Filed: 7/13/2026ACC: 0001754960-26-000475
📋 What this filing means
NEUMANN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $151.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$151.18M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COM$28.22M18.7%
CORE S&P SCP ETF$17.58M11.6%
INTERMED TERM$16.74M11.1%
CORE S&P MCP ETF$16.09M10.6%
REAL ESTATE ETF$5.96M3.9%
CORE S&P US GWT$5.24M3.5%
S&P SML 600 GWT$5.22M3.5%
Portfolio Concentration
Top 3$50.41M33.3%
4–10$36.41M24.1%
11–25$42.96M28.4%
Rest$21.39M14.2%
Top 3 weight
33.3%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 1.35M
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
1.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
ISHARES TR
SOLEShares118.53K
TypeSH
Market value$17.58M
11.63%
Sole
0.00
Shared
0.00
None
118.53K
VANGUARD BD INDEX FDS
SOLEShares218.28K
TypeSH
Market value$16.74M
11.07%
Sole
0.00
Shared
0.00
None
218.28K
ISHARES TR
SOLEShares208.70K
TypeSH
Market value$16.09M
10.65%
Sole
0.00
Shared
0.00
None
208.70K
VANGUARD INDEX FDS
SOLEShares61.79K
TypeSH
Market value$5.96M
3.94%
Sole
0.00
Shared
0.00
None
61.79K
ISHARES TR
SOLEShares27.87K
TypeSH
Market value$5.24M
3.47%
Sole
0.00
Shared
0.00
None
27.87K
ISHARES TR
SOLEShares29.24K
TypeSH
Market value$5.22M
3.45%
Sole
0.00
Shared
0.00
None
29.24K
ISHARES TR
SOLEShares43.67K
TypeSH
Market value$5.13M
3.39%
Sole
0.00
Shared
0.00
None
43.67K
VANGUARD INDEX FDS
SOLEShares7.44K
TypeSH
Market value$5.11M
3.38%
Sole
0.00
Shared
0.00
None
7.44K
ISHARES TR
SOLEShares35.20K
TypeSH
Market value$5.01M
3.32%
Sole
0.00
Shared
0.00
None
35.20K
VANGUARD BD INDEX FDS
SOLEShares60.70K
TypeSH
Market value$4.73M
3.13%
Sole
0.00
Shared
0.00
None
60.70K
GILEAD SCIENCES INC
SOLEShares35.87K
TypeSH
Market value$4.53M
3.00%
Sole
0.00
Shared
0.00
None
35.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.91K
TypeSH
Market value$4.22M
2.79%
Sole
0.00
Shared
0.00
None
26.91K
CVS HEALTH CORP
SOLEShares37.65K
TypeSH
Market value$3.89M
2.58%
Sole
0.00
Shared
0.00
None
37.65K
ISHARES TR
SOLEShares25.75K
TypeSH
Market value$3.80M
2.52%
Sole
0.00
Shared
0.00
None
25.75K
JOHNSON & JOHNSON
SOLEShares14.66K
TypeSH
Market value$3.72M
2.46%
Sole
0.00
Shared
0.00
None
14.66K
ISHARES TR
SOLEShares26.88K
TypeSH
Market value$3.67M
2.43%
Sole
0.00
Shared
0.00
None
26.88K
ISHARES TR
SOLEShares29.86K
TypeSH
Market value$3.10M
2.05%
Sole
0.00
Shared
0.00
None
29.86K
PUBLIC SVC ENTERPRISE GROUP
SOLEShares30.44K
TypeSH
Market value$2.47M
1.63%
Sole
0.00
Shared
0.00
None
30.44K
ISHARES TR
SOLEShares29.79K
TypeSH
Market value$2.28M
1.51%
Sole
0.00
Shared
0.00
None
29.79K
MICROSOFT CORP
SOLEShares6.04K
TypeSH
Market value$2.25M
1.49%
Sole
0.00
Shared
0.00
None
6.04K
ISHARES TR
SOLEShares9.01K
TypeSH
Market value$2.05M
