Aufman Associates Inc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Aufman Associates Inc reported 64 stock positions worth $155.6 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 22.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 22.3%) and Vanguard Ftse Developed ETF (VEA, 15.7%). Compared with Q2 2024, it opened 18 new positions, added to 19 and reduced 21. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).

Most Recent 13F
Q2 2026
Location
SEWICKLEY, PA
CIK
0001801573
Portfolio Value
$155.6M (Q3 2024)
SEC Filing
0001801573-24-000005 ↗ filed Nov 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $142.0M Q1 2024 Q2 2024: $140.5M Q2 2024 Q3 2024: $155.6M $155.6M Q3 2024 Q4 2024: $148.1M Q4 2024 Q1 2025: $145.5M Q1 2025 Q2 2025: $162.2M Q2 2025 Q3 2025: $177.7M Q3 2025 Q4 2025: $195.1M Q4 2025 Q1 2026: $203.8M Q1 2026 Q2 2026: $250.9M Q2 2026

Holdings 64 stocks · $155.6M
VB Vanguard Most SM-Cap ETF-Usd 22.59% 148,140 $35.1M Reduce -0.7%
VOO Vanguard S&P 500 ETF 22.28% 65,674 $34.7M Reduce -2.7%
VEA Vanguard Ftse Developed ETF 15.74% 463,576 $24.5M Reduce -1.9%
STX Seagate Technology Holdings 6.72% 95,424 $10.5M Reduce -3.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 4.13% 26,358 $6.4M Reduce -0.7%
IVV iShares Core S&P 500 ETF 2.91% 7,855 $4.5M Add +10.2%
MTX Minerals Technologies Inc. 2.41% 48,497 $3.7M Add +37.0%
BRK.B Berkshire Hathaway Inc. Class B 2.29% 7,734 $3.6M Reduce -2.3%
VEU Vanguard Ftse All-World Ex-U 2.14% 52,808 $3.3M Reduce -4.1%
CCI Crown Castle Inc. 1.43% 18,750 $2.2M Reduce -11.6%
AAPL Apple Inc. 1.10% 7,350 $1.7M Reduce -2.9%
GOOG Alphabet Inc. Class C 0.90% 8,382 $1.4M Reduce -4.2%
KHC The Kraft Heinz Co. 0.90% 39,726 $1.4M New
MSFT Microsoft Corp. 0.88% 3,173 $1.4M Add +33.4%
RVTY Revvity Inc. 0.77% 9,339 $1.2M Reduce -42.3%
XOM Exxon Mobil Corp. 0.70% 9,259 $1.1M Add +27.0%
VXUS Vanguard Total Intl Stock 0.58% 13,971 $904K Add +0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.53% 2,148 $825K Add +278.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 1,394 $800K Reduce -5.2%
ESML iShares ESG Aware MSCI USA S 0.50% 18,621 $779K Reduce -0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.48% 2,846 $751K Add +0.7%
USXF iShares ESG Advance MSCI USA 0.43% 13,572 $666K Add +0.0%
ABBV Abbvie Inc. 0.42% 3,331 $658K Add +35.4%
JNJ Johnson & Johnson 0.39% 3,726 $604K Add +30.9%
MRNA Moderna Inc. 0.38% 8,767 $586K Add +34.8%
VTI VG Morningstar TS MKT ETF-US 0.37% 2,041 $578K Reduce -1.3%
ESGD iShares Trust iShares ESG Aw 0.36% 6,588 $555K Reduce -1.0%
AVGO Broadcom Inc. 0.32% 2,917 $503K New
PAYX Paychex Inc. 0.31% 3,550 $476K Add +51.1%
MRK Merck & Co. Inc. 0.30% 4,068 $462K New
IJR iShares Core S&P Small-Cap E 0.29% 3,886 $455K Add +0.2%
ONEQ Fidelity Nasdaq Comp Indx 0.28% 6,077 $435K Reduce -19.4%
ALTO Alto Ingredients Inc. 0.28% 266,662 $429K Add +38.2%
CVX Chevron Corp. 0.27% 2,801 $413K Add +60.2%
UNH Unitedhealth Group Inc. 0.25% 662 $387K Add +4.8%
PEP Pepsico Inc. 0.24% 2,153 $366K New
ABT Abbott Laboratories 0.22% 3,051 $348K No change
MCD McDonald's Corp. 0.22% 1,131 $344K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 3,557 $342K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.20% 4,387 $315K Reduce -2.5%
KO The Coca-Cola Co. 0.20% 4,292 $308K Add +10.0%
VZ Verizon Communications Inc. 0.19% 6,685 $300K New
GOOGL Alphabet Inc. Class A 0.19% 1,787 $296K Reduce -1.4%
TOTL SS Doubleline TR Tact ETF 0.19% 7,152 $296K Add +1.1%
AMZN Amazon.com Inc. 0.19% 1,587 $296K Add +12.0%
EFAX State Street SPDR MSCI Eafe 0.19% 6,660 $291K No change
IVE iShares S&P 500 Value ETF 0.19% 1,466 $289K New
PPL PPL Corp. 0.18% 8,667 $287K Reduce -12.0%
COP Conocophillips 0.18% 2,706 $285K No change
IJH iShares Core S&P Midcap ETF 0.18% 4,382 $273K Reduce -13.1%
IJK iShares S&P Mid-Cap 400 Grow 0.17% 2,859 $263K New
TSM Taiwan Semiconductor-SP ADR 0.17% 1,510 $262K New
JPM JPMorgan Chase & Co. 0.15% 1,141 $241K New
IJJ iShares S&P Mid-Cap 400 Valu 0.15% 1,864 $230K New
NEE Nextera Energy Inc. 0.15% 2,712 $229K New
AMD Advanced Micro Devices 0.14% 1,373 $225K New
CSCO Cisco Systems Inc. 0.14% 4,015 $214K New
PG The Procter & Gamble Co. 0.14% 1,231 $213K New
PNC PNC Financial Services Group 0.14% 1,145 $212K New
IVW iShares S&P 500 Growth ETF 0.14% 2,203 $211K Reduce -9.7%
DUK Duke Energy Corp. 0.14% 1,828 $211K New
PFE Pfizer Inc. 0.13% 6,937 $201K New
ICLN iShares Global Clean Energy 0.10% 10,057 $148K No change
FORA Forian Inc. 0.07% 52,657 $114K No change

