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
$41.4M
9 %

1,538,425

V
VSLU

Applied Finance Valuation Lg Cap ETF

ETF
$31.18M
7 %

704,543

S
SCHD

Schwab Dow Jones US Div Eq ETF

ETF
$26.2M
6 %

955,038

U
UITB

VictoryShares Core Intermediate Bond ETF

ETF
$22.87M
5 %

483,034

G
GOOGL

Alphabet, Inc. Cl A

COM
$16.44M
3 %

52,526

A
AAPL

Apple, Inc

COM
$15.85M
3 %

58,309

S
SGOL

ETFS Phys. Swiss Gold Shares

ETF
$15.6M
3 %

379,816

M
MSFT

Microsoft Corp

COM
$12.89M
3 %

26,658

D
DFAE

Dimensional Emerg Core Equity Mkt ETF

ETF
$12.32M
3 %

378,225

N
NVDA

Nvidia Corp

COM
$10.61M
2 %

56,875

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