Aufman Associates Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Aufman Associates Inc reported 67 stock positions worth $250.9 million. Its top holding was Seagate Technology (STX) at 19.5% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 17.0%) and Vanguard S&P 500 ETF (VOO, 16.3%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 16 and reduced 30. The biggest buy was Moderna (MRNA, shares +15%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001801573
- Portfolio Value
- $250.9M (Q2 2026)
- SEC Filing
- 0001801573-26-000003 ↗ filed Aug 12, 2026
Holdings Value
Holdings 67 stocks · $250.9M
| STX Seagate Technology Holdings | 19.47% | 50,612 | $48.8M | Reduce -22.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 17.04% | 141,062 | $42.8M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 16.33% | 59,636 | $41.0M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 14.01% | 493,332 | $35.1M | Reduce -2.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 8.67% | 699,040 | $21.7M | Add +3.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.98% | 24,429 | $7.5M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 2.29% | 7,666 | $5.7M | Add +0.5% |
| MRNA Moderna Inc. | 1.82% | 65,687 | $4.6M | Add +15.2% |
| VEU Vanguard Ftse All-World Ex-U | 1.72% | 51,428 | $4.3M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 1.38% | 9,822 | $3.5M | Add +38.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 6,158 | $3.1M | Reduce -9.2% |
| MTX Minerals Technologies Inc. | 1.06% | 36,011 | $2.7M | Reduce -5.3% |
| AAPL Apple Inc. | 0.85% | 7,354 | $2.1M | Reduce -5.1% |
| VXUS Vanguard Total Intl Stock | 0.52% | 15,298 | $1.3M | Add +4.3% |
| USXF iShares ESG Advance MSCI USA | 0.50% | 18,217 | $1.3M | Add +0.2% |
| MSFT Microsoft Corp. | 0.49% | 3,287 | $1.2M | Reduce -0.0% |
| ESML iShares ESG Aware MSCI USA S | 0.49% | 21,909 | $1.2M | Reduce -0.7% |
| XOM Exxonmobil Holdings Corp. | 0.41% | 7,558 | $1.0M | Reduce -12.6% |
| IWF iShares Russell 1000 Growth | 0.38% | 7,708 | $957K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 11,621 | $936K | No change |
| CCI Crown Castle Inc. | 0.37% | 12,274 | $930K | Reduce -14.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,219 | $910K | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 10,295 | $887K | Reduce -11.9% |
| RVTY Revvity Inc. | 0.33% | 7,372 | $820K | Reduce -10.8% |
| JNJ Johnson & Johnson | 0.32% | 3,167 | $804K | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.32% | 3,196 | $804K | Reduce -2.0% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 7,003 | $720K | Add +1.3% |
| AVGO Broadcom Inc. | 0.28% | 1,884 | $712K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 1,911 | $707K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 3,931 | $583K | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.22% | 2,310 | $560K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.20% | 4,969 | $513K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.20% | 3,480 | $510K | Reduce -0.5% |
| CVX Chevron Corp. | 0.19% | 2,949 | $489K | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,295 | $463K | Reduce -3.8% |
| KHC The Kraft Heinz Co. | 0.18% | 18,621 | $440K | No change |
| AMD Advanced Micro Devices | 0.17% | 730 | $424K | New |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 2,694 | $416K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 870 | $415K | Reduce -15.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 4,000 | $385K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.15% | 2,990 | $384K | Reduce -18.6% |
| EFAX State Street SPDR MSCI Eafe | 0.15% | 7,073 | $383K | Add +1.5% |
| CAT Caterpillar Inc. | 0.15% | 350 | $373K | No change |
| AMZN Amazon.com Inc. | 0.15% | 1,559 | $371K | Add +12.7% |
| IWN iShares Russell 2000 Value E | 0.13% | 1,500 | $332K | No change |
| IJH iShares Core S&P Midcap ETF | 0.13% | 4,091 | $315K | No change |
| PAYX Paychex Inc. | 0.12% | 3,154 | $310K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.12% | 7,738 | $305K | Add +1.1% |
| KO The Coca-Cola Co. | 0.12% | 3,749 | $305K | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,062 | $299K | New |
| IVE iShares S&P 500 Value ETF | 0.12% | 1,308 | $297K | No change |
| ABT Abbott Laboratories | 0.11% | 3,051 | $277K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 652 | $271K | New |
| PPL PPL Corp. | 0.11% | 7,350 | $267K | Reduce -1.8% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 3,389 | $264K | Add +4.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,699 | $251K | Reduce -8.8% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.10% | 6,133 | $246K | No change |
