Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Newman Dignan & Sheerar, Inc. has $525.01 million in total holdings as of September 30, 2026.
Newman Dignan & Sheerar, Inc. owns shares of 180 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 5.06% of the portfolio was purchased this quarter.
About 5.36% of the portfolio was sold this quarter.
This quarter, Newman Dignan & Sheerar, Inc. has purchased 197 new stocks and bought additional shares in 55 stocks.
Newman Dignan & Sheerar, Inc. sold shares of 90 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $45,368,791
Applied Finance Valuation Large Cap ETF: $36,374,259
Schwab US Dividend Equity ETF: $28,766,814
Apple: $18,534,031
Alphabet: $16,547,408

Largest New Holdings this Quarter

46641Q134 - JPMorgan International Research Enhanced Equity ETF: $5,929,605 Holding
464288653 - iShares 10-20 Year Treasury Bond ETF: $3,033,592 Holding
30233Q108 - Exxon-Mobil: $2,231,209 Holding
87283Q404 - T. Rowe Price Dividend Growth ETF: $1,591,412 Holding
025072877 - Avantis U.S. Small Cap Value ETF: $373,573 Holding

Largest Purchases this Quarter

JPMorgan International Research Enhanced Equity ETF: 72,171 shares (about $5.93M)
iShares 10-20 Year Treasury Bond ETF: 32,913 shares (about $3.03M)
JPMorgan Core Plus Bond ETF: 67,399 shares (about $3.02M)
Exxon-Mobil: 13,709 shares (about $2.23M)
Vanguard Core Tax-Exempt Bond ETF: 23,423 shares (about $1.68M)