1.35%
Sole
0.00
Shared
0.00
None
9.01K
CHEVRON CORPORATION
SOLEShares11.77K
TypeSH
Market value$1.95M
1.29%
Sole
0.00
Shared
0.00
None
11.77K
ISHARES TR
SOLEShares22.69K
TypeSH
Market value$1.81M
1.20%
Sole
0.00
Shared
0.00
None
22.69K
ISHARES TR
SOLEShares3.98K
TypeSH
Market value$1.63M
1.08%
Sole
0.00
Shared
0.00
None
3.98K
ISHARES TR
SOLEShares5.21K
TypeSH
Market value$1.56M
1.04%
Sole
0.00
Shared
0.00
None
5.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P SCP ETF | 118.53K | SH | $17.58M 11.63% | 0.00 | 0.00 | 118.53K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 218.28K | SH | $16.74M 11.07% | 0.00 | 0.00 | 218.28K |
ISHARES TRSOLE | CORE S&P MCP ETF | 208.70K | SH | $16.09M 10.65% | 0.00 | 0.00 | 208.70K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 61.79K | SH | $5.96M 3.94% | 0.00 | 0.00 | 61.79K |
ISHARES TRSOLE | CORE S&P US GWT | 27.87K | SH | $5.24M 3.47% | 0.00 | 0.00 | 27.87K |
ISHARES TRSOLE | S&P SML 600 GWT | 29.24K | SH | $5.22M 3.45% | 0.00 | 0.00 | 29.24K |
ISHARES TRSOLE | S&P MC 400GR ETF | 43.67K | SH | $5.13M 3.39% | 0.00 | 0.00 | 43.67K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.44K | SH | $5.11M 3.38% | 0.00 | 0.00 | 7.44K |
ISHARES TRSOLE | ESG MSCI KLD ETF | 35.20K | SH | $5.01M 3.32% | 0.00 | 0.00 | 35.20K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 60.70K | SH | $4.73M 3.13% | 0.00 | 0.00 | 60.70K |
GILEAD SCIENCES INCSOLE | COM | 35.87K | SH | $4.53M 3.00% | 0.00 | 0.00 | 35.87K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.91K | SH | $4.22M 2.79% | 0.00 | 0.00 | 26.91K |
CVS HEALTH CORPSOLE | COM | 37.65K | SH | $3.89M 2.58% | 0.00 | 0.00 | 37.65K |
ISHARES TRSOLE | S&P MC 400VL ETF | 25.75K | SH | $3.80M 2.52% | 0.00 | 0.00 | 25.75K |
JOHNSON & JOHNSONSOLE | COM | 14.66K | SH | $3.72M 2.46% | 0.00 | 0.00 | 14.66K |
ISHARES TRSOLE | SP SMCP600VL ETF | 26.88K | SH | $3.67M 2.43% | 0.00 | 0.00 | 26.88K |
ISHARES TRSOLE | MSCI EAFE ETF | 29.86K | SH | $3.10M 2.05% | 0.00 | 0.00 | 29.86K |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 30.44K | SH | $2.47M 1.63% | 0.00 | 0.00 | 30.44K |
ISHARES TRSOLE | EAFE VALUE ETF | 29.79K | SH | $2.28M 1.51% | 0.00 | 0.00 | 29.79K |
MICROSOFT CORPSOLE | COM | 6.04K | SH | $2.25M 1.49% | 0.00 | 0.00 | 6.04K |
ISHARES TRSOLE | S&P 500 VAL ETF | 9.01K | SH | $2.05M 1.35% | 0.00 | 0.00 | 9.01K |
CHEVRON CORPORATIONSOLE | COM | 11.77K | SH | $1.95M 1.29% | 0.00 | 0.00 | 11.77K |
ISHARES TRSOLE | IBOXX HI YD ETF | 22.69K | SH | $1.81M 1.20% | 0.00 | 0.00 | 22.69K |
ISHARES TRSOLE | RUS 1000 ETF | 3.98K | SH | $1.63M 1.08% | 0.00 | 0.00 | 3.98K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 5.21K | SH | $1.56M 1.04% | 0.00 | 0.00 | 5.21K |
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