Aufman Associates Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Aufman Associates Inc reported 59 stock positions worth $148.1 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 23.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 23.4%) and Vanguard Ftse Developed ETF (VEA, 15.9%). Compared with Q3 2024, it opened 1 new position, sold out of 6, added to 15 and reduced 29. The biggest buy was a new position in iShares ESG Optimized MSCI U (SUSA) and the biggest sale Seagate Technology (STX, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001801573
- Portfolio Value
- $148.1M (Q4 2024)
- SEC Filing
- 0001801573-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 59 stocks · $148.1M
| VB Vanguard Most SM-Cap ETF-Usd | 23.84% | 146,997 | $35.3M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 23.40% | 64,340 | $34.7M | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 15.92% | 493,253 | $23.6M | Add +6.4% |
| STX Seagate Technology Holdings | 4.90% | 84,126 | $7.3M | Reduce -11.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.50% | 26,273 | $6.7M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 3.10% | 7,809 | $4.6M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 7,448 | $3.4M | Reduce -3.7% |
| VEU Vanguard Ftse All-World Ex-U | 2.07% | 53,293 | $3.1M | Add +0.9% |
| MTX Minerals Technologies Inc. | 1.85% | 35,997 | $2.7M | Reduce -25.8% |
| AAPL Apple Inc. | 1.22% | 7,208 | $1.8M | Reduce -1.9% |
| CCI Crown Castle Inc. | 1.13% | 18,450 | $1.7M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 1.05% | 8,180 | $1.6M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.90% | 3,157 | $1.3M | Reduce -0.5% |
| KHC The Kraft Heinz Co. | 0.78% | 37,571 | $1.2M | Reduce -5.4% |
| RVTY Revvity Inc. | 0.70% | 9,339 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.66% | 9,133 | $982K | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 2,177 | $894K | Add +1.4% |
| ESML iShares ESG Aware MSCI USA S | 0.57% | 20,130 | $846K | Add +8.1% |
| VXUS Vanguard Total Intl Stock | 0.56% | 14,193 | $836K | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,355 | $794K | Reduce -2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 2,857 | $755K | Add +0.4% |
| USXF iShares ESG Advance MSCI USA | 0.46% | 13,618 | $677K | Add +0.3% |
| AVGO Broadcom Inc. | 0.43% | 2,768 | $642K | Reduce -5.1% |
| ABBV Abbvie Inc. | 0.40% | 3,331 | $592K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 2,038 | $591K | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.36% | 3,726 | $539K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.34% | 6,676 | $508K | Add +1.3% |
| PAYX Paychex Inc. | 0.34% | 3,550 | $498K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.31% | 6,077 | $462K | No change |
| MRNA Moderna Inc. | 0.31% | 11,066 | $460K | Add +26.2% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 3,908 | $450K | Add +0.6% |
| ALTO Alto Ingredients Inc. | 0.28% | 266,662 | $416K | No change |
| CVX Chevron Corp. | 0.28% | 2,823 | $409K | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 3,557 | $396K | No change |
| MRK Merck & Co. Inc. | 0.24% | 3,604 | $359K | Reduce -11.4% |
| ABT Abbott Laboratories | 0.23% | 3,051 | $345K | No change |
| UNH Unitedhealth Group Inc. | 0.23% | 662 | $335K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.21% | 2,605 | $317K | New |
| AMZN Amazon.com Inc. | 0.21% | 1,435 | $315K | Reduce -9.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.21% | 13,213 | $313K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,652 | $313K | Reduce -7.5% |
| MCD McDonald's Corp. | 0.20% | 1,029 | $298K | Reduce -9.0% |
| TOTL SS Doubleline TR Tact ETF | 0.19% | 7,279 | $287K | Add +1.8% |
| IVE iShares S&P 500 Value ETF | 0.19% | 1,466 | $280K | No change |
| EFAX State Street SPDR MSCI Eafe | 0.18% | 6,730 | $268K | Add +1.1% |
| PEP Pepsico Inc. | 0.18% | 1,737 | $264K | Reduce -19.3% |
| VZ Verizon Communications Inc. | 0.18% | 6,523 | $261K | Reduce -2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 2,859 | $260K | No change |
| IJH iShares Core S&P Midcap ETF | 0.17% | 4,091 | $255K | Reduce -6.6% |
| KO The Coca-Cola Co. | 0.17% | 3,993 | $249K | Reduce -7.0% |
| PPL PPL Corp. | 0.16% | 7,485 | $243K | Reduce -13.6% |
| COP Conocophillips | 0.16% | 2,400 | $238K | Reduce -11.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 1,195 | $236K | Reduce -20.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.16% | 1,864 | $233K | No change |
| JPM JPMorgan Chase & Co. | 0.16% | 971 | $233K | Reduce -14.9% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 2,075 | $211K | Reduce -5.8% |
| PG The Procter & Gamble Co. | 0.14% | 1,231 | $206K | No change |
| ICLN iShares Global Clean Energy | 0.08% | 10,158 | $116K | Add +1.0% |
| FORA Forian Inc. | 0.07% | 52,657 | $108K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| STX Seagate Technology Holdings | Reduce -11.8% | 4.90% | −1.82 |
| MTX Minerals Technologies Inc. | Reduce -25.8% | 1.85% | −0.56 |
| CCI Crown Castle Inc. | Reduce -1.6% | 1.13% | −0.30 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.15 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.14 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.14 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.14 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.14 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.13 |
| KHC The Kraft Heinz Co. | Reduce -5.4% | 0.78% | −0.12 |
| PEP Pepsico Inc. | Reduce -19.3% | 0.18% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.24% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.66% | −0.03 |
| KO The Coca-Cola Co. | Reduce -7.0% | 0.17% | −0.03 |
| COP Conocophillips | Reduce -11.3% | 0.16% | −0.02 |
| PPL PPL Corp. | Reduce -13.6% | 0.16% | −0.02 |
| MCD McDonald's Corp. | Reduce -9.0% | 0.20% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.18% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -20.9% | 0.16% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.7% | 2.28% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.6% | 0.17% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -14.9% | 0.16% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.8% | 0.14% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 0.21% | +0.02 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.90% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 0.54% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -9.6% | 0.21% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.40% | +0.03 |
| AVGO Broadcom Inc. | Reduce -5.1% | 0.43% | +0.11 |
| AAPL Apple Inc. | Reduce -1.9% | 1.22% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 1.05% | +0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 3.10% | +0.19 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.3% | 4.50% | +0.38 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 23.40% | +1.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 23.84% | +1.25 |
Portfolio Buys Q3 2024 → Q4 2024
| SUSA iShares ESG Optimized MSCI U | New | 0.21% | +0.21 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 15.92% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.60% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | Add +8.1% | 0.57% | +0.07 |
| USXF iShares ESG Advance MSCI USA | Add +0.3% | 0.46% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.51% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 0.30% | +0.01 |
| CVX Chevron Corp. | Add +0.8% | 0.28% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.21% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +1.8% | 0.19% | +0.00 |
| EFAX State Street SPDR MSCI Eafe | Add +1.1% | 0.18% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +1.3% | 0.34% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.6% | 0.56% | −0.02 |
| ICLN iShares Global Clean Energy | Add +1.0% | 0.08% | −0.02 |
| MRNA Moderna Inc. | Add +26.2% | 0.31% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 2.07% | −0.07 |
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 |