Filed: 5/15/2026ACC: 0001801573-26-000002
📋 What this filing means
AUFMAN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $203.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$203.83M
Total AUM (reported)
1.95M
Total Shares
Allocation by class
ETF$152.80M75.0%
STOCK$49.52M24.3%
REIT$1.16M0.6%
ADR$348.1K0.2%
Portfolio Concentration
Top 3$105.60M51.8%
4–10$65.82M32.3%
11–25$18.52M9.1%
Rest$13.90M6.8%
Top 3 weight
51.8%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 1.95M
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
1.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:
Vanguard Small-Cap Index ETF
SOLEShares142.77K
TypeSH
Market value$37.39M
18.35%
Sole
0.00
Shared
0.00
None
142.77K
Vanguard 500 Index ETF
SOLEShares59.74K
TypeSH
Market value$35.70M
17.51%
Sole
0.00
Shared
0.00
None
59.74K
Vanguard Developed Markets Index ETF
SOLEShares507.21K
TypeSH
Market value$32.50M
15.95%
Sole
0.00
Shared
0.00
None
507.21K
Seagate Technology Holdings
SOLEShares65.51K
TypeSH
Market value$25.66M
12.59%
Sole
0.00
Shared
0.00
None
65.51K
Schwab Fundamental US Large Company Index ETF
SOLEShares678.69K
TypeSH
Market value$18.90M
9.27%
Sole
0.00
Shared
0.00
None
678.69K
Vanguard Mid-Cap Growth Index ETF
SOLEShares24.68K
TypeSH
Market value$6.35M
3.12%
Sole
0.00
Shared
0.00
None
24.68K
iShares Core S&P 500 Index ETF
SOLEShares7.63K
TypeSH
Market value$4.98M
2.44%
Sole
0.00
Shared
0.00
None
7.63K
Vanguard FTSE All-World ex US Index ETF
SOLEShares52.25K
TypeSH
Market value$3.92M
1.93%
Sole
0.00
Shared
0.00
None
52.25K
Berkshire Hathaway Cl B
SOLEShares6.78K
TypeSH
Market value$3.25M
1.59%
Sole
0.00
Shared
0.00
None
6.78K
Moderna
SOLEShares57K
TypeSH
Market value$2.75M
1.35%
Sole
0.00
Shared
0.00
None
57K
Minerals Technologies
SOLEShares38.01K
TypeSH
Market value$2.70M
1.32%
Sole
0.00
Shared
0.00
None
38.01K
Alphabet Cl C
SOLEShares7.09K
TypeSH
Market value$2.03M
1.00%
Sole
0.00
Shared
0.00
None
7.09K
Apple
SOLEShares7.75K
TypeSH
Market value$1.97M
0.96%
Sole
0.00
Shared
0.00
None
7.75K
Exxon Mobil
SOLEShares8.65K
TypeSH
Market value$1.47M
0.72%
Sole
0.00
Shared
0.00
None
8.65K
Microsoft
SOLEShares3.29K
TypeSH
Market value$1.22M
0.60%
Sole
0.00
Shared
0.00
None
3.29K
Crown Castle
SOLEShares14.27K
TypeSH
Market value$1.16M
0.57%
Sole
0.00
Shared
0.00
None
14.27K
Vanguard Total Int'l Stock Index ETF
SOLEShares14.67K
TypeSH
Market value$1.13M
0.56%
Sole
0.00
Shared
0.00
None
14.67K
iShares ESG Aware MSCI USA Small-Cap ETF
SOLEShares22.06K
TypeSH
Market value$1.04M
0.51%
Sole
0.00
Shared
0.00
None
22.06K
iShares ESG Advanced MSCI USA ETF
SOLEShares18.19K
TypeSH
Market value$1.00M
0.49%
Sole
0.00
Shared
0.00
None
18.19K
Vanguard Growth Index ETF
SOLEShares1.95K
TypeSH
Market value$850.3K
0.42%
Sole
0.00
Shared
0.00
None
1.95K
Vanguard Mid-Cap Index ETF
SOLEShares2.90K
TypeSH
