Aufman Associates Inc Portfolio Stock Holdings
Aufman Associates Inc disclosed 65 stock positions valued at approximately $203.8 million in its latest SEC 13F filing. The largest holdings include Vanguard Small-Cap Index ETF, Vanguard 500 Index ETF, and Vanguard Developed Markets Index ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 65
- Portfolio Value
- $203.8M
Holdings by Sector
Aufman Associates Inc Portfolio Holdings in Q1 2026
65 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index ETF | VB | Other | 18.35% | 142,772 | -1,469 | -1.02% | $37,394,801 |
| Vanguard 500 Index ETF | VOO | Other | 17.51% | 59,743 | -785 | -1.30% | $35,699,217 |
| Vanguard Developed Markets Index ETF | VEA | Other | 15.95% | 507,208 | -8,219 | -1.59% | $32,501,915 |
| Seagate Technology Holdings | STX | Other | 12.59% | 65,507 | -52 | -0.08% | $25,663,022 |
| Schwab Fundamental US Large Company Index ETF | FNDX | Other | 9.27% | 678,694 | +104,086 | +18.11% | $18,901,616 |
| Vanguard Mid-Cap Growth Index ETF | VOT | Other | 3.12% | 24,677 | +40 | +0.16% | $6,350,585 |
| iShares Core S&P 500 Index ETF | IVV | Other | 2.44% | 7,626 | -76 | -0.99% | $4,981,592 |
| Vanguard FTSE All-World ex US Index ETF | VEU | Other | 1.93% | 52,248 | -685 | -1.29% | $3,923,823 |
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 1.59% | 6,778 | - | - | $3,248,018 |
| Moderna | MRNA | Healthcare | 1.35% | 56,998 | +13,798 | +31.94% | $2,749,014 |
| Minerals Technologies | MTX | Basic Materials | 1.32% | 38,011 | - | - | $2,695,740 |
| Alphabet Cl C | GOOG | Communication Services | 1.00% | 7,090 | +52 | +0.74% | $2,033,944 |
| Apple | AAPL | Technology | 0.96% | 7,749 | -21 | -0.27% | $1,966,709 |
| Exxon Mobil | XOM | Energy | 0.72% | 8,648 | -387 | -4.28% | $1,467,184 |
| Microsoft | MSFT | Technology | 0.60% | 3,288 | +1 | +0.03% | $1,217,150 |
| Crown Castle | CCI | Real Estate | 0.57% | 14,274 | -2,105 | -12.85% | $1,160,619 |
| Vanguard Total Int'l Stock Index ETF | VXUS | Other | 0.56% | 14,674 | +9 | +0.06% | $1,131,541 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ESML | Other | 0.51% | 22,063 | -197 | -0.88% | $1,037,392 |
| iShares ESG Advanced MSCI USA ETF | USXF | Other | 0.49% | 18,188 | +1,603 | +9.67% | $1,003,996 |
| Vanguard Growth Index ETF | VUG | Other | 0.42% | 1,947 | -165 | -7.81% | $850,341 |
| Vanguard Mid-Cap Index ETF | VO | Other | 0.41% | 2,905 | -1 | -0.03% | $834,243 |
| iShares Russell 1000 Growth Index ETF | IWF | Other | 0.40% | 1,927 | - | - | $821,673 |
| SPDR S&P 500 Index ETF | SPY | Other | 0.39% | 1,224 | -31 | -2.47% | $796,016 |
| Johnson & Johnson | JNJ | Healthcare | 0.38% | 3,203 | -191 | -5.63% | $782,941 |
| Revvity | RVTY | Healthcare | 0.36% | 8,260 | - | - | $723,659 |
| AbbVie | ABBV | Healthcare | 0.35% | 3,262 | - | - | $709,350 |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Other | 0.32% | 6,911 | - | - | $660,793 |
| Chevron | CVX | Energy | 0.30% | 2,997 | +10 | +0.33% | $620,141 |
| Vanguard Total Stock Market ETF | VTI | Other | 0.30% | 1,907 | +4 | +0.21% | $611,805 |
