Aufman Associates Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Aufman Associates Inc reported 65 stock positions worth $203.8 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 18.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 17.5%) and Vanguard Ftse Developed ETF (VEA, 15.9%). Compared with Q4 2025, it sold out of 2, added to 13 and reduced 20. The biggest buy was Schwab Fndmntl US LRG Co. ETF (FNDX, shares +18%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).

Most Recent 13F
Q2 2026
Location
SEWICKLEY, PA
CIK
0001801573
Portfolio Value
$203.8M (Q1 2026)
SEC Filing
0001801573-26-000002 ↗ filed May 15, 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 Q4 2025 Q1 2026: $203.8M $203.8M Q1 2026 Q2 2026: $250.9M Q2 2026

Holdings 65 stocks · $203.8M
VB Vanguard Most SM-Cap ETF-Usd 18.35% 142,772 $37.4M Reduce -1.0%
VOO Vanguard S&P 500 ETF 17.51% 59,743 $35.7M Reduce -1.3%
VEA Vanguard Ftse Developed ETF 15.95% 507,208 $32.5M Reduce -1.6%
STX Seagate Technology Holdings 12.59% 65,507 $25.7M Reduce -0.1%
FNDX Schwab Fndmntl US LRG Co. ETF 9.27% 678,694 $18.9M Add +18.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.12% 24,677 $6.4M Add +0.2%
IVV iShares Core S&P 500 ETF 2.44% 7,626 $5.0M Reduce -1.0%
VEU Vanguard Ftse All-World Ex-U 1.93% 52,248 $3.9M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 1.59% 6,778 $3.2M No change
MRNA Moderna Inc. 1.35% 56,998 $2.7M Add +31.9%
MTX Minerals Technologies Inc. 1.32% 38,011 $2.7M No change
GOOG Alphabet Inc. Class C 1.00% 7,090 $2.0M Add +0.7%
AAPL Apple Inc. 0.96% 7,749 $2.0M Reduce -0.3%
XOM Exxon Mobil Corp. 0.72% 8,648 $1.5M Reduce -4.3%
MSFT Microsoft Corp. 0.60% 3,288 $1.2M Add +0.0%
CCI Crown Castle Inc. 0.57% 14,274 $1.2M Reduce -12.8%
VXUS Vanguard Total Intl Stock 0.56% 14,674 $1.1M Add +0.1%
ESML iShares ESG Aware MSCI USA S 0.51% 22,063 $1.0M Reduce -0.9%
USXF iShares ESG Advance MSCI USA 0.49% 18,188 $1.0M Add +9.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.42% 1,947 $850K Reduce -7.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.41% 2,905 $834K Reduce -0.0%
IWF iShares Russell 1000 Growth 0.40% 1,927 $822K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.39% 1,224 $796K Reduce -2.5%
JNJ Johnson & Johnson 0.38% 3,203 $783K Reduce -5.6%
RVTY Revvity Inc. 0.35% 8,260 $724K No change
ABBV Abbvie Inc. 0.35% 3,262 $709K No change
ESGD iShares Trust iShares ESG Aw 0.32% 6,911 $661K No change
CVX Chevron Corp. 0.30% 2,997 $620K Add +0.3%
VTI VG Morningstar TS MKT ETF-US 0.30% 1,907 $612K Add +0.2%
AVGO Broadcom Inc. 0.29% 1,883 $583K Add +0.1%
IWD iShares Russell 1000 Value E 0.24% 2,310 $494K No change
IJR iShares Core S&P Small-Cap E 0.24% 3,945 $490K Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.22% 3,499 $448K No change
MRK Merck & Co. Inc. 0.22% 3,675 $442K Reduce -0.8%
ONEQ Fidelity Nasdaq Comp Indx 0.21% 4,969 $422K No change
KHC The Kraft Heinz Co. 0.21% 18,621 $419K No change
GOOGL Alphabet Inc. Class A 0.19% 1,346 $387K Reduce -1.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 3,990 $385K No change
SUSA iShares ESG Optimized MSCI U 0.17% 2,692 $356K Add +4.3%
TSM Taiwan Semiconductor-SP ADR 0.17% 1,030 $348K No change
EFAX State Street SPDR MSCI Eafe 0.17% 6,967 $347K No change
COP Conocophillips 0.16% 2,400 $317K No change
ABT Abbott Laboratories 0.15% 3,051 $313K No change
TOTL SS Doubleline TR Tact ETF 0.15% 7,653 $304K Reduce -0.9%
PAYX Paychex Inc. 0.14% 3,154 $291K No change
EFA iShares MSCI Eafe ETF 0.14% 2,984 $290K No change
KO The Coca-Cola Co. 0.14% 3,802 $289K No change
AMZN Amazon.com Inc. 0.14% 1,383 $288K Reduce -0.1%
PPL PPL Corp. 0.14% 7,485 $286K No change
IWN iShares Russell 2000 Value E 0.14% 1,500 $284K No change
PEP Pepsico Inc. 0.14% 1,797 $279K No change
IJH iShares Core S&P Midcap ETF 0.14% 4,091 $276K No change
IVE iShares S&P 500 Value ETF 0.14% 1,308 $276K Reduce -10.8%
VZ Verizon Communications Inc. 0.13% 5,242 $263K No change
MCK McKesson Corp. 0.13% 300 $260K No change
MCD McDonald's Corp. 0.13% 829 $258K No change
BSV Vanguard Short-Term Bond ETF 0.12% 3,232 $253K Add +0.5%
CAT Caterpillar Inc. 0.12% 350 $248K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 1,864 $247K No change
MAR Marriott International Class A 0.11% 702 $230K No change
FELV Fidelity Enh LRG Cap Val ETF 0.10% 6,133 $214K No change
DMXF iShares ESG Advanc MSCI Eafe 0.10% 2,819 $213K No change
IJK iShares S&P Mid-Cap 400 Grow 0.10% 1,988 $200K Reduce -30.5%
ICLN iShares Global Clean Energy 0.09% 10,269 $188K No change
FORA Forian Inc. 0.05% 52,657 $109K No change

