SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Aufman Associates Inc

CIK 0001801573 · 2200 GEORGETOWN DR, SUITE 401, SEWICKLEY, PA, 15143 · 7249345600

Reported Value
$162M
Q2 2025
Positions
64
Filings on Record
26
2019–present window
Filed
Aug 13, 2025
original filing

Summary

Aufman Associates Inc reported $162M in U.S.-listed holdings across 64 positions for Q2 2025.

The portfolio is heavily concentrated: Vanguard 500 Index Etf alone accounts for 21.7% of reported value.

Compared with Q1 2025, the fund opened 8 new positions and exited 1.

Portfolio Metrics

Turnover
+1.3%
vs prior filed quarter
Top-10 Concentration
+81.9%
share of reported value
Largest Position
+21.7%
Vanguard 500 Index Etf
New / Exited
8 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $97MQ4 ’19Q1 ’20: $72MQ2 ’20: $88MQ3 ’20: $93MQ4 ’20: $111MQ4 ’20Q1 ’21: $120MQ2 ’21: $130MQ3 ’21: $122MQ4 ’21: $135MQ4 ’21Q1 ’22: $127MQ2 ’22: $105MQ3 ’22: $95MQ4 ’22: $108MQ4 ’22Q1 ’23: $117MQ2 ’23: $121MQ3 ’23: $119MQ4 ’23: $133MQ4 ’23Q1 ’24: $142MQ2 ’24: $140MQ3 ’24: $156MQ4 ’24: $148MQ4 ’24Q1 ’25: $145MQ2 ’25: $162MQ3 ’25: $178MQ4 ’25: $195MQ4 ’25Q1 ’26: $204Mfilingsflow.com

Portfolio Composition

By security type
ETP: 79.5%Common Stock: 12.9%Other: 6.3%REIT: 1.1%ADR: 0.2%
  • ETP · 79.5% · $129M
  • Common Stock · 12.9% · $21M
  • Other · 6.3% · $10M
  • REIT · 1.1% · $2M
  • ADR · 0.2% · $270,656

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
iShares Russell 1000 Growth Index ETFNEW+1.9K1.9K+$818,166$818,166
iShares Russell Mid-Cap Growth Index ETFNEW+3.5K3.5K+$485,241$485,241
iShares Russell 1000 Value Index ETFNEW+2.3K2.3K+$448,671$448,671
TSMTaiwan Semiconductor Mfg ADRNEW+1.2K1.2K+$270,656$270,656
iShares MSCI EAFE ETFNEW+3.0K3.0K+$266,719$266,719
iShares Russell 2000 Value ETFNEW+1.5K1.5K+$236,640$236,640
IBMInternational Business MachinesNEW+729729+$214,895$214,895
iShares ESG Advanced MSCI EAFE ETFNEW+2.7K2.7K+$203,106$203,106

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1Vanguard 500 Index ETFETF21.67%$35M61.9K
2Vanguard Small-Cap Index ETFETF21.31%$35M145.8K
3Vanguard Developed Markets Index ETFETF18.12%$29M515.4K
4Seagate Technology HoldingsStock6.27%$10M70.5K
5Vanguard Mid-Cap Growth Index ETFETF4.50%$7M25.6K
6iShares Core S&P 500 Index ETFETF2.97%$5M7.7K
7Vanguard FTSE All-World ex US Index ETFETF2.18%$4M52.6K
8BRK/BBerkshire Hathaway Cl Bhistory →Stock2.08%$3M6.9K
9Schwab Fundamental US Large Company Index ETFETF1.48%$2M97.6K
10MTXMinerals Technologieshistory →Stock1.29%$2M38.0K
11AAPLApplehistory →Stock1.24%$2M9.8K
128CWCrown Castlehistory →REIT1.12%$2M17.7K
13GOOGAlphabet Cl CStock1.05%$2M9.6K
14MSFTMicrosofthistory →Stock1.03%$2M3.4K
15EXMOCExxon MobilStock0.61%$995,8509.2K
16Vanguard Total Int'l Stock Index ETFETF0.61%$990,39614.3K
17KHCKraft Heinz CoStock0.60%$970,08337.6K
18VUGVanguard Growth Index ETFETF0.58%$933,6772.1K
19PKNRevvityStock0.56%$903,2689.3K
20iShares ESG Aware MSCI USA Small-Cap ETFETF0.51%$821,27919.9K
21iShares Russell 1000 Growth Index ETFETF0.50%$818,1661.9K
22SPDR S&P 500 Index ETFETF0.50%$808,7661.3K
23Vanguard Mid-Cap Index ETFETF0.50%$806,8652.9K
24iShares ESG Advanced MSCI USA ETFETF0.45%$736,03013.6K
25AVGOBroadcomStock0.42%$683,7842.5K
26ESGDiShares ESG Aware MSCI EAFE ETFETF0.37%$606,8666.8K
27ABBVAbbVieStock0.37%$605,4053.3K
28Vanguard Total Stock Market ETFETF0.36%$576,2801.9K
29JNJJohnson & JohnsonStock0.35%$568,3833.7K
30DISThe Walt Disney CompanyStock0.31%$500,3444.0K
31Fidelity NASDAQ Composite Index ETFETF0.30%$486,7686.1K
32iShares Russell Mid-Cap Growth Index ETFETF0.30%$485,2413.5K
33PAYXPaychexStock0.28%$458,7813.2K
34iShares Russell 1000 Value Index ETFETF0.28%$448,6712.3K
35MRNAModernaStock0.27%$439,74816.2K
36iShares Core S&P Small-Cap Index ETFETF0.26%$428,7063.9K
37CHVChevronStock0.26%$421,2712.9K
38ABTAbbott LaboratoriesStock0.26%$414,9673.1K
39iShares ESG Optimized MSCI USA ETFETF0.20%$331,4322.6K
40SPDR MSCI EAFE Fossil Fuel Free ETFETF0.20%$323,9776.8K
41MCDMcDonald'sStock0.19%$313,5441.1K
42AMZNAmazon.comStock0.19%$312,5541.4K
43ALTOAlto IngredientsStock0.19%$306,661266.7K
44SPDR DoubleLine Total Return Tactical ETFETF0.18%$293,2357.3K
45MRKMerck & CompanyStock0.18%$293,2093.7K
46iShares S&P 500 Value ETFETF0.18%$286,4861.5K
47TSMTaiwan Semiconductor Mfg ADRADR0.17%$270,6561.2K
48KOCoca-ColaStock0.17%$268,9203.8K
49iShares MSCI EAFE ETFETF0.16%$266,7193.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$204M65May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$195M67Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$178M66Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$162M64Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$145M57May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$148M59Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$156M64Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$140M46Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$142M46May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$133M43Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$119M43Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$121M43Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$117M42May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$108M43Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$95M40Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$105M44Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$127M47May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$135M54Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$122M46Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$130M49Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$120M44May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$111M43Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$93M37Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$88M35Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$72M35May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$97M42Feb 6, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.