Largest Sales this Quarter

iShares iBonds Dec 2029 Term Corporate ETF: 102,683 shares (about $2.33M)
Schwab US Dividend Equity ETF: 54,656 shares (about $1.78M)
Schwab US Large-Cap ETF: 47,120 shares (about $1.41M)
J.P. Morgan Municipal ETF: 21,481 shares (about $1.02M)
Schwab U.S. Large-Cap Growth ETF: 19,038 shares (about $684.04K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$45,368,791	$1,413,600 ▼	-3.0%	1,512,293	8.6%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$36,374,259	$1,604,353 ▲	4.6%	749,521	6.9%	ETF
SCHD Schwab US Dividend Equity ETF	$28,766,814	$1,777,961 ▼	-5.8%	884,316	5.5%	ETF
AAPL Apple	$18,534,031	$280,738 ▼	-1.5%	55,654	3.5%	Technology
GOOGL Alphabet	$16,547,408	$130,750 ▼	-0.8%	48,092	3.2%	Communication Services
DFAE Dimensional Emerging Core Equity Market ETF	$16,110,889	$101,734 ▼	-0.6%	409,842	3.1%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$15,016,924	$99,019 ▼	-0.7%	336,374	2.9%	ETF
MSFT Microsoft	$13,763,731	$12,823 ▲	0.1%	26,835	2.6%	Technology
NVDA NVIDIA	$12,705,497	$103,228 ▼	-0.8%	55,633	2.4%	Technology
JPMorgan Core Plus Bond ETF	$12,607,012	$3,018,129 ▲	31.5%	281,532	2.4%	ETF
SGOL abrdn Physical Gold Shares ETF	$12,568,468	$158,834 ▼	-1.2%	317,706	2.4%	ETF
SCHF Schwab International Equity ETF	$9,427,396	$200,613 ▼	-2.1%	343,189	1.8%	ETF
JHMM John Hancock Multifactor Mid Cap ETF	$9,259,358	$700,268 ▲	8.2%	129,502	1.8%	ETF
FPE First Trust Preferred Securities and Income ETF	$8,547,470	$380,778 ▲	4.7%	501,318	1.6%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$8,327,824	$176,850 ▲	2.2%	181,672	1.6%	ETF
VOO Vanguard S&P 500 ETF	$8,216,199	$63,078 ▼	-0.8%	11,723	1.6%	ETF
AVGO Broadcom	$7,663,609	$14,750 ▼	-0.2%	21,822	1.5%	Technology
AMZN Amazon.com	$7,533,299	$42,106 ▲	0.6%	30,236	1.4%	Consumer Discretionary
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$6,900,423	$21,466 ▼	-0.3%	138,869	1.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$6,839,867	$630,521 ▲	10.2%	165,095	1.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$6,814,164	$684,036 ▼	-9.1%	189,651	1.3%	ETF
JPM JPMorgan Chase & Co.	$6,055,987	$92,965 ▲	1.6%	18,305	1.2%	Finance
JIRE JPMorgan International Research Enhanced Equity ETF	$5,929,605	$5,929,605 ▲	New Holding	72,171	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$5,538,019	$4,245 ▲	0.1%	76,970	1.1%	ETF
J.P. Morgan Municipal ETF	$5,496,427	$1,022,063 ▼	-15.7%	115,520	1.0%	ETF
PANW Palo Alto Networks	$5,459,437	$33,771 ▼	-0.6%	13,741	1.0%	Technology
SCHM Schwab U.S. Mid-Cap ETF	$5,075,637	$11,431 ▼	-0.2%	149,196	1.0%	ETF
PWR Quanta Services	$5,004,677	$54,615 ▼	-1.1%	7,789	1.0%	Industrials
VO Vanguard Mid-Cap ETF	$4,537,308	$18,664 ▼	-0.4%	57,859	0.9%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$4,322,880	$224,018 ▼	-4.9%	52,102	0.8%	ETF
GOOG Alphabet	$4,210,960	$80,076 ▼	-1.9%	12,358	0.8%	Communication Services
SCHV Schwab U.S. Large-Cap Value ETF	$4,188,217	$619,430 ▼	-12.9%	125,735	0.8%	ETF
MRK Merck & Co., Inc.	$4,177,521	$1,598 ▲	0.0%	28,749	0.8%	Healthcare
SCHA Schwab US Small-Cap ETF	$3,892,229	$238,003 ▼	-5.8%	119,284	0.7%	ETF
META Meta Platforms	$3,581,518	$99,346 ▼	-2.7%	4,939	0.7%	Communication Services
BRK.B Berkshire Hathaway	$3,484,156	$252,461 ▲	7.8%	6,997	0.7%	Finance
IJR iShares Core S&P Small-Cap ETF	$3,470,910	$6,666 ▼	-0.2%	25,514	0.7%	ETF
RTX RTX	$3,457,056	$276,995 ▼	-7.4%	18,621	0.7%	Industrials
GLD SPDR Gold Shares	$3,367,321	$86,830 ▼	-2.5%	8,842	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$3,303,157	$144,909 ▼	-4.2%	4,331	0.6%	ETF
CSCO Cisco Systems	$3,220,265	$107,091 ▼	-3.2%	29,920	0.6%	Technology
CVX Chevron	$3,202,159	$39,208 ▲	1.2%	15,681	0.6%	Energy
AMGN Amgen	$3,191,527	$4,215 ▼	-0.1%	7,572	0.6%	Healthcare
VTEB Vanguard Tax-Exempt Bond ETF	$3,084,843	$285,155 ▲	10.2%	65,136	0.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$3,033,592	$3,033,592 ▲	New Holding	32,913	0.6%	ETF
BAC Bank of America	$2,813,135	$159,370 ▼	-5.4%	51,684	0.5%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$2,784,436	$374,273 ▲	15.5%	109,667	0.5%	ETF
