Q2 2026 13F · SEC CIK 1801573

Aufman Associates Inc

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $250.9M
Reported positions: 67
Top holdings a year, 3 yrs: +26.5%
Assets under management: $971.5M

Aufman Associates Inc is a wealth manager that reported 67 positions worth $250.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Seagate Technology Hldngs Pl (STX, 19.5%), Vanguard Indx Fd (VB, 17.0%), Vanguard S&p 500 ETF (VOO, 16.3%). A portfolio copying its top holdings returned 26.5% a year over the last 3 years, against 20.4% for the S&P 500.

Aufman Associates Inc holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aufman Associates Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
STXSeagate Technology Hldngs Pl	19.5%	12.6%	50,612	-22.7%	$48.8M
VBVanguard Indx Fd	17.0%	18.3%	141,062	-1.2%	$42.8M
VOOVanguard S&p 500 ETF	16.3%	17.5%	59,636	-0.2%	$41.0M
VEAVanguard Tax-Managed Fds	14.0%	15.9%	493,332	-2.7%	$35.1M
FNDXSchwab Strategic Tr	8.7%	9.3%	699,040	+3.0%	$21.7M
VOTVanguard Index Fds	3.0%	3.1%	24,429	-1.0%	$7.5M
IVVIshares Core S&p 500 ETF	2.3%	2.4%	7,666	+0.5%	$5.7M
MRNAModerna Inc	1.8%	1.3%	65,687	+15.2%	$4.6M
VEUVanguard FTSE All	1.7%	1.9%	51,428	-1.6%	$4.3M
GOOGAlphabet Inc	1.4%	1.0%	9,822	+38.5%	$3.5M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.6%	6,158	-9.1%	$3.1M
MTXMinerals Technologies Inc. (M	1.1%	1.3%	36,011	-5.3%	$2.7M
AAPLApple Inc	0.8%	1.0%	7,354	-5.1%	$2.1M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.6%	15,298	+4.3%	$1.3M
USXFiShares ESG Advanced MSCI USA E	0.5%	0.5%	18,217	+0.2%	$1.3M
MSFTMicrosoft Corp	0.5%	0.6%	3,287	-0.0%	$1.2M
ESMLIshares Tr	0.5%	0.5%	21,909	-0.7%	$1.2M
XOMExxon Mobil Corp	0.4%	—	7,558	—	$1.0M
IWFIshares Russell 1000 Growth ETF	0.4%	0.4%	7,708	+300.0%	$957K
VOVanguard Index Fds	0.4%	0.4%	11,621	+300.0%	$936K
CCICrown Castle Inc	0.4%	0.6%	12,274	-14.0%	$930K
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	1,219	-0.4%	$910K
VUGVanguard Indx Fd	0.4%	0.4%	10,295	+428.8%	$887K
RVTYRevvity Inc	0.3%	0.4%	7,372	-10.8%	$820K
JNJJohnson & Johnson	0.3%	0.4%	3,167	-1.1%	$804K
ABBVAbbvie Inc	0.3%	0.3%	3,196	-2.0%	$804K
ESGDIshares Msci Eafe Esg	0.3%	0.3%	7,003	+1.3%	$720K
AVGOBroadcom Inc	0.3%	0.3%	1,884	+0.1%	$712K
VTIVanguard Index Fds	0.3%	0.3%	1,911	+0.2%	$707K
IJRIshares Core S&p Small Cap ETF	0.2%	0.2%	3,931	-0.4%	$583K
IWDIshares Russell 1000 Value ETF	0.2%	0.2%	2,310	+0.0%	$560K
ONEQFidelity Nasdaq Composite Index ETF	0.2%	0.2%	4,969	+0.0%	$513K
IWPIshares Russell Mid-Cap Growth ETF	0.2%	0.2%	3,480	-0.5%	$510K
CVXChevron Corp New	0.2%	0.3%	2,949	-1.6%	$489K
GOOGLAlphabet Inc	0.2%	0.2%	1,295	-3.8%	$463K
KHCKraft Heinz Co	0.2%	0.2%	18,621	+0.0%	$440K
AMDAdvanced Micro Devices Inc	0.2%	—	730	—	$424K
SUSAiShares MSCI USA ESG Select ETF	0.2%	0.2%	2,694	+0.1%	$416K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	870	-15.5%	$415K
DISDisney Walt Co	0.2%	0.2%	4,000	+0.3%	$385K
MRKMerck & Co. Inc	0.2%	0.2%	2,990	-18.6%	$384K
EFAXSpdr Msci Eafa Fossil Fuel	0.2%	0.2%	7,073	+1.5%	$383K
CATCaterpillar Inc Com	0.1%	—	350	—	$373K
AMZNAmazon Com Inc Com	0.1%	0.1%	1,559	+12.7%	$371K
IWNIshares Russell 2000 Value ETF	0.1%	0.1%	1,500	+0.0%	$332K
IJHIshares Tr	0.1%	—	4,091	—	$315K
PAYXPaychex Inc	0.1%	0.1%	3,154	+0.0%	$310K
TOTLSsga Active ETF Tr	0.1%	0.1%	7,738	+1.1%	$305K
KOCoca Cola Co	0.1%	0.1%	3,749	-1.4%	$305K
IBMInternational Business Machs	0.1%	—	1,062	—	$299K

