Neumann Capital Management, LLC holds a focused book of 58 stocks worth $151.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Vanguard Real Estate ETF. Their largest long position is Ishares Core S&P Small-Cap E at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Neumann Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMorgan Chase & Co | 80 / 58 | $402.3B |
| Goldman Sachs Group Inc | 80 / 58 | $188.4B |
| Focus Partners Wealth | 80 / 58 | $19.9B |
| Wealth Enhancement Advisory Services, LLC | 80 / 58 | $14.3B |
| Osaic Holdings, Inc. | 80 / 58 | $13.3B |
| CWM, LLC | 80 / 58 | $6.0B |
| Beacon Pointe Advisors, LLC | 80 / 58 | $5.8B |
| Integrated Wealth Concepts LLC | 80 / 58 | $3.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Neumann Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P SCP ETF | $17.6M | 118.5K | 11.6% | ▲+0.4% Added · +509 sh | |
| 2 | Vanguard BD Index FDS INTERMED TERM | $16.7M | 218.3K | 11.1% | ▲+0.2% Added · +401 sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $16.1M | 208.7K | 10.6% | ▲+0.4% Added · +866 sh | |
| 4 | Vanguard Index FDS REAL ESTATE ETF | $6.0M | 61.8K | 3.9% | ▼−0.7% Reduced · −465 sh | |
| 5 | Ishares TR CORE S&P US GWT | $5.2M | 27.9K | 3.5% | ▲+0.2% Added · +50 sh | |
| 6 | Ishares TR S&P SML 600 GWT | $5.2M | 29.2K | 3.5% | ▼−0.1% Reduced · −30 sh | |
| 7 | Ishares TR S&P MC 400GR ETF | $5.1M | 43.7K | 3.4% | ▼−0.3% Reduced · −115 sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.4K | 3.4% | ▲+12% Added · +792 sh | |
| 9 | Ishares TR ESG MSCI KLD ETF | $5.0M | 35.2K | 3.3% | ▼−0.6% Reduced · −227 sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $4.7M | 60.7K | 3.1% | ▼−1.5% Reduced · −919 sh | |
| 11 | Gilead Sciences Inc COM | $4.5M | 35.9K | 3.0% | ▼−0.6% Reduced · −200 sh | |
| 12 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.2M | 26.9K | 2.8% | ▲+1.7% Added · +449 sh | |
| 13 | CVS Health Corp COM | $3.9M | 37.7K | 2.6% | —Held | |
| 14 | Ishares TR S&P MC 400VL ETF | $3.8M | 25.7K | 2.5% | ▼−0.9% Reduced · −225 sh | |
| 15 | Johnson & Johnson COM | $3.7M | 14.7K | 2.5% | —Held | |
| 16 | Ishares TR SP SMCP600VL ETF | $3.7M | 26.9K | 2.4% | ▼−2.0% Reduced · −546 sh | |
| 17 | Ishares TR MSCI EAFE ETF | $3.1M | 29.9K | 2.1% | ▼−2.6% Reduced · −800 sh | |
| 18 | Public SVC Enterprise Group COM | $2.5M | 30.4K | 1.6% | ▼−3.5% Reduced · −1K sh | |
| 19 | Ishares TR EAFE VALUE ETF | $2.3M | 29.8K | 1.5% | —Held | |
| 20 | Microsoft Corp COM | $2.3M | 6.0K | 1.5% | ▲+1.2% Added · +70 sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $2.0M | 9.0K | 1.4% | ▼−2.2% Reduced · −200 sh | |
| 22 | Chevron Corporation COM | $2.0M | 11.8K | 1.3% | —Held | |
| 23 | Ishares TR IBOXX HI YD ETF | $1.8M | 22.7K | 1.2% | ▼−1.6% Reduced · −383 sh | |
| 24 | Ishares TR RUS 1000 ETF | $1.6M | 4.0K | 1.1% | —Held | |
| 25 | Ishares TR RUSSELL 2000 ETF | $1.6M | 5.2K | 1.0% | —Held | |
| 26 | Ishares TR MRGSTR MD CP GRW | $1.5M | 15.1K | 1.0% | —Held | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 3.9K | 1.0% | ▲+3.1% Added · +118 sh | |
| 28 | First TR Exchange-Traded FD SHS | $1.4M | 29.1K | 0.9% | ▼−7.3% Reduced · −2K sh | |
| 29 | Schwab Charles Corp COM | $1.4M | 15.2K | 0.9% | ▼−0.7% Reduced · −100 sh | |
| 30 | Roper Technologies Inc COM | $1.4M | 4.1K | 0.9% | ▼−7.9% Reduced · −348 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $1.2M | 8.9K | 0.8% | —Held | |
| 32 | Wells Fargo & Co COM | $1.1M | 13.6K | 0.7% | —Held | |
| 33 | Bristol-Myers Squibb Co COM | $1.0M | 18.1K | 0.7% | —Held | |
| 34 | Pfizer Inc COM | $718K | 29.8K | 0.5% | ▲+4.8% Added · +1K sh | |
| 35 | Disney Walt Co COM | $670K | 7.0K | 0.4% | —Held | |
| 36 | Ishares TR CORE S&P500 ETF | $670K | 894 | 0.4% | ▲+49% Added · +294 sh | |
| 37 | Cummins Inc COM | $663K | 930 | 0.4% | —Held | |
| 38 | Vanguard Mun BD FDS TAX EXEMPT BD | $629K | 12.4K | 0.4% | ▲+0.8% Added · +95 sh | |
| 39 | Ishares Inc MSCI EMERG MRKT | $620K | 8.2K | 0.4% | —Held | |
| 40 | Ishares TR SELECT DIVID ETF | $597K | 3.8K | 0.4% | —Held | |
| 41 | Ishares TR CALIF MUN BD ETF | $571K | 9.9K | 0.4% | —Held | |
| 42 | Ishares TR IBOXX INV CP ETF | $543K | 5.0K | 0.4% | ▼−2.7% Reduced · −138 sh | |
| 43 | Corning Inc COM | $511K | 2.0K | 0.3% | —Held | |
| 44 | Sempra COM | $496K | 5.3K | 0.3% | —Held | |
| 45 | Ishares TR RUS 1000 GRW ETF | $433K | 3.5K | 0.3% | ▲+300% Added · +3K sh | |
| 46 | Ishares TR ISHARES BIOTECH | $423K | 2.2K | 0.3% | ▼−0.5% Reduced · −12 sh | |
| 47 | Union Pac Corp COM | $395K | 1.5K | 0.3% | ▲+12% Added · +150 sh | |
| 48 | Morgan Stanley COM NEW | $376K | 1.8K | 0.2% | —Held | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $340K | 5.7K | 0.2% | ▼−8.1% Reduced · −500 sh | |
| 50 | Palo Alto Networks Inc COM | $336K | 986 | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631930/holdings"
Use Arkolith to show Neumann Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 58 | $151.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 102 | $339.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 101 | $346.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 103 | $341.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 100 | $318.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 99 | $289.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 101 | $301.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 101 | $300.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.