Aufman Associates Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Aufman Associates Inc reported 64 stock positions worth $162.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.7% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 21.3%) and Vanguard Ftse Developed ETF (VEA, 18.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 1, added to 21 and reduced 18. The biggest buy was a new position in iShares Russell 1000 Growth (IWF) 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
- $162.2M (Q2 2025)
- SEC Filing
- 0001801573-25-000004 ↗ filed Aug 13, 2025
Holdings Value
Holdings 64 stocks · $162.2M
| VOO Vanguard S&P 500 ETF | 21.67% | 61,870 | $35.1M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 21.31% | 145,848 | $34.6M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 18.12% | 515,423 | $29.4M | Add +0.1% |
| STX Seagate Technology Holdings | 6.27% | 70,481 | $10.2M | Reduce -15.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 4.50% | 25,648 | $7.3M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 2.97% | 7,749 | $4.8M | Reduce -0.5% |
| VEU Vanguard Ftse All-World Ex-U | 2.18% | 52,586 | $3.5M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.08% | 6,932 | $3.4M | Reduce -3.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.48% | 97,579 | $2.4M | Add +1.5% |
| MTX Minerals Technologies Inc. | 1.29% | 38,011 | $2.1M | Add +2.7% |
| AAPL Apple Inc. | 1.24% | 9,805 | $2.0M | Add +34.3% |
| CCI Crown Castle Inc. | 1.12% | 17,709 | $1.8M | Reduce -6.9% |
| MSFT Microsoft Corp. | 1.03% | 3,353 | $1.7M | Add +7.0% |
| GOOG Alphabet Inc. Class C | 0.88% | 8,029 | $1.4M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.61% | 9,238 | $996K | Add +1.1% |
| VXUS Vanguard Total Intl Stock | 0.61% | 14,335 | $990K | Add +0.7% |
| KHC The Kraft Heinz Co. | 0.60% | 37,571 | $970K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.58% | 2,130 | $934K | Reduce -1.2% |
| RVTY Revvity Inc. | 0.56% | 9,339 | $903K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.51% | 19,871 | $821K | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 0.50% | 1,927 | $818K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,309 | $809K | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 2,883 | $807K | Add +0.5% |
| USXF iShares ESG Advance MSCI USA | 0.45% | 13,648 | $736K | No change |
| AVGO Broadcom Inc. | 0.42% | 2,481 | $684K | Reduce -4.6% |
| ESGD iShares Trust iShares ESG Aw | 0.37% | 6,802 | $607K | Add +1.9% |
| ABBV Abbvie Inc. | 0.37% | 3,262 | $605K | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 1,896 | $576K | No change |
| JNJ Johnson & Johnson | 0.35% | 3,721 | $568K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 4,035 | $500K | Add +13.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.30% | 6,077 | $487K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.30% | 3,499 | $485K | New |
| PAYX Paychex Inc. | 0.28% | 3,154 | $459K | Reduce -11.2% |
| IWD iShares Russell 1000 Value E | 0.28% | 2,310 | $449K | New |
| MRNA Moderna Inc. | 0.27% | 16,191 | $440K | Add +8.8% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 3,923 | $429K | Add +0.2% |
| CVX Chevron Corp. | 0.26% | 2,942 | $421K | Add +2.8% |
| ABT Abbott Laboratories | 0.26% | 3,051 | $415K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.20% | 2,615 | $331K | Add +0.1% |
| EFAX State Street SPDR MSCI Eafe | 0.20% | 6,841 | $324K | Add +1.6% |
| MCD McDonald's Corp. | 0.19% | 1,073 | $314K | Add +4.3% |
| AMZN Amazon.com Inc. | 0.19% | 1,425 | $313K | Reduce -0.9% |
| ALTO Alto Ingredients Inc. | 0.19% | 266,662 | $307K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.18% | 7,311 | $293K | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.18% | 3,704 | $293K | Add +2.8% |
| IVE iShares S&P 500 Value ETF | 0.18% | 1,466 | $286K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,616 | $285K | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,195 | $271K | New |
