§ 13F · FUND PROFILE
Newman Dignan & Sheerar, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $435.1T (13F)Positions · 195Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Dow Jones US Large Cap ETF | 1.54M | $41.4T | 8.6% | ±0% |
| 2 | VSLU | Applied Finance Valuation Lg Cap ETF | 705K | $31.2T | 6.5% | +2% |
| 3 | SCHD | Schwab Dow Jones US Div Eq ETF | 955K | $26.2T | 5.5% | +4% |
| 4 | UITB | VictoryShares Core Intermediate Bond ETF | 483K | $22.9T | 4.8% | +5% |
| 5 | GOOGL | Alphabet, Inc. Cl A | 53K | $16.4T | 3.4% | −1% |
| 6 | AAPL | Apple, Inc | 58K | $15.9T | 3.3% | −1% |
| 7 | SGOL | ETFS Phys. Swiss Gold Shares | 380K | $15.6T | 3.3% | −7% |
| 8 | MSFT | Microsoft Corp | 27K | $12.9T | 2.7% | −2% |
| 9 | DFAE | Dimensional Emerg Core Equity Mkt ETF | 378K | $12.3T | 2.6% | +8% |
| 10 | NVDA | Nvidia Corp | 57K | $10.6T | 2.2% | −3% |
§ 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 $435060.2 trillion in assets. The fund runs a portfolio of 195 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed