Newman Dignan & Sheerar, Inc. ETF holdings
Providence, RI
Reported $325.6M in 84 ETFs in its Form 13F for June 30, 2026.
ETF value
$325.6M
ETFs held
84
Change from prior quarter
+9.0%
With price moves
ETFs as a share of its 13F
62.3%
of $522.8M
Top 10 of 84 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $45.9M | 1,559,413 | −429 shares |
| VSLU | Applied Finance Valuation Large Cap US ETF | $33.1M | 716,462 | +10,479 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $29.8M | 938,972 | −544 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $16.6M | 412,430 | +2,863 shares |
| UITB | VictoryShares Core Intermediate Bond ETF | $15.9M | 338,592 | −135,082 shares |
| SGOL | abrdn Physical Gold Shares ETF | $12.3M | 321,721 | −9,051 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $10.1M | 214,133 | +186,073 shares |
| SCHF | Schwab International Equity ETF | $9.7M | 350,492 | +7,022 shares |
| JHMM | John Hancock Multifactor Mid Cap ETF | $9.0M | 119,708 | +3,148 shares |
| FPE | First Trust Preferred Securities and Income ETF | $8.6M | 478,985 | +19,198 shares |
74 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001566493. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Newman Dignan & Sheerar, Inc. own?
Newman Dignan & Sheerar, Inc. reported 84 ETF positions worth $325.6M in its Form 13F for June 30, 2026. The largest was SCHX, at $45.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.