Aufman Associates Inc

SEWICKLEY, PA · CIK 1801573 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySewickley, PA

$250.9m reported value +23.1% vs Q1 2026

67positions

85.7%in top 10

5 new 17 added 29 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	50,612	$48.8m19.47%	19.47%	Reduced -14.9k	-14,895 -22.7%
2	VANGUARD INDEX FDS SMALL CP ETF VB	VB	141,062	$42.8m17.04%	17.04%	Reduced -1.7k	-1,710 -1.2%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	59,636	$41.0m16.33%	16.33%	Reduced -107	-107 -0.2%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	493,332	$35.1m14.01%	14.01%	Reduced -13.9k	-13,876 -2.7%
5	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	699,040	$21.7m8.67%	8.67%	Added +20.3k	+20,346 3.0%
6	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	24,429	$7.5m2.98%	2.98%	Reduced -248	-248 -1.0%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	7,666	$5.7m2.29%	2.29%	Added +40	+40 0.5%
8	MODERNA INC COM MRNA	MRNA	65,687	$4.6m1.82%	1.82%	Added +8.7k	+8,689 15.2%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	51,428	$4.3m1.72%	1.72%	Reduced -820	-820 -1.6%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	9,822	$3.5m1.38%	1.38%	Added +2.7k	+2,732 38.5%
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,158	$3.1m1.23%	1.23%	Reduced -620	-620 -9.2%
12	MINERALS TECHNOLOGIES INC COM MTX	MTX	36,011	$2.7m1.06%	1.06%	Reduced -2.0k	-2,000 -5.3%
13	APPLE INC COM AAPL	AAPL	7,354	$2.1m0.85%	0.85%	Reduced -395	-395 -5.1%
14	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	15,298	$1.3m0.52%	0.52%	Added +624	+624 4.2%
15	ISHARES TR ESG MSCI USA ETF USXF	USXF	18,217	$1.3m0.50%	0.50%	Added +29	+29 0.2%
16	MICROSOFT CORP COM MSFT	MSFT	3,287	$1.2m0.49%	0.49%	Reduced -1	-1 -0.0%
17	ISHARES TR ESG AWARE MSCI ESML	ESML	21,909	$1.2m0.49%	0.49%	Reduced -154	-154 -0.7%
18	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	7,558	$1.0m0.41%	0.41%	New
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,708	$957.1k0.38%	0.38%	Unchanged
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	11,621	$936.3k0.37%	0.37%	Added +1	+1 0.0%
21	CROWN CASTLE INC COM CCI	CCI	12,274	$929.5k0.37%	0.37%	Reduced -2.0k	-2,000 -14.0%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,219	$910.4k0.36%	0.36%	Reduced -5	-5 -0.4%
23	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	10,295	$886.8k0.35%	0.35%	Reduced -1.4k	-1,387 -11.9%
24	REVVITY INC COM RVTY	RVTY	7,372	$820.2k0.33%	0.33%	Reduced -888	-888 -10.8%
25	JOHNSON & JOHNSON COM JNJ	JNJ	3,167	$804.3k0.32%	0.32%	Reduced -36	-36 -1.1%
26	ABBVIE INC COM ABBV	ABBV	3,196	$804.2k0.32%	0.32%	Reduced -66	-66 -2.0%
27	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	7,003	$720.0k0.29%	0.29%	Added +92	+92 1.3%
28	BROADCOM INC COM AVGO	AVGO	1,884	$711.7k0.28%	0.28%	Added +1	+1 0.1%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,911	$707.1k0.28%	0.28%	Added +4	+4 0.2%
30	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,931	$583.0k0.23%	0.23%	Reduced -14	-14 -0.3%
31	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,310	$560.0k0.22%	0.22%	Unchanged
