Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Neumann Capital Management, LLC (CIK 1631930) reported $339.5M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($27.3M, 8.05%), IEFA ($26.9M, 7.93%), AAPL ($19.2M, 5.65%), BIV ($16.8M, 4.95%), IEMG ($16.1M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $27.3M | 8.05% | 156,781 | Trimmed |
| 2 | IEFA | ISHARES TR | $26.9M | 7.93% | 297,483 | Added |
| 3 | AAPL | APPLE INC | $19.2M | 5.65% | 75,624 | Trimmed |
| 4 | BIV | VANGUARD BD INDEX FDS | $16.8M | 4.95% | 217,876 | Added |
| 5 | IEMG | ISHARES INC | $16.1M | 4.73% | 230,152 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $15.2M | 4.48% | 23,409 | Trimmed |
| 7 | IJR | ISHARES TR | $14.7M | 4.32% | 118,021 | Added |
| 8 | IJH | ISHARES TR | $14.0M | 4.13% | 207,838 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $11.5M | 3.40% | 40,112 | Trimmed |
| 10 | ORCL | ORACLE CORP | $10.2M | 3.01% | 69,533 | Trimmed |
| 11 | DGS | WISDOMTREE TR | $9.5M | 2.79% | 157,417 | Trimmed |
| 12 | VNQ | VANGUARD INDEX FDS | $5.5M | 1.63% | 62,257 | Trimmed |
| 13 | DLS | WISDOMTREE TR | $5.4M | 1.59% | 66,219 | Trimmed |
| 14 | GILD | GILEAD SCIENCES INC | $5.0M | 1.48% | 36,068 | Trimmed |
| 15 | BAC | BANK AMERICA CORP | $4.9M | 1.44% | 100,086 | Trimmed |
| 16 | BSV | VANGUARD BD INDEX FDS | $4.8M | 1.42% | 61,618 | Added |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $4.7M | 1.37% | 97,073 | Added |
| 18 | IJK | ISHARES TR | $4.4M | 1.30% | 43,785 | Trimmed |
| 19 | IUSG | ISHARES TR | $4.3M | 1.27% | 27,816 | Added |
| 20 | DSI | ISHARES TR | $4.3M | 1.26% | 35,428 | Trimmed |
| 21 | IJT | ISHARES TR | $4.2M | 1.25% | 29,270 | Trimmed |
| 22 | SDY | SPDR SERIES TRUST | $4.2M | 1.23% | 28,688 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $4.0M | 1.17% | 6,652 | Added |
| 24 | GM | GENERAL MTRS CO | $3.7M | 1.10% | 50,330 | Hold |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.08% | 26,459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31