Neumann Capital Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Neumann Capital Management, LLC reported 102 stock positions worth $339.5 million. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.9%) and Apple (AAPL, 5.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 31 and reduced 40. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +18%) and the biggest sale Oracle (ORCL, shares −0%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001631930
Portfolio Value
$339.5M (Q1 2026)
SEC Filing
0001754960-26-000229 ↗ filed Apr 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $280.5M Q1 2024 Q2 2024: $291.0M Q2 2024 Q3 2024: $300.6M Q3 2024 Q4 2024: $301.0M Q4 2024 Q1 2025: $289.3M Q1 2025 Q2 2025: $318.0M Q2 2025 Q3 2025: $341.9M Q3 2025 Q4 2025: $346.1M Q4 2025 Q1 2026: $339.5M $339.5M Q1 2026 Q2 2026: $151.2M Q2 2026

Holdings 102 stocks · $339.5M
NVDA Nvidia Corp. 8.05% 156,781 $27.3M Reduce -5.4%
IEFA iShares Core MSCI Eafe ETF 7.93% 297,483 $26.9M Add +2.8%
AAPL Apple Inc. 5.65% 75,624 $19.2M Reduce -2.8%
BIV Vanguard Intermediate-Term B 4.95% 217,876 $16.8M Add +17.6%
IEMG iShares Core MSCI Emerging 4.73% 230,152 $16.1M Add +1.8%
SPY SS SPDR S&P 500 ETF Trust-US 4.48% 23,409 $15.2M Reduce -8.7%
IJR iShares Core S&P Small-Cap E 4.32% 118,021 $14.7M Add +0.2%
IJH iShares Core S&P Midcap ETF 4.13% 207,838 $14.0M Reduce -0.8%
GOOGL Alphabet Inc. Class A 3.40% 40,112 $11.5M Reduce -6.5%
ORCL Oracle Corp. 3.01% 69,533 $10.2M Reduce -0.4%
DGS Wisdomtree Em Small Cap 2.79% 157,417 $9.5M Reduce -0.1%
VNQ Vanguard Real Estate ETF 1.63% 62,257 $5.5M Reduce -1.9%
DLS Wisdomtree Intl S/C DVD Fund 1.59% 66,219 $5.4M Reduce -1.0%
GILD Gilead Sciences Inc. 1.48% 36,068 $5.0M Reduce -2.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.44% 100,086 $4.9M Reduce -0.1%
BSV Vanguard Short-Term Bond ETF 1.42% 61,618 $4.8M Add +7.2%
BNDX Vanguard Total Intl Bond ETF 1.37% 97,073 $4.7M Add +2.3%
IJK iShares S&P Mid-Cap 400 Grow 1.30% 43,785 $4.4M Reduce -1.0%
IUSG iShares Core S&P U.S. Growth 1.27% 27,816 $4.3M Add +0.2%
DSI iShares ESG MSCI KLD 400 ETF 1.26% 35,428 $4.3M Reduce -2.1%
IJT iShares S&P Small-Cap 600 GR 1.25% 29,270 $4.2M Reduce -2.3%
SDY SS SPDR S&P Dividend ETF 1.23% 28,688 $4.2M Reduce -12.3%
VOO Vanguard S&P 500 ETF 1.17% 6,652 $4.0M Add +89.0%
GM General Motors Co. 1.10% 50,330 $3.7M No change
VT Vanguard Tot World STK ETF 1.08% 26,459 $3.7M Reduce -5.5%
JNJ Johnson & Johnson 1.06% 14,664 $3.6M Reduce -1.4%
IJJ iShares S&P Mid-Cap 400 Valu 1.01% 25,973 $3.4M Reduce -3.5%
IJS iShares S&P Small-Cap 600 Va 0.96% 27,426 $3.2M Reduce -2.6%
EAGG iShares ESG Aware US Aggrega 0.94% 66,870 $3.2M Add +3.7%
CHRW C.H. Robinson Worldwide Inc. 0.91% 18,640 $3.1M Reduce -1.3%
EFA iShares MSCI Eafe ETF 0.88% 30,660 $3.0M Reduce -0.8%
ESGD iShares Trust iShares ESG Aw 0.87% 30,750 $2.9M Add +0.9%
