Aufman Associates Inc 13F Holdings

CIK 0001801573 · SEWICKLEY, PA

As of Sep 30, 2025, Aufman Associates Inc reported 66 positions worth 77.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—61,217$37.5M21.10%
VANGUARD SMALL-CAP INDEX FUNDVB—144,456$36.7M20.67%
VANGUARD TAX-MANAGED FUNDSVEA—515,335$30.9M17.38%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology70,392 6.6M9.35%
VANGUARD MID-CAP GROWTH ETFVOT—24,822$7.3M4.10%
ISHARES CORE S&P 500 ETFIVV—7,767$5.2M2.93%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—52,086$3.7M2.09%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,808$3.4M1.93%
SCHWAB FUNDAMENTAL US LARGE COMPANY ETFFNDX—97,525$2.6M1.44%
MINERALS TECHNOLOGIES INCMTXBasic Materials38,011$2.4M1.33%
APPLE INCAAPLTechnology8,424$2.1M1.21%
ALPHABET INCGOOGEquity7,665 .9M1.05%
MICROSOFT CORPMSFTTechnology3,304 .7M0.96%
CROWN CASTLE INCCCIReal Estate16,379 .6M0.89%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—14,405 .1M0.60%
EXXON MOBIL CORPXOMEnergy9,033 .0M0.57%
VANGUARD GROWTH INDEX FUNDVUG—2,048$982.4K0.55%
KRAFT HEINZ CO/THEKHCConsumer Defensive37,571$978.3K0.55%
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFESML—21,024$947.8K0.53%
ISHARES RUSSELL 1000 GROWTH ETFIWF—1,927$902.6K0.51%
ISHARES ESG ADVANCED MSCI USA ETFUSXF—15,656$897.3K0.51%
VANGUARD MID-CAP INDEX FUNDVO—2,894$850.2K0.48%
SPDR S&P 500 ETF TRUSTSPY—1,275$849.4K0.48%
REVVITY INCRVTYHealthcare9,339$818.6K0.46%
ABBVIE INCABBVEquity3,262$755.2K0.43%