NEUMANN CAPITAL MANAGEMENT, LLC

Filed: 7/17/2025ACC: 0001754960-25-000413

📋 What this filing means

NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $318.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100

Positions

$318.02M

Total AUM (reported)

3.23M

Total Shares

Allocation by class

COM$113.87M35.8%

CORE MSCI EAFE$24.65M7.8%

TR UNIT$16.80M5.3%

CORE MSCI EMKT$13.98M4.4%

CORE S&P MCP ETF$12.98M4.1%

CORE S&P SCP ETF$12.97M4.1%

INTERMED TERM$11.79M3.7%

Portfolio Concentration

Top 3$69.05M21.7%

4–10$93.05M29.3%

11–25$68.65M21.6%

Rest$87.28M27.4%

Top 3 weight

21.7%

Top 10 weight

51.0%

Voting Authority Distribution

Total shares with voting rights: 3.23M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.23M

% of voting shares100.0%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings100

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares174.67K

TypeSH

Market value$27.60M

8.68%

Sole

0.00

Shared

0.00

None

174.67K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares295.28K

TypeSH

Market value$24.65M

7.75%

Sole

0.00

Shared

0.00

None

295.28K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares27.20K

TypeSH

Market value$16.80M

5.28%

Sole

0.00

Shared

0.00

None

27.20K

ORACLE CORP

SOLE

COM

Shares75.04K

TypeSH

Market value$16.41M

5.16%

Sole

0.00

Shared

0.00

None

75.04K

APPLE INC

SOLE

COM

Shares77.70K

TypeSH

Market value$15.94M

5.01%

Sole

0.00

Shared

0.00

None

77.70K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares232.91K

TypeSH

Market value$13.98M

4.40%

Sole

0.00

Shared

0.00

None

232.91K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares209.36K

TypeSH

Market value$12.98M

4.08%

Sole

0.00

Shared

0.00

None

209.36K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares118.64K

TypeSH

Market value$12.97M

4.08%

Sole

0.00

Shared

0.00

None

118.64K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares152.47K

TypeSH

Market value$11.79M

3.71%

Sole

0.00

Shared

0.00

None

152.47K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares162.50K

TypeSH

Market value$8.98M

2.82%

Sole

0.00

Shared

0.00

None

162.50K

ALPHABET INC

SOLE

CAP STK CL A

Shares46.65K

TypeSH

Market value$8.22M

2.59%

Sole

0.00

Shared

0.00

None

46.65K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares64.07K

TypeSH

Market value$5.71M

1.79%

Sole

0.00

Shared

0.00

None

64.07K

WISDOMTREE TR

SOLE

INTL SMCAP DIV

Shares69.22K

TypeSH

Market value$5.20M

1.63%

Sole

0.00

Shared

0.00

None

69.22K

BANK AMERICA CORP

SOLE

COM

Shares105.65K

TypeSH

Market value$5.00M

1.57%

Sole

0.00

Shared

0.00

None

105.65K

SPDR SERIES TRUST

SOLE

S&P DIVID ETF

Shares34.11K

TypeSH

Market value$4.63M

1.46%

Sole

0.00

Shared

0.00

None

34.11K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares93.46K

TypeSH

Market value$4.63M

1.46%

Sole

0.00

Shared

0.00

None

93.46K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares57.25K

TypeSH

Market value$4.51M

1.42%

Sole

0.00

Shared

0.00

None

57.25K

GILEAD SCIENCES INC

SOLE

COM

Shares38.69K

TypeSH

Market value$4.29M

1.35%

Sole

0.00

Shared

0.00

None

38.69K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares36.15K

TypeSH

Market value$4.20M

1.32%

Sole

0.00

Shared

0.00

None

36.15K

ISHARES TR

SOLE

CORE S&P US GWT

Shares27.91K

TypeSH

Market value$4.20M

1.32%

Sole

0.00

Shared

0.00

None

27.91K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares43.84K

TypeSH

Market value$3.99M

1.25%

Sole

0.00

Shared

0.00

None

43.84K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares28.56K

TypeSH

Market value$3.80M

1.19%

Sole

0.00

Shared

0.00

None

28.56K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares27.94K

TypeSH

Market value$3.59M

1.13%

Sole

0.00

Shared

0.00

None

27.94K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares27.11K

TypeSH

Market value$3.35M

1.05%

Sole

0.00

Shared

0.00

None

27.11K

JPMORGAN CHASE & CO.

SOLE

COM

Shares11.53K

TypeSH

Market value$3.34M

1.05%

Sole

0.00

Shared

0.00

None

11.53K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NVIDIA CORPORATIONSOLE	COM	174.67K	SH	$27.60M 8.68%	174.67K
ISHARES TRSOLE	CORE MSCI EAFE	295.28K	SH	$24.65M 7.75%	295.28K
SPDR S&P 500 ETF TRSOLE	TR UNIT	27.20K	SH	$16.80M 5.28%	27.20K
ORACLE CORPSOLE	COM	75.04K	SH	$16.41M 5.16%	75.04K
APPLE INCSOLE	COM	77.70K	SH	$15.94M 5.01%	77.70K
ISHARES INCSOLE	CORE MSCI EMKT	232.91K	SH	$13.98M 4.40%	232.91K
ISHARES TRSOLE	CORE S&P MCP ETF	209.36K	SH	$12.98M 4.08%	209.36K
ISHARES TRSOLE	CORE S&P SCP ETF	118.64K	SH	$12.97M 4.08%	118.64K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	152.47K	SH	$11.79M 3.71%	152.47K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	162.50K	SH	$8.98M 2.82%	162.50K
ALPHABET INCSOLE	CAP STK CL A	46.65K	SH	$8.22M 2.59%	46.65K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	64.07K	SH	$5.71M 1.79%	64.07K
WISDOMTREE TRSOLE	INTL SMCAP DIV	69.22K	SH	$5.20M 1.63%	69.22K
BANK AMERICA CORPSOLE	COM	105.65K	SH	$5.00M 1.57%	105.65K
SPDR SERIES TRUSTSOLE	S&P DIVID ETF	34.11K	SH	$4.63M 1.46%	34.11K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	93.46K	SH	$4.63M 1.46%	93.46K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	57.25K	SH	$4.51M 1.42%	57.25K
GILEAD SCIENCES INCSOLE	COM	38.69K	SH	$4.29M 1.35%	38.69K
ISHARES TRSOLE	ESG MSCI KLD 400	36.15K	SH	$4.20M 1.32%	36.15K
ISHARES TRSOLE	CORE S&P US GWT	27.91K	SH	$4.20M 1.32%	27.91K
ISHARES TRSOLE	S&P MC 400GR ETF	43.84K	SH	$3.99M 1.25%	43.84K
ISHARES TRSOLE	S&P SML 600 GWT	28.56K	SH	$3.80M 1.19%	28.56K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	27.94K	SH	$3.59M 1.13%	27.94K
ISHARES TRSOLE	S&P MC 400VL ETF	27.11K	SH	$3.35M 1.05%	27.11K
JPMORGAN CHASE & CO.SOLE	COM	11.53K	SH	$3.34M 1.05%	11.53K

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