Neumann Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    foster city, CA
  • Num holdings

    103

  • Value ($000)

    $341,897

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001631930
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$31.82M
9 %

170,563

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$25.21M
7 %

288,796

ORCL
ORCL

ORACLE CORP

COM
$20.00M
6 %

71,123

AAPL
AAPL

APPLE INC

COM
$19.82M
6 %

77,846

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.38M
5 %

26,089

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$15.00M
4 %

227,602

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$13.95M
4 %

117,417

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$13.61M
4 %

208,548

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$12.67M
4 %

162,195

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$10.91M
3 %

44,886

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