Filed: 1/14/2026ACC: 0001754960-26-000059
📋 What this filing means
NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $346.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$346.13M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$122.77M35.5%
CORE MSCI EAFE$25.88M7.5%
TR UNIT$17.49M5.1%
CORE MSCI EMKT$15.20M4.4%
INTERMED TERM$14.43M4.2%
CORE S&P SCP ETF$14.15M4.1%
CORE S&P MCP ETF$13.83M4.0%
Portfolio Concentration
Top 3$77.96M22.5%
4–10$102.13M29.5%
11–25$73.17M21.1%
Rest$92.86M26.8%
Top 3 weight
22.5%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 3.20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings101
Rows:
NVIDIA CORPORATION
SOLEShares165.81K
TypeSH
Market value$30.92M
8.93%
Sole
0.00
Shared
0.00
None
165.81K
ISHARES TR
SOLEShares289.35K
TypeSH
Market value$25.88M
7.48%
Sole
0.00
Shared
0.00
None
289.35K
APPLE INC
SOLEShares77.82K
TypeSH
Market value$21.16M
6.11%
Sole
0.00
Shared
0.00
None
77.82K
SPDR S&P 500 ETF TR
SOLEShares25.64K
TypeSH
Market value$17.49M
5.05%
Sole
0.00
Shared
0.00
None
25.64K
ISHARES INC
SOLEShares226.15K
TypeSH
Market value$15.20M
4.39%
Sole
0.00
Shared
0.00
None
226.15K
VANGUARD BD INDEX FDS
SOLEShares185.24K
TypeSH
Market value$14.43M
4.17%
Sole
0.00
Shared
0.00
None
185.24K
ISHARES TR
SOLEShares117.76K
TypeSH
Market value$14.15M
4.09%
Sole
0.00
Shared
0.00
None
117.76K
ISHARES TR
SOLEShares209.62K
TypeSH
Market value$13.83M
4.00%
Sole
0.00
Shared
0.00
None
209.62K
ORACLE CORP
SOLEShares69.78K
TypeSH
Market value$13.60M
3.93%
Sole
0.00
Shared
0.00
None
69.78K
ALPHABET INC
SOLEShares42.91K
TypeSH
Market value$13.43M
3.88%
Sole
0.00
Shared
0.00
None
42.91K
WISDOMTREE TR
SOLEShares157.54K
TypeSH
Market value$9.02M
2.61%
Sole
0.00
Shared
0.00
None
157.54K
VANGUARD INDEX FDS
SOLEShares63.43K
TypeSH
Market value$5.61M
1.62%
Sole
0.00
Shared
0.00
None
63.43K
BANK AMERICA CORP
SOLEShares100.16K
TypeSH
Market value$5.51M
1.59%
Sole
0.00
Shared
0.00
None
100.16K
WISDOMTREE TR
SOLEShares66.87K
TypeSH
Market value$5.42M
1.57%
Sole
0.00
Shared
0.00
None
66.87K
ISHARES TR
SOLEShares36.20K
TypeSH
Market value$4.66M
1.35%
Sole
0.00
Shared
0.00
None
36.20K
ISHARES TR
SOLEShares27.76K
TypeSH
Market value$4.66M
1.35%
Sole
0.00
Shared
0.00
None
27.76K
VANGUARD CHARLOTTE FDS
SOLEShares94.88K
TypeSH
Market value$4.58M
1.32%
Sole
0.00
Shared
0.00
None
94.88K
SPDR SERIES TRUST
SOLEShares32.72K
TypeSH
Market value$4.55M
1.32%
Sole
0.00
Shared
0.00
None
32.72K
VANGUARD BD INDEX FDS
SOLEShares57.46K
TypeSH
Market value$4.53M
1.31%
Sole
0.00
Shared
0.00
None
57.46K
GILEAD SCIENCES INC
SOLEShares36.89K
TypeSH
Market value$4.53M
1.31%
Sole
0.00
Shared
0.00
None
36.89K
ISHARES TR
SOLEShares44.24K
TypeSH
Market value$4.29M
1.24%
Sole
0.00
Shared
0.00
None
44.24K
ISHARES TR
SOLEShares29.96K
TypeSH