What Aufman Associates Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+428.8% shares
VO Vanguard Index Fds+300.0% shares
IWF Ishares Russell 1000 Growth ETF+300.0% shares
GOOG Alphabet Inc+38.5% shares
MRNA Moderna Inc+15.2% shares
AMZN Amazon Com Inc Com+12.7% shares

Reduced

STX Seagate Technology Hldngs Pl-22.7% shares
MRK Merck & Co. Inc-18.6% shares
TSM Taiwan Semiconductor Manufac-15.5% shares
CCI Crown Castle Inc-14.0% shares
RVTY Revvity Inc-10.8% shares
BRK-B Berkshire Hathaway Inc Del-9.1% shares
MTX Minerals Technologies Inc. (M-5.3% shares
AAPL Apple Inc-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +49.6% /yr; S&P 500 +20.1%
3 years: +26.5% /yr; S&P 500 +20.4%
5 years: +12.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$250.9M	67
Q1 2026	$203.8M	65
Q4 2025	$195.1M	67
Q3 2025	$177.7M	66
Q2 2025	$162.2M	64
Q1 2025	$145.5M	57
Q4 2024	$148.1M	59
Q3 2024	$155.6M	64
Q2 2024	$140.5M	46
Q1 2024	$142.0M	46
Q4 2023	$132.5M	43
Q3 2023	$119.2M	43

Questions about Aufman Associates Inc's portfolio

What stocks does Aufman Associates Inc own?

Aufman Associates Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 67 positions worth $250.9M. The largest are Seagate Technology Hldngs Pl (STX) at 19.5%, Vanguard Indx Fd (VB) at 17.0%, Vanguard S&p 500 ETF (VOO) at 16.3%, Vanguard Tax-Managed Fds (VEA) at 14.0% and Schwab Strategic Tr (FNDX) at 8.7%.

What did Aufman Associates Inc buy last quarter?

In Q2 2026, Aufman Associates Inc added Vanguard Indx Fd (VUG) (+428.8% shares), Vanguard Index Fds (VO) (+300.0% shares) and Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), compared with its Q1 2026 filing.

What did Aufman Associates Inc sell last quarter?

In Q2 2026, Aufman Associates Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Conocophillips (COP), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 iShs MSCI EAFE (EFA), cut from its top 50 Ppl Corp (PPL), Seagate Technology Hldngs Pl (STX) (-22.7% shares), Merck & Co. Inc (MRK) (-18.6% shares) and Taiwan Semiconductor Manufac (TSM) (-15.5% shares), compared with its Q1 2026 filing.

How has Aufman Associates Inc's portfolio performed?

A portfolio copying Aufman Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +49.6% against +20.1%. Over 5 years: +12.6% a year against +11.6%.

When is Aufman Associates Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aufman Associates Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aufman Associates Inc manage?

Aufman Associates Inc reported $971.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $250.9M.