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CIK: 0001801573
Total reported value
$250.9M
$250.9M
67 檔
56.2%
At the close of Q4 2025, Aufman Associates Inc disclosed equity holdings valued at approximately $250.9M, spread across 67 reported holdings.
Aufman Associates Inc executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VB, VEA) accounted for 56.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.45% | -1.18% | -1.13% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 19.07% | -1.31% | -0.15% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.50% | -1.94% | +0.02% | |
| 4 | STX | Seagate Technology Holdings plc | Stock-Tech | 9.25% | +6.88% | -6.87% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.01% | -0.60% | +489.19% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.52% | -0.14% | -0.75% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.15% | -0.84% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.00% | -0.20% | +1.63% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.36% | -0.44% | |
| 10 | MTX | Minerals Technologies Inc | Stock-Other | 1.19% | -0.26% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.38% | -8.18% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.11% | -7.76% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.11% | -0.51% | |
| 14 | CCI | Crown Castle Inc | Stock-Real Estate | 0.75% | -0.20% | — | |
| 15 | MRNA | Moderna Inc | Stock-Healthcare | 0.65% | +0.47% | +146.73% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | -0.04% | +1.80% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.72% | EXIT | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | -0.07% | +3.13% | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.52% | -0.02% | +5.88% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.49% | +0.01% | +5.93% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.02% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.03% | -1.57% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.04% | +0.41% | |
| 24 | RVTY | Revvity Inc | Stock-Healthcare | 0.41% | -0.03% | -11.55% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | -0.03% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.06% | -8.91% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.03% | +1.60% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | -0.01% | +0.05% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.02% | +0.37% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | -0.02% | — | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.25% | -0.02% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | -0.01% | +0.25% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.11% | +0.81% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.23% | -0.01% | -18.23% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.23% | -0.04% | -0.62% | |
| 36 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.23% | -0.03% | -50.44% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | -0.01% | -12.40% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.20% | -0.07% | -0.78% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.04% | — | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.18% | — | -0.31% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.18% | -0.02% | — | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.18% | -0.02% | +1.84% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.01% | -1.28% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | — | -13.81% | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.16% | -0.03% | +3.40% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | -0.02% | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.15% | -0.05% | — | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.14% | -0.01% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.14% | -0.01% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +6.6% | +489.19% | Add |
| 2 | MRNA | Moderna Inc | +0.4% | +146.73% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.1% | -8.18% | Trim |
| 4 | MRK | Merck & Co. Inc. | 0% | -0.78% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | 0% | -12.40% | Trim |
| 6 | MCK | Mckesson CORP | — | — | Unchanged |
| 7 | KO | Coca-cola Co/the | — | +0.03% | Add |
| 8 | ICLN | Ishares Global Clean Energy | — | — | Unchanged |
| 9 | ESML | Ishares Esg Aware Msci USA S | 0% | +5.88% | Add |
| 10 | XOM | Exxon Mobil CORP | 0% | +0.02% | Add |
| 11 | USXF | Ishares Esg Advance Msci USA | 0% | +5.93% | Add |
| 12 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 13 | EFAX | State Street Spdr Msci Eafe | 0% | +1.84% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | -1.28% | Trim |
| 15 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 16 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +3.40% | Add |
| 19 | FELV | Fidelity Enh Lrg Cap Val ETF | 0% | — | Unchanged |
| 20 | FORA | Forian Inc | 0% | — | Unchanged |
| 21 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 22 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 23 | DMXF | Ishares Esg Advanc Msci Eafe | 0% | +3.34% | Add |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | — | Unchanged |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 27 | COP | Conocophillips | 0% | — | Unchanged |
| 28 | VUG | Vanguard Growth ETF | 0% | +3.13% | Add |
| 29 | AVGO | Broadcom Inc | 0% | +0.05% | Add |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +1.60% | Add |
| 31 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.37% | Add |
| 33 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 34 | SUSA | Ishares Esg Optimized Msci U | 0% | -0.31% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | +0.25% | Add |
| 36 | VXUS | Vanguard Total Intl Stock | 0% | +1.80% | Add |
| 37 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | -13.81% | Trim |
| 39 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 40 | PPL | Ppl CORP | 0% | — | Unchanged |
| 41 | JNJ | Johnson & Johnson | 0% | -8.91% | Trim |
| 42 | DIS | Walt Disney Co/the | 0% | -0.62% | Trim |
| 43 | CVX | Chevron CORP | 0% | +0.81% | Add |
| 44 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 45 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 46 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.57% | Trim |
| 48 | MCD | Mcdonald's CORP | -0.1% | -22.74% | Trim |
| 49 | RVTY | Revvity Inc | -0.1% | -11.55% | Trim |
| 50 | VO | Vanguard Mid-cap ETF | -0.1% | +0.41% | Add |
According to official SEC Form 13F filings, Aufman Associates Inc reported a total U.S. public equity portfolio value of $250.9M across 67 disclosed positions in Q4 2025.
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Top New Position Initiated
BSV
市值: $253.4K
Top Position Liquidated / Trimmed
ORCL
前期市值: $235.7K
During Q4 2025, Aufman Associates Inc's top holdings by market value included VOO (19.4%)、VB (19.1%)、VEA (16.5%). The largest single position, VOO, represented 19.4% of total portfolio value.
In Q4 2025, Aufman Associates Inc made 45 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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