Aufman Associates Inc Top Holdings and 13F Report (2026) About Aufman Associates IncInvestment ActivityAufman Associates Inc has $203.83 million in total holdings as of March 31, 2026.Aufman Associates Inc owns shares of 65 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.81% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Aufman Associates Inc has purchased 67 new stocks and bought additional shares in 13 stocks.Aufman Associates Inc sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $37,394,801Vanguard S&P 500 ETF $35,699,217Vanguard FTSE Developed Markets ETF $32,501,915Seagate Technology $25,663,022Schwab Fundamental U.S. Large Company ETF $18,901,616 Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 104,086 shares (about $2.90M)Moderna 13,798 shares (about $665.48K)iShares ESG Advanced MSCI USA ETF 1,603 shares (about $88.49K)Alphabet 52 shares (about $14.92K)iShares MSCI USA ESG Select ETF 111 shares (about $14.66K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 8,219 shares (about $526.67K)Vanguard S&P 500 ETF 785 shares (about $469.07K)Vanguard Small-Cap ETF 1,469 shares (about $384.76K)Crown Castle 2,105 shares (about $171.16K)iShares S&P Mid-Cap 400 Growth ETF 871 shares (about $87.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAufman Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$37,394,801$384,760 â–¼-1.0%142,77218.3%ETFVOOVanguard S&P 500 ETF$35,699,217$469,074 â–¼-1.3%59,74317.5%ETFVEAVanguard FTSE Developed Markets ETF$32,501,915$526,674 â–¼-1.6%507,20815.9%ETFSTXSeagate Technology$25,663,022$20,372 â–¼-0.1%65,50712.6%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$18,901,616$2,898,793 â–²18.1%678,6949.3%ETFVOTVanguard Mid-Cap Growth ETF$6,350,585$10,294 â–²0.2%24,6773.1%ETFIVViShares Core S&P 500 ETF$4,981,592$49,646 â–¼-1.0%7,6262.4%ETFVEUVanguard FTSE All-World ex-US ETF$3,923,823$51,443 â–¼-1.3%52,2481.9%ETFBRK.BBerkshire Hathaway$3,248,0180.0%6,7781.6%FinanceMRNAModerna$2,749,014$665,478 â–²31.9%56,9981.3%MedicalMTXMinerals Technologies$2,695,7400.0%38,0111.3%Basic MaterialsGOOGAlphabet$2,033,944$14,918 â–²0.7%7,0901.0%Computer and TechnologyAAPLApple$1,966,709$5,330 â–¼-0.3%7,7491.0%Computer and TechnologyXOMExxonMobil$1,467,184$65,657 â–¼-4.3%8,6480.7%EnergyMSFTMicrosoft$1,217,150$370 â–²0.0%3,2880.6%Computer and TechnologyCCICrown Castle$1,160,619$171,158 â–¼-12.9%14,2740.6%FinanceVXUSVanguard Total International Stock ETF$1,131,541$694 â–²0.1%14,6740.6%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,037,392$9,263 â–¼-0.9%22,0630.5%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,003,996$88,487 â–²9.7%18,1880.5%ManufacturingVUGVanguard Growth ETF$850,341$72,063 â–¼-7.8%1,9470.4%ETFVOVanguard Mid-Cap ETF$834,243$287 â–¼0.0%2,9050.4%ETFIWFiShares Russell 1000 Growth ETF$821,6730.0%1,9270.4%ETFSPYSPDR S&P 500 ETF Trust$796,016$20,161 â–¼-2.5%1,2240.4%FinanceJNJJohnson & Johnson$782,941$46,688 â–¼-5.6%3,2030.4%MedicalRVTYRevvity$723,6590.0%8,2600.4%MedicalABBVAbbVie$709,3500.0%3,2620.3%MedicalESGDiShares ESG Aware MSCI EAFE ETF$660,7930.0%6,9110.3%ManufacturingCVXChevron$620,141$2,069 â–²0.3%2,9970.3%EnergyVTIVanguard Total Stock Market ETF$611,805$1,283 â–²0.2%1,9070.3%ETFAVGOBroadcom$582,869$310 â–²0.1%1,8830.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$493,5780.0%2,3100.2%ETFIJRiShares Core S&P Small-Cap ETF$490,394$497 â–²0.1%3,9450.2%ETFIWPiShares Russell Mid-Cap Growth ETF$448,2920.0%3,4990.2%ETFMRKMerck & Co., Inc.$442,066$3,488 â–¼-0.8%3,6750.2%MedicalONEQFidelity NASDAQ Composite Index ETF$421,9180.0%4,9690.2%ETFKHCKraft Heinz$418,7860.0%18,6210.2%Consumer StaplesGOOGLAlphabet$387,056$5,176 â–¼-1.3%1,3460.2%Computer and TechnologyDISWalt Disney$384,5660.0%3,9900.2%Consumer DiscretionarySUSAiShares MSCI USA ESG Select ETF$355,629$14,664 â–²4.3%2,6920.2%ETFTSMTaiwan Semiconductor Manufacturing$348,0890.0%1,0300.2%Computer and TechnologyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$346,7080.0%6,9670.2%ETFCOPConocoPhillips$316,8000.0%2,4000.2%EnergyABTAbbott Laboratories$313,2460.0%3,0510.2%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$304,066$2,861 â–¼-0.9%7,6530.1%ETFPAYXPaychex$290,5460.0%3,1540.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$289,8130.0%2,9840.1%FinanceKOCocaCola$289,1530.0%3,8020.1%Consumer StaplesAMZNAmazon.com$287,965$416 â–¼-0.1%1,3830.1%Retail/WholesalePPLPPL$285,9270.0%7,4850.1%UtilitiesIWNiShares Russell 2000 Value ETF$284,3850.0%1,5000.1%ETFPEPPepsiCo$279,0560.0%1,7970.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$276,2650.0%4,0910.1%ETFIVEiShares S&P 500 Value ETF$276,184$33,362 â–¼-10.8%1,3080.1%ETFVZVerizon Communications$263,1380.0%5,2420.1%Computer and TechnologyMCKMcKesson$259,6080.0%3000.1%MedicalMCDMcDonald's$257,6930.0%8290.1%Retail/WholesaleBSVVanguard Short-Term Bond ETF$253,457$1,333 â–²0.5%3,2320.1%ETFCATCaterpillar$247,9610.0%3500.1%IndustrialsIJJiShares S&P Mid-Cap 400 Value ETF$246,9800.0%1,8640.1%ETFMARMarriott International$229,5090.0%7020.1%Consumer DiscretionaryFidelity Enhanced Large Cap Value ETF$214,1030.0%6,1330.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$212,7170.0%2,8190.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$200,033$87,640 â–¼-30.5%1,9880.1%ETFICLNiShares Global Clean Energy ETF$187,8260.0%10,2690.1%ETFFORAForian$109,0000.0%52,6570.1%MedicalIBMInternational Business Machines$0$215,937 â–¼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$215,232 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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