SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Aufman Associates Inc

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

Reported Value
$178M
Q3 2025
Positions
66
Filings on Record
26
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Aufman Associates Inc reported $178M in U.S.-listed holdings across 66 positions for Q3 2025.

The portfolio is heavily concentrated: Vanguard 500 Index Etf alone accounts for 21.1% of reported value.

Compared with Q2 2025, the fund opened 3 new positions and exited 1.

Portfolio Metrics

Turnover
+0.5%
vs prior filed quarter
Top-10 Concentration
+82.3%
share of reported value
Largest Position
+21.1%
Vanguard 500 Index Etf
New / Exited
3 / 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: 77.1%Common Stock: 12.5%Other: 9.4%REIT: 0.9%ADR: 0.2%
  • ETP · 77.1% · $137M
  • Common Stock · 12.5% · $22M
  • Other · 9.4% · $17M
  • REIT · 0.9% · $2M
  • ADR · 0.2% · $333,752

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ORCLOracleNEW+838838+$235,679$235,679
iShares 0-3 Month Treasury Bond ETFNEW+2.0K2.0K+$205,770$205,770
Fidelity Enhanced Large Cap Value ETFNEW+6.1K6.1K+$205,639$205,639
ALTOAlto IngredientsSOLD OUT−266.7K0−$306,661$0
AVGOBroadcomTRIMMED−6001.9K−$63,084$620,700
iShares ESG Advanced MSCI USA ETFADDED+2.0K15.7K+$161,232$897,262
AAPLAppleTRIMMED−1.4K8.4K+$133,290$2M
BACVerizon CommunicationsTRIMMED−5155.2K−$18,758$230,367

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

Holdings — Q3 2025

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1Vanguard 500 Index ETFETF21.10%$37M61.2K
2Vanguard Small-Cap Index ETFETF20.67%$37M144.5K
3Vanguard Developed Markets Index ETFETF17.38%$31M515.3K
4Seagate Technology HoldingsStock9.35%$17M70.4K
5Vanguard Mid-Cap Growth Index ETFETF4.10%$7M24.8K
6iShares Core S&P 500 Index ETFETF2.93%$5M7.8K
7Vanguard FTSE All-World ex US Index ETFETF2.09%$4M52.1K
8BRK/BBerkshire Hathaway Cl Bhistory →Stock1.93%$3M6.8K
9Schwab Fundamental US Large Company Index ETFETF1.44%$3M97.5K
10MTXMinerals Technologieshistory →Stock1.33%$2M38.0K
11GOOGAlphabet Cl CStock1.26%$2M9.2K
12AAPLApplehistory →Stock1.21%$2M8.4K
13MSFTMicrosoftStock0.96%$2M3.3K
148CWCrown CastleREIT0.89%$2M16.4K
15Vanguard Total Int'l Stock Index ETFETF0.60%$1M14.4K
16EXMOCExxon MobilStock0.57%$1M9.0K
17VUGVanguard Growth Index ETFETF0.55%$982,4322.0K
18KHCKraft Heinz CoStock0.55%$978,34937.6K
19iShares ESG Aware MSCI USA Small-Cap ETFETF0.53%$947,78221.0K
20iShares Russell 1000 Growth Index ETFETF0.51%$902,6261.9K
21iShares ESG Advanced MSCI USA ETFETF0.51%$897,26215.7K
22Vanguard Mid-Cap Index ETFETF0.48%$850,1902.9K
23SPDR S&P 500 Index ETFETF0.48%$849,3801.3K
24PKNRevvityStock0.46%$818,5639.3K
25ABBVAbbVieStock0.43%$755,1743.3K
26JNJJohnson & JohnsonStock0.39%$690,8753.7K
27ESGDiShares ESG Aware MSCI EAFE ETFETF0.36%$632,4416.8K
28Vanguard Total Stock Market ETFETF0.35%$622,1411.9K
29AVGOBroadcomStock0.35%$620,7001.9K
30Fidelity NASDAQ Composite Index ETFETF0.30%$541,6436.1K
31iShares Russell Mid-Cap Growth Index ETFETF0.28%$498,2933.5K
32iShares Russell 1000 Value Index ETFETF0.26%$470,2932.3K
33iShares Core S&P Small-Cap Index ETFETF0.26%$467,1093.9K
34CHVChevronStock0.26%$460,1033.0K
35DISThe Walt Disney CompanyStock0.26%$459,7104.0K
36MRNAModernaStock0.25%$452,25717.5K
37ABTAbbott LaboratoriesStock0.23%$408,6513.1K
38PAYXPaychexStock0.23%$399,8013.2K
39iShares ESG Optimized MSCI USA ETFETF0.20%$351,1812.6K
40SPDR MSCI EAFE Fossil Fuel Free ETFETF0.19%$337,3476.8K
41TSMTaiwan Semiconductor Mfg ADRADR0.19%$333,7521.2K
42MCDMcDonald'sStock0.18%$326,1211.1K
43MRKMerck & CompanyStock0.18%$313,3113.7K
44AMZNAmazon.comStock0.17%$307,9801.4K
45SPDR DoubleLine Total Return Tactical ETFETF0.17%$303,0957.5K
46iShares S&P 500 Value ETFETF0.17%$302,7441.5K
47iShares MSCI EAFE ETFETF0.16%$278,5943.0K
48PPLPPLStock0.16%$278,1437.5K
49iShares S&P Mid-Cap 400 Growth ETFETF0.15%$274,1502.9K

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 ↗.