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Filers›Family Office›Newman Dignan & Sheerar, Inc.
DOSSIER · 13F-HR · Q1 2026

Newman Dignan & Sheerar, Inc.

Newman Dignan & Sheerar's family office based in Stamford, CT — $475M in tracked AUM across 192 positions as of Q1 2026.

ND
Newman Dignan & Sheerar·Stamford, CT·Family Office
CIK 0001566493 · last filed Mar 31, 2026
Total AUM
$475M
▼ 18.5%
vs prior
Holdings
192
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Newman Dignan & Sheerar, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
Schwab Dow Jones US Large Cap ETF
$40M1.6M8.4%
02
VSLU
Applied Finance Valuation Lg Cap ETF
$30M706K6.2%
03
SCHD
Schwab Dow Jones US Div Eq ETF
$29M940K6.1%
04
UITB
VictoryShares Core Intermediate Bond ETF
$22M474K4.7%
05
SGOL
abrdn Physical Gold Shares ETF
$15M331K3.1%
06
AAPL
Apple, Inc
$15M57K3.1%
07
GOOGL
Alphabet, Inc. Cl A
$14M50K3.0%
08
DFAE
Dimensional Emerg Core Equity Mkt ETF
$14M410K2.9%
09
MSFT
Microsoft Corp
$10M27K2.1%
10
NVDA
Nvidia Corp
$10M57K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Newman
haiku-4-5 · 192 positions indexed
Sector mix
  • Tech52%
  • Financials29%
  • Health Care8%
  • Communications9%
  • Industrials17%
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