| KO The Coca-Cola Co. | 0.17% | 3,801 | $269K | Add +2.9% |
| EFA iShares MSCI Eafe ETF | 0.16% | 2,984 | $267K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.16% | 2,859 | $260K | No change |
| IJH iShares Core S&P Midcap ETF | 0.16% | 4,091 | $254K | No change |
| PPL PPL Corp. | 0.16% | 7,485 | $254K | No change |
| VZ Verizon Communications Inc. | 0.15% | 5,757 | $249K | Reduce -5.7% |
| IWN iShares Russell 2000 Value E | 0.15% | 1,500 | $237K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 1,864 | $230K | No change |
| PEP Pepsico Inc. | 0.14% | 1,737 | $229K | No change |
| MCK McKesson Corp. | 0.14% | 300 | $220K | No change |
| COP Conocophillips | 0.13% | 2,400 | $215K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 729 | $215K | New |
| UNH Unitedhealth Group Inc. | 0.13% | 663 | $207K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.13% | 2,728 | $203K | New |
| ICLN iShares Global Clean Energy | 0.08% | 10,269 | $135K | Add +1.1% |
| FORA Forian Inc. | 0.06% | 52,657 | $103K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 21.31% | −0.98 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 2.08% | −0.56 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 21.67% | −0.37 |
| CCI Crown Castle Inc. | Reduce -6.9% | 1.12% | −0.24 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.15 |
| PAYX Paychex Inc. | Reduce -11.2% | 0.28% | −0.09 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.35% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 2.97% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -5.7% | 0.15% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.7% | 2.18% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.6% | 0.51% | −0.03 |
| TOTL SS Doubleline TR Tact ETF | Reduce -0.3% | 0.18% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.50% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.18% | 0.00 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.19% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 0.58% | +0.03 |
| AVGO Broadcom Inc. | Reduce -4.6% | 0.42% | +0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.2% | 4.50% | +0.17 |
| STX Seagate Technology Holdings | Reduce -15.7% | 6.27% | +1.39 |
Portfolio Buys Q1 2025 → Q2 2025
| IWF iShares Russell 1000 Growth | New | 0.50% | +0.50 |
| IWP iShares Russell Mid-Cap Grow | New | 0.30% | +0.30 |
| IWD iShares Russell 1000 Value E | New | 0.28% | +0.28 |
| MSFT Microsoft Corp. | Add +7.0% | 1.03% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.17% | +0.17 |
| EFA iShares MSCI Eafe ETF | New | 0.16% | +0.16 |
| IWN iShares Russell 2000 Value E | New | 0.15% | +0.15 |
| IBM Intl Business Machines Corp. | New | 0.13% | +0.13 |
| AAPL Apple Inc. | Add +34.3% | 1.24% | +0.13 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.13% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 18.12% | +0.12 |
| DIS The Walt Disney Co. | Add +13.4% | 0.31% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.88% | +0.04 |
| ICLN iShares Global Clean Energy | Add +1.1% | 0.08% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.7% | 0.61% | +0.00 |
| EFAX State Street SPDR MSCI Eafe | Add +1.6% | 0.20% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.9% | 0.37% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Add +0.1% | 0.20% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.50% | −0.01 |
| KO The Coca-Cola Co. | Add +2.9% | 0.17% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.26% | −0.02 |
| MCD McDonald's Corp. | Add +4.3% | 0.19% | −0.03 |
| MRK Merck & Co. Inc. | Add +2.8% | 0.18% | −0.04 |
| MRNA Moderna Inc. | Add +8.8% | 0.27% | −0.05 |
| CVX Chevron Corp. | Add +2.8% | 0.26% | −0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.5% | 1.48% | −0.08 |
| ABBV Abbvie Inc. | Add +0.0% | 0.37% | −0.10 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.61% | −0.13 |
| MTX Minerals Technologies Inc. | Add +2.7% | 1.29% | −0.33 |
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 |