Portfolio Sells Q4 2025 → Q1 2026
VOO Vanguard S&P 500 ETF Reduce -1.3% 17.51% −1.94
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.0% 18.35% −0.72
VEA Vanguard Ftse Developed ETF Reduce -1.6% 15.95% −0.56
IVV iShares Core S&P 500 ETF Reduce -1.0% 2.44% −0.26
CCI Crown Castle Inc. Reduce -12.8% 0.57% −0.18
AAPL Apple Inc. Reduce -0.3% 0.96% −0.12
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.8% 0.42% −0.11
IBM Intl Business Machines Corp. Sold out 0.00% −0.11
UNH Unitedhealth Group Inc. Sold out 0.00% −0.11
VEU Vanguard Ftse All-World Ex-U Reduce -1.3% 1.93% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.5% 0.39% −0.05
IJK iShares S&P Mid-Cap 400 Grow Reduce -30.5% 0.10% −0.04
GOOGL Alphabet Inc. Class A Reduce -1.3% 0.19% −0.03
IVE iShares S&P 500 Value ETF Reduce -10.8% 0.14% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.0% 0.41% −0.02
AMZN Amazon.com Inc. Reduce -0.1% 0.14% −0.02
ESML iShares ESG Aware MSCI USA S Reduce -0.9% 0.51% −0.02
TOTL SS Doubleline TR Tact ETF Reduce -0.9% 0.15% −0.01
MRK Merck & Co. Inc. Reduce -0.8% 0.22% +0.02
JNJ Johnson & Johnson Reduce -5.6% 0.38% +0.02
XOM Exxon Mobil Corp. Reduce -4.3% 0.72% +0.16
STX Seagate Technology Holdings Reduce -0.1% 12.59% +3.34

Portfolio Buys Q4 2025 → Q1 2026
FNDX Schwab Fndmntl US LRG Co. ETF Add +18.1% 9.27% +1.26
MRNA Moderna Inc. Add +31.9% 1.35% +0.70
CVX Chevron Corp. Add +0.3% 0.30% +0.07
USXF iShares ESG Advance MSCI USA Add +9.7% 0.49% +0.00
IJR iShares Core S&P Small-Cap E Add +0.1% 0.24% −0.00
BSV Vanguard Short-Term Bond ETF Add +0.5% 0.12% −0.01
SUSA iShares ESG Optimized MSCI U Add +4.3% 0.17% −0.01
VXUS Vanguard Total Intl Stock Add +0.1% 0.56% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.2% 0.30% −0.03
AVGO Broadcom Inc. Add +0.1% 0.29% −0.05
GOOG Alphabet Inc. Class C Add +0.7% 1.00% −0.13
MSFT Microsoft Corp. Add +0.0% 0.60% −0.22
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.2% 3.12% −0.41

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