Aufman Associates Inc

Est. AUM

$203.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Small-Cap Index ETF	ETF	$37.4M	142772	18.36%	SOLE
2	Vanguard 500 Index ETF	ETF	$35.7M	59743	17.53%	SOLE
3	Vanguard Developed Markets Index ETF	ETF	$32.5M	507208	15.96%	SOLE
4	Seagate Technology Holdings	Stock	$25.7M	65507	12.60%	SOLE
5	Schwab Fundamental US Large Company Index ETF	ETF	$18.9M	678694	9.28%	SOLE
6	Vanguard Mid-Cap Growth Index ETF	ETF	$6.4M	24677	3.12%	SOLE
7	iShares Core S&P 500 Index ETF	ETF	$5.0M	7626	2.45%	SOLE
8	Vanguard FTSE All-World ex US Index ETF	ETF	$3.9M	52248	1.93%	SOLE
9	Berkshire Hathaway Cl B	Stock	$3.2M	6778	1.60%	SOLE
10	Moderna	Stock	$2.7M	56998	1.35%	SOLE
11	Minerals Technologies	Stock	$2.7M	38011	1.32%	SOLE
12	Alphabet Cl C	Stock	$2.0M	7090	1.00%	SOLE
13	Apple	Stock	$2.0M	7749	0.97%	SOLE
14	Exxon Mobil	Stock	$1.5M	8648	0.72%	SOLE
15	Microsoft	Stock	$1.2M	3288	0.60%	SOLE
16	Crown Castle	REIT	$1.2M	14274	0.57%	SOLE
17	Vanguard Total Int'l Stock Index ETF	ETF	$1.1M	14674	0.56%	SOLE
18	iShares ESG Aware MSCI USA Small-Cap ETF	ETF	$1.0M	22063	0.51%	SOLE
19	iShares ESG Advanced MSCI USA ETF	ETF	$1.0M	18188	0.49%	SOLE
20	Vanguard Growth Index ETF	ETF	$850K	1947	0.42%	SOLE
21	Vanguard Mid-Cap Index ETF	ETF	$834K	2905	0.41%	SOLE
22	iShares Russell 1000 Growth Index ETF	ETF	$822K	1927	0.40%	SOLE
23	SPDR S&P 500 Index ETF	ETF	$796K	1224	0.39%	SOLE
24	Johnson & Johnson	Stock	$783K	3203	0.38%	SOLE
25	Revvity	Stock	$724K	8260	0.36%	SOLE
26	AbbVie	Stock	$709K	3262	0.35%	SOLE
27	iShares ESG Aware MSCI EAFE ETF	ETF	$661K	6911	0.32%	SOLE
28	Chevron	Stock	$620K	2997	0.30%	SOLE
29	Vanguard Total Stock Market ETF	ETF	$612K	1907	0.30%	SOLE
30	Broadcom	Stock	$583K	1883	0.29%	SOLE
31	iShares Russell 1000 Value Index ETF	ETF	$494K	2310	0.24%	SOLE
32	iShares Core S&P Small-Cap Index ETF	ETF	$490K	3945	0.24%	SOLE
33	iShares Russell Mid-Cap Growth Index ETF	ETF	$448K	3499	0.22%	SOLE
34	Merck & Company	Stock	$442K	3675	0.22%	SOLE
35	Fidelity NASDAQ Composite Index ETF	ETF	$422K	4969	0.21%	SOLE
36	Kraft Heinz Co	Stock	$419K	18621	0.21%	SOLE
37	Alphabet Cl A	Stock	$387K	1346	0.19%	SOLE
38	The Walt Disney Company	Stock	$385K	3990	0.19%	SOLE
39	iShares ESG Optimized MSCI USA ETF	ETF	$356K	2692	0.17%	SOLE
40	Taiwan Semiconductor Mfg ADR	ADR	$348K	1030	0.17%	SOLE
41	SPDR MSCI EAFE Fossil Fuel Free ETF	ETF	$347K	6967	0.17%	SOLE
42	ConocoPhillips	Stock	$317K	2400	0.16%	SOLE
43	Abbott Laboratories	Stock	$313K	3051	0.15%	SOLE
44	SPDR DoubleLine Total Return Tactical ETF	ETF	$304K	7653	0.15%	SOLE
45	Paychex	Stock	$291K	3154	0.14%	SOLE
46	iShares MSCI EAFE ETF	ETF	$290K	2984	0.14%	SOLE
47	Coca-Cola	Stock	$289K	3802	0.14%	SOLE
48	Amazon.com	Stock	$288K	1383	0.14%	SOLE
49	PPL	Stock	$286K	7485	0.14%	SOLE
50	iShares Russell 2000 Value ETF	ETF	$284K	1500	0.14%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.