Aufman Associates Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$203.8M
Q ending 2026-03-31
Prior quarter
$195.1M
Q ending 2025-12-31
Change
+4.5% QoQ · +40.1% YoY
Positions
65
reported holdings
Largest positions
All 65 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Small-Cap Index Etf | VB | Shares | $37.4M | 143K |
| Vanguard 500 Index Etf | VOO | Shares | $35.7M | 60K |
| Vanguard Developed Markets Index E | VEA | Shares | $32.5M | 507K |
| Seagate Technology Holdings | Shares | $25.7M | 66K | |
| Schwab Fundamental Us Large Compan | FNDX | Shares | $18.9M | 679K |
| Vanguard Mid-Cap Growth Index Etf | VOT | Shares | $6.4M | 25K |
| Ishares Core S&P 500 Index Etf | IVV | Shares | $5.0M | 8K |
| Vanguard Ftse All-World Ex Us Inde | VEU | Shares | $3.9M | 52K |
| Berkshire Hathaway Cl B | BRK/B | Shares | $3.2M | 7K |
| Moderna | MRNA | Shares | $2.7M | 57K |
| Minerals Technologies | MTX | Shares | $2.7M | 38K |
| Alphabet Cl C | GOOG | Shares | $2.0M | 7K |
| Apple | AAPL | Shares | $2.0M | 8K |
| Exxon Mobil | XOM | Shares | $1.5M | 9K |
| Microsoft | MSFT | Shares | $1.2M | 3K |
| Crown Castle | CCI | Shares | $1.2M | 14K |
| Vanguard Total Int'L Stock Index E | VXUS | Shares | $1.1M | 15K |
| Ishares Esg Aware Msci Usa Small-C | ESML | Shares | $1.0M | 22K |
| Ishares Esg Advanced Msci Usa Etf | USXF | Shares | $1.0M | 18K |
| Vanguard Growth Index Etf | VUG | Shares | $850K | 2K |
| Vanguard Mid-Cap Index Etf | VO | Shares | $834K | 3K |
| Ishares Russell 1000 Growth Index | IWF | Shares | $822K | 2K |
| Spdr S&P 500 Index Etf | SPY | Shares | $796K | 1K |
| Johnson & Johnson | JNJ | Shares | $783K | 3K |
| Revvity | RVTY | Shares | $724K | 8K |
| Abbvie | ABBV | Shares | $709K | 3K |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $661K | 7K |
| Chevron | CVX | Shares | $620K | 3K |
| Vanguard Total Stock Market Etf | VTI | Shares | $612K | 2K |
| Broadcom | AVGO | Shares | $583K | 2K |
| Ishares Russell 1000 Value Index E | IWD | Shares | $494K | 2K |
| Ishares Core S&P Small-Cap Index E | IJR | Shares | $490K | 4K |
| Ishares Russell Mid-Cap Growth Ind | IWP | Shares | $448K | 3K |
| Merck & Company | MRK | Shares | $442K | 4K |
| Fidelity Nasdaq Composite Index Et | ONEQ | Shares | $422K | 5K |
| Kraft Heinz Co | KHC | Shares | $419K | 19K |
| Alphabet Cl A | GOOGL | Shares | $387K | 1K |
| The Walt Disney Company | DIS | Shares | $385K | 4K |
| Ishares Esg Optimized Msci Usa Etf | SUSA | Shares | $356K | 3K |
| Taiwan Semiconductor Mfg Adr | TSM | Shares | $348K | 1K |
| Spdr Msci Eafe Fossil Fuel Free Et | EFAX | Shares | $347K | 7K |
| Conocophillips | COP | Shares | $317K | 2K |
| Abbott Laboratories | ABT | Shares | $313K | 3K |
| Spdr Doubleline Total Return Tacti | TOTL | Shares | $304K | 8K |
| Paychex | PAYX | Shares | $291K | 3K |
| Ishares Msci Eafe Etf | EFA | Shares | $290K | 3K |
| Coca-Cola | KO | Shares | $289K | 4K |
| Amazon.Com | AMZN | Shares | $288K | 1K |
| Ppl | PPL | Shares | $286K | 7K |
| Ishares Russell 2000 Value Etf | IWN | Shares | $284K | 2K |
| Pepsico | PEP | Shares | $279K | 2K |
| Ishares Core S&P Mid-Cap Index Etf | IJH | Shares | $276K | 4K |
| Ishares S&P 500 Value Etf | IVE | Shares | $276K | 1K |
| Verizon Communications | VZ | Shares | $263K | 5K |
| Mckesson | MCK | Shares | $260K | 300 |
| Mcdonald'S | MCD | Shares | $258K | 829 |
| Vanguard Short-Term Bond Etf | BSV | Shares | $253K | 3K |
| Caterpillar | CAT | Shares | $248K | 350 |
| Ishares S&P Mid-Cap 400 Value Etf | IJJ | Shares | $247K | 2K |
| Marriott International | MAR | Shares | $230K | 702 |
| Fidelity Enhanced Large Cap Value | FELV | Shares | $214K | 6K |
| Ishares Esg Advanced Msci Eafe Etf | DMXF | Shares | $213K | 3K |
| Ishares S&P Mid-Cap 400 Growth Etf | IJK | Shares | $200K | 2K |
| Ishares Global Clean Energy Etf | ICLN | Shares | $188K | 10K |
| Forian | FORA | Shares | $109K | 53K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.