Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Seagate Technology HoldingsStock | Stock | $48.8M | 19.5% |
| Vanguard Small-cap Index ETFETF | ETF | $42.8M | 17.0% |
| Vanguard S&P 500 Index ETFETF | ETF | $41M | 16.3% |
| Vanguard Developed Markets Index ETFETF | ETF | $35.1M | 14.0% |
| Schwab Fundamental US Large Company Index ETFETF | ETF | $21.7M | 8.7% |
| Vanguard Mid-cap Growth Index ETFETF | ETF | $7.48M | 3.0% |
| iShares Core S&P 500 Index ETFETF | ETF | $5.74M | 2.3% |
| ModernaStock | Stock | $4.58M | 1.8% |
| Vanguard FTSE All-world Ex US Index ETFETF | ETF | $4.31M | 1.7% |
| Alphabet CL CStock | Stock | $3.47M | 1.4% |
| Berkshire Hathaway CL BStock | Stock | $3.08M | 1.2% |
| Minerals TechnologiesStock | Stock | $2.66M | 1.1% |
| AppleStock | Stock | $2.13M | 0.8% |
| Vanguard Total Int'l Stock Index ETFETF | ETF | $1.31M | 0.5% |
| iShares Esg Advanced MSCI USA ETFETF | ETF | $1.27M | 0.5% |
| MicrosoftStock | Stock | $1.23M | 0.5% |
| iShares Esg Aware MSCI USA Small-cap ETFETF | ETF | $1.23M | 0.5% |
| Exxonmobil HoldingsStock | Stock | $1.03M | 0.4% |
| iShares Russell 1000 Growth Index ETFETF | ETF | $957K | 0.4% |
| Vanguard Mid-cap Index ETFETF | ETF | $936K | 0.4% |
| Crown CastleREIT | REIT | $930K | 0.4% |
| SPDR S&P 500 Index ETFETF | ETF | $910K | 0.4% |
| Vanguard Growth Index ETFETF | ETF | $887K | 0.4% |
| RevvityStock | Stock | $820K | 0.3% |
| Johnson & JohnsonStock | Stock | $804K | 0.3% |
| AbbvieStock | Stock | $804K | 0.3% |
| iShares Esg Aware MSCI Eafe ETFETF | ETF | $720K | 0.3% |
| BroadcomStock | Stock | $712K | 0.3% |
| Vanguard Total Stock Market ETFETF | ETF | $707K | 0.3% |
| iShares Core S&P Small-cap Index ETFETF | ETF | $583K | 0.2% |
| iShares Russell 1000 Value Index ETFETF | ETF | $560K | 0.2% |
| Fidelity Nasdaq Composite Index ETFETF | ETF | $513K | 0.2% |
| iShares Russell Mid-cap Growth Index ETFETF | ETF | $510K | 0.2% |
| ChevronStock | Stock | $489K | 0.2% |
| Alphabet CL AStock | Stock | $463K | 0.2% |
| Kraft Heinz CoStock | Stock | $440K | 0.2% |
| Advanced Micro DevicesStock | Stock | $424K | 0.2% |
| iShares Esg Optimized MSCI USA ETFETF | ETF | $416K | 0.2% |
| Taiwan Semiconductor Mfg ADRADR | ADR | $415K | 0.2% |
| The Walt Disney CompanyStock | Stock | $385K | 0.2% |
| Merck & CompanyStock | Stock | $384K | 0.2% |
| SPDR MSCI Eafe Fossil Fuel Free ETFETF | ETF | $383K | 0.2% |
| CaterpillarStock | Stock | $373K | 0.1% |
| Amazon.comStock | Stock | $371K | 0.1% |
| iShares Russell 2000 Value ETFETF | ETF | $332K | 0.1% |
| iShares Core S&P Mid-cap Index ETFETF | ETF | $315K | 0.1% |
| PaychexStock | Stock | $310K | 0.1% |
| SPDR Doubleline Total Return Tactical ETFETF | ETF | $305K | 0.1% |
| Coca-colaStock | Stock | $305K | 0.1% |
| International Business MachinesStock | Stock | $299K | 0.1% |
Seagate Technology HoldingsStock$48.8M
- Class
- Stock
- Share
- 19.5%
Vanguard Small-cap Index ETFETF$42.8M
- Class
- ETF
- Share
- 17.0%
Vanguard S&P 500 Index ETFETF$41M
- Class
- ETF
- Share
- 16.3%
Vanguard Developed Markets Index ETFETF$35.1M
- Class
- ETF
- Share
- 14.0%
Schwab Fundamental US Large Company Index ETFETF$21.7M
- Class
- ETF
- Share
- 8.7%
Vanguard Mid-cap Growth Index ETFETF$7.48M
- Class
- ETF
- Share
- 3.0%
iShares Core S&P 500 Index ETFETF$5.74M
- Class
- ETF
- Share
- 2.3%
ModernaStock$4.58M
- Class
- Stock
- Share
- 1.8%
Vanguard FTSE All-world Ex US Index ETFETF$4.31M
- Class
- ETF
- Share
- 1.7%
Alphabet CL CStock$3.47M
- Class
- Stock
- Share
- 1.4%
Berkshire Hathaway CL BStock$3.08M