Market value$834.2K
0.41%
Sole
0.00
Shared
0.00
None
2.90K
iShares Russell 1000 Growth Index ETF
SOLEShares1.93K
TypeSH
Market value$821.7K
0.40%
Sole
0.00
Shared
0.00
None
1.93K
SPDR S&P 500 Index ETF
SOLEShares1.22K
TypeSH
Market value$796.0K
0.39%
Sole
0.00
Shared
0.00
None
1.22K
Johnson & Johnson
SOLEShares3.20K
TypeSH
Market value$782.9K
0.38%
Sole
0.00
Shared
0.00
None
3.20K
Revvity
SOLEShares8.26K
TypeSH
Market value$723.7K
0.36%
Sole
0.00
Shared
0.00
None
8.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Small-Cap Index ETFSOLE | ETF | 142.77K | SH | $37.39M 18.35% | 0.00 | 0.00 | 142.77K |
Vanguard 500 Index ETFSOLE | ETF | 59.74K | SH | $35.70M 17.51% | 0.00 | 0.00 | 59.74K |
Vanguard Developed Markets Index ETFSOLE | ETF | 507.21K | SH | $32.50M 15.95% | 0.00 | 0.00 | 507.21K |
Seagate Technology HoldingsSOLE | Stock | 65.51K | SH | $25.66M 12.59% | 0.00 | 0.00 | 65.51K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 678.69K | SH | $18.90M 9.27% | 0.00 | 0.00 | 678.69K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.68K | SH | $6.35M 3.12% | 0.00 | 0.00 | 24.68K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.63K | SH | $4.98M 2.44% | 0.00 | 0.00 | 7.63K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.25K | SH | $3.92M 1.93% | 0.00 | 0.00 | 52.25K |
Berkshire Hathaway Cl BSOLE | Stock | 6.78K | SH | $3.25M 1.59% | 0.00 | 0.00 | 6.78K |
ModernaSOLE | Stock | 57K | SH | $2.75M 1.35% | 0.00 | 0.00 | 57K |
Minerals TechnologiesSOLE | Stock | 38.01K | SH | $2.70M 1.32% | 0.00 | 0.00 | 38.01K |
Alphabet Cl CSOLE | Stock | 7.09K | SH | $2.03M 1.00% | 0.00 | 0.00 | 7.09K |
AppleSOLE | Stock | 7.75K | SH | $1.97M 0.96% | 0.00 | 0.00 | 7.75K |
Exxon MobilSOLE | Stock | 8.65K | SH | $1.47M 0.72% | 0.00 | 0.00 | 8.65K |
MicrosoftSOLE | Stock | 3.29K | SH | $1.22M 0.60% | 0.00 | 0.00 | 3.29K |
Crown CastleSOLE | REIT | 14.27K | SH | $1.16M 0.57% | 0.00 | 0.00 | 14.27K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.67K | SH | $1.13M 0.56% | 0.00 | 0.00 | 14.67K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 22.06K | SH | $1.04M 0.51% | 0.00 | 0.00 | 22.06K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 18.19K | SH | $1.00M 0.49% | 0.00 | 0.00 | 18.19K |
Vanguard Growth Index ETFSOLE | ETF | 1.95K | SH | $850.3K 0.42% | 0.00 | 0.00 | 1.95K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.90K | SH | $834.2K 0.41% | 0.00 | 0.00 | 2.90K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 1.93K | SH | $821.7K 0.40% | 0.00 | 0.00 | 1.93K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.22K | SH | $796.0K 0.39% | 0.00 | 0.00 | 1.22K |
Johnson & JohnsonSOLE | Stock | 3.20K | SH | $782.9K 0.38% | 0.00 | 0.00 | 3.20K |
RevvitySOLE | Stock | 8.26K | SH | $723.7K 0.36% | 0.00 | 0.00 | 8.26K |
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