Filed: 4/13/2026ACC: 0001754960-26-000229
📋 What this filing means
NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $339.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$339.55M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COM$114.51M33.7%
CORE MSCI EAFE$26.93M7.9%
INTERMED TERM$16.82M5.0%
CORE MSCI EMKT$16.05M4.7%
TR UNIT$15.22M4.5%
CORE S&P SCP ETF$14.67M4.3%
CORE S&P MCP ETF$14.04M4.1%
Portfolio Concentration
Top 3$73.47M21.6%
4–10$98.56M29.0%
11–25$72.60M21.4%
Rest$94.92M28.0%
Top 3 weight
21.6%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 3.25M
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
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings102
Rows:
NVIDIA CORPORATION
SOLEShares156.78K
TypeSH
Market value$27.34M
8.05%
Sole
0.00
Shared
0.00
None
156.78K
ISHARES TR
SOLEShares297.48K
TypeSH
Market value$26.93M
7.93%
Sole
0.00
Shared
0.00
None
297.48K
APPLE INC
SOLEShares75.62K
TypeSH
Market value$19.19M
5.65%
Sole
0.00
Shared
0.00
None
75.62K
VANGUARD BD INDEX FDS
SOLEShares217.88K
TypeSH
Market value$16.82M
4.95%
Sole
0.00
Shared
0.00
None
217.88K
ISHARES INC
SOLEShares230.15K
TypeSH
Market value$16.05M
4.73%
Sole
0.00
Shared
0.00
None
230.15K
STATE STR SPDR S&P 500 ETF T
SOLEShares23.41K
TypeSH
Market value$15.22M
4.48%
Sole
0.00
Shared
0.00
None
23.41K
ISHARES TR
SOLEShares118.02K
TypeSH
Market value$14.67M
4.32%
Sole
0.00
Shared
0.00
None
118.02K
ISHARES TR
SOLEShares207.84K
TypeSH
Market value$14.04M
4.13%
Sole
0.00
Shared
0.00
None
207.84K
ALPHABET INC
SOLEShares40.11K
TypeSH
Market value$11.53M
3.40%
Sole
0.00
Shared
0.00
None
40.11K
ORACLE CORP
SOLEShares69.53K
TypeSH
Market value$10.23M
3.01%
Sole
0.00
Shared
0.00
None
69.53K
WISDOMTREE TR
SOLEShares157.42K
TypeSH
Market value$9.46M
2.79%
Sole
0.00
Shared
0.00
None
157.42K
VANGUARD INDEX FDS
SOLEShares62.26K
TypeSH
Market value$5.52M
1.63%
Sole
0.00
Shared
0.00
None
62.26K
WISDOMTREE TR
SOLEShares66.22K
TypeSH
Market value$5.40M
1.59%
Sole
0.00
Shared
0.00
None
66.22K
GILEAD SCIENCES INC
SOLEShares36.07K
TypeSH
Market value$5.03M
1.48%
Sole
0.00
Shared
0.00
None
36.07K
BANK AMERICA CORP
SOLEShares100.09K
TypeSH
Market value$4.88M
1.44%
Sole
0.00
Shared
0.00
None
100.09K
VANGUARD BD INDEX FDS
SOLEShares61.62K
TypeSH
Market value$4.83M
1.42%
Sole
0.00
Shared
0.00
None
61.62K
VANGUARD CHARLOTTE FDS
SOLEShares97.07K
TypeSH
Market value$4.66M
1.37%
Sole
0.00
Shared
0.00
None
97.07K
ISHARES TR
SOLEShares43.78K
TypeSH
Market value$4.41M
1.30%
Sole
0.00
Shared
0.00
None
43.78K
ISHARES TR
SOLEShares27.82K
TypeSH
Market value$4.31M
1.27%
Sole
0.00
Shared
0.00
None
27.82K
ISHARES TR
SOLEShares35.43K
TypeSH
Market value$4.29M
1.26%
Sole
0.00
Shared
0.00
None
35.43K
ISHARES TR
SOLEShares29.27K
TypeSH
Market value$4.24M
1.25%
Sole
0.00
Shared
0.00
None
29.27K
SPDR SERIES TRUST