JPM JPMorgan Chase & Co. 0.85% 9,786 $2.9M Reduce -5.0%
AMZN Amazon.com Inc. 0.80% 13,000 $2.7M Add +0.4%
CVS CVS Health Corp. 0.80% 37,651 $2.7M Add +1.9%
PEG Public Service Enterprise GP 0.75% 31,558 $2.6M No change
CVX Chevron Corp. 0.72% 11,765 $2.4M Add +0.6%
EFV iShares MSCI Eafe Value ETF 0.65% 29,785 $2.2M No change
MSFT Microsoft Corp. 0.65% 5,972 $2.2M Add +6.1%
VZ Verizon Communications Inc. 0.61% 41,057 $2.1M Add +1.2%
ALL Allstate Corp. 0.60% 9,786 $2.0M Add +1.4%
IVE iShares S&P 500 Value ETF 0.57% 9,209 $1.9M Reduce -3.0%
MCK McKesson Corp. 0.56% 2,210 $1.9M Reduce -2.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.54% 23,074 $1.8M Reduce -10.3%
VLO Valero Energy Corp. 0.52% 7,120 $1.8M Reduce -2.8%
USHY iShares Broad Usd High Yield 0.48% 44,077 $1.6M Add +32.5%
TGT Target Corp. 0.47% 13,280 $1.6M No change
FDL First Trust Morn DVD Lead Inc. 0.47% 31,450 $1.6M Add +30.8%
CSCO Cisco Systems Inc. 0.46% 20,306 $1.6M Reduce -1.5%
ROP Roper Technologies Inc. 0.46% 4,399 $1.6M Reduce -0.8%
ESGE iShares Inc. iShares ESG Awar 0.46% 34,055 $1.5M Reduce -2.2%
ACN Accenture PLC Class A 0.45% 7,672 $1.5M Add +1.3%
SCHW Schwab (charles) Corp. 0.42% 15,332 $1.4M Add +2.8%
IWB iShares Russell 1000 ETF 0.42% 3,978 $1.4M Add +1.0%
IWM iShares Russell 2000 ETF 0.38% 5,208 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.36% 3,820 $1.2M Reduce -30.1%
IMCG iShares Morningstar Mid-Cap 0.35% 15,076 $1.2M No change
UNM Unum Group 0.34% 16,041 $1.2M Reduce -4.0%
BMY Bristol-Myers Squibb Co. 0.32% 18,123 $1.1M Add +2.8%
WFC Wells Fargo & Co. 0.32% 13,622 $1.1M No change
NUSC Nuveen ESG Small-Cap ETF 0.31% 23,519 $1.1M Reduce -0.4%
NFLX Netflix Inc. 0.30% 10,720 $1.0M Add +0.3%
IVW iShares S&P 500 Growth ETF 0.30% 8,950 $1.0M No change
GRNB Vaneck Green Bond ETF 0.29% 41,300 $990K Add +13.0%
VCIT Vanguard Int-Term Corporate 0.29% 11,825 $979K Reduce -0.5%
MMM 3M Co. 0.26% 6,011 $873K No change
MRK Merck & Co. Inc. 0.26% 7,227 $869K No change
META Meta Platforms Inc. Class A 0.24% 1,398 $800K Reduce -1.2%
PFE Pfizer Inc. 0.24% 28,462 $799K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.21% 9,033 $711K Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 6,964 $671K No change
NUMV Nuveen ESG Mid-Cap Value ETF 0.18% 16,180 $627K Add +1.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 12,341 $616K Add +9.1%
SUSC iShares ESG Aware Usd Corpor 0.18% 26,250 $607K Add +1.6%
DVY iShares Select Dividend ETF 0.17% 3,819 $578K No change
CMF iShares California Muni Bond 0.17% 9,900 $563K Add +65.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.16% 5,113 $557K Add +2.3%
NEE Nextera Energy Inc. 0.16% 5,912 $549K No change
COP Conocophillips 0.16% 4,088 $540K No change
EEMV iShares MSCI Emg MKT Min Vol 0.16% 8,236 $533K No change
SRE Sempra 0.15% 5,347 $520K No change
CMI Cummins Inc. 0.15% 930 $500K No change
