Aufman Associates Inc

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Aufman Associates Inc reported 67 stock positions worth $195.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.5% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 19.1%) and Vanguard Ftse Developed ETF (VEA, 16.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 19 and reduced 21. The biggest buy was Schwab Fndmntl US LRG Co. ETF (FNDX, shares +489%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).

Most Recent 13F
Q2 2026
Location
SEWICKLEY, PA
CIK
0001801573
Portfolio Value
$195.1M (Q4 2025)
SEC Filing
0001801573-26-000001 ↗ filed Feb 11, 2026

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 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 $195.1M Q4 2025 Q1 2026: $203.8M Q1 2026 Q2 2026: $250.9M Q2 2026

Holdings 67 stocks · $195.1M
VOO Vanguard S&P 500 ETF 19.45% 60,528 $38.0M Reduce -1.1%
VB Vanguard Most SM-Cap ETF-Usd 19.07% 144,241 $37.2M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 16.50% 515,427 $32.2M Add +0.0%
STX Seagate Technology Holdings 9.25% 65,559 $18.1M Reduce -6.9%
FNDX Schwab Fndmntl US LRG Co. ETF 8.01% 574,608 $15.6M Add +489.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.52% 24,637 $6.9M Reduce -0.8%
IVV iShares Core S&P 500 ETF 2.70% 7,702 $5.3M Reduce -0.8%
VEU Vanguard Ftse All-World Ex-U 2.00% 52,933 $3.9M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.75% 6,778 $3.4M Reduce -0.4%
MTX Minerals Technologies Inc. 1.19% 38,011 $2.3M No change
GOOG Alphabet Inc. Class C 1.13% 7,038 $2.2M Reduce -8.2%
AAPL Apple Inc. 1.08% 7,770 $2.1M Reduce -7.8%
MSFT Microsoft Corp. 0.81% 3,287 $1.6M Reduce -0.5%
CCI Crown Castle Inc. 0.75% 16,379 $1.5M No change
MRNA Moderna Inc. 0.65% 43,200 $1.3M Add +146.7%
VXUS Vanguard Total Intl Stock 0.57% 14,665 $1.1M Add +1.8%
XOM Exxon Mobil Corp. 0.56% 9,035 $1.1M Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.53% 2,112 $1.0M Add +3.1%
ESML iShares ESG Aware MSCI USA S 0.52% 22,260 $1.0M Add +5.9%
USXF iShares ESG Advance MSCI USA 0.49% 16,585 $955K Add +5.9%
IWF iShares Russell 1000 Growth 0.47% 1,927 $912K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.44% 1,255 $856K Reduce -1.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 2,906 $844K Add +0.4%
RVTY Revvity Inc. 0.41% 8,260 $799K Reduce -11.6%
ABBV Abbvie Inc. 0.38% 3,262 $745K No change
JNJ Johnson & Johnson 0.36% 3,394 $702K Reduce -8.9%
ESGD iShares Trust iShares ESG Aw 0.34% 6,911 $657K Add +1.6%
AVGO Broadcom Inc. 0.33% 1,882 $651K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.33% 1,903 $638K Add +0.4%
IWD iShares Russell 1000 Value E 0.25% 2,310 $486K No change
IWP iShares Russell Mid-Cap Grow 0.25% 3,499 $479K No change
IJR iShares Core S&P Small-Cap E 0.24% 3,941 $474K Add +0.3%
CVX Chevron Corp. 0.23% 2,987 $455K Add +0.8%
ONEQ Fidelity Nasdaq Comp Indx 0.23% 4,969 $454K Reduce -18.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 3,990 $454K Reduce -0.6%
KHC The Kraft Heinz Co. 0.23% 18,621 $452K Reduce -50.4%
GOOGL Alphabet Inc. Class A 0.22% 1,364 $427K Reduce -12.4%
MRK Merck & Co. Inc. 0.20% 3,704 $390K Reduce -0.8%
ABT Abbott Laboratories 0.20% 3,051 $382K No change
SUSA iShares ESG Optimized MSCI U 0.18% 2,581 $360K Reduce -0.3%
PAYX Paychex Inc. 0.18% 3,154 $354K No change
EFAX State Street SPDR MSCI Eafe 0.18% 6,967 $352K Add +1.8%
AMZN Amazon.com Inc. 0.16% 1,385 $320K Reduce -1.3%
TSM Taiwan Semiconductor-SP ADR 0.16% 1,030 $313K Reduce -13.8%
TOTL SS Doubleline TR Tact ETF 0.16% 7,725 $311K Add +3.4%
IVE iShares S&P 500 Value ETF 0.16% 1,466 $311K No change
EFA iShares MSCI Eafe ETF 0.15% 2,984 $287K No change
IJK iShares S&P Mid-Cap 400 Grow 0.14% 2,859 $277K No change
IWN iShares Russell 2000 Value E 0.14% 1,500 $272K No change
IJH iShares Core S&P Midcap ETF 0.14% 4,091 $270K No change
KO The Coca-Cola Co. 0.14% 3,802 $266K Add +0.0%
PPL PPL Corp. 0.13% 7,485 $262K No change
PEP Pepsico Inc. 0.13% 1,797 $258K No change
MCD McDonald's Corp. 0.13% 829 $253K Reduce -22.7%
BSV Vanguard Short-Term Bond ETF 0.13% 3,215 $253K New
MCK McKesson Corp. 0.13% 300 $246K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.13% 1,864 $245K No change
COP Conocophillips 0.12% 2,400 $225K No change
MAR Marriott International Class A 0.11% 702 $218K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 729 $216K No change
UNH Unitedhealth Group Inc. 0.11% 652 $215K No change
VZ Verizon Communications Inc. 0.11% 5,242 $213K No change
FELV Fidelity Enh LRG Cap Val ETF 0.11% 6,133 $213K No change
DMXF iShares ESG Advanc MSCI Eafe 0.11% 2,819 $212K Add +3.3%
CAT Caterpillar Inc. 0.10% 350 $201K New
ICLN iShares Global Clean Energy 0.09% 10,269 $169K No change
FORA Forian Inc. 0.06% 52,657 $112K No change

