Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aufman Associates Inc (CIK 1801573) reported $203.8M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VB ($37.4M, 18.35%), VOO ($35.7M, 17.51%), VEA ($32.5M, 15.95%), STX ($25.7M, 12.59%), FNDX ($18.9M, 9.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-Cap Index ETF | $37.4M | 18.35% | 142,772 | Trimmed |
| 2 | VOO | Vanguard 500 Index ETF | $35.7M | 17.51% | 59,743 | Trimmed |
| 3 | VEA | Vanguard Developed Markets Index ETF | $32.5M | 15.95% | 507,208 | Trimmed |
| 4 | STX | Seagate Technology Holdings | $25.7M | 12.59% | 65,507 | Trimmed |
| 5 | FNDX | Schwab Fundamental US Large Company Index ETF | $18.9M | 9.27% | 678,694 | Added |
| 6 | VOT | Vanguard Mid-Cap Growth Index ETF | $6.4M | 3.12% | 24,677 | Added |
| 7 | IVV | iShares Core S&P 500 Index ETF | $5.0M | 2.44% | 7,626 | Trimmed |
| 8 | VEU | Vanguard FTSE All-World ex US Index ETF | $3.9M | 1.93% | 52,248 | Trimmed |
| 9 | BRK/B | Berkshire Hathaway Cl B | $3.2M | 1.59% | 6,778 | Hold |
| 10 | MRNA | Moderna | $2.7M | 1.35% | 56,998 | Added |
| 11 | MTX | Minerals Technologies | $2.7M | 1.32% | 38,011 | Hold |
| 12 | GOOG | Alphabet Cl C | $2.0M | 1.00% | 7,090 | Added |
| 13 | AAPL | Apple | $2.0M | 0.96% | 7,749 | Trimmed |
| 14 | XOM | Exxon Mobil | $1.5M | 0.72% | 8,648 | Trimmed |
| 15 | MSFT | Microsoft | $1.2M | 0.60% | 3,288 | Added |
| 16 | CCI | Crown Castle | $1.2M | 0.57% | 14,274 | Trimmed |
| 17 | VXUS | Vanguard Total Int'l Stock Index ETF | $1.1M | 0.56% | 14,674 | Added |
| 18 | ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $1.0M | 0.51% | 22,063 | Trimmed |
| 19 | USXF | iShares ESG Advanced MSCI USA ETF | $1.0M | 0.49% | 18,188 | Added |
| 20 | VUG | Vanguard Growth Index ETF | $850,341 | 0.42% | 1,947 | Trimmed |
| 21 | VO | Vanguard Mid-Cap Index ETF | $834,243 | 0.41% | 2,905 | Trimmed |
| 22 | IWF | iShares Russell 1000 Growth Index ETF | $821,673 | 0.40% | 1,927 | Hold |
| 23 | SPY | SPDR S&P 500 Index ETF | $796,016 | 0.39% | 1,224 | Trimmed |
| 24 | JNJ | Johnson & Johnson | $782,941 | 0.38% | 3,203 | Trimmed |
| 25 | RVTY | Revvity | $723,659 | 0.36% | 8,260 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31