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Aufman Associates Inc.
CIK:0001801573
Investment Adviser
$162M AUM
64 holdings
USA
Aufman Associates Inc. is an independent, fee-only financial advisory firm providing personal financial counseling and investment advisory services since the early 1970s. It became an independent entity in 1983.
Latest 13F Filing Activity
Aufman Associates Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $162M. The fund increased holdings in Vanguard Developed Markets Index Etf, Vanguard 500 Index Etf, Seagate Technology Holdings among other positions. Aufman Associates Inc. reduced exposure to Berkshire Hathaway CL B, Minerals Technologies, Duke Energy among others.
Top Buys
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard 500 Index ETF | 21.67% | $35.1M | 61,870 | $313.60 | $568.03 | +$3.1M |
V VB | Vanguard Small-Cap Index ETF | 21.31% | $34.6M | 145,848 | $166.32 | $236.98 | +$2.1M |
V VEA | Vanguard Developed Markets Index ETF | 18.12% | $29.4M | 515,423 | $44.39 | $57.01 | +$3.2M |
S STX | Seagate Technology Holdings | 6.27% | $10.2M | 70,481 | $87.93 | $144.33 | +$3.1M |
V VOT | Vanguard Mid-Cap Growth Index ETF | 4.50% | $7.3M | 25,648 | $169.67 | $284.39 | +$1.0M |
Industry Allocation
COMPUTER STORAGE DEVICES
+9.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.3%
FIRE, MARINE & CASUALTY INSURANCE
+1.9%
INDUSTRIAL INORGANIC CHEMICALS
+1.3%
PHARMACEUTICAL PREPARATIONS
+1.2%
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