Neumann Capital Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Neumann Capital Management, LLC 13F Holdings
CIK 0001631930 · FOSTER CITY, CA
As of Sep 30, 2025, Neumann Capital Management, LLC reported
103 positions worth $341.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 170,563 | $31.8M | 9.31% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 288,796 | $25.2M | 7.37% |
| ORACLE CORP | ORCL | Technology | 71,123 | $20.0M | 5.85% |
| APPLE INC | AAPL | Technology | 77,846 |
|
9.8M5.80% |
| SPDR S&P 500 ETF TRUST | SPY | — | 26,089 |
7.4M | 5.08% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 227,602 |
5.0M | 4.39% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 117,417 |
4.0M | 4.08% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 208,548 |
3.6M | 3.98% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 162,195 |
2.7M | 3.70% |
| ALPHABET INC | GOOGL | Equity | 44,886 |
0.9M | 3.19% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 160,737 | $9.2M | 2.68% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 63,794 | $5.8M | 1.71% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 68,148 | $5.4M | 1.58% |
| BANK OF AMERICA CORP | BAC | Financial Services | 101,153 | $5.2M | 1.53% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 32,900 | $4.6M | 1.35% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 58,350 | $4.6M | 1.35% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 27,977 | $4.6M | 1.35% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 36,468 | $4.6M | 1.34% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 92,048 | $4.6M | 1.33% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 45,295 | $4.3M | 1.27% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 29,310 | $4.1M | 1.21% |
| GILEAD SCIENCES INC | GILD | Healthcare | 36,990 | $4.1M | 1.20% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 28,316 | $3.9M | 1.14% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 27,110 | $3.5M | 1.03% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,346 | $3.3M | 0.95% |