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Newman Dignan & Sheerar, Inc.

Q4 2025 13F Holdings

  • Location
    providence, RI
  • Num holdings

    188

  • Value ($000)

    $479,851

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001566493
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

Schwab Dow Jones US Large Cap ETF

ETF
808524201
$41.4M
9 %

1,538,425

V
VSLU

Applied Finance Valuation Lg Cap ETF

ETF
26923N405
$31.18M
7 %

704,543

S
SCHD

Schwab Dow Jones US Div Eq ETF

ETF
808524797
$26.2M
6 %

955,038

U
UITB

VictoryShares Core Intermediate Bond ETF

ETF
92647N527
$22.87M
5 %

483,034

G
GOOGL

Alphabet, Inc. Cl A

COM
02079K305
$16.44M
3 %

52,526

A
AAPL

Apple, Inc

COM
037833100
$15.85M
3 %

58,309

S
SGOL

ETFS Phys. Swiss Gold Shares

ETF
00326A104
$15.6M
3 %

379,816

M
MSFT

Microsoft Corp

COM
594918104
$12.89M
3 %

26,658

D
DFAE

Dimensional Emerg Core Equity Mkt ETF

ETF
25434V302
$12.32M
3 %

378,225

N
NVDA

Nvidia Corp

COM
67066G104
$10.61M
2 %

56,875

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