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Newman Dignan & Sheerar, Inc.

Q1 2026 13F Holdings

  • Location
    providence, RI
  • Num holdings

    192

  • Value ($000)

    $475,047

  • Date Filed
    04/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

Schwab Dow Jones US Large Cap ETF

ETF
808524201
$39.99M
8 %

1,559,842

V
VSLU

Applied Finance Valuation Lg Cap ETF

ETF
26923N405
$29.52M
6 %

705,983

S
SCHD

Schwab Dow Jones US Div Eq ETF

ETF
808524797
$28.82M
6 %

939,516

U
UITB

VictoryShares Core Intermediate Bond ETF

ETF
92647N527
$22.27M
5 %

473,674

S
SGOL

abrdn Physical Gold Shares ETF

ETF
00326A104
$14.76M
3 %

330,772

A
AAPL

Apple, Inc

COM
037833100
$14.55M
3 %

57,343

G
GOOGL

Alphabet, Inc. Cl A

COM
02079K305
$14.32M
3 %

49,814

D
DFAE

Dimensional Emerg Core Equity Mkt ETF

ETF
25434V302
$13.87M
3 %

409,567

M
MSFT

Microsoft Corp

COM
594918104
$10M
2 %

27,015

N
NVDA

Nvidia Corp

COM
67066G104
$9.93M
2 %

56,958

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