Neumann Capital Management, LLC — Q4 2025 13F Holdings

Name: Neumann Capital Management, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001631930

Total reported value

$339.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	8.93%	-0.88%	-2.79%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	7.48%	+0.45%	+0.19%
3	AAPL	Apple INC	Stock-Tech	6.11%	-0.46%	-0.03%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.05%	-0.57%	-1.71%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	4.39%	+0.34%	-0.64%
6	BIV	Vanguard Intermediate-term B	ETF-Other	4.17%	+0.78%	+14.21%
7	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	4.09%	+0.23%	+0.30%
8	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.00%	+0.13%	+0.51%
9	ORCL	Oracle CORP	Stock-Tech	3.93%	-0.92%	-1.88%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.88%	-0.48%	-4.40%
11	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	2.61%	+0.18%	-1.99%
12	VNQ	Vanguard Real Estate ETF	ETF-Other	1.62%	—	-0.57%
13	BAC	Bank Of America CORP	Stock-Financials	1.59%	-0.15%	-0.98%
14	DLS	Wisdomtree Intl S/c Dvd Fund	ETF-Other	1.57%	—	-1.88%
15	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.35%	-0.09%	-0.74%
16	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	1.35%	-0.08%	-0.79%
17	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.32%	—	+3.08%
18	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.32%	-0.09%	-0.56%
19	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.31%	+0.11%	-1.52%
20	GILD	Gilead Sciences INC	Stock-Healthcare	1.31%	+0.17%	-0.27%
21	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.24%	+0.06%	-2.32%
22	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.22%	—	+2.22%
23	GM	General Motors Co	Stock-Consumer Disc	1.18%	-0.08%	+0.66%
24	VT	Vanguard Tot World Stk ETF	ETF-Other	1.14%	-0.06%	-1.17%
25	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	1.02%	-0.01%	-0.69%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	0.96%	-0.11%	-0.48%
27	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.92%	—	+2.56%
28	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	0.89%	—	+16.32%
29	JNJ	Johnson & Johnson	Stock-Healthcare	0.89%	+0.17%	-0.20%
30	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	0.88%	—	—
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.86%	-0.06%	+18.27%
32	EFA	Ishares Msci Eafe ETF	ETF-Other	0.86%	—	-0.28%
33	CVS	Cvs Health CORP	Stock-Healthcare	0.85%	-0.05%	—
34	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.84%	—	+15.50%
35	MSFT	Microsoft CORP	Stock-Tech	0.79%	-0.14%	—
36	PEG	Public Service Enterprise Gp	Stock-Utilities	0.73%	—	-0.35%
37	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.64%	+0.53%	+42.53%
38	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.61%	—	—
39	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.60%	-0.06%	-1.66%
40	ACN	Accenture plc	Stock-Tech	0.59%	-0.14%	+2.71%
41	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.58%	—	-1.62%
42	ALL	Allstate CORP	Stock-Financials	0.58%	—	+7.82%
43	ROP	Roper Technologies INC	Stock-Tech	0.57%	-0.11%	+6.35%
44	MCK	Mckesson CORP	Stock-Healthcare	0.54%	—	-1.30%
45	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.53%	-0.17%	-7.58%
46	CVX	Chevron CORP	Stock-Energy	0.51%	+0.21%	—
47	VZ	Verizon Communications INC	Stock-Comm Services	0.48%	+0.13%	-4.26%
48	CSCO	Cisco Systems INC	Stock-Tech	0.46%	—	—
49	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.44%	—	-4.02%
50	SCHW	Schwab (charles) CORP	Stock-Financials	0.43%	—	-0.73%

1–50 of 101

Holding changes this quarter

Position changes disclosed by Neumann Capital Management, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+0.7%	-4.40%	Trim
2	BIV	Vanguard Intermediate-term B	+0.5%	+14.21%	Add
3	AAPL	Apple INC	+0.3%	-0.03%	Trim
4	GM	General Motors Co	+0.3%	+0.66%	Add
5	VOO	Vanguard S&p 500 ETF	+0.2%	+42.53%	Add
6	AMZN	Amazon.com INC	+0.2%	+18.27%	Add
7	CHRW	C.h. Robinson Worldwide INC	+0.2%	—	Unchanged
8	ESGD	Ishares Trust Ishares Esg Aw	+0.1%	+15.50%	Add
9	EAGG	Ishares Esg Aware US Aggrega	+0.1%	+16.32%	Add
10	GILD	Gilead Sciences INC	+0.1%	-0.27%	Trim
11	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+0.19%	Add
12	JNJ	Johnson & Johnson	+0.1%	-0.20%	Trim
13	BAC	Bank Of America CORP	+0.1%	-0.98%	Trim
14	ACN	Accenture plc	+0.1%	+2.71%	Add
15	MRK	Merck & Co. INC.	+0.1%	+6.51%	Add
16	CSCO	Cisco Systems INC	+0.1%	—	Unchanged
17	BMY	Bristol-myers Squibb Co	0%	—	Unchanged
18	DIS	Walt Disney Co/the	0%	+25.16%	Add
19	CVS	Cvs Health CORP	0%	—	Unchanged
20	WFC	Wells Fargo & Co	0%	—	Unchanged
21	IJS	Ishares S&p Small-cap 600 Va	0%	+2.56%	Add
22	TGT	Target CORP	0%	+0.76%	Add
23	IJH	Ishares Core S&p Midcap ETF	0%	+0.51%	Add
24	EFV	Ishares Msci Eafe Value ETF	0%	—	Unchanged
25	ALL	Allstate CORP	0%	+7.82%	Add
26	MCK	Mckesson CORP	0%	-1.30%	Trim
27	IJR	Ishares Core S&p Small-cap E	0%	+0.30%	Add
28	IJT	Ishares S&p Small-cap 600 Gr	0%	+2.22%	Add
29	IEMG	Ishares Core Msci Emerging	—	-0.64%	Trim
30	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-1.71%	Trim
31	META	Meta Platforms Inc-class A	0%	—	Unchanged
32	NOC	Northrop Grumman CORP	0%	-15.78%	Trim
33	PEG	Public Service Enterprise Gp	0%	-0.35%	Trim
34	VTI	Vanguard Total Stock Mkt ETF	0%	-7.58%	Trim
35	ROP	Roper Technologies INC	0%	+6.35%	Add
36	BSV	Vanguard Short-term Bond ETF	0%	-1.52%	Trim
37	STZ	Constellation Brands Inc-a	-0.1%	-30.48%	Trim
38	VZ	Verizon Communications INC	-0.1%	-4.26%	Trim
39	MSFT	Microsoft CORP	-0.1%	—	Unchanged
40	DGS	Wisdomtree Em Small Cap	-0.1%	-1.99%	Trim
41	NFLX	Netflix INC	-0.1%	+900.00%	Add
42	VNQ	Vanguard Real Estate ETF	-0.1%	-0.57%	Trim
43	NVDA	Nvidia CORP	-0.4%	-2.79%	Trim
44	ORCL	Oracle CORP	-1.9%	-1.88%	Trim
45	FISV	Fiserv INC	—	EXIT	Sold out
46	HD	Home Depot INC	—	EXIT	Sold out
47	CDNS	Cadence Design Sys INC	—	EXIT	Sold out
48	MAR	Marriott International -cl A	—	NEW	New buy
49	JLL	Jones Lang Lasalle INC	—	NEW	New buy
50	PANW	Palo Alto Networks INC	—	EXIT	Sold out