Total Stock Market ETF | VTI | 922908769 | $611.8K | 0.30% | 1,907 | SH |
| 30 | Broadcom | AVGO | 11135F101 | $582.9K | 0.29% | 1,883 | SH |
| 31 | iShares Russell 1000 Value Index ETF | IWD | 464287598 | $493.6K | 0.24% | 2,310 | SH |
| 32 | iShares Core S&P Small-Cap Index ETF | IJR | 464287804 | $490.4K | 0.24% | 3,945 | SH |
| 33 | iShares Russell Mid-Cap Growth Index ETF | IWP | 464287481 | $448.3K | 0.22% | 3,499 | SH |
| 34 | Merck & Company | MRK | 58933Y105 | $442.1K | 0.22% | 3,675 | SH |
| 35 | Fidelity NASDAQ Composite Index ETF | ONEQ | 315912808 | $421.9K | 0.21% | 4,969 | SH |
| 36 | Kraft Heinz Co | KHC | 500754106 | $418.8K | 0.21% | 18,621 | SH |
| 37 | Alphabet Cl A | GOOGL | 02079K305 | $387.1K | 0.19% | 1,346 | SH |
| 38 | The Walt Disney Company | DIS | 254687106 | $384.6K | 0.19% | 3,990 | SH |
| 39 | iShares ESG Optimized MSCI USA ETF | SUSA | 464288802 | $355.6K | 0.17% | 2,692 | SH |
| 40 | Taiwan Semiconductor Mfg ADR | TSM | 874039100 | $348.1K | 0.17% | 1,030 | SH |
| 41 | SPDR MSCI EAFE Fossil Fuel Free ETF | EFAX | 78470E106 | $346.7K | 0.17% | 6,967 | SH |
| 42 | ConocoPhillips | COP | 20825C104 | $316.8K | 0.16% | 2,400 | SH |
| 43 | Abbott Laboratories | ABT | 002824100 | $313.2K | 0.15% | 3,051 | SH |
| 44 | SPDR DoubleLine Total Return Tactical ETF | TOTL | 78467V848 | $304.1K | 0.15% | 7,653 | SH |
| 45 | Paychex | PAYX | 704326107 | $290.5K | 0.14% | 3,154 | SH |
| 46 | iShares MSCI EAFE ETF | EFA | 464287465 | $289.8K | 0.14% | 2,984 | SH |
| 47 | Coca-Cola | KO | 191216100 | $289.2K | 0.14% | 3,802 | SH |
| 48 | Amazon.com | AMZN | 023135106 | $288.0K | 0.14% | 1,383 | SH |
| 49 | PPL | PPL | 69351T106 | $285.9K | 0.14% | 7,485 | SH |
| 50 | iShares Russell 2000 Value ETF | IWN | 464287630 | $284.4K | 0.14% | 1,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $203.8M | 65 | 0001801573-26-000002 |
| 2025-12-31 | 2026-02-11 | $195.1M | 67 | 0001801573-26-000001 |
| 2025-09-30 | 2025-11-12 | $177.7M | 66 | 0001801573-25-000007 |