Neumann Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Neumann Capital Management, LLC reported 58 stock positions worth $151.2 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 11.6% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 11.1%) and iShares Core S&P Midcap ETF (IJH, 10.6%). Compared with Q1 2026, it opened 4 new positions, sold out of 48, added to 12 and reduced 18. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +0%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001631930
- Portfolio Value
- $151.2M (Q2 2026)
- SEC Filing
- 0001754960-26-000475 ↗ filed Jul 13, 2026
Holdings Value
Holdings 58 stocks · $151.2M
| IJR iShares Core S&P Small-Cap E | 11.63% | 118,530 | $17.6M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 11.07% | 218,277 | $16.7M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 10.65% | 208,704 | $16.1M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 3.94% | 61,792 | $6.0M | Reduce -0.8% |
| IUSG iShares Core S&P U.S. Growth | 3.47% | 27,866 | $5.2M | Add +0.2% |
| IJT iShares S&P Small-Cap 600 GR | 3.45% | 29,240 | $5.2M | Reduce -0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 3.39% | 43,670 | $5.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 3.38% | 7,444 | $5.1M | Add +11.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 3.32% | 35,201 | $5.0M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 3.13% | 60,699 | $4.7M | Reduce -1.5% |
| GILD Gilead Sciences Inc. | 3.00% | 35,868 | $4.5M | Reduce -0.6% |
| VT Vanguard Tot World STK ETF | 2.79% | 26,908 | $4.2M | Add +1.7% |
| CVS CVS Health Corp. | 2.58% | 37,651 | $3.9M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.52% | 25,748 | $3.8M | Reduce -0.9% |
| JNJ Johnson & Johnson | 2.46% | 14,664 | $3.7M | No change |
| IJS iShares S&P Small-Cap 600 Va | 2.43% | 26,880 | $3.7M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 2.05% | 29,860 | $3.1M | Reduce -2.6% |
| PEG Public Service Enterprise GP | 1.63% | 30,443 | $2.5M | Reduce -3.5% |
| EFV iShares MSCI Eafe Value ETF | 1.51% | 29,785 | $2.3M | No change |
| MSFT Microsoft Corp. | 1.49% | 6,042 | $2.3M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 1.35% | 9,009 | $2.0M | Reduce -2.2% |
| CVX Chevron Corp. | 1.29% | 11,765 | $2.0M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.20% | 22,691 | $1.8M | Reduce -1.7% |
| IWB iShares Russell 1000 ETF | 1.08% | 3,978 | $1.6M | No change |
| IWM iShares Russell 2000 ETF | 1.03% | 5,208 | $1.6M | No change |
| IMCG iShares Morningstar Mid-Cap | 0.98% | 15,076 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 3,938 | $1.5M | Add +3.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.94% | 29,150 | $1.4M | Reduce -7.3% |
| SCHW Schwab (charles) Corp. | 0.93% | 15,232 | $1.4M | Reduce -0.7% |
| ROP Roper Technologies Inc. | 0.91% | 4,051 | $1.4M | Reduce -7.9% |
| IVW iShares S&P 500 Growth ETF | 0.81% | 8,950 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.74% | 13,622 | $1.1M | No change |
| BMY Bristol-Myers Squibb Co. | 0.69% | 18,123 | $1.0M | No change |
| PFE Pfizer Inc. | 0.48% | 29,836 | $718K | Add +4.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 6,964 | $670K | No change |
| IVV iShares Core S&P 500 ETF | 0.44% | 894 | $670K | Add +49.0% |
| CMI Cummins Inc. | 0.44% | 930 | $663K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 12,436 | $629K | Add +0.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.41% | 8,236 | $620K | No change |
| DVY iShares Select Dividend ETF | 0.39% | 3,819 | $597K | No change |
| CMF iShares California Muni Bond | 0.38% | 9,900 | $571K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 4,975 | $543K | Reduce -2.7% |
| GLW Corning Inc. | 0.34% | 2,000 | $511K | No change |
| SRE Sempra | 0.33% | 5,347 | $496K | No change |
| IWF iShares Russell 1000 Growth | 0.29% | 3,488 | $433K | No change |
| IBB iShares Biotechnology ETF | 0.28% | 2,226 | $423K | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.26% | 1,451 | $395K | Add +11.5% |
| MS Morgan Stanley | 0.25% | 1,800 | $376K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 5,700 | $340K | Reduce -8.1% |
| PANW Palo Alto Networks Inc. | 0.22% | 986 | $336K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 2,125 | $264K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 1,524 | $251K | No change |
| MAR Marriott International Class A | 0.16% | 667 | $247K | No change |
| IWD iShares Russell 1000 Value E | 0.16% | 1,006 | $244K | No change |