| PEP Pepsico Inc. | 0.10% | 1,797 | $243K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.10% | 2,840 | $240K | Add +0.7% |
| MAR Marriott International Class A | 0.09% | 635 | $235K | Reduce -9.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 1,988 | $234K | No change |
| EFA iShares MSCI Eafe ETF | 0.09% | 2,200 | $229K | Reduce -26.3% |
| MCK McKesson Corp. | 0.09% | 300 | $227K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.09% | 2,739 | $226K | New |
| MCD McDonald's Corp. | 0.09% | 829 | $224K | No change |
| VZ Verizon Communications Inc. | 0.09% | 5,242 | $222K | No change |
| ICLN iShares Global Clean Energy | 0.08% | 10,267 | $210K | Reduce -0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| VEA Vanguard Ftse Developed ETF | Reduce -2.7% | 14.01% | −1.93 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.2% | 17.04% | −1.30 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 16.33% | −1.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.2% | 1.23% | −0.37 |
| XOM Exxonmobil Holdings Corp. | Reduce -12.6% | 0.41% | −0.31 |
| MTX Minerals Technologies Inc. | Reduce -5.3% | 1.06% | −0.26 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.6% | 1.72% | −0.21 |
| CCI Crown Castle Inc. | Reduce -14.0% | 0.37% | −0.20 |
| COP Conocophillips | Sold out | 0.00% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.0% | 2.98% | −0.13 |
| AAPL Apple Inc. | Reduce -5.1% | 0.85% | −0.12 |
| CVX Chevron Corp. | Reduce -1.6% | 0.19% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.0% | 0.49% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -18.6% | 0.15% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.9% | 0.35% | −0.06 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.32% | −0.06 |
| FORA Forian Inc. | Sold out | 0.00% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -26.3% | 0.09% | −0.05 |
| PPL PPL Corp. | Reduce -1.8% | 0.11% | −0.03 |
| RVTY Revvity Inc. | Reduce -10.8% | 0.33% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.36% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.32% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -8.8% | 0.10% | −0.02 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.7% | 0.49% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.12% | −0.02 |
| MAR Marriott International Class A | Reduce -9.5% | 0.09% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.5% | 0.20% | −0.02 |
| ICLN iShares Global Clean Energy | Reduce -0.0% | 0.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.23% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.18% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.5% | 0.17% | −0.01 |
| STX Seagate Technology Holdings | Reduce -22.7% | 19.47% | +6.88 |
Portfolio Buys Q1 2026 → Q2 2026
| MRNA Moderna Inc. | Add +15.2% | 1.82% | +0.48 |
| GOOG Alphabet Inc. Class C | Add +38.5% | 1.38% | +0.39 |
| AMD Advanced Micro Devices | New | 0.17% | +0.17 |
| IBM Intl Business Machines Corp. | New | 0.12% | +0.12 |
| UNH Unitedhealth Group Inc. | New | 0.11% | +0.11 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.09% | +0.09 |
| USXF iShares ESG Advance MSCI USA | Add +0.2% | 0.50% | +0.01 |
| AMZN Amazon.com Inc. | Add +12.7% | 0.15% | +0.01 |
| AVGO Broadcom Inc. | Add +0.1% | 0.28% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +0.7% | 0.10% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Add +0.1% | 0.17% | −0.01 |
| EFAX State Street SPDR MSCI Eafe | Add +1.5% | 0.15% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.28% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +4.9% | 0.11% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Add +1.1% | 0.12% | −0.03 |
| VXUS Vanguard Total Intl Stock | Add +4.3% | 0.52% | −0.03 |
| DIS The Walt Disney Co. | Add +0.3% | 0.15% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Add +1.3% | 0.29% | −0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 2.29% | −0.16 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +3.0% | 8.67% | −0.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $250.9M | STX, VB, VOO, VEA, FNDX |
| Q1 2026 | 65 | $203.8M | VB, VOO, VEA, STX, FNDX |
| Q4 2025 | 67 | $195.1M | VOO, VB, VEA, STX, FNDX |
| Q3 2025 | 66 | $177.7M | VOO, VB, VEA, STX, VOT |
| Q2 2025 | 64 | $162.2M | VOO, VB, VEA, STX, VOT |
| Q1 2025 | 57 | $145.5M | VB, VOO, VEA, STX, VOT |
| Q4 2024 | 59 | $148.1M | VB, VOO, VEA, STX, VOT |
| Q3 2024 | 64 | $155.6M | VB, VOO, VEA, STX, VOT |
| Q2 2024 | 46 | $140.5M | VOO, VB, VEA, STX, VOT |
| Q1 2024 | 46 | $142.0M | VB, VOO, VEA, STX, VOT |