SOLEShares28.69K
TypeSH
Market value$4.19M
1.23%
Sole
0.00
Shared
0.00
None
28.69K
VANGUARD INDEX FDS
SOLEShares6.65K
TypeSH
Market value$3.97M
1.17%
Sole
0.00
Shared
0.00
None
6.65K
GENERAL MTRS CO
SOLEShares50.33K
TypeSH
Market value$3.75M
1.10%
Sole
0.00
Shared
0.00
None
50.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.46K
TypeSH
Market value$3.66M
1.08%
Sole
0.00
Shared
0.00
None
26.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 156.78K | SH | $27.34M 8.05% | 0.00 | 0.00 | 156.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 297.48K | SH | $26.93M 7.93% | 0.00 | 0.00 | 297.48K |
APPLE INCSOLE | COM | 75.62K | SH | $19.19M 5.65% | 0.00 | 0.00 | 75.62K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 217.88K | SH | $16.82M 4.95% | 0.00 | 0.00 | 217.88K |
ISHARES INCSOLE | CORE MSCI EMKT | 230.15K | SH | $16.05M 4.73% | 0.00 | 0.00 | 230.15K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 23.41K | SH | $15.22M 4.48% | 0.00 | 0.00 | 23.41K |
ISHARES TRSOLE | CORE S&P SCP ETF | 118.02K | SH | $14.67M 4.32% | 0.00 | 0.00 | 118.02K |
ISHARES TRSOLE | CORE S&P MCP ETF | 207.84K | SH | $14.04M 4.13% | 0.00 | 0.00 | 207.84K |
ALPHABET INCSOLE | CAP STK CL A | 40.11K | SH | $11.53M 3.40% | 0.00 | 0.00 | 40.11K |
ORACLE CORPSOLE | COM | 69.53K | SH | $10.23M 3.01% | 0.00 | 0.00 | 69.53K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 157.42K | SH | $9.46M 2.79% | 0.00 | 0.00 | 157.42K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 62.26K | SH | $5.52M 1.63% | 0.00 | 0.00 | 62.26K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 66.22K | SH | $5.40M 1.59% | 0.00 | 0.00 | 66.22K |
GILEAD SCIENCES INCSOLE | COM | 36.07K | SH | $5.03M 1.48% | 0.00 | 0.00 | 36.07K |
BANK AMERICA CORPSOLE | COM | 100.09K | SH | $4.88M 1.44% | 0.00 | 0.00 | 100.09K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 61.62K | SH | $4.83M 1.42% | 0.00 | 0.00 | 61.62K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 97.07K | SH | $4.66M 1.37% | 0.00 | 0.00 | 97.07K |
ISHARES TRSOLE | S&P MC 400GR ETF | 43.78K | SH | $4.41M 1.30% | 0.00 | 0.00 | 43.78K |
ISHARES TRSOLE | CORE S&P US GWT | 27.82K | SH | $4.31M 1.27% | 0.00 | 0.00 | 27.82K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 35.43K | SH | $4.29M 1.26% | 0.00 | 0.00 | 35.43K |
ISHARES TRSOLE | S&P SML 600 GWT | 29.27K | SH | $4.24M 1.25% | 0.00 | 0.00 | 29.27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.69K | SH | $4.19M 1.23% | 0.00 | 0.00 | 28.69K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.65K | SH | $3.97M 1.17% | 0.00 | 0.00 | 6.65K |
GENERAL MTRS COSOLE | COM | 50.33K | SH | $3.75M 1.10% | 0.00 | 0.00 | 50.33K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.46K | SH | $3.66M 1.08% | 0.00 | 0.00 | 26.46K |
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