Filed: 8/13/2025ACC: 0001801573-25-000004
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $162.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$162.15M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
ETF$128.89M79.5%
STOCK$31.17M19.2%
REIT$1.82M1.1%
ADR$270.7K0.2%
Portfolio Concentration
Top 3$99.09M61.1%
4–10$33.67M20.8%
11–25$16.39M10.1%
Rest$13.00M8.0%
Top 3 weight
61.1%
Top 10 weight
81.9%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings64
Rows:
Vanguard 500 Index ETF
SOLEShares61.87K
TypeSH
Market value$35.14M
21.67%
Sole
0.00
Shared
0.00
None
61.87K
Vanguard Small-Cap Index ETF
SOLEShares145.85K
TypeSH
Market value$34.56M
21.31%
Sole
0.00
Shared
0.00
None
145.85K
Vanguard Developed Markets Index ETF
SOLEShares515.42K
TypeSH
Market value$29.38M
18.12%
Sole
0.00
Shared
0.00
None
515.42K
Seagate Technology Holdings
SOLEShares70.48K
TypeSH
Market value$10.17M
6.27%
Sole
0.00
Shared
0.00
None
70.48K
Vanguard Mid-Cap Growth Index ETF
SOLEShares25.65K
TypeSH
Market value$7.29M
4.50%
Sole
0.00
Shared
0.00
None
25.65K
iShares Core S&P 500 Index ETF
SOLEShares7.75K
TypeSH
Market value$4.81M
2.97%
Sole
0.00
Shared
0.00
None
7.75K
Vanguard FTSE All-World ex US Index ETF
SOLEShares52.59K
TypeSH
Market value$3.53M
2.18%
Sole
0.00
Shared
0.00
None
52.59K
Berkshire Hathaway Cl B
SOLEShares6.93K
TypeSH
Market value$3.37M
2.08%
Sole
0.00
Shared
0.00
None
6.93K
Schwab Fundamental US Large Company Index ETF
SOLEShares97.58K
TypeSH
Market value$2.39M
1.48%
Sole
0.00
Shared
0.00
None
97.58K
Minerals Technologies
SOLEShares38.01K
TypeSH
Market value$2.09M
1.29%
Sole
0.00
Shared
0.00
None
38.01K
Apple
SOLEShares9.80K
TypeSH
Market value$2.01M
1.24%
Sole
0.00
Shared
0.00
None
9.80K
Crown Castle
SOLEShares17.71K
TypeSH
Market value$1.82M
1.12%
Sole
0.00
Shared
0.00
None
17.71K
Microsoft
SOLEShares3.35K
TypeSH
Market value$1.67M
1.03%
Sole
0.00
Shared
0.00
None
3.35K
Alphabet Cl C
SOLEShares8.03K
TypeSH
Market value$1.42M
0.88%
Sole
0.00
Shared
0.00
None
8.03K
Exxon Mobil
SOLEShares9.24K
TypeSH
Market value$995.9K
0.61%
Sole
0.00
Shared
0.00
None
9.24K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.34K
TypeSH
Market value$990.4K
0.61%
Sole
0.00
Shared
0.00
None
14.33K
Kraft Heinz Co
SOLEShares37.57K
TypeSH
Market value$970.1K
0.60%
Sole
0.00
Shared
0.00
None
37.57K
Vanguard Growth Index ETF
SOLEShares2.13K
TypeSH
Market value$933.7K
0.58%
Sole
0.00
Shared
0.00
None
2.13K
Revvity
SOLEShares9.34K
TypeSH
Market value$903.3K
0.56%
Sole
0.00
Shared
0.00
None
9.34K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares19.87K
TypeSH
Market value$821.3K
0.51%
Sole
0.00
Shared
0.00
None
19.87K
iShares Russell 1000 Growth Index ETF
SOLEShares1.93K
TypeSH
Market value$818.2K
0.50%
Sole
0.00
Shared
0.00
None
1.93K
SPDR S&P 500 Index ETF
SOLEShares1.31K
TypeSH
Market value$808.8K
0.50%
Sole
0.00
Shared
0.00
None
1.31K
Vanguard Mid-Cap Index ETF
SOLEShares2.88K
TypeSH
Market value$806.9K
0.50%
Sole
0.00
Shared
0.00
None
2.88K
iShares ESG Advanced MSCI USA ETF
SOLEShares13.65K
TypeSH
Market value$736.0K
0.45%
Sole
0.00
Shared
0.00
None
13.65K
Broadcom
SOLEShares2.48K
TypeSH
Market value$683.8K
0.42%
Sole
0.00
Shared
0.00
None
2.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard 500 Index ETFSOLE | ETF | 61.87K | SH | $35.14M 21.67% | 0.00 | 0.00 | 61.87K |
Vanguard Small-Cap Index ETFSOLE | ETF | 145.85K | SH | $34.56M 21.31% | 0.00 | 0.00 | 145.85K |
Vanguard Developed Markets Index ETFSOLE | ETF | 515.42K | SH | $29.38M 18.12% | 0.00 | 0.00 | 515.42K |
Seagate Technology HoldingsSOLE | Stock | 70.48K | SH | $10.17M 6.27% | 0.00 | 0.00 | 70.48K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 25.65K | SH | $7.29M 4.50% | 0.00 | 0.00 | 25.65K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.75K | SH | $4.81M 2.97% | 0.00 | 0.00 | 7.75K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.59K | SH | $3.53M 2.18% | 0.00 | 0.00 | 52.59K |
Berkshire Hathaway Cl BSOLE | Stock | 6.93K | SH | $3.37M 2.08% | 0.00 | 0.00 | 6.93K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 97.58K | SH | $2.39M 1.48% | 0.00 | 0.00 | 97.58K |
Minerals TechnologiesSOLE | Stock | 38.01K | SH | $2.09M 1.29% | 0.00 | 0.00 | 38.01K |
AppleSOLE | Stock | 9.80K | SH | $2.01M 1.24% | 0.00 | 0.00 | 9.80K |
Crown CastleSOLE | REIT | 17.71K | SH | $1.82M 1.12% | 0.00 | 0.00 | 17.71K |
MicrosoftSOLE | Stock | 3.35K | SH | $1.67M 1.03% | 0.00 | 0.00 | 3.35K |
Alphabet Cl CSOLE | Stock | 8.03K | SH | $1.42M 0.88% | 0.00 | 0.00 | 8.03K |
Exxon MobilSOLE | Stock | 9.24K | SH | $995.9K 0.61% | 0.00 | 0.00 | 9.24K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.34K | SH | $990.4K 0.61% | 0.00 | 0.00 | 14.33K |
Kraft Heinz CoSOLE | Stock | 37.57K | SH | $970.1K 0.60% | 0.00 | 0.00 | 37.57K |
Vanguard Growth Index ETFSOLE | ETF | 2.13K | SH | $933.7K 0.58% | 0.00 | 0.00 | 2.13K |
RevvitySOLE | Stock | 9.34K | SH | $903.3K 0.56% | 0.00 | 0.00 | 9.34K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 19.87K | SH | $821.3K 0.51% | 0.00 | 0.00 | 19.87K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 1.93K | SH | $818.2K 0.50% | 0.00 | 0.00 | 1.93K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.31K | SH | $808.8K 0.50% | 0.00 | 0.00 | 1.31K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.88K | SH | $806.9K 0.50% | 0.00 | 0.00 | 2.88K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 13.65K | SH | $736.0K 0.45% | 0.00 | 0.00 | 13.65K |
BroadcomSOLE | Stock | 2.48K | SH | $683.8K 0.42% | 0.00 | 0.00 | 2.48K |
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