Filed: 11/12/2025ACC: 0001801573-25-000007
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $177.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$177.67M
Total AUM (reported)
1.37M
Total Shares
Allocation by class
ETF$136.99M77.1%
STOCK$38.77M21.8%
REIT$1.58M0.9%
ADR$333.8K0.2%
Portfolio Concentration
Top 3$105.10M59.2%
4–10$41.17M23.2%
11–25$17.36M9.8%
Rest$14.04M7.9%
Top 3 weight
59.2%
Top 10 weight
82.3%
Voting Authority Distribution
Total shares with voting rights: 1.37M
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
1.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
Vanguard 500 Index ETF
SOLEShares61.22K
TypeSH
Market value$37.49M
21.10%
Sole
0.00
Shared
0.00
None
61.22K
Vanguard Small-Cap Index ETF
SOLEShares144.46K
TypeSH
Market value$36.73M
20.67%
Sole
0.00
Shared
0.00
None
144.46K
Vanguard Developed Markets Index ETF
SOLEShares515.34K
TypeSH
Market value$30.88M
17.38%
Sole
0.00
Shared
0.00
None
515.34K
Seagate Technology Holdings
SOLEShares70.39K
TypeSH
Market value$16.62M
9.35%
Sole
0.00
Shared
0.00
None
70.39K
Vanguard Mid-Cap Growth Index ETF
SOLEShares24.82K
TypeSH
Market value$7.29M
4.10%
Sole
0.00
Shared
0.00
None
24.82K
iShares Core S&P 500 Index ETF
SOLEShares7.77K
TypeSH
Market value$5.20M
2.93%
Sole
0.00
Shared
0.00
None
7.77K
Vanguard FTSE All-World ex US Index ETF
SOLEShares52.09K
TypeSH
Market value$3.72M
2.09%
Sole
0.00
Shared
0.00
None
52.09K
Berkshire Hathaway Cl B
SOLEShares6.81K
TypeSH
Market value$3.42M
1.93%
Sole
0.00
Shared
0.00
None
6.81K
Schwab Fundamental US Large Company Index ETF
SOLEShares97.53K
TypeSH
Market value$2.56M
1.44%
Sole
0.00
Shared
0.00
None
97.53K
Minerals Technologies
SOLEShares38.01K
TypeSH
Market value$2.36M
1.33%
Sole
0.00
Shared
0.00
None
38.01K
Apple
SOLEShares8.42K
TypeSH
Market value$2.14M
1.21%
Sole
0.00
Shared
0.00
None
8.42K
Alphabet Cl C
SOLEShares7.67K
TypeSH
Market value$1.87M
1.05%
Sole
0.00
Shared
0.00
None
7.67K
Microsoft
SOLEShares3.30K
TypeSH
Market value$1.71M
0.96%
Sole
0.00
Shared
0.00
None
3.30K
Crown Castle
SOLEShares16.38K
TypeSH
Market value$1.58M
0.89%
Sole
0.00
Shared
0.00
None
16.38K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.40K
TypeSH
Market value$1.06M
0.60%
Sole
0.00
Shared
0.00
None
14.40K
Exxon Mobil
SOLEShares9.03K
TypeSH
Market value$1.02M
0.57%
Sole
0.00
Shared
0.00
None
9.03K
Vanguard Growth Index ETF
SOLEShares2.05K
TypeSH
Market value$982.4K
0.55%
Sole
0.00
Shared
0.00
None
2.05K
Kraft Heinz Co
SOLEShares37.57K
TypeSH
Market value$978.3K
0.55%
Sole
0.00
Shared
0.00
None
37.57K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares21.02K
TypeSH
Market value$947.8K
0.53%
Sole
0.00
Shared
0.00
None
21.02K
iShares Russell 1000 Growth Index ETF
SOLEShares1.93K
TypeSH
Market value$902.6K
0.51%
Sole
0.00
Shared
0.00
None
1.93K
iShares ESG Advanced MSCI USA ETF