| CDNS Cadence Design SYS Inc. | 0.15% | 600 | $225K | New |
| CAT Caterpillar Inc. | 0.14% | 203 | $216K | New |
| NOC Northrop Grumman Corp. | 0.14% | 421 | $214K | No change |
| SGVT Schwab Govt Money Market ETF | 0.14% | 2,030 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −8.05 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −7.93 |
| AAPL Apple Inc. | Sold out | 0.00% | −5.65 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −4.73 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −4.48 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −3.40 |
| ORCL Oracle Corp. | Sold out | 0.00% | −3.01 |
| DGS Wisdomtree Em Small Cap | Sold out | 0.00% | −2.79 |
| DLS Wisdomtree Intl S/C DVD Fund | Sold out | 0.00% | −1.59 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.44 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −1.37 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −1.23 |
| GM General Motors Co. | Sold out | 0.00% | −1.10 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.94 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.91 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.87 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.85 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.80 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.61 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.60 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.56 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.52 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.48 |
| TGT Target Corp. | Sold out | 0.00% | −0.47 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.46 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.46 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.45 |
| UNM Unum Group | Sold out | 0.00% | −0.34 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.31 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.30 |
| GRNB Vaneck Green Bond ETF | Sold out | 0.00% | −0.29 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.29 |
| MMM 3M Co. | Sold out | 0.00% | −0.26 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.26 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.24 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.21 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Sold out | 0.00% | −0.18 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.18 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.16 |
| COP Conocophillips | Sold out | 0.00% | −0.16 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.14 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.14 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.13 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.10 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.07 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.07 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.1% | 0.23% | +0.13 |
| IBB iShares Biotechnology ETF | Reduce -0.5% | 0.28% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 11.63% | +7.31 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 10.65% | +6.51 |
| BIV Vanguard Intermediate-Term B | Add +0.2% | 11.07% | +6.12 |
| VOO Vanguard S&P 500 ETF | Add +11.9% | 3.38% | +2.21 |
| IUSG iShares Core S&P U.S. Growth | Add +0.2% | 3.47% | +2.20 |
| VT Vanguard Tot World STK ETF | Add +1.7% | 2.79% | +1.72 |
| MSFT Microsoft Corp. | Add +1.2% | 1.49% | +0.84 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 0.96% | +0.60 |
| IVV iShares Core S&P 500 ETF | Add +49.0% | 0.44% | +0.33 |
| PFE Pfizer Inc. | Add +4.8% | 0.48% | +0.24 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.8% | 0.42% | +0.23 |
| PANW Palo Alto Networks Inc. | New | 0.22% | +0.22 |
| UNP Union Pacific Corp. | Add +11.5% | 0.26% | +0.17 |
| CDNS Cadence Design SYS Inc. | New | 0.15% | +0.15 |
| CAT Caterpillar Inc. | New | 0.14% | +0.14 |
| SGVT Schwab Govt Money Market ETF | New | 0.14% | +0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $151.2M | IJR, BIV, IJH, VNQ, IUSG |
| Q1 2026 | 102 | $339.5M | NVDA, IEFA, AAPL, BIV, IEMG |
| Q4 2025 | 101 | $346.1M | NVDA, IEFA, AAPL, SPY, IEMG |
| Q3 2025 | 103 | $341.9M | NVDA, IEFA, ORCL, AAPL, SPY |
| Q2 2025 | 100 | $318.0M | NVDA, IEFA, SPY, ORCL, AAPL |
| Q1 2025 | 99 | $289.3M | IEFA, NVDA, AAPL, SPY, IEMG |
| Q4 2024 | 101 | $301.0M | NVDA, IEFA, AAPL, SPY, IJR |
| Q3 2024 | 101 | $300.6M | NVDA, IEFA, AAPL, SPY, IJR |
| Q2 2024 | 98 | $291.0M | NVDA, IEFA, AAPL, SPY, IJH |
| Q1 2024 | 98 | $280.5M | IEFA, NVDA, SPY, AAPL, IJH |