AMAT Applied Materials	$2,528,630	$4,602 ▼	-0.2%	4,945	0.5%	Technology
PG Procter & Gamble	$2,504,764	$9,298 ▼	-0.4%	17,241	0.5%	Consumer Staples
Vanguard Core Tax-Exempt Bond ETF	$2,372,457	$1,676,372 ▲	240.8%	33,149	0.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$2,315,755	$370,856 ▼	-13.8%	42,805	0.4%	ETF
Exxon-Mobil	$2,231,209	$2,231,209 ▲	New Holding	13,709	0.4%	COM
SCHB Schwab US Broad Market ETF	$2,051,220	$4,660 ▲	0.2%	69,984	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$1,981,449	$196 ▲	0.0%	10,122	0.4%	ETF
STT State Street	$1,960,297	$925,327 ▲	89.4%	11,228	0.4%	Finance
LOW Lowe's Companies	$1,959,206	$13,453 ▲	0.7%	10,631	0.4%	Consumer Discretionary
KLAC KLA	$1,907,593	$75,438 ▼	-3.8%	9,786	0.4%	Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$1,905,880	$2,329,890 ▼	-55.0%	83,996	0.4%	ETF
IBM International Business Machines	$1,803,973	$112,171 ▼	-5.9%	8,202	0.3%	Technology
UNP Union Pacific	$1,787,338	$380,979 ▼	-17.6%	6,568	0.3%	Industrials
EMR Emerson Electric	$1,771,087	$100,505 ▲	6.0%	11,419	0.3%	Industrials
PEP PepsiCo	$1,746,012	$82,745 ▼	-4.5%	13,779	0.3%	Consumer Staples
V Visa	$1,734,074	$17,966 ▲	1.0%	4,826	0.3%	Finance
ABBV AbbVie	$1,712,630	$627,816 ▲	57.9%	6,547	0.3%	Healthcare
LHX L3Harris Technologies	$1,673,344	$8,051 ▼	-0.5%	7,067	0.3%	Industrials
MA Mastercard	$1,650,689	$25,921 ▲	1.6%	2,993	0.3%	Finance
TDVG T. Rowe Price Dividend Growth ETF	$1,591,412	$1,591,412 ▲	New Holding	32,976	0.3%	ETF
JHSC John Hancock Multifactor Small Cap ETF	$1,522,002	$31,085 ▼	-2.0%	33,490	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,508,274	$116,889 ▼	-7.2%	10,297	0.3%	ETF
ADP Automatic Data Processing	$1,475,587		0.0%	5,718	0.3%	Industrials
NEE NextEra Energy	$1,467,180	$1,439 ▲	0.1%	19,371	0.3%	Utilities
TMO Thermo Fisher Scientific	$1,431,515	$83,691 ▼	-5.5%	2,121	0.3%	Healthcare
CIBR First Trust Nasdaq Cybersecurity ETF	$1,393,824	$89,485 ▲	6.9%	13,520	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,365,511		0.0%	1,783	0.3%	ETF
KO Coca-Cola	$1,345,929	$133,767 ▲	11.0%	15,636	0.3%	Consumer Staples
XBI SPDR S&P Biotech ETF	$1,336,709		0.0%	8,477	0.3%	ETF
QCOM Qualcomm	$1,320,794	$368 ▲	0.0%	7,177	0.3%	Technology
VZ Verizon Communications	$1,211,357	$14,220 ▲	1.2%	26,408	0.2%	Communication Services
HD Home Depot	$1,207,648		0.0%	4,245	0.2%	Consumer Discretionary
LLY Eli Lilly and Company	$1,206,952		0.0%	1,043	0.2%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$1,201,118	$9,591 ▲	0.8%	12,398	0.2%	ETF
CWI SPDR MSCI ACWI ex-US ETF	$1,170,956	$65,706 ▼	-5.3%	28,977	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,169,907	$130,197 ▲	12.5%	5,014	0.2%	ETF
CFG Citizens Financial Group	$1,169,476	$510 ▲	0.0%	18,342	0.2%	Finance
BMY Bristol Myers Squibb	$1,120,446	$38,189 ▲	3.5%	17,956	0.2%	Healthcare
MCD McDonald's	$1,095,446		0.0%	4,743	0.2%	Consumer Discretionary
ILDR First Trust Innovation Leaders ETF	$1,021,347	$84,451 ▲	9.0%	25,857	0.2%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,019,020	$58,153 ▼	-5.4%	50,799	0.2%	ETF
GS The Goldman Sachs Group	$997,012	$1,801 ▲	0.2%	1,107	0.2%	Finance
VUG Vanguard Growth ETF	$980,645	$53,614 ▼	-5.2%	10,883	0.2%	ETF
PBE Invesco Biotechnology & Genome ETF	$911,596		0.0%	9,370	0.2%	ETF
iShares iBonds Dec 2030 Muni Bond ETF	$897,553	$600 ▲	0.1%	35,902	0.2%	ETF
VNQ Vanguard Real Estate ETF	$891,766	$2,420 ▼	-0.3%	9,949	0.2%	ETF
CRWD CrowdStrike	$879,500	$652,344 ▲	287.2%	3,322	0.2%	Technology
ORCL Oracle	$876,816	$42,427 ▼	-4.6%	6,386	0.2%	Technology
Wal-Mart Stores	$849,272	$41,570 ▼	-4.7%	8,172	0.2%	COM
GE GE Aerospace	$846,143	$152,424 ▼	-15.3%	2,709	0.2%	Industrials
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$839,457	$151,591 ▼	-15.3%	33,259	0.2%	ETF
CVS CVS Health	$825,568	$67,698 ▼	-7.6%	9,634	0.2%	Healthcare
ITW Illinois Tool Works	$814,291	$62,262 ▲	8.3%	3,165	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026)

About Newman Dignan & Sheerar, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNewman Dignan & Sheerar, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools