Aufman Associates Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Aufman Associates Inc held in its portfolio 67 assets valued at $195,125,447 (i.e. $195.13M).
The most valuable assets in the portfolio included: Vanguard 500 Index ETF ($37.96M), Vanguard Small-Cap Index ETF ($37.21M), and Vanguard Developed Markets Index ETF ($32.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aufman Associates Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard 500 Index ETF | 60528 | 37959169 | ETF |
| Vanguard Small-Cap Index ETF | 144241 | 37206943 | ETF |
| Vanguard Developed Markets Index ETF | 515427 | 32198694 | ETF |
| Seagate Technology Holdings | 65559 | 18054293 | Stock |
| Schwab Fundamental US Large Company Index ETF | 574608 | 15635087 | ETF |
| Vanguard Mid-Cap Growth Index ETF | 24637 | 6877201 | ETF |
| iShares Core S&P 500 Index ETF | 7702 | 5275647 | ETF |
| Vanguard FTSE All-World ex US Index ETF | 52933 | 3893765 | ETF |
| Berkshire Hathaway Cl B | 6778 | 3406962 | Stock |
| Minerals Technologies | 38011 | 2316770 | Stock |
| Alphabet Cl C | 7038 | 2208611 | Stock |
| Apple | 7770 | 2112232 | Stock |
| Microsoft | 3287 | 1589580 | Stock |
| Crown Castle | 16379 | 1455602 | REIT |
| Moderna | 43200 | 1273968 | Stock |
| Vanguard Total Int'l Stock Index ETF | 14665 | 1106354 | ETF |
| Exxon Mobil | 9035 | 1087282 | Stock |
| Vanguard Growth Index ETF | 2112 | 1030269 | ETF |
| iShares ESG Aware MSCI USA Small-Cap ETF | 22260 | 1023530 | ETF |
| iShares ESG Advanced MSCI USA ETF | 16585 | 954959 | ETF |
| iShares Russell 1000 Growth Index ETF | 1927 | 912049 | ETF |
| SPDR S&P 500 Index ETF | 1255 | 855810 | ETF |
| Vanguard Mid-Cap Index ETF | 2906 | 843504 | ETF |
| Revvity | 8260 | 799155 | Stock |
| AbbVie | 3262 | 745226 | Stock |
| Johnson & Johnson | 3394 | 702388 | Stock |
| iShares ESG Aware MSCI EAFE ETF | 6911 | 657130 | ETF |
| Broadcom | 1882 | 651447 | Stock |
| Vanguard Total Stock Market ETF | 1903 | 638021 | ETF |
| iShares Russell 1000 Value Index ETF | 2310 | 485885 | ETF |
| iShares Russell Mid-Cap Growth Index ETF | 3499 | 479153 | ETF |
| iShares Core S&P Small-Cap Index ETF | 3941 | 473671 | ETF |
| Chevron | 2987 | 455208 | Stock |
| Fidelity NASDAQ Composite Index ETF | 4969 | 454167 | ETF |
| The Walt Disney Company | 3990 | 453935 | Stock |
| Kraft Heinz Co | 18621 | 451559 | Stock |
| Alphabet Cl A | 1364 | 426932 | Stock |
| Merck & Company | 3704 | 389883 | Stock |
| Abbott Laboratories | 3051 | 382260 | Stock |
| iShares ESG Optimized MSCI USA ETF | 2581 | 359647 | ETF |
| Paychex | 3154 | 353816 | Stock |
| SPDR MSCI EAFE Fossil Fuel Free ETF | 6967 | 351585 | ETF |
| Amazon.com | 1385 | 319605 | Stock |
| Taiwan Semiconductor Mfg ADR | 1030 | 313007 | ADR |
| SPDR DoubleLine Total Return Tactical ETF | 7725 | 310917 | ETF |
| iShares S&P 500 Value ETF | 1466 | 310895 | ETF |
| iShares MSCI EAFE ETF | 2984 | 286531 | ETF |
| iShares S&P Mid-Cap 400 Growth ETF | 2859 | 276980 | ETF |
| iShares Russell 2000 Value ETF | 1500 | 271815 | ETF |
| iShares Core S&P Mid-Cap Index ETF | 4091 | 270006 | ETF |
| Coca-Cola | 3802 | 265808 | Stock |
| PPL | 7485 | 262125 | Stock |
| PepsiCo | 1797 | 257905 | Stock |
| McDonald's | 829 | 253415 | Stock |
| Vanguard Short-Term Bond ETF | 3215 | 253360 | ETF |
| McKesson | 300 | 246087 | Stock |
| iShares S&P Mid-Cap 400 Value ETF | 1864 | 245284 | ETF |
| ConocoPhillips | 2400 | 224664 | Stock |
| Marriott International | 702 | 217699 | Stock |
| International Business Machines | 729 | 215937 | Stock |
| UnitedHealth Group | 652 | 215232 | Stock |
| Verizon Communications | 5242 | 213494 | Stock |
| Fidelity Enhanced Large Cap Value ETF | 6133 | 212570 | ETF |
| iShares ESG Advanced MSCI EAFE ETF | 2819 | 211899 | ETF |
| Caterpillar | 350 | 200505 | Stock |
| iShares Global Clean Energy ETF | 10269 | 168725 | ETF |
| Forian | 52657 | 111633 | Stock |
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