13F-HR filed by Neumann Capital Management, LLC
Neumann Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-13, with 58 holding rows worth $151,176,435.
- Accession
- 0001754960-26-000475
- Filer
- CIK 1631930
- Filed
- 2026-07-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 58 entries on the cover page, a total value of $151,176,435 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,176,435 with VALUE read as dollars as filed, 13F file number 028-16383. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 118,530 | $17,579,203 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 218,277 | $16,741,828 | dollars as filed | |
| IJH | 464287507 | COM | 208,704 | $16,093,180 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 61,792 | $5,958,603 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 27,866 | $5,241,393 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 29,240 | $5,222,264 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 43,670 | $5,131,225 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,444 | $5,112,614 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 35,201 | $5,012,270 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 60,699 | $4,729,059 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 35,868 | $4,531,563 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 26,908 | $4,223,193 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 37,651 | $3,894,996 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 25,748 | $3,803,734 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,664 | $3,724,216 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 26,880 | $3,673,958 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 29,860 | $3,101,857 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 30,443 | $2,470,754 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 29,785 | $2,280,042 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,042 | $2,253,896 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 9,009 | $2,045,584 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 11,765 | $1,950,117 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 22,691 | $1,814,599 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 3,978 | $1,628,991 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 5,208 | $1,564,744 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 15,076 | $1,481,954 | dollars as filed | |
| VTI | 922908769 | COM | 3,938 | $1,457,218 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 29,150 | $1,418,439 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 15,232 | $1,405,479 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 4,051 | $1,370,818 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 8,950 | $1,230,894 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 13,622 | $1,125,722 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 18,123 | $1,044,247 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 29,836 | $718,451 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 6,964 | $670,285 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 894 | $669,508 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 930 | $663,285 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 12,436 | $629,013 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 8,236 | $620,006 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,819 | $596,907 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 9,900 | $570,636 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 4,975 | $542,623 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,000 | $510,860 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 5,347 | $495,707 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,488 | $433,105 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 2,226 | $423,371 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,451 | $394,672 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,800 | $376,272 | dollars as filed | |
| VWO | 922042858 | SHS | 5,700 | $340,233 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 986 | $336,246 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 2,125 | $264,393 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,524 | $250,850 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 667 | $247,184 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,006 | $243,885 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 600 | $225,192 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 203 | $216,175 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 421 | $214,420 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524581 | GOVT MONE MA ETF | 2,030 | $204,502 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000475 | this filing | 2026-07-13 | acceptance time not in the bulk data set |