Aufman Associates Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Aufman Associates Inc reported 46 stock positions worth $140.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.0% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 23.2%) and Vanguard Ftse Developed ETF (VEA, 16.6%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 18 and reduced 14. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001801573
- Portfolio Value
- $140.5M (Q2 2024)
- SEC Filing
- 0001801573-24-000003 ↗ filed Aug 9, 2024
Holdings Value
Holdings 46 stocks · $140.5M
| VOO Vanguard S&P 500 ETF | 24.04% | 67,518 | $33.8M | Reduce -2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 23.15% | 149,181 | $32.5M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 16.63% | 472,689 | $23.4M | Add +0.3% |
| STX Seagate Technology Holdings | 7.23% | 98,328 | $10.2M | Reduce -2.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.34% | 26,537 | $6.1M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 2.78% | 7,127 | $3.9M | Add +0.2% |
| VEU Vanguard Ftse All-World Ex-U | 2.30% | 55,062 | $3.2M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.29% | 7,916 | $3.2M | Add +1.6% |
| MTX Minerals Technologies Inc. | 2.10% | 35,410 | $2.9M | Reduce -36.1% |
| CCI Crown Castle Inc. | 1.47% | 21,200 | $2.1M | No change |
| RVTY Revvity Inc. | 1.21% | 16,186 | $1.7M | Reduce -12.7% |
| GOOG Alphabet Inc. Class C | 1.14% | 8,751 | $1.6M | Add +0.4% |
| AAPL Apple Inc. | 1.13% | 7,568 | $1.6M | Add +1.3% |
| MSFT Microsoft Corp. | 0.76% | 2,378 | $1.1M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.60% | 7,291 | $839K | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 0.60% | 13,916 | $839K | Add +7.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 1,470 | $800K | No change |
| MRNA Moderna Inc. | 0.55% | 6,506 | $773K | Add +51.3% |
| ESML iShares ESG Aware MSCI USA S | 0.51% | 18,628 | $717K | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 2,825 | $684K | No change |
| USXF iShares ESG Advance MSCI USA | 0.45% | 13,571 | $632K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 2,067 | $553K | Add +97.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.38% | 7,540 | $527K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.37% | 6,652 | $524K | Add +0.6% |
| ABBV Abbvie Inc. | 0.30% | 2,461 | $422K | No change |
| JNJ Johnson & Johnson | 0.30% | 2,846 | $416K | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 3,877 | $413K | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 3,557 | $353K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,813 | $330K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.23% | 632 | $322K | Add +1.1% |
| ABT Abbott Laboratories | 0.23% | 3,051 | $317K | No change |
| COP Conocophillips | 0.22% | 2,706 | $310K | Reduce -4.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.21% | 4,500 | $301K | Reduce -6.2% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 5,045 | $295K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.20% | 7,071 | $281K | Add +1.2% |
| ALTO Alto Ingredients Inc. | 0.20% | 192,912 | $279K | No change |
| PAYX Paychex Inc. | 0.20% | 2,350 | $279K | No change |
| AMZN Amazon.com Inc. | 0.19% | 1,417 | $274K | New |
| CVX Chevron Corp. | 0.19% | 1,748 | $273K | Add +3.3% |
| PPL PPL Corp. | 0.19% | 9,849 | $272K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.19% | 6,660 | $272K | Add +1.6% |
| KO The Coca-Cola Co. | 0.18% | 3,903 | $248K | Reduce -3.5% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 2,439 | $226K | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 567 | $212K | New |
| FORA Forian Inc. | 0.10% | 52,657 | $140K | No change |
| ICLN iShares Global Clean Energy | 0.10% | 10,057 | $134K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 23.15% | −0.90 |
| MTX Minerals Technologies Inc. | Reduce -36.1% | 2.10% | −0.84 |
| INTC Intel Corp. | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.18 |
| RVTY Revvity Inc. | Reduce -12.7% | 1.21% | −0.16 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.15 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.3% | 4.34% | −0.08 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.25% | −0.06 |
| COP Conocophillips | Reduce -4.0% | 0.22% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.6% | 0.51% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.30% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -6.2% | 0.21% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.60% | 0.00 |
| KO The Coca-Cola Co. | Reduce -3.5% | 0.18% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.3% | 0.16% | +0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 24.04% | +0.51 |
| STX Seagate Technology Holdings | Reduce -2.1% | 7.23% | +0.65 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +1.3% | 1.13% | +0.23 |
| MRNA Moderna Inc. | Add +51.3% | 0.55% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 1.14% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +97.6% | 0.39% | +0.20 |
| AMZN Amazon.com Inc. | New | 0.19% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.15% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 2.78% | +0.14 |
| MSFT Microsoft Corp. | Add +7.4% | 0.76% | +0.10 |
| ICLN iShares Global Clean Energy | New | 0.10% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +7.5% | 0.60% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.24% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.6% | 2.30% | +0.04 |
| USXF iShares ESG Advance MSCI USA | Add +0.2% | 0.45% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 0.23% | +0.01 |
| CVX Chevron Corp. | Add +3.3% | 0.19% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +1.2% | 0.20% | +0.00 |
| EFAX State Street SPDR MSCI Eafe | Add +1.6% | 0.19% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +0.6% | 0.37% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.29% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 2.29% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 16.63% | −0.02 |
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 |