Neumann Capital Management, LLC

RIA/Wealth

Neumann Capital Management, LLC is a RIA/Wealth based in Foster City, CA led by Ekaterina Dimitrova Atanassov, reporting $568.5M in AUM as of Q3 2025 with 58% ETF concentration and 53% concentrated in top 10 holdings.

PartnerEkaterina Dimitrova Atanassov

Portfolio Value: $341.9M
Positions: 103
Top Holding: NVDA at 9.31%
Last Reported: Q3 2025

Address303 Vintage Park Drive, Suite 100, Foster City, CA, 94404-1167, United States

Top Holdings

Largest long holdings in Neumann Capital Management, LLC's portfolio (52.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$31.8M	9.31%	-$766.8K Sold	0.00% 170.6K shares	Q4 2014 Held for 10y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$25.2M	7.37%	-$566.1K Sold	— 288.8K shares	Q3 2020 Held for 5y 2m
3 Oracle ORCL	Software - Infrastructure Technology	$20.0M	5.85%	-$1.1M Sold	0.00% 71.1K shares	Q4 2014 Held for 10y 11m
4 Apple AAPL	Consumer Electronics Technology	$19.8M	5.80%	+$38.2K Bought	0.00% 77.8K shares	Q4 2014 Held for 10y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$17.4M	5.08%	-$739.4K Sold	— 26.1K shares	Q4 2014 Held for 10y 11m
6 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$15.0M	4.39%	-$350.2K Sold	— 227.6K shares	Q1 2021 Held for 4y 8m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$14.0M	4.08%	-$145.6K Sold	— 117.4K shares	Q4 2014 Held for 10y 11m
8 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$13.6M	3.98%	-$53.0K Sold	— 208.5K shares	Q4 2014 Held for 10y 11m
9 Vanguard Intermediate-Term Bond BIV	ETF ETF	$12.7M	3.70%	+$759.7K Bought	— 162.2K shares	Q3 2022 Held for 3y 2m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$10.9M	3.19%	-$428.8K Sold	0.00% 44.9K shares	Q4 2014 Held for 10y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Neumann Capital Management, LLC's latest filing

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GthenC

Market Value

$341.9M

Prior: $318.0M

Q/Q Change

+7.51%

+$23.9M

Net Flows % of MV

-1.87%

Turnover Ratio

1.76%

New Purchases

2 stocks

$415.6K

Added To

19 stocks

+$2.1M

Sold Out Of

1 stocks

$334.1K

Reduced Holdings

36 stocks

-$8.6M

Increased Positions

Position	Shares Δ	Change
1 Cadence Design Systems CDNS	New	0 → 600.0 +$210.8K
2 iShares Russell 1000 Value IWD	New	0 → 1.0K +$204.8K
3 Vanguard S&P 500 ETF VOO	+30.57%	1.9K → 2.5K +$354.0K
4 Merck & Co. MRK	+15.29%	5.9K → 6.8K +$75.5K
5 Vanguard Intermediate-Term Bond BIV	+6.38%	152.5K → 162.2K +$759.7K

Decreased Positions

Position	Shares Δ	Change
1 Goldman Sachs Group GS	Sold	472.0 → 0 −$334.1K
2 Vanguard Tax-Exempt Bond Index Fund VTEB	-75.11%	45.4K → 11.3K −$1.7M
3 Vanguard Total Stock Market VTI	-15.28%	7.0K → 5.9K −$350.2K
4 First Trust Morningstar Dividend Leaders Index Fund FDL	-13.69%	27.8K → 24.0K −$165.0K
5 Microsoft MSFT	-10.57%	6.3K → 5.6K −$344.5K