SOLEShares15.66K
TypeSH
Market value$897.3K
0.51%
Sole
0.00
Shared
0.00
None
15.66K
Vanguard Mid-Cap Index ETF
SOLEShares2.89K
TypeSH
Market value$850.2K
0.48%
Sole
0.00
Shared
0.00
None
2.89K
SPDR S&P 500 Index ETF
SOLEShares1.27K
TypeSH
Market value$849.4K
0.48%
Sole
0.00
Shared
0.00
None
1.27K
Revvity
SOLEShares9.34K
TypeSH
Market value$818.6K
0.46%
Sole
0.00
Shared
0.00
None
9.34K
AbbVie
SOLEShares3.26K
TypeSH
Market value$755.2K
0.43%
Sole
0.00
Shared
0.00
None
3.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard 500 Index ETFSOLE | ETF | 61.22K | SH | $37.49M 21.10% | 0.00 | 0.00 | 61.22K |
Vanguard Small-Cap Index ETFSOLE | ETF | 144.46K | SH | $36.73M 20.67% | 0.00 | 0.00 | 144.46K |
Vanguard Developed Markets Index ETFSOLE | ETF | 515.34K | SH | $30.88M 17.38% | 0.00 | 0.00 | 515.34K |
Seagate Technology HoldingsSOLE | Stock | 70.39K | SH | $16.62M 9.35% | 0.00 | 0.00 | 70.39K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.82K | SH | $7.29M 4.10% | 0.00 | 0.00 | 24.82K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.77K | SH | $5.20M 2.93% | 0.00 | 0.00 | 7.77K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.09K | SH | $3.72M 2.09% | 0.00 | 0.00 | 52.09K |
Berkshire Hathaway Cl BSOLE | Stock | 6.81K | SH | $3.42M 1.93% | 0.00 | 0.00 | 6.81K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 97.53K | SH | $2.56M 1.44% | 0.00 | 0.00 | 97.53K |
Minerals TechnologiesSOLE | Stock | 38.01K | SH | $2.36M 1.33% | 0.00 | 0.00 | 38.01K |
AppleSOLE | Stock | 8.42K | SH | $2.14M 1.21% | 0.00 | 0.00 | 8.42K |
Alphabet Cl CSOLE | Stock | 7.67K | SH | $1.87M 1.05% | 0.00 | 0.00 | 7.67K |
MicrosoftSOLE | Stock | 3.30K | SH | $1.71M 0.96% | 0.00 | 0.00 | 3.30K |
Crown CastleSOLE | REIT | 16.38K | SH | $1.58M 0.89% | 0.00 | 0.00 | 16.38K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.40K | SH | $1.06M 0.60% | 0.00 | 0.00 | 14.40K |
Exxon MobilSOLE | Stock | 9.03K | SH | $1.02M 0.57% | 0.00 | 0.00 | 9.03K |
Vanguard Growth Index ETFSOLE | ETF | 2.05K | SH | $982.4K 0.55% | 0.00 | 0.00 | 2.05K |
Kraft Heinz CoSOLE | Stock | 37.57K | SH | $978.3K 0.55% | 0.00 | 0.00 | 37.57K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 21.02K | SH | $947.8K 0.53% | 0.00 | 0.00 | 21.02K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 1.93K | SH | $902.6K 0.51% | 0.00 | 0.00 | 1.93K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 15.66K | SH | $897.3K 0.51% | 0.00 | 0.00 | 15.66K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.89K | SH | $850.2K 0.48% | 0.00 | 0.00 | 2.89K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.27K | SH | $849.4K 0.48% | 0.00 | 0.00 | 1.27K |
RevvitySOLE | Stock | 9.34K | SH | $818.6K 0.46% | 0.00 | 0.00 | 9.34K |
AbbVieSOLE | Stock | 3.26K | SH | $755.2K 0.43% | 0.00 | 0.00 | 3.26K |
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