§ 13F · FUND PROFILE
Newman Dignan & Sheerar, Inc..
AUM · $523M (13F)Positions · 197Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Dow Jones US Large Cap ETF | 1.56M | $46M | 8.8% | ±0% |
| 2 | VSLU | Applied Finance Valuation Lg Cap ETF | 716K | $33M | 6.3% | +1% |
| 3 | SCHD | Schwab Dow Jones US Div Eq ETF | 939K | $30M | 5.7% | ±0% |
| 4 | GOOGL | Alphabet, Inc. Cl A | 48K | $17M | 3.3% | −3% |
| 5 | DFAE | Dimensional Emerg Core Equity Mkt ETF | 412K | $17M | 3.2% | +1% |
| 6 | AAPL | Apple, Inc | 56K | $16M | 3.1% | −1% |
| 7 | UITB | VictoryShares Core Intermediate Bond ETF | 339K | $16M | 3.0% | −29% |
| 8 | SGOL | abrdn Physical Gold Shares ETF | 322K | $12M | 2.4% | −3% |
| 9 | NVDA | Nvidia Corp | 56K | $11M | 2.1% | −2% |
| 10 | JCPB | JPMorgan Core Plus Bond ETF | 214K | $10M | 1.9% | +663% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWMAN SIGNAL
AC read
Newman Dignan & Sheerar, Inc. is a Other fund managing $523 million in assets. The fund runs a portfolio of 197 positions.
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