Aufman Associates Inc Portfolio Stock Holdings
According to the SEC 13F filed on November 4, 2026, Aufman Associates Inc disclosed 67 stock positions valued at approximately $244.17M as of quarter-end September 30, 2026. The largest holdings include Seagate Technology Holdings, Vanguard S&P 500 Index ETF, and Vanguard MStar Small-Cap Index ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $244.17M
Holdings by Sector
Aufman Associates Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Seagate Technology Holdings | STX | Technology | 19.11% | 50,590 | -22 | -0.04% | $46,661,181 |
| Vanguard S&P 500 Index ETF | VOO | Other | 16.91% | 58,914 | -722 | -1.21% | $41,290,685 |
| Vanguard MStar Small-Cap Index ETF | VB | Other | 16.88% | 144,871 | +3,809 | +2.70% | $41,214,360 |
| Vanguard Developed Markets Index ETF | VEA | Other | 14.39% | 497,548 | +4,216 | +0.85% | $35,131,878 |
| Schwab Fundamental US Large Company Index ETF | FNDX | Other | 9.43% | 731,629 | +32,589 | +4.66% | $23,024,361 |
| Vanguard MStar Mid-Cap Growth Index ETF | VOT | Other | 2.96% | 24,715 | +286 | +1.17% | $7,219,271 |
| iShares Core S&P 500 Index ETF | IVV | Other | 2.35% | 7,504 | -162 | -2.11% | $5,746,702 |
| Vanguard FTSE All-World ex US Index ETF | VEU | Other | 1.73% | 51,007 | -421 | -0.82% | $4,232,085 |
| Alphabet Cl C | GOOG | Communication Services | 1.42% | 10,153 | +331 | +3.37% | $3,459,390 |
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 1.36% | 6,686 | +528 | +8.57% | $3,329,294 |
| Apple | AAPL | Technology | 0.98% | 7,154 | -200 | -2.72% | $2,382,461 |
| Minerals Technologies | MTX | Basic Materials | 0.96% | 36,011 | - | - | $2,355,119 |
| Microsoft | MSFT | Technology | 0.70% | 3,315 | +28 | +0.85% | $1,700,028 |
| Vanguard Total Int'l Stock Index ETF | VXUS | Other | 0.53% | 15,325 | +27 | +0.18% | $1,302,016 |
| ExxonMobil Holdings | XOM | Energy | 0.51% | 7,707 | +149 | +1.97% | $1,254,326 |
| iShares ESG Advanced MSCI USA ETF | USXF | Other | 0.51% | 18,252 | +35 | +0.19% | $1,242,225 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ESML | Other | 0.48% | 22,338 | +429 | +1.96% | $1,161,558 |
| iShares Russell 1000 Growth Index ETF | IWF | Other | 0.40% | 7,708 | - | - | $965,504 |
| SPDR S&P 500 Index ETF | SPY | Other | 0.38% | 1,202 | -17 | -1.39% | $916,673 |
| Vanguard MStar Mid-Cap Index ETF | VO | Other | 0.37% | 11,663 | +42 | +0.36% | $914,626 |
| Vanguard MStar Growth Index ETF | VUG | Other | 0.34% | 9,220 | -1,075 | -10.44% | $830,773 |
| AbbVie | ABBV | Healthcare | 0.33% | 3,066 | -130 | -4.07% | $802,035 |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Other | 0.30% | 7,003 | - | - | $721,642 |
| Vanguard MStar Total Stock Market Index ETF | VTI | Other | 0.29% | 1,914 | +3 | +0.16% | $716,317 |
| Broadcom | AVGO | Technology | 0.29% | 2,020 | +136 | +7.22% | $709,326 |
| Crown Castle | CCI | Real Estate | 0.29% | 10,620 | -1,654 | -13.48% | $707,823 |
| Johnson & Johnson | JNJ | Healthcare | 0.28% | 2,564 | -603 | -19.04% | $678,793 |
| Chevron | CVX | Energy | 0.25% | 3,017 | +68 | +2.31% | $616,297 |
| iShares Russell 1000 Value Index ETF | IWD | Other | 0.23% | 2,310 | - | - | $572,718 |
| iShares Core S&P Small-Cap Index ETF | IJR | Other | 0.22% | 3,906 | -25 | -0.64% | $531,341 |
Showing 30 of 67 holdings in the latest reporting period.