Portfolio Sells Q2 2024 → Q3 2024
VOO Vanguard S&P 500 ETF Reduce -2.7% 22.28% −1.76
VEA Vanguard Ftse Developed ETF Reduce -1.9% 15.74% −0.89
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.7% 22.59% −0.56
STX Seagate Technology Holdings Reduce -3.0% 6.72% −0.51
RVTY Revvity Inc. Reduce -42.3% 0.77% −0.44
GOOG Alphabet Inc. Class C Reduce -4.2% 0.90% −0.24
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -0.7% 4.13% −0.21
VEU Vanguard Ftse All-World Ex-U Reduce -4.1% 2.14% −0.16
ONEQ Fidelity Nasdaq Comp Indx Reduce -19.4% 0.28% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.2% 0.51% −0.06
GOOGL Alphabet Inc. Class A Reduce -1.4% 0.19% −0.04
CCI Crown Castle Inc. Reduce -11.6% 1.43% −0.04
IJH iShares Core S&P Midcap ETF Reduce -13.1% 0.18% −0.03
AAPL Apple Inc. Reduce -2.9% 1.10% −0.03
IVW iShares S&P 500 Growth ETF Reduce -9.7% 0.14% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 0.37% −0.02
ESGD iShares Trust iShares ESG Aw Reduce -1.0% 0.36% −0.02
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -2.5% 0.20% −0.01
ESML iShares ESG Aware MSCI USA S Reduce -0.0% 0.50% −0.01
PPL PPL Corp. Reduce -12.0% 0.18% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.3% 2.29% −0.00

Portfolio Buys Q2 2024 → Q3 2024
KHC The Kraft Heinz Co. New 0.90% +0.90
VUG Vanguard Mrngstar GR ETF-Sui Add +278.8% 0.53% +0.38
AVGO Broadcom Inc. New 0.32% +0.32
MTX Minerals Technologies Inc. Add +37.0% 2.41% +0.31
MRK Merck & Co. Inc. New 0.30% +0.30
PEP Pepsico Inc. New 0.24% +0.24
MCD McDonald's Corp. New 0.22% +0.22
VZ Verizon Communications Inc. New 0.19% +0.19
IVE iShares S&P 500 Value ETF New 0.19% +0.19
IJK iShares S&P Mid-Cap 400 Grow New 0.17% +0.17
TSM Taiwan Semiconductor-SP ADR New 0.17% +0.17
JPM JPMorgan Chase & Co. New 0.15% +0.15
IJJ iShares S&P Mid-Cap 400 Valu New 0.15% +0.15
NEE Nextera Energy Inc. New 0.15% +0.15
AMD Advanced Micro Devices New 0.14% +0.14
CSCO Cisco Systems Inc. New 0.14% +0.14
PG The Procter & Gamble Co. New 0.14% +0.14
IVV iShares Core S&P 500 ETF Add +10.2% 2.91% +0.14
PNC PNC Financial Services Group New 0.14% +0.14
DUK Duke Energy Corp. New 0.14% +0.14
PFE Pfizer Inc. New 0.13% +0.13
ABBV Abbvie Inc. Add +35.4% 0.42% +0.12
MSFT Microsoft Corp. Add +33.4% 0.88% +0.12
PAYX Paychex Inc. Add +51.1% 0.31% +0.11
XOM Exxon Mobil Corp. Add +27.0% 0.70% +0.10
JNJ Johnson & Johnson Add +30.9% 0.39% +0.09
ALTO Alto Ingredients Inc. Add +38.2% 0.28% +0.08
CVX Chevron Corp. Add +60.2% 0.27% +0.07
KO The Coca-Cola Co. Add +10.0% 0.20% +0.02
UNH Unitedhealth Group Inc. Add +4.8% 0.25% +0.02
IJR iShares Core S&P Small-Cap E Add +0.2% 0.29% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.7% 0.48% −0.00
AMZN Amazon.com Inc. Add +12.0% 0.19% −0.00
TOTL SS Doubleline TR Tact ETF Add +1.1% 0.19% −0.01
VXUS Vanguard Total Intl Stock Add +0.4% 0.58% −0.02
USXF iShares ESG Advance MSCI USA Add +0.0% 0.43% −0.02
MRNA Moderna Inc. Add +34.8% 0.38% −0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 67$250.9MSTX, VB, VOO, VEA, FNDX
Q1 2026 65$203.8MVB, VOO, VEA, STX, FNDX
Q4 2025 67$195.1MVOO, VB, VEA, STX, FNDX
Q3 2025 66$177.7MVOO, VB, VEA, STX, VOT
Q2 2025 64$162.2MVOO, VB, VEA, STX, VOT
Q1 2025 57$145.5MVB, VOO, VEA, STX, VOT
Q4 2024 59$148.1MVB, VOO, VEA, STX, VOT
Q3 2024 64$155.6MVB, VOO, VEA, STX, VOT
Q2 2024 46$140.5MVOO, VB, VEA, STX, VOT
Q1 2024 46$142.0MVB, VOO, VEA, STX, VOT