Market value$4.23M
1.22%
Sole
0.00
Shared
0.00
None
29.96K
GENERAL MTRS CO
SOLEShares50.33K
TypeSH
Market value$4.09M
1.18%
Sole
0.00
Shared
0.00
None
50.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares27.99K
TypeSH
Market value$3.95M
1.14%
Sole
0.00
Shared
0.00
None
27.99K
ISHARES TR
SOLEShares26.92K
TypeSH
Market value$3.54M
1.02%
Sole
0.00
Shared
0.00
None
26.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 165.81K | SH | $30.92M 8.93% | 0.00 | 0.00 | 165.81K |
ISHARES TRSOLE | CORE MSCI EAFE | 289.35K | SH | $25.88M 7.48% | 0.00 | 0.00 | 289.35K |
APPLE INCSOLE | COM | 77.82K | SH | $21.16M 6.11% | 0.00 | 0.00 | 77.82K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 25.64K | SH | $17.49M 5.05% | 0.00 | 0.00 | 25.64K |
ISHARES INCSOLE | CORE MSCI EMKT | 226.15K | SH | $15.20M 4.39% | 0.00 | 0.00 | 226.15K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 185.24K | SH | $14.43M 4.17% | 0.00 | 0.00 | 185.24K |
ISHARES TRSOLE | CORE S&P SCP ETF | 117.76K | SH | $14.15M 4.09% | 0.00 | 0.00 | 117.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 209.62K | SH | $13.83M 4.00% | 0.00 | 0.00 | 209.62K |
ORACLE CORPSOLE | COM | 69.78K | SH | $13.60M 3.93% | 0.00 | 0.00 | 69.78K |
ALPHABET INCSOLE | CAP STK CL A | 42.91K | SH | $13.43M 3.88% | 0.00 | 0.00 | 42.91K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 157.54K | SH | $9.02M 2.61% | 0.00 | 0.00 | 157.54K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 63.43K | SH | $5.61M 1.62% | 0.00 | 0.00 | 63.43K |
BANK AMERICA CORPSOLE | COM | 100.16K | SH | $5.51M 1.59% | 0.00 | 0.00 | 100.16K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 66.87K | SH | $5.42M 1.57% | 0.00 | 0.00 | 66.87K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 36.20K | SH | $4.66M 1.35% | 0.00 | 0.00 | 36.20K |
ISHARES TRSOLE | CORE S&P US GWT | 27.76K | SH | $4.66M 1.35% | 0.00 | 0.00 | 27.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 94.88K | SH | $4.58M 1.32% | 0.00 | 0.00 | 94.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 32.72K | SH | $4.55M 1.32% | 0.00 | 0.00 | 32.72K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 57.46K | SH | $4.53M 1.31% | 0.00 | 0.00 | 57.46K |
GILEAD SCIENCES INCSOLE | COM | 36.89K | SH | $4.53M 1.31% | 0.00 | 0.00 | 36.89K |
ISHARES TRSOLE | S&P MC 400GR ETF | 44.24K | SH | $4.29M 1.24% | 0.00 | 0.00 | 44.24K |
ISHARES TRSOLE | S&P SML 600 GWT | 29.96K | SH | $4.23M 1.22% | 0.00 | 0.00 | 29.96K |
GENERAL MTRS COSOLE | COM | 50.33K | SH | $4.09M 1.18% | 0.00 | 0.00 | 50.33K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 27.99K | SH | $3.95M 1.14% | 0.00 | 0.00 | 27.99K |
ISHARES TRSOLE | S&P MC 400VL ETF | 26.92K | SH | $3.54M 1.02% | 0.00 | 0.00 | 26.92K |
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