Neumann Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Neumann Capital Management, LLC held in its portfolio 101 assets valued at $346,130,632 (i.e. $346.13M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($30.92M), ISHARES TR ($25.89M), and APPLE INC ($21.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 101 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Neumann Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 165805 | 30922638 | COM |
| ISHARES TR | 289345 | 25884787 | CORE MSCI EAFE |
| APPLE INC | 77822 | 21156775 | COM |
| SPDR S&P 500 ETF TR | 25643 | 17486171 | TR UNIT |
| ISHARES INC | 226151 | 15201870 | CORE MSCI EMKT |
| VANGUARD BD INDEX FDS | 185239 | 14426439 | INTERMED TERM |
| ISHARES TR | 117764 | 14152907 | CORE S&P SCP ETF |
| ISHARES TR | 209618 | 13834809 | CORE S&P MCP ETF |
| ORACLE CORP | 69783 | 13601372 | COM |
| ALPHABET INC | 42910 | 13430830 | CAP STK CL A |
| WISDOMTREE TR | 157541 | 9017647 | EMG MKTS SMCAP |
| VANGUARD INDEX FDS | 63432 | 5613098 | REAL ESTATE ETF |
| BANK AMERICA CORP | 100163 | 5508965 | COM |
| WISDOMTREE TR | 66870 | 5417139 | INTL SMCAP DIV |
| ISHARES TR | 36198 | 4663388 | ESG MSCI KLD 400 |
| ISHARES TR | 27756 | 4661411 | CORE S&P US GWT |
| VANGUARD CHARLOTTE FDS | 94880 | 4584588 | TOTAL INT BD ETF |
| SPDR SERIES TRUST | 32715 | 4552619 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 57462 | 4528580 | SHORT TRM BOND |
| GILEAD SCIENCES INC | 36890 | 4527879 | COM |
| ISHARES TR | 44245 | 4286456 | S&P MC 400GR ETF |
| ISHARES TR | 29960 | 4229154 | S&P SML 600 GWT |
| GENERAL MTRS CO | 50330 | 4092836 | COM |
| VANGUARD INTL EQUITY INDEX F | 27986 | 3947689 | TT WRLD ST ETF |
| ISHARES TR | 26924 | 3542913 | S&P MC 400VL ETF |
| JPMORGAN CHASE & CO. | 10296 | 3317577 | COM |
| ISHARES TR | 28154 | 3201673 | SP SMCP600VL ETF |
| ISHARES TR | 64500 | 3086325 | ESG AWR US AGRGT |
| JOHNSON & JOHNSON | 14864 | 3076105 | COM |
| C H ROBINSON WORLDWIDE INC | 18890 | 3036756 | COM NEW |
| AMAZON COM INC | 12944 | 2987734 | COM |
| ISHARES TR | 30923 | 2969536 | MSCI EAFE ETF |
| CVS HEALTH CORP | 36951 | 2932431 | COM |
| ISHARES TR | 30470 | 2897392 | ESG AW MSCI EAFE |
| MICROSOFT CORP | 5629 | 2722438 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 31558 | 2534107 | COM |
| VANGUARD INDEX FDS | 3519 | 2206870 | S&P 500 ETF SHS |
| ISHARES TR | 29785 | 2126947 | EAFE VALUE ETF |
| ISHARES TR | 25717 | 2073562 | IBOXX HI YD ETF |
| ACCENTURE PLC IRELAND | 7572 | 2031568 | SHS CLASS A |
| ISHARES TR | 9489 | 2012332 | S&P 500 VAL ETF |
| ALLSTATE CORP | 9656 | 2009896 | COM |
| ROPER TECHNOLOGIES INC | 4435 | 1974152 | COM |
| MCKESSON CORP | 2270 | 1862058 | COM |
| VANGUARD INDEX FDS | 5466 | 1832586 | TOTAL STK MKT |