32	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	4,969	$512.9k0.20%	0.20%	Unchanged
33	ISHARES TR RUS MD CP GR ETF IWP	IWP	3,480	$509.5k0.20%	0.20%	Reduced -19	-19 -0.5%
34	CHEVRON CORP NEW COM CVX	CVX	2,949	$488.8k0.19%	0.19%	Reduced -48	-48 -1.6%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,295	$462.8k0.18%	0.18%	Reduced -51	-51 -3.8%
36	KRAFT HEINZ CO COM KHC	KHC	18,621	$439.8k0.18%	0.18%	Unchanged
37	ADVANCED MICRO DEVICES INC COM AMD	AMD	730	$424.1k0.17%	0.17%	New
38	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	2,694	$415.7k0.17%	0.17%	Added +2	+2 0.1%
39	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	870	$415.5k0.17%	0.17%	Reduced -160	-160 -15.5%
40	DISNEY WALT CO COM DIS	DIS	4,000	$385.0k0.15%	0.15%	Added +10	+10 0.2%
41	MERCK & CO INC COM MRK	MRK	2,990	$384.2k0.15%	0.15%	Reduced -685	-685 -18.6%
42	SPDR INDEX SHS FDS MSCI EAFE FS ETF EFAX	EFAX	7,073	$382.8k0.15%	0.15%	Added +106	+106 1.5%
43	CATERPILLAR INC COM CAT	CAT	350	$372.7k0.15%	0.15%	Unchanged
44	AMAZON COM INC COM AMZN	AMZN	1,559	$371.5k0.15%	0.15%	Added +176	+176 12.7%
45	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,500	$331.8k0.13%	0.13%	Unchanged
46	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,091	$315.5k0.13%	0.13%	Unchanged
47	PAYCHEX INC COM PAYX	PAYX	3,154	$310.1k0.12%	0.12%	Unchanged
48	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	7,738	$305.4k0.12%	0.12%	Added +85	+85 1.1%
49	COCA COLA CO COM KO	KO	3,749	$304.6k0.12%	0.12%	Reduced -53	-53 -1.4%
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,062	$298.6k0.12%	0.12%	New
51	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,308	$297.0k0.12%	0.12%	Unchanged
52	ABBOTT LABS COM ABT	ABT	3,051	$276.8k0.11%	0.11%	Unchanged
53	UNITEDHEALTH GROUP INC COM UNH	UNH	652	$271.0k0.11%	0.11%	New
54	PPL CORP COM PPL	PPL	7,350	$267.2k0.11%	0.11%	Reduced -135	-135 -1.8%
55	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,389	$264.0k0.11%	0.11%	Added +157	+157 4.9%
56	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,699	$251.0k0.10%	0.10%	Reduced -165	-165 -8.8%
57	FIDELITY COVINGTON TRUST ENHANCED LARGE FELV	FELV	6,133	$245.9k0.10%	0.10%	Unchanged
58	PEPSICO INC COM PEP	PEP	1,797	$243.3k0.10%	0.10%	Unchanged
59	ISHARES TR ESG EAFE ETF DMXF	DMXF	2,840	$240.3k0.10%	0.10%	Added +21	+21 0.7%
60	MARRIOTT INTL INC NEW CL A MAR	MAR	635	$235.2k0.09%	0.09%	Reduced -67	-67 -9.5%
61	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,988	$233.6k0.09%	0.09%	Unchanged
62	ISHARES TR MSCI EAFE ETF EFA	EFA	2,200	$228.5k0.09%	0.09%	Reduced -784	-784 -26.3%
63	MCKESSON CORP COM MCK	MCK	300	$226.7k0.09%	0.09%	Unchanged
64	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	2,739	$225.5k0.09%	0.09%	New
65	MCDONALDS CORP COM MCD	MCD	829	$224.1k0.09%	0.09%	Unchanged
66	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,242	$221.9k0.09%	0.09%	Unchanged
67	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	10,267	$210.4k0.08%	0.08%	Reduced -2	-2 -0.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	8,648	$1.5m8.6k shares
CONOCOPHILLIPS COP	COP	2,400	$316.8k2.4k shares
FORIAN INC		52,657	$109.0k52.7k shares