NEUMANN CAPITAL MANAGEMENT, LLC

Filed: 10/16/2025ACC: 0001754960-25-000678

📋 What this filing means

NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $341.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

103

Positions

$341.90M

Total AUM (reported)

3.17M

Total Shares

Allocation by class

COM$126.70M37.1%

CORE MSCI EAFE$25.21M7.4%

TR UNIT$17.38M5.1%

CORE MSCI EMKT$15.00M4.4%

CORE S&P SCP ETF$13.95M4.1%

CORE S&P MCP ETF$13.61M4.0%

INTERMED TERM$12.67M3.7%

Portfolio Concentration

Top 3$77.04M22.5%

4–10$103.35M30.2%

11–25$71.89M21.0%

Rest$89.62M26.2%

Top 3 weight

22.5%

Top 10 weight

52.8%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole103

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings103

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares170.56K

TypeSH

Market value$31.82M

9.31%

Sole

0.00

Shared

0.00

None

170.56K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares288.80K

TypeSH

Market value$25.21M

7.37%

Sole

0.00

Shared

0.00

None

288.80K

ORACLE CORP

SOLE

COM

Shares71.12K

TypeSH

Market value$20.00M

5.85%

Sole

0.00

Shared

0.00

None

71.12K

APPLE INC

SOLE

COM

Shares77.85K

TypeSH

Market value$19.82M

5.80%

Sole

0.00

Shared

0.00

None

77.85K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.09K

TypeSH

Market value$17.38M

5.08%

Sole

0.00

Shared

0.00

None

26.09K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares227.60K

TypeSH

Market value$15.00M

4.39%

Sole

0.00

Shared

0.00

None

227.60K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares117.42K

TypeSH

Market value$13.95M

4.08%

Sole

0.00

Shared

0.00

None

117.42K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares208.55K

TypeSH

Market value$13.61M

3.98%

Sole

0.00

Shared

0.00

None

208.55K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares162.19K

TypeSH

Market value$12.67M

3.70%

Sole

0.00

Shared

0.00

None

162.19K

ALPHABET INC

SOLE

CAP STK CL A

Shares44.89K

TypeSH

Market value$10.91M

3.19%

Sole

0.00

Shared

0.00

None

44.89K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares160.74K

TypeSH

Market value$9.18M

2.68%

Sole

0.00

Shared

0.00

None

160.74K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares63.79K

TypeSH

Market value$5.83M

1.71%

Sole

0.00

Shared

0.00

None

63.79K

WISDOMTREE TR

SOLE

INTL SMCAP DIV

Shares68.15K

TypeSH

Market value$5.42M

1.58%

Sole

0.00

Shared

0.00

None

68.15K

BANK AMERICA CORP

SOLE

COM

Shares101.15K

TypeSH

Market value$5.22M

1.53%

Sole

0.00

Shared

0.00

None

101.15K

SPDR SERIES TRUST

SOLE

S&P DIVID ETF

Shares32.90K

TypeSH

Market value$4.61M

1.35%

Sole

0.00

Shared

0.00

None

32.90K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares58.35K

TypeSH

Market value$4.60M

1.35%

Sole

0.00

Shared

0.00

None

58.35K

ISHARES TR

SOLE

CORE S&P US GWT

Shares27.98K

TypeSH

Market value$4.60M

1.35%

Sole

0.00

Shared

0.00

None

27.98K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares36.47K

TypeSH

Market value$4.59M

1.34%

Sole

0.00

Shared

0.00

None

36.47K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares92.05K

TypeSH

Market value$4.55M

1.33%

Sole

0.00

Shared

0.00

None

92.05K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares45.30K

TypeSH

Market value$4.34M

1.27%

Sole

0.00

Shared

0.00

None

45.30K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares29.31K

TypeSH

Market value$4.15M

1.21%

Sole

0.00

Shared

0.00

None

29.31K

GILEAD SCIENCES INC

SOLE

COM

Shares36.99K

TypeSH

Market value$4.11M

1.20%

Sole

0.00

Shared

0.00

None

36.99K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares28.32K

TypeSH

Market value$3.90M

1.14%

Sole

0.00

Shared

0.00

None

28.32K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares27.11K

TypeSH

Market value$3.52M

1.03%

Sole

0.00

Shared

0.00

None

27.11K

JPMORGAN CHASE & CO.

SOLE

COM

Shares10.35K

TypeSH

Market value$3.26M

0.95%

Sole

0.00

Shared

0.00

None

10.35K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NVIDIA CORPORATIONSOLE	COM	170.56K	SH	$31.82M 9.31%	170.56K
ISHARES TRSOLE	CORE MSCI EAFE	288.80K	SH	$25.21M 7.37%	288.80K
ORACLE CORPSOLE	COM	71.12K	SH	$20.00M 5.85%	71.12K
APPLE INCSOLE	COM	77.85K	SH	$19.82M 5.80%	77.85K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.09K	SH	$17.38M 5.08%	26.09K
ISHARES INCSOLE	CORE MSCI EMKT	227.60K	SH	$15.00M 4.39%	227.60K
ISHARES TRSOLE	CORE S&P SCP ETF	117.42K	SH	$13.95M 4.08%	117.42K
ISHARES TRSOLE	CORE S&P MCP ETF	208.55K	SH	$13.61M 3.98%	208.55K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	162.19K	SH	$12.67M 3.70%	162.19K
ALPHABET INCSOLE	CAP STK CL A	44.89K	SH	$10.91M 3.19%	44.89K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	160.74K	SH	$9.18M 2.68%	160.74K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	63.79K	SH	$5.83M 1.71%	63.79K
WISDOMTREE TRSOLE	INTL SMCAP DIV	68.15K	SH	$5.42M 1.58%	68.15K
BANK AMERICA CORPSOLE	COM	101.15K	SH	$5.22M 1.53%	101.15K
SPDR SERIES TRUSTSOLE	S&P DIVID ETF	32.90K	SH	$4.61M 1.35%	32.90K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	58.35K	SH	$4.60M 1.35%	58.35K
ISHARES TRSOLE	CORE S&P US GWT	27.98K	SH	$4.60M 1.35%	27.98K
ISHARES TRSOLE	ESG MSCI KLD 400	36.47K	SH	$4.59M 1.34%	36.47K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	92.05K	SH	$4.55M 1.33%	92.05K
ISHARES TRSOLE	S&P MC 400GR ETF	45.30K	SH	$4.34M 1.27%	45.30K
ISHARES TRSOLE	S&P SML 600 GWT	29.31K	SH	$4.15M 1.21%	29.31K
GILEAD SCIENCES INCSOLE	COM	36.99K	SH	$4.11M 1.20%	36.99K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	28.32K	SH	$3.90M 1.14%	28.32K
ISHARES TRSOLE	S&P MC 400VL ETF	27.11K	SH	$3.52M 1.03%	27.11K
JPMORGAN CHASE & CO.SOLE	COM	10.35K	SH	$3.26M 0.95%	10.35K

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