| CHEVRON CORP NEW | 11695 | 1782390 | COM |
| VERIZON COMMUNICATIONS INC | 40556 | 1651846 | COM |
| CISCO SYS INC | 20606 | 1587286 | COM |
| ISHARES INC | 34825 | 1538220 | ESG AWR MSCI EM |
| SCHWAB CHARLES CORP | 14922 | 1490881 | COM |
| ISHARES TR | 3938 | 1470607 | RUS 1000 ETF |
| TARGET CORP | 13280 | 1298120 | COM |
| UNUM GROUP | 16710 | 1295025 | COM |
| ISHARES TR | 5208 | 1282001 | RUSSELL 2000 ETF |
| WELLS FARGO CO NEW | 13622 | 1269570 | COM |
| ISHARES TR | 33260 | 1243758 | BROAD USD HIGH |
| ISHARES TR | 15076 | 1203654 | MRGSTR MD CP GRW |
| VALERO ENERGY CORP | 7321 | 1191706 | COM |
| ISHARES TR | 8950 | 1103177 | S&P 500 GRWT ETF |
| FIRST TR EXCHANGE-TRADED FD | 24050 | 1066377 | SHS |
| NUSHARES ETF TR | 23619 | 1054588 | NUVEEN ESG SMLCP |
| NETFLIX INC | 10690 | 1002294 | COM |
| VANGUARD SCOTTSDALE FDS | 11885 | 995369 | INT-TERM CORP |
| 3M CO | 6011 | 962361 | COM |
| BRISTOL-MYERS SQUIBB CO | 17623 | 950585 | COM |
| META PLATFORMS INC | 1415 | 934027 | CL A |
| VANECK ETF TRUST | 36550 | 889444 | GREEN BOND ETF |
| DISNEY WALT CO | 6964 | 792294 | COM |
| MERCK & CO INC | 7227 | 760720 | COM |
| PFIZER INC | 28462 | 708704 | COM |
| ISHARES INC | 9000 | 654120 | MSCI EMRG CHN |
| NUSHARES ETF TR | 15930 | 622863 | NUVEEN ESG MIDVL |
| ISHARES TR | 25850 | 604495 | ESG AWRE USD ETF |
| VANGUARD MUN BD FDS | 11315 | 569031 | TAX EXEMPT BD |
| ISHARES TR | 4998 | 550730 | IBOXX INV CP ETF |
| NUSHARES ETF TR | 11380 | 543315 | NUVEEN ESG MIDCP |
| ISHARES TR | 3819 | 539011 | SELECT DIVID ETF |
| ISHARES INC | 8236 | 527433 | MSCI EMERG MRKT |
| CUMMINS INC | 930 | 474719 | COM |
| NEXTERA ENERGY INC | 5912 | 474615 | COM |
| SEMPRA | 5347 | 472074 | COM |
| CONSTELLATION BRANDS INC | 3415 | 471133 | CL A |
| ISHARES TR | 972 | 460048 | RUS 1000 GRW ETF |
| SPDR S&P MIDCAP 400 ETF TR | 750 | 452460 | UTSER1 S&PDCRP |
| ISHARES TR | 600 | 410964 | CORE S&P500 ETF |
| VISA INC | 1170 | 410331 | COM CL A |
| CONOCOPHILLIPS | 4088 | 382678 | COM |
| ISHARES TR | 2238 | 377715 | ISHARES BIOTECH |
| ISHARES TR | 6000 | 344760 | CALIF MUN BD ETF |
| VANGUARD INTL EQUITY INDEX F | 6300 | 338688 | FTSE EMR MKT ETF |
| MORGAN STANLEY | 1800 | 319554 | COM NEW |
| SPDR DOW JONES INDL AVERAGE | 642 | 308526 | UT SER 1 |
| UNION PAC CORP | 1301 | 300947 | COM |
| NORTHROP GRUMMAN CORP | 507 | 289096 | COM |
| VANGUARD WORLD FD | 350 | 263823 | INF TECH ETF |
| ISHARES TR | 2125 | 242080 | EAFE GRWTH ETF |
| ISHARES TR | 1524 | 214960 | RUS MDCP VAL ETF |
| ISHARES TR | 1006 | 211602 | RUS 1000 VAL ETF |
| MARRIOTT INTL INC NEW | 667 | 206930 | CL A |
| JONES LANG LASALLE INC | 600 | 201882 | COM |
| TRACTOR SUPPLY CO | 4000 | 200040 | COM |
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