Neumann Capital Management, LLC ETF holdings
Foster City, CA
Reported $122.3M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$122.3M
ETFs held
36
Change from prior quarter
-40.8%
With price moves
ETFs as a share of its 13F
80.9%
of $151.2M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | $17.6M | 118,530 | +509 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $16.7M | 218,277 | +401 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $16.1M | 208,704 | +866 shares |
| VNQ | Vanguard Real Estate ETF | $6.0M | 61,792 | −465 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $5.2M | 27,866 | +50 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $5.2M | 29,240 | −30 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $5.1M | 43,670 | −115 shares |
| VOO | Vanguard S&P 500 ETF | $5.1M | 7,444 | +792 shares |
| DSI | iShares ESG MSCI KLD 400 ETF | $5.0M | 35,201 | −227 shares |
| BSV | Vanguard Short-Term Bond ETF | $4.7M | 60,699 | −919 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001631930. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Neumann Capital Management, LLC own?
Neumann Capital Management, LLC reported 36 ETF positions worth $122.3M in its Form 13F for June 30, 2026. The largest was IJR, at $17.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.