SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Aufman Associates Inc

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

Reported Value
$195M
Q4 2025
Positions
67
Filings on Record
26
2019–present window
Filed
Feb 11, 2026
original filing

Summary

Aufman Associates Inc reported $195M in U.S.-listed holdings across 67 positions for Q4 2025.

Its largest position, VOO, represents 19.5% of the portfolio.

Compared with Q3 2025, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+1.1%
vs prior filed quarter
Top-10 Concentration
+83.6%
share of reported value
Largest Position
+19.5%
Vanguard 500 Index Etf
New / Exited
3 / 2
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 78.2%Common Stock: 20.9%REIT: 0.7%ADR: 0.2%
  • ETP · 78.2% · $152M
  • Common Stock · 20.9% · $41M
  • REIT · 0.7% · $1M
  • ADR · 0.2% · $313,007

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BSVVanguard Short-Term Bond ETFNEW+3.2K3.2K+$253,360$253,360
MARMarriott InternationalNEW+702702+$217,699$217,699
CATCaterpillarNEW+350350+$200,505$200,505
FNDXSchwab Fundamental US Large Company Index ETFADDED+477.1K574.6K+$13M$16M
MRNAModernaADDED+25.7K43.2K+$821,711$1M
ORCLOracleSOLD OUT−8380−$235,679$0
SGOViShares 0-3 Month Treasury Bond ETFSOLD OUT−2.0K0−$205,770$0
KHCKraft Heinz CoTRIMMED−18.9K18.6K−$526,790$451,559

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

Holdings — Q4 2025

66 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VOOVanguard 500 Index ETFhistory →ETF19.45%$38M60.5K
2VBVanguard Small-Cap Index ETFhistory →ETF19.07%$37M144.2K
3VEAVanguard Developed Markets Index ETFhistory →ETF16.50%$32M515.4K
4STXSeagate Technology Holdingshistory →Stock9.25%$18M65.6K
5FNDXSchwab Fundamental US Large Company Index ETFhistory →ETF8.01%$16M574.6K
6VOTVanguard Mid-Cap Growth Index ETFhistory →ETF3.52%$7M24.6K
7IVViShares Core S&P 500 Index ETFhistory →ETF2.70%$5M7.7K
8VEUVanguard FTSE All-World ex US Index ETFhistory →ETF2.00%$4M52.9K
9BRK/BBerkshire Hathaway Cl Bhistory →Stock1.75%$3M6.8K
10GOOGAlphabet Cl CStock1.35%$3M8.4K
11MTXMinerals Technologieshistory →Stock1.19%$2M38.0K
12AAPLApplehistory →Stock1.08%$2M7.8K
13MSFTMicrosoftStock0.81%$2M3.3K
14CCICrown CastleREIT0.75%$1M16.4K
15MRNAModernaStock0.65%$1M43.2K
16VXUSVanguard Total Int'l Stock Index ETFETF0.57%$1M14.7K
17EXMOCExxon MobilStock0.56%$1M9.0K
18VUGVanguard Growth Index ETFETF0.53%$1M2.1K
19ESMLiShares ESG Aware MSCI USA Small-Cap ETFETF0.52%$1M22.3K
20USXFiShares ESG Advanced MSCI USA ETFETF0.49%$954,95916.6K
21IWFiShares Russell 1000 Growth Index ETFETF0.47%$912,0491.9K
22SPYSPDR S&P 500 Index ETFETF0.44%$855,8101.3K
23VOVanguard Mid-Cap Index ETFETF0.43%$843,5042.9K
24RVTYRevvityStock0.41%$799,1558.3K
25ABBVAbbVieStock0.38%$745,2263.3K
26JNJJohnson & JohnsonStock0.36%$702,3883.4K
27ESGDiShares ESG Aware MSCI EAFE ETFETF0.34%$657,1306.9K
28AVGOBroadcomStock0.33%$651,4471.9K
29VTIVanguard Total Stock Market ETFETF0.33%$638,0211.9K
30IWDiShares Russell 1000 Value Index ETFETF0.25%$485,8852.3K
31IWPiShares Russell Mid-Cap Growth Index ETFETF0.25%$479,1533.5K
32IJRiShares Core S&P Small-Cap Index ETFETF0.24%$473,6713.9K
33CVXChevronStock0.23%$455,2083.0K
34ONEQFidelity NASDAQ Composite Index ETFETF0.23%$454,1675.0K
35DISThe Walt Disney CompanyStock0.23%$453,9354.0K
36KHCKraft Heinz CoStock0.23%$451,55918.6K
37MRKMerck & CompanyStock0.20%$389,8833.7K
38ABTAbbott LaboratoriesStock0.20%$382,2603.1K
39SUSAiShares ESG Optimized MSCI USA ETFETF0.18%$359,6472.6K
40PAYXPaychexStock0.18%$353,8163.2K
41EFAXSPDR MSCI EAFE Fossil Fuel Free ETFETF0.18%$351,5857.0K
42AMZNAmazon.comStock0.16%$319,6051.4K
43TSMTaiwan Semiconductor Mfg ADRADR0.16%$313,0071.0K
44TOTLSPDR DoubleLine Total Return Tactical ETFETF0.16%$310,9177.7K
45IVEiShares S&P 500 Value ETFETF0.16%$310,8951.5K
46EFAiShares MSCI EAFE ETFETF0.15%$286,5313.0K
47IJKiShares S&P Mid-Cap 400 Growth ETFETF0.14%$276,9802.9K
48IWNiShares Russell 2000 Value ETFETF0.14%$271,8151.5K
49IJHiShares Core S&P Mid-Cap Index ETFETF0.14%$270,0064.1K
50KOCoca-ColaStock0.14%$265,8083.8K
51PPLPPLStock0.13%$262,1257.5K
52PEPPepsiCoStock0.13%$257,9051.8K
53MCDMcDonald'sStock0.13%$253,415829
54BSVVanguard Short-Term Bond ETFETF0.13%$253,3603.2K
55MCKMcKessonStock0.13%$246,087300
56IJJiShares S&P Mid-Cap 400 Value ETFETF0.13%$245,2841.9K
57COPConocoPhillipsStock0.12%$224,6642.4K
58MARMarriott InternationalStock0.11%$217,699702
59IBMInternational Business MachinesStock0.11%$215,937729
60UNHUnitedHealth GroupStock0.11%$215,232652
61VZVerizon CommunicationsStock0.11%$213,4945.2K
62FELVFidelity Enhanced Large Cap Value ETFETF0.11%$212,5706.1K
63DMXFiShares ESG Advanced MSCI EAFE ETFETF0.11%$211,8992.8K
64CATCaterpillarStock0.10%$200,505350
65ICLNiShares Global Clean Energy ETFETF0.09%$168,72510.3K
66FORAForianStock0.06%$111,63352.7K

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 ↗.