13F Insight
DOSSIER · 13F-HR · Q2 2026

Neumann Capital Management, LLC

$151M in tracked AUM across 58 positions as of Q2 2026.

NC
CIK 0001631930 · last filed Jun 30, 2026
Total AUM
$151M
as of Q2 2026
Holdings
58
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Neumann Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$18M119K11.6%02
BIV
VANGUARD BD INDEX FDS
$17M218K11.1%03
IJH
ISHARES TR
$16M209K10.6%04
VNQ
VANGUARD INDEX FDS
$6M62K3.9%05
IUSG
ISHARES TR
$5M28K3.5%06
IJT
ISHARES TR
$5M29K3.5%07
IJK
ISHARES TR
$5M44K3.4%08
VOO
VANGUARD INDEX FDS
$5M7K3.4%09
DSI
ISHARES TR
$5M35K3.3%10
BSV
VANGUARD BD INDEX FDS
$5M61K3.1%

Filing history

2026Q2Jun 30
$151M▼ 55.5%
58 positionsView →2026Q1Mar 31
$340M▼ 1.9%
102 positionsView →2025Q4Dec 31
$346M▲ 1.2%
101 positionsView →2025Q3Sep 30
$342M▲ 7.5%
103 positionsView →2025Q2Jun 30
$318M▲ 9.9%
100 positionsLocked2025Q1Mar 31
$289M▼ 3.9%
99 positionsLocked2024Q4Dec 31
$301M▲ 0.1%
101 positionsLocked2024Q3Sep 30
$301M▲ 3.3%
101 positionsLocked2024Q2Jun 30
$291M▲ 3.7%
98 positionsLocked2024Q1Mar 31
$281M▲ 11.3%
98 positionsLocked2023Q4Dec 31
$252M▲ 9.9%
91 positionsLocked2023Q3Sep 30
$229M▼ 5.0%
93 positionsLocked
Showing 12 of 43