Newman Dignan & Sheerar, Inc.
Q4 2025 13F Holdings
- Locationprovidence, RI
- Num holdings
188
- Value ($000)
$479,851
- Date Filed01/21/2026
- Form type13F-HR
- CIK0001566493
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S Schwab Dow Jones US Large Cap ETF | ETF | 808524201 | $41.4M | 9 % | 1,538,425 | ||
V Applied Finance Valuation Lg Cap ETF | ETF | 26923N405 | $31.18M | 7 % | 704,543 | ||
S Schwab Dow Jones US Div Eq ETF | ETF | 808524797 | $26.2M | 6 % | 955,038 | ||
U VictoryShares Core Intermediate Bond ETF | ETF | 92647N527 | $22.87M | 5 % | 483,034 | ||
G Alphabet, Inc. Cl A | COM | 02079K305 | $16.44M | 3 % | 52,526 | ||
A Apple, Inc | COM | 037833100 | $15.85M | 3 % | 58,309 | ||
S ETFS Phys. Swiss Gold Shares | ETF | 00326A104 | $15.6M | 3 % | 379,816 | ||
M Microsoft Corp | COM | 594918104 | $12.89M | 3 % | 26,658 | ||
D Dimensional Emerg Core Equity Mkt ETF | ETF | 25434V302 | $12.32M | 3 % | 378,225 | ||
N Nvidia Corp | COM | 67066G104 | $10.61M | 2 % | 56,875 |
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