STZ Constellation Brands Inc. Class A 0.14% 3,266 $490K Reduce -4.4%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.14% 11,470 $471K Add +0.8%
MDY State Street SPDR S&P Midcap 0.13% 700 $432K Reduce -6.7%
IVV iShares Core S&P 500 ETF 0.12% 600 $392K No change
IBB iShares Biotechnology ETF 0.11% 2,238 $378K No change
IWF iShares Russell 1000 Growth 0.11% 872 $372K Reduce -10.3%
V Visa Inc. Class A 0.10% 1,170 $354K No change
VWO Vanguard Ftse Emerging Marke 0.10% 6,200 $335K Reduce -1.6%
UNP Union Pacific Corp. 0.09% 1,301 $316K No change
MS Morgan Stanley 0.09% 1,800 $296K No change
NOC Northrop Grumman Corp. 0.08% 421 $287K Reduce -17.0%
GLW Corning Inc. 0.08% 2,000 $272K New
XOM Exxon Mobil Corp. 0.08% 1,558 $264K New
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.07% 542 $251K Reduce -15.6%
VGT Vanguard Info Tech ETF 0.07% 350 $244K No change
EFG iShares MSCI Eafe Growth ETF 0.07% 2,125 $237K No change
IWS iShares Russell Mid-Cap Valu 0.07% 1,524 $222K No change
CF CF Industries Holdings Inc. 0.07% 1,700 $221K New
MAR Marriott International Class A 0.06% 667 $218K No change
IWD iShares Russell 1000 Value E 0.06% 1,006 $215K No change

Portfolio Sells Q4 2025 → Q1 2026
ORCL Oracle Corp. Reduce -0.4% 3.01% −0.92
NVDA Nvidia Corp. Reduce -5.4% 8.05% −0.88
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.7% 4.48% −0.57
GOOGL Alphabet Inc. Class A Reduce -6.5% 3.40% −0.48
AAPL Apple Inc. Reduce -2.8% 5.65% −0.46
VTI VG Morningstar TS MKT ETF-US Reduce -30.1% 0.36% −0.17
BAC Bank of America Corp. Reduce -0.1% 1.44% −0.15
ROP Roper Technologies Inc. Reduce -0.8% 0.46% −0.11
JPM JPMorgan Chase & Co. Reduce -5.0% 0.85% −0.11
DSI iShares ESG MSCI KLD 400 ETF Reduce -2.1% 1.26% −0.08
SDY SS SPDR S&P Dividend ETF Reduce -12.3% 1.23% −0.08
VT Vanguard Tot World STK ETF Reduce -5.5% 1.08% −0.06
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -10.3% 0.54% −0.06
JLL Jones Lang Lasalle Inc. Sold out 0.00% −0.06
TSCO Tractor Supply Company Sold out 0.00% −0.06
META Meta Platforms Inc. Class A Reduce -1.2% 0.24% −0.03
UNM Unum Group Reduce -4.0% 0.34% −0.03
IWF iShares Russell 1000 Growth Reduce -10.3% 0.11% −0.02
DIA SS SPDR Dow Jones Indus Avg Reduce -15.6% 0.07% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -3.5% 1.01% −0.01
IVE iShares S&P 500 Value ETF Reduce -3.0% 0.57% −0.01
MDY State Street SPDR S&P Midcap Reduce -6.7% 0.13% −0.00
VCIT Vanguard Int-Term Corporate Reduce -0.5% 0.29% +0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.6% 0.10% +0.00
NOC Northrop Grumman Corp. Reduce -17.0% 0.08% +0.00
VNQ Vanguard Real Estate ETF Reduce -1.9% 1.63% +0.00
CSCO Cisco Systems Inc. Reduce -1.5% 0.46% +0.01
NUSC Nuveen ESG Small-Cap ETF Reduce -0.4% 0.31% +0.01
STZ Constellation Brands Inc. Class A Reduce -4.4% 0.14% +0.01
ESGE iShares Inc. iShares ESG Awar Reduce -2.2% 0.46% +0.01
EFA iShares MSCI Eafe ETF Reduce -0.8% 0.88% +0.02
