Aufman Associates Inc
- SEC CIK
- 0001801573
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 66
- +2 vs. Q2 2025
- Portfolio value
- $177.7M
- +$15.5M (+9.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 61,217 | $37.5M | 21.1% | −653−1.1% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 144,456 | $36.7M | 20.7% | −1,392−1.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 515,335 | $30.9M | 17.4% | −880.0% | Reduced | – |
| STXSeagate Technology Holdings plc | ORD SHS | 70,392 | $16.6M | 9.4% | −89−0.1% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 24,822 | $7.29M | 4.1% | −826−3.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,767 | $5.20M | 2.9% | +18+0.2% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 52,086 | $3.72M | 2.1% | −500−1.0% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,808 | $3.42M | 1.9% | −124−1.8% | Reduced | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 97,525 | $2.56M | 1.4% | −54−0.1% | Reduced | – |
| MTXMinerals Technologies Inc | COM | 38,011 | $2.36M | 1.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 8,424 | $2.14M | 1.2% | −1,381−14.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 7,665 | $1.87M | 1.1% | −364−4.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,304 | $1.71M | 1.0% | −49−1.5% | Reduced | History |
| CCICrown Castle Inc. | REIT | 16,379 | $1.58M | 0.9% | −1,330−7.5% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 14,405 | $1.06M | 0.6% | +70+0.5% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 9,033 | $1.02M | 0.6% | −205−2.2% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,048 | $982.4K | 0.6% | −82−3.8% | Reduced | – |
| KHCKraft Heinz Co | Stock | 37,571 | $978.3K | 0.6% | 00.0% | Unchanged | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 21,024 | $947.8K | 0.5% | +1,153+5.8% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,927 | $902.6K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 15,656 | $897.3K | 0.5% | +2,008+14.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,894 | $850.2K | 0.5% | +11+0.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,275 | $849.4K | 0.5% | −34−2.6% | Reduced | History |
| RVTYRevvity, Inc. | COM | 9,339 | $818.6K | 0.5% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 3,262 | $755.2K | 0.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 3,726 | $690.9K | 0.4% | +5+0.1% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,802 | $632.4K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,896 | $622.1K | 0.4% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 1,881 | $620.7K | 0.3% | −600−24.2% | Reduced | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 6,077 | $541.6K | 0.3% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,499 | $498.3K | 0.3% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,310 | $470.3K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,931 | $467.1K | 0.3% | +8+0.2% | Added | – |
| CVXChevron Corp | Stock | 2,963 | $460.1K | 0.3% | +21+0.7% | Added | History |
| DISWalt Disney Co | Stock | 4,015 | $459.7K | 0.3% | −20−0.5% | Reduced | History |
| MRNAModerna, Inc. | Stock | 17,509 | $452.3K | 0.3% | +1,318+8.1% | Added | History |
| ABTAbbott Laboratories | Stock | 3,051 | $408.7K | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,154 | $399.8K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,557 | $378.5K | 0.2% | −59−3.7% | Reduced | History |
| iShares Tr464288802 | ESG OPTIMIZED | 2,589 | $351.2K | 0.2% | −26−1.0% | Reduced | – |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 6,841 | $337.3K | 0.2% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,195 | $333.8K | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,073 | $326.1K | 0.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 3,733 | $313.3K | 0.2% | +29+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,403 | $308.0K | 0.2% | −22−1.5% | Reduced | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 7,471 | $303.1K | 0.2% | +160+2.2% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,466 | $302.7K | 0.2% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,984 | $278.6K | 0.2% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 7,485 | $278.1K | 0.2% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,859 | $274.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,091 | $267.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,500 | $265.2K | 0.1% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 1,797 | $252.4K | 0.1% | +60+3.5% | Added | History |
| KOCoca Cola Co | Stock | 3,801 | $252.1K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,864 | $241.8K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 838 | $235.7K | 0.1% | +838 | New | History |
| MCKMcKesson Corp | Stock | 300 | $231.8K | 0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 5,242 | $230.4K | 0.1% | −515−8.9% | Reduced | History |
| COPConocoPhillips | Stock | 2,400 | $227.0K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 652 | $225.1K | 0.1% | −11−1.7% | Reduced | History |
| iShares Tr46436E759 | ESG EAFE ETF | 2,728 | $206.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,043 | $205.8K | 0.1% | +2,043 | New | – |
| IBMInternational Business Machines Corp | Stock | 729 | $205.7K | 0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 6,133 | $205.6K | 0.1% | +6,133 | New | – |
| iShares Global Clean Energy ETF464288224 | ETF | 10,269 | $159.0K | 0.1% | 00.0% | Unchanged | – |
| FORAForian Inc. | COM | 52,657 | $118.5K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.