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
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$31.82M
9 %

170,563

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$25.21M
7 %

288,796

O
ORCL

ORACLE CORP

COM
68389X105
$20.00M
6 %

71,123

A
AAPL

APPLE INC

COM
037833100
$19.82M
6 %

77,846

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$17.38M
5 %

26,089

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$15.00M
4 %

227,602

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$13.95M
4 %

117,417

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$13.61M
4 %

208,548

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$12.67M
4 %

162,195

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.91M
3 %

44,886

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