DLS Wisdomtree Intl S/C DVD Fund Reduce -1.0% 1.59% +0.02
MCK McKesson Corp. Reduce -2.6% 0.56% +0.03
IJT iShares S&P Small-Cap 600 GR Reduce -2.3% 1.25% +0.03
IJS iShares S&P Small-Cap 600 Va Reduce -2.6% 0.96% +0.03
CHRW C.H. Robinson Worldwide Inc. Reduce -1.3% 0.91% +0.03
IJK iShares S&P Mid-Cap 400 Grow Reduce -1.0% 1.30% +0.06
IJH iShares Core S&P Midcap ETF Reduce -0.8% 4.13% +0.14
JNJ Johnson & Johnson Reduce -1.4% 1.06% +0.17
GILD Gilead Sciences Inc. Reduce -2.2% 1.48% +0.17
VLO Valero Energy Corp. Reduce -2.8% 0.52% +0.17
DGS Wisdomtree Em Small Cap Reduce -0.1% 2.79% +0.18

Portfolio Buys Q4 2025 → Q1 2026
BIV Vanguard Intermediate-Term B Add +17.6% 4.95% +0.78
VOO Vanguard S&P 500 ETF Add +89.0% 1.17% +0.53
IEFA iShares Core MSCI Eafe ETF Add +2.8% 7.93% +0.45
IEMG iShares Core MSCI Emerging Add +1.8% 4.73% +0.34
IJR iShares Core S&P Small-Cap E Add +0.2% 4.32% +0.23
CVX Chevron Corp. Add +0.6% 0.72% +0.20
FDL First Trust Morn DVD Lead Inc. Add +30.8% 0.47% +0.16
VZ Verizon Communications Inc. Add +1.2% 0.61% +0.13
USHY iShares Broad Usd High Yield Add +32.5% 0.48% +0.12
BSV Vanguard Short-Term Bond ETF Add +7.2% 1.42% +0.11
GLW Corning Inc. New 0.08% +0.08
XOM Exxon Mobil Corp. New 0.08% +0.08
CMF iShares California Muni Bond Add +65.0% 0.17% +0.07
CF CF Industries Holdings Inc. New 0.07% +0.07
BNDX Vanguard Total Intl Bond ETF Add +2.3% 1.37% +0.05
BMY Bristol-Myers Squibb Co. Add +2.8% 0.32% +0.05
EAGG iShares ESG Aware US Aggrega Add +3.7% 0.94% +0.04
GRNB Vaneck Green Bond ETF Add +13.0% 0.29% +0.03
ESGD iShares Trust iShares ESG Aw Add +0.9% 0.87% +0.03
EMXC iShares MSCI Emr MRK Ex Chna Add +0.4% 0.21% +0.02
ALL Allstate Corp. Add +1.4% 0.60% +0.02
VTEB Vanguard Tax-Exempt Bond ETF Add +9.1% 0.18% +0.02
NFLX Netflix Inc. Add +0.3% 0.30% +0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +2.3% 0.16% +0.01
NUMV Nuveen ESG Mid-Cap Value ETF Add +1.6% 0.18% +0.00
SUSC iShares ESG Aware Usd Corpor Add +1.6% 0.18% +0.00
SCHW Schwab (charles) Corp. Add +2.8% 0.42% −0.01
IWB iShares Russell 1000 ETF Add +1.0% 0.42% −0.01
NUMG Nuveen ESG Mid-Cap Grow ETF Add +0.8% 0.14% −0.02
CVS CVS Health Corp. Add +1.9% 0.80% −0.05
AMZN Amazon.com Inc. Add +0.4% 0.80% −0.07
IUSG iShares Core S&P U.S. Growth Add +0.2% 1.27% −0.08
MSFT Microsoft Corp. Add +6.1% 0.65% −0.14
ACN Accenture PLC Class A Add +1.3% 0.45% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$151.2MIJR, BIV, IJH, VNQ, IUSG
Q1 2026 102$339.5MNVDA, IEFA, AAPL, BIV, IEMG
Q4 2025 101$346.1MNVDA, IEFA, AAPL, SPY, IEMG
Q3 2025 103$341.9MNVDA, IEFA, ORCL, AAPL, SPY
Q2 2025 100$318.0MNVDA, IEFA, SPY, ORCL, AAPL
Q1 2025 99$289.3MIEFA, NVDA, AAPL, SPY, IEMG
Q4 2024 101$301.0MNVDA, IEFA, AAPL, SPY, IJR
Q3 2024 101$300.6MNVDA, IEFA, AAPL, SPY, IJR
Q2 2024 98$291.0MNVDA, IEFA, AAPL, SPY, IJH
Q1 2024 98$280.5MIEFA, NVDA, SPY, AAPL, IJH