- Class
- Stock
- Share
- 1.2%
Minerals TechnologiesStock$2.66M
- Class
- Stock
- Share
- 1.1%
AppleStock$2.13M
- Class
- Stock
- Share
- 0.8%
Vanguard Total Int'l Stock Index ETFETF$1.31M
- Class
- ETF
- Share
- 0.5%
iShares Esg Advanced MSCI USA ETFETF$1.27M
- Class
- ETF
- Share
- 0.5%
MicrosoftStock$1.23M
- Class
- Stock
- Share
- 0.5%
iShares Esg Aware MSCI USA Small-cap ETFETF$1.23M
- Class
- ETF
- Share
- 0.5%
Exxonmobil HoldingsStock$1.03M
- Class
- Stock
- Share
- 0.4%
iShares Russell 1000 Growth Index ETFETF$957K
- Class
- ETF
- Share
- 0.4%
Vanguard Mid-cap Index ETFETF$936K
- Class
- ETF
- Share
- 0.4%
Crown CastleREIT$930K
- Class
- REIT
- Share
- 0.4%
SPDR S&P 500 Index ETFETF$910K
- Class
- ETF
- Share
- 0.4%
Vanguard Growth Index ETFETF$887K
- Class
- ETF
- Share
- 0.4%
RevvityStock$820K
- Class
- Stock
- Share
- 0.3%
Johnson & JohnsonStock$804K
- Class
- Stock
- Share
- 0.3%
AbbvieStock$804K
- Class
- Stock
- Share
- 0.3%
iShares Esg Aware MSCI Eafe ETFETF$720K
- Class
- ETF
- Share
- 0.3%
BroadcomStock$712K
- Class
- Stock
- Share
- 0.3%
Vanguard Total Stock Market ETFETF$707K
- Class
- ETF
- Share
- 0.3%
iShares Core S&P Small-cap Index ETFETF$583K
- Class
- ETF
- Share
- 0.2%
iShares Russell 1000 Value Index ETFETF$560K
- Class
- ETF
- Share
- 0.2%
Fidelity Nasdaq Composite Index ETFETF$513K
- Class
- ETF
- Share
- 0.2%
iShares Russell Mid-cap Growth Index ETFETF$510K
- Class
- ETF
- Share
- 0.2%
ChevronStock$489K
- Class
- Stock
- Share
- 0.2%
Alphabet CL AStock$463K
- Class
- Stock
- Share
- 0.2%
Kraft Heinz CoStock$440K
- Class
- Stock
- Share
- 0.2%
Advanced Micro DevicesStock$424K
- Class
- Stock
- Share
- 0.2%
iShares Esg Optimized MSCI USA ETFETF$416K
- Class
- ETF
- Share
- 0.2%
Taiwan Semiconductor Mfg ADRADR$415K
- Class
- ADR
- Share
- 0.2%
The Walt Disney CompanyStock$385K
- Class
- Stock
- Share
- 0.2%
Merck & CompanyStock$384K
- Class
- Stock
- Share
- 0.2%
SPDR MSCI Eafe Fossil Fuel Free ETFETF$383K
- Class
- ETF
- Share
- 0.2%
CaterpillarStock$373K
- Class
- Stock
- Share
- 0.1%
Amazon.comStock$371K
- Class
- Stock
- Share
- 0.1%
iShares Russell 2000 Value ETFETF$332K
- Class
- ETF
- Share
- 0.1%
iShares Core S&P Mid-cap Index ETFETF$315K
- Class
- ETF
- Share
- 0.1%
PaychexStock$310K
- Class
- Stock
- Share
- 0.1%
SPDR Doubleline Total Return Tactical ETFETF$305K
- Class
- ETF
- Share
- 0.1%
Coca-colaStock$305K
- Class
- Stock
- Share
- 0.1%
International Business MachinesStock$299K
- Class
- Stock
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 67 positions by value, with holdings of the same security combined. The 67 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1801573
- File number
- 028-19776
- Options
- 0 call, 0 put
- In the 25 largest
- 93.8%
- Prior quarter
- $204M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 3
Common questions
What are Aufman Associates’ 13F holdings worth?
$251 million across 67 positions for the quarter ended 30 June 2026.
What is Aufman Associates’ largest 13F holding?
Seagate Technology Holdings (Stock) was the largest position at $48.8 million, or 19.5% of reported 13F value, as of 30 June 2026.
How concentrated is Aufman Associates’ 13F portfolio?
The ten largest positions accounted for 85.7% of reported value and the twenty-five largest for 93.8%, across 67 positions as of 30 June 2026.
Does Form 13F show everything Aufman Associates manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Aufman Associates file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.