| Broadcom | AVGO | Technology | 0.29% | 1,883 | +1 | +0.05% | $582,869 |
| iShares Russell 1000 Value Index ETF | IWD | Other | 0.24% | 2,310 | - | - | $493,578 |
| iShares Core S&P Small-Cap Index ETF | IJR | Other | 0.24% | 3,945 | +4 | +0.10% | $490,394 |
| iShares Russell Mid-Cap Growth Index ETF | IWP | Other | 0.22% | 3,499 | - | - | $448,292 |
| Merck & Company | MRK | Healthcare | 0.22% | 3,675 | -29 | -0.78% | $442,066 |
| Fidelity NASDAQ Composite Index ETF | ONEQ | Other | 0.21% | 4,969 | - | - | $421,918 |
| Kraft Heinz Co | KHC | Consumer Defensive | 0.21% | 18,621 | - | - | $418,786 |
| Alphabet Cl A | GOOGL | Communication Services | 0.19% | 1,346 | -18 | -1.32% | $387,056 |
| The Walt Disney Company | DIS | Communication Services | 0.19% | 3,990 | - | - | $384,566 |
| iShares ESG Optimized MSCI USA ETF | SUSA | Other | 0.17% | 2,692 | +111 | +4.30% | $355,629 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 0.17% | 1,030 | - | - | $348,089 |
| SPDR MSCI EAFE Fossil Fuel Free ETF | EFAX | Other | 0.17% | 6,967 | - | - | $346,708 |
| ConocoPhillips | COP | Energy | 0.16% | 2,400 | - | - | $316,800 |
| Abbott Laboratories | ABT | Healthcare | 0.15% | 3,051 | - | - | $313,246 |
| SPDR DoubleLine Total Return Tactical ETF | TOTL | Other | 0.15% | 7,653 | -72 | -0.93% | $304,066 |
| Paychex | PAYX | Technology | 0.14% | 3,154 | - | - | $290,546 |
| iShares MSCI EAFE ETF | EFA | Other | 0.14% | 2,984 | - | - | $289,813 |
| Coca-Cola | KO | Consumer Defensive | 0.14% | 3,802 | - | - | $289,153 |
| Amazon.com | AMZN | Consumer Cyclical | 0.14% | 1,383 | -2 | -0.14% | $287,965 |
| PPL | PPL | Utilities | 0.14% | 7,485 | - | - | $285,927 |
| iShares Russell 2000 Value ETF | IWN | Other | 0.14% | 1,500 | - | - | $284,385 |
| PepsiCo | PEP | Consumer Defensive | 0.14% | 1,797 | - | - | $279,056 |
| iShares Core S&P Mid-Cap Index ETF | IJH | Other | 0.14% | 4,091 | - | - | $276,265 |
| iShares S&P 500 Value ETF | IVE | Other | 0.14% | 1,308 | -158 | -10.78% | $276,184 |
| Verizon Communications | VZ | Communication Services | 0.13% | 5,242 | - | - | $263,138 |
| McKesson | MCK | Healthcare | 0.13% | 300 | - | - | $259,608 |
| McDonald's | MCD | Consumer Cyclical | 0.13% | 829 | - | - | $257,693 |
| Vanguard Short-Term Bond ETF | BSV | Other | 0.12% | 3,232 | +17 | +0.53% | $253,457 |
| Caterpillar | CAT | Industrials | 0.12% | 350 | - | - | $247,961 |
| iShares S&P Mid-Cap 400 Value ETF | IJJ | Other | 0.12% | 1,864 | - | - | $246,980 |
| Marriott International | MAR | Consumer Cyclical | 0.11% | 702 | - | - | $229,509 |
| Fidelity Enhanced Large Cap Value ETF | FELV | Other | 0.11% | 6,133 | - | - | $214,103 |
| iShares ESG Advanced MSCI EAFE ETF | DMXF | Other | 0.10% | 2,819 | - | - | $212,717 |
| iShares S&P Mid-Cap 400 Growth ETF | IJK | Other | 0.10% | 1,988 | -871 | -30.47% | $200,033 |
| iShares Global Clean Energy ETF | ICLN | Other | 0.09% | 10,269 | - | - | $187,826 |
| Forian | FORA | Healthcare | 0.05% | 52,657 | - | - | $109,000 |