Aufman Associates Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Aufman Associates Inc disclosed 67 stock positions valued at approximately $250.88M as of quarter-end June 30, 2026. The largest holdings include Seagate Technology Holdings, Vanguard Small-Cap Index ETF, and Vanguard S&P 500 Index ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $250.88M
Holdings by Sector
Aufman Associates Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Seagate Technology Holdings | STX | Other | 19.47% | 50,612 | -14,895 | -22.74% | $48,840,580 |
| Vanguard Small-Cap Index ETF | VB | Other | 17.04% | 141,062 | -1,710 | -1.20% | $42,758,791 |
| Vanguard S&P 500 Index ETF | VOO | Other | 16.33% | 59,636 | -107 | -0.18% | $40,958,925 |
| Vanguard Developed Markets Index ETF | VEA | Other | 14.01% | 493,332 | -13,876 | -2.74% | $35,149,917 |
| Schwab Fundamental US Large Company Index ETF | FNDX | Other | 8.67% | 699,040 | +20,346 | +3.00% | $21,740,144 |
| Vanguard Mid-Cap Growth Index ETF | VOT | Other | 2.98% | 24,429 | -248 | -1.00% | $7,482,512 |
| iShares Core S&P 500 Index ETF | IVV | Other | 2.29% | 7,666 | +40 | +0.52% | $5,741,322 |
| Moderna | MRNA | Healthcare | 1.82% | 65,687 | +8,689 | +15.24% | $4,578,384 |
| Vanguard FTSE All-World ex US Index ETF | VEU | Other | 1.72% | 51,428 | -820 | -1.57% | $4,307,066 |
| Alphabet Cl C | GOOG | Communication Services | 1.38% | 9,822 | +2,732 | +38.53% | $3,470,540 |
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 1.23% | 6,158 | -620 | -9.15% | $3,081,402 |
| Minerals Technologies | MTX | Basic Materials | 1.06% | 36,011 | -2,000 | -5.26% | $2,663,734 |
| Apple | AAPL | Technology | 0.85% | 7,354 | -395 | -5.10% | $2,128,084 |
| Vanguard Total Int'l Stock Index ETF | VXUS | Other | 0.52% | 15,298 | +624 | +4.25% | $1,307,800 |
| iShares ESG Advanced MSCI USA ETF | USXF | Other | 0.50% | 18,217 | +29 | +0.16% | $1,265,205 |
| Microsoft | MSFT | Technology | 0.49% | 3,287 | -1 | -0.03% | $1,226,243 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ESML | Other | 0.49% | 21,909 | -154 | -0.70% | $1,225,375 |
| ExxonMobil Holdings | XOM | Other | 0.41% | 7,558 | -1,090 | -12.60% | $1,033,397 |
| iShares Russell 1000 Growth Index ETF | IWF | Other | 0.38% | 7,708 | +5,781 | +300.00% | $957,102 |
| Vanguard Mid-Cap Index ETF | VO | Other | 0.37% | 11,621 | +8,716 | +300.03% | $936,279 |
| Crown Castle | CCI | Real Estate | 0.37% | 12,274 | -2,000 | -14.01% | $929,510 |
| SPDR S&P 500 Index ETF | SPY | Other | 0.36% | 1,219 | -5 | -0.41% | $910,414 |
| Vanguard Growth Index ETF | VUG | Other | 0.35% | 10,295 | +8,348 | +428.76% | $886,805 |
| Revvity | RVTY | Healthcare | 0.33% | 7,372 | -888 | -10.75% | $820,209 |
| Johnson & Johnson | JNJ | Healthcare | 0.32% | 3,167 | -36 | -1.12% | $804,323 |
| AbbVie | ABBV | Healthcare | 0.32% | 3,196 | -66 | -2.02% | $804,241 |
| iShares ESG Aware MSCI EAFE ETF | ESGD | Other | 0.29% | 7,003 | +92 | +1.33% | $719,961 |
| Broadcom | AVGO | Technology | 0.28% | 1,884 | +1 | +0.05% | $711,668 |
| Vanguard Total Stock Market ETF | VTI | Other | 0.28% | 1,911 | +4 | +0.21% | $707,052 |
| iShares Core S&P Small-Cap Index ETF | IJR | Other | 0.23% | 3,931 | -14 | -0.35% | $582,972 |
Showing 30 of 67 holdings in the latest reporting period.