Portfolio Sells Q3 2025 → Q4 2025
VOO Vanguard S&P 500 ETF Reduce -1.1% 19.45% −1.65
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 19.07% −1.61
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -0.8% 3.52% −0.58
KHC The Kraft Heinz Co. Reduce -50.4% 0.23% −0.32
IVV iShares Core S&P 500 ETF Reduce -0.8% 2.70% −0.22
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 1.75% −0.18
MSFT Microsoft Corp. Reduce -0.5% 0.81% −0.15
ORCL Oracle Corp. Sold out 0.00% −0.13
AAPL Apple Inc. Reduce -7.8% 1.08% −0.12
SGOV iShares 0-3 Month Treasury B Sold out 0.00% −0.12
STX Seagate Technology Holdings Reduce -6.9% 9.25% −0.10
ONEQ Fidelity Nasdaq Comp Indx Reduce -18.2% 0.23% −0.07
MCD McDonald's Corp. Reduce -22.7% 0.13% −0.05
RVTY Revvity Inc. Reduce -11.6% 0.41% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.6% 0.44% −0.04
JNJ Johnson & Johnson Reduce -8.9% 0.36% −0.03
TSM Taiwan Semiconductor-SP ADR Reduce -13.8% 0.16% −0.03
DIS The Walt Disney Co. Reduce -0.6% 0.23% −0.03
SUSA iShares ESG Optimized MSCI U Reduce -0.3% 0.18% −0.01
AMZN Amazon.com Inc. Reduce -1.3% 0.16% −0.01
GOOGL Alphabet Inc. Class A Reduce -12.4% 0.22% +0.01
MRK Merck & Co. Inc. Reduce -0.8% 0.20% +0.02
GOOG Alphabet Inc. Class C Reduce -8.2% 1.13% +0.08

Portfolio Buys Q3 2025 → Q4 2025
FNDX Schwab Fndmntl US LRG Co. ETF Add +489.2% 8.01% +6.57
MRNA Moderna Inc. Add +146.7% 0.65% +0.40
BSV Vanguard Short-Term Bond ETF New 0.13% +0.13
MAR Marriott International Class A New 0.11% +0.11
CAT Caterpillar Inc. New 0.10% +0.10
KO The Coca-Cola Co. Add +0.0% 0.14% −0.01
DMXF iShares ESG Advanc MSCI Eafe Add +3.3% 0.11% −0.01
ESML iShares ESG Aware MSCI USA S Add +5.9% 0.52% −0.01
EFAX State Street SPDR MSCI Eafe Add +1.8% 0.18% −0.01
TOTL SS Doubleline TR Tact ETF Add +3.4% 0.16% −0.01
AVGO Broadcom Inc. Add +0.1% 0.33% −0.02
USXF iShares ESG Advance MSCI USA Add +5.9% 0.49% −0.02
XOM Exxon Mobil Corp. Add +0.0% 0.56% −0.02
ESGD iShares Trust iShares ESG Aw Add +1.6% 0.34% −0.02
IJR iShares Core S&P Small-Cap E Add +0.3% 0.24% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.4% 0.33% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +3.1% 0.53% −0.02
CVX Chevron Corp. Add +0.8% 0.23% −0.03
VXUS Vanguard Total Intl Stock Add +1.8% 0.57% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.4% 0.43% −0.05
VEU Vanguard Ftse All-World Ex-U Add +1.6% 2.00% −0.10
VEA Vanguard Ftse Developed ETF Add +0.0% 16.50% −0.88

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