DOSSIER · 13F-HR · Q2 2026

Newman Dignan & Sheerar, Inc.

$523M in tracked AUM across 197 positions as of Q2 2026.

ND
CIK 0001566493 · last filed Jun 30, 2026
Total AUM
$523M
as of Q2 2026
Holdings
197
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Newman Dignan & Sheerar, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
Schwab Dow Jones US Large Cap ETF
$46M1.6M8.8%
02
VSLU
Applied Finance Valuation Lg Cap ETF
$33M716K6.3%
03
SCHD
Schwab Dow Jones US Div Eq ETF
$30M939K5.7%
04
GOOGL
Alphabet, Inc. Cl A
$17M48K3.3%
05
DFAE
Dimensional Emerg Core Equity Mkt ETF
$17M412K3.2%
06
AAPL
Apple, Inc
$16M56K3.1%
07
UITB
VictoryShares Core Intermediate Bond ETF
$16M339K3.0%
08
SGOL
abrdn Physical Gold Shares ETF
$12M322K2.4%
09
NVDA
Nvidia Corp
$11M56K2.1%
10
JCPB
JPMorgan Core Plus Bond ETF
$10M214K1.9%

Filing history

2026Q2Jun 30
$523M 10.1%
197 positionsView →
2026Q1Mar 31
$475M 1.0%
192 positionsView →
2025Q4Dec 31
$480M 3.6%
188 positionsView →
2025Q3Sep 30
$463M 6.4%
180 positionsView →
2025Q2Jun 30
$435M 11.4%
195 positionsLocked
2025Q1Mar 31
$390M 0.0%
181 positionsLocked
2024Q4Dec 31
$390M 6.5%
181 positionsLocked
2024Q3Sep 30
$418M 7.7%
187 positionsLocked
2024Q2Jun 30
$388M 3.7%
169 positionsLocked
2024Q1Mar 31
$374M 12.9%
171 positionsLocked
2023Q4Dec 31
$331M 8.7%
179 positionsLocked
2023Q3Sep 30
$305M 5.9%
164 positionsLocked
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