Aufman Associates Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Aufman Associates Inc reported 57 stock positions worth $145.5 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 22.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 22.0%) and Vanguard Ftse Developed ETF (VEA, 18.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 18 and reduced 16. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001801573
- Portfolio Value
- $145.5M (Q1 2025)
- SEC Filing
- 0001801573-25-000002 ↗ filed May 14, 2025
Holdings Value
Holdings 57 stocks · $145.5M
| VB Vanguard Most SM-Cap ETF-Usd | 22.30% | 146,265 | $32.4M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 22.04% | 62,391 | $32.1M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 18.00% | 515,154 | $26.2M | Add +4.4% |
| STX Seagate Technology Holdings | 4.88% | 83,599 | $7.1M | Reduce -0.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.32% | 25,706 | $6.3M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 3.01% | 7,789 | $4.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.64% | 7,204 | $3.8M | Reduce -3.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.21% | 52,962 | $3.2M | Reduce -0.6% |
| MTX Minerals Technologies Inc. | 1.62% | 37,004 | $2.4M | Add +2.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.56% | 96,175 | $2.3M | Add +627.9% |
| CCI Crown Castle Inc. | 1.36% | 19,026 | $2.0M | Add +3.1% |
| AAPL Apple Inc. | 1.12% | 7,303 | $1.6M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.84% | 7,827 | $1.2M | Reduce -4.3% |
| MSFT Microsoft Corp. | 0.81% | 3,134 | $1.2M | Reduce -0.7% |
| KHC The Kraft Heinz Co. | 0.79% | 37,571 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.75% | 9,135 | $1.1M | Add +0.0% |
| RVTY Revvity Inc. | 0.68% | 9,339 | $988K | No change |
| VXUS Vanguard Total Intl Stock | 0.61% | 14,233 | $884K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 2,156 | $799K | Reduce -1.0% |
| ESML iShares ESG Aware MSCI USA S | 0.53% | 20,183 | $775K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 2,870 | $742K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,326 | $742K | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.47% | 3,261 | $683K | Reduce -2.1% |
| USXF iShares ESG Advance MSCI USA | 0.44% | 13,648 | $637K | Add +0.2% |
| JNJ Johnson & Johnson | 0.42% | 3,726 | $618K | No change |
| PAYX Paychex Inc. | 0.38% | 3,550 | $548K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.37% | 6,676 | $545K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 1,896 | $521K | Reduce -7.0% |
| CVX Chevron Corp. | 0.33% | 2,862 | $479K | Add +1.4% |
| MRNA Moderna Inc. | 0.32% | 14,874 | $463K | Add +34.4% |
| AVGO Broadcom Inc. | 0.30% | 2,600 | $435K | Reduce -6.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.28% | 6,077 | $414K | No change |
| IJR iShares Core S&P Small-Cap E | 0.28% | 3,915 | $409K | Add +0.2% |
| ABT Abbott Laboratories | 0.28% | 3,051 | $405K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 3,558 | $351K | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.24% | 663 | $347K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.22% | 3,604 | $323K | No change |
| MCD McDonald's Corp. | 0.22% | 1,029 | $321K | No change |
| ALTO Alto Ingredients Inc. | 0.21% | 266,662 | $304K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.21% | 2,611 | $300K | Add +0.2% |
| TOTL SS Doubleline TR Tact ETF | 0.20% | 7,335 | $296K | Add +0.8% |
| EFAX State Street SPDR MSCI Eafe | 0.20% | 6,730 | $289K | No change |
| IVE iShares S&P 500 Value ETF | 0.19% | 1,466 | $279K | No change |
| VZ Verizon Communications Inc. | 0.19% | 6,105 | $277K | Reduce -6.4% |
| AMZN Amazon.com Inc. | 0.19% | 1,438 | $274K | Add +0.2% |
| PPL PPL Corp. | 0.19% | 7,485 | $270K | No change |
| KO The Coca-Cola Co. | 0.18% | 3,693 | $264K | Reduce -7.5% |
| PEP Pepsico Inc. | 0.18% | 1,737 | $260K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,652 | $255K | No change |
| COP Conocophillips | 0.17% | 2,400 | $252K | No change |
| IJH iShares Core S&P Midcap ETF | 0.16% | 4,091 | $239K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 2,859 | $238K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 1,864 | $223K | No change |
| DUK Duke Energy Corp. | 0.15% | 1,828 | $223K | New |
| MCK McKesson Corp. | 0.14% | 300 | $202K | New |
| ICLN iShares Global Clean Energy | 0.08% | 10,158 | $116K | No change |
| FORA Forian Inc. | 0.07% | 52,657 | $105K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.5% | 22.30% | −1.55 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 22.04% | −1.36 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.84% | −0.21 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.2% | 4.32% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.16 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.16 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.14 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.14 |
| AVGO Broadcom Inc. | Reduce -6.1% | 0.30% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 3.01% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.81% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.0% | 0.55% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.0% | 0.36% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.51% | −0.03 |
| STX Seagate Technology Holdings | Reduce -0.6% | 4.88% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.5% | 0.18% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -6.4% | 0.19% | +0.01 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.47% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.6% | 2.21% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 2.64% | +0.36 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +4.4% | 18.00% | +2.08 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +627.9% | 1.56% | +1.35 |
| CCI Crown Castle Inc. | Add +3.1% | 1.36% | +0.23 |
| DUK Duke Energy Corp. | New | 0.15% | +0.15 |
| MCK McKesson Corp. | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.75% | +0.08 |
| CVX Chevron Corp. | Add +1.4% | 0.33% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +0.3% | 0.61% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.24% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +0.8% | 0.20% | +0.01 |
| MRNA Moderna Inc. | Add +34.4% | 0.32% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.51% | +0.00 |
| SUSA iShares ESG Optimized MSCI U | Add +0.2% | 0.21% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Add +0.2% | 0.44% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.28% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.19% | −0.02 |
| DIS The Walt Disney Co. | Add +0.0% | 0.24% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Add +0.3% | 0.53% | −0.04 |
| AAPL Apple Inc. | Add +1.3% | 1.12% | −0.10 |
| MTX Minerals Technologies Inc. | Add +2.8% | 1.62% | −0.23 |
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 |