Newman Dignan & Sheerar, Inc. Top Holdings and 13F Report (2026) About Newman Dignan & Sheerar, Inc.Investment ActivityNewman Dignan & Sheerar, Inc. has $475.05 million in total holdings as of March 31, 2026.Newman Dignan & Sheerar, Inc. owns shares of 192 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.21% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Newman Dignan & Sheerar, Inc. has purchased 188 new stocks and bought additional shares in 72 stocks.Newman Dignan & Sheerar, Inc. sold shares of 93 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $39,994,343Applied Finance Valuation Large Cap ETF $29,517,164Schwab US Dividend Equity ETF $28,824,354VictoryShares Core Intermediate Bond ETF $22,270,709abrdn Physical Gold Shares ETF $14,759,047 Largest New Holdings this Quarter 46641Q670 - JPMorgan Core Plus Bond ETF $1,321,065 Holding46432F842 - iShares Core MSCI EAFE ETF $1,113,428 Holding26923W108 - Applied Finance IVS US SMID ETF $719,297 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $498,061 Holding464288414 - iShares National Muni Bond ETF $425,406 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 68,384 shares (about $1.79M)JPMorgan Core Plus Bond ETF 28,060 shares (about $1.32M)iShares Core MSCI EAFE ETF 12,299 shares (about $1.11M)Dimensional Emerging Core Equity Market ETF 31,342 shares (about $1.06M)iShares Core S&P Mid-Cap ETF 12,418 shares (about $838.58K) Largest Sales this Quarter abrdn Physical Gold Shares ETF 49,044 shares (about $2.19M)Alphabet 2,712 shares (about $779.87K)Vanguard Small-Cap Value ETF 3,031 shares (about $658.44K)ExxonMobil 3,563 shares (about $604.50K)iShares Core MSCI Emerging Markets ETF 8,502 shares (about $593.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewman Dignan & Sheerar, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$39,994,343$549,132 ▲1.4%1,559,8428.4%ETFVSLUApplied Finance Valuation Large Cap ETF$29,517,164$60,206 ▲0.2%705,9836.2%ETFSCHDSchwab US Dividend Equity ETF$28,824,354$476,215 ▼-1.6%939,5166.1%ETFUITBVictoryShares Core Intermediate Bond ETF$22,270,709$440,079 ▼-1.9%473,6744.7%ETFSGOLabrdn Physical Gold Shares ETF$14,759,047$2,188,343 ▼-12.9%330,7723.1%ETFAAPLApple$14,553,166$245,163 ▼-1.7%57,3433.1%Computer and TechnologyGOOGLAlphabet$14,324,610$779,868 ▼-5.2%49,8143.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$13,867,953$1,061,241 ▲8.3%409,5672.9%ETFMSFTMicrosoft$9,999,992$132,149 ▲1.3%27,0152.1%Computer and TechnologyNVDANVIDIA$9,933,541$14,475 ▲0.1%56,9582.1%Computer and TechnologySCHFSchwab International Equity ETF$8,500,880$137,164 ▲1.6%343,4701.8%ETFFPEFirst Trust Preferred Securities and Income ETF$8,161,214$182,062 ▲2.3%459,7871.7%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$7,823,491$694,691 ▲9.7%116,5601.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$7,613,818$4,313 ▼-0.1%176,5321.6%ETFVOOVanguard S&P 500 ETF$7,347,392$158,349 ▼-2.1%12,2961.5%ETFAVGOBroadcom$7,105,362$62,211 ▼-0.9%22,9571.5%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$6,620,616$432,238 ▲7.0%126,8561.4%ETFJMUBJPMorgan Municipal ETF$6,540,368$389,621 ▲6.3%130,8341.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$6,293,109$195,375 ▼-3.0%216,0351.3%ETFAMZNAmazon.com$6,216,389$97,886 ▲1.6%29,8481.3%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$5,425,360$570,918 ▲11.8%139,2551.1%ETFJPMJPMorgan Chase & Co.$5,373,999$297,395 ▼-5.2%18,2691.1%FinanceIJHiShares Core S&P Mid-Cap ETF$5,268,795$838,583 ▲18.9%78,0221.1%ETFJNJJohnson & Johnson$5,222,299$180,155 ▼-3.3%21,3641.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$4,642,869$94,924 ▼-2.0%149,9631.0%ETFPWRQuanta Services$4,550,367$402,989 ▼-8.1%8,2881.0%ConstructionSCHVSchwab U.S. Large-Cap Value ETF$4,453,067$331,871 ▼-6.9%146,0020.9%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,246,280$1,582 ▲0.0%182,5570.9%ETFVOVanguard Mid-Cap ETF$4,193,632$197,864 ▼-4.5%14,6030.9%ETFGLDSPDR Gold Shares$4,036,550$495,694 ▼-10.9%9,3810.8%FinanceVEUVanguard FTSE All-World ex-US ETF$3,971,104$206,148 ▲5.5%52,8780.8%ETFRTXRTX$3,953,775$64,234 ▼-1.6%20,4970.8%AerospaceSCHASchwab US Small-Cap ETF$3,681,222$28,004 ▼-0.8%126,5890.8%ETFGOOGAlphabet$3,679,901$156,628 ▼-4.1%12,8280.8%Computer and TechnologyMRKMerck & Co., Inc.$3,464,618$74,340 ▼-2.1%28,8020.7%MedicalBRK.BBerkshire Hathaway$3,315,106$41,690 ▲1.3%6,9180.7%FinanceCVXChevron$3,218,436$37,448 ▼-1.2%15,5560.7%EnergyIJRiShares Core S&P Small-Cap ETF$3,215,739$343,092 ▲11.9%25,8690.7%ETFSPYSPDR S&P 500 ETF Trust$2,959,101$12,357 ▼-0.4%4,5500.6%FinanceMETAMeta Platforms$2,926,036$52,067 ▲1.8%5,1140.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,915,781$26,841 ▲0.9%58,4440.6%ETFNOBLProShares S&P 500 Aristocrats ETF$2,759,205$21,414 ▼-0.8%26,0280.6%ETFAMGNAmgen$2,682,683$69,662 ▼-2.5%7,6250.6%MedicalBACBank of America$2,664,639$19,744 ▼-0.7%54,6590.6%FinanceLHXL3Harris Technologies$2,521,981$111,827 ▼-4.2%7,3070.5%AerospacePGProcter & Gamble$2,519,477$10,977 ▼-0.4%17,4430.5%Consumer StaplesLOWLowe's Companies$2,509,005$67,575 ▼-2.6%10,6190.5%Retail/WholesaleCSCOCisco Systems$2,420,504$89,462 ▼-3.6%31,1960.5%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$2,369,279$1,791,671 ▲310.2%90,4300.5%ETFPEPPepsiCo$2,259,848$41,774 ▼-1.8%14,5520.5%Consumer StaplesPANWPalo Alto Networks$2,218,989$18,276 ▼-0.8%13,8410.5%Computer and TechnologyIBMInternational Business Machines$2,126,218$79,503 ▼-3.6%8,7720.4%Computer and TechnologyXOMExxonMobil$2,096,817$604,495 ▼-22.4%12,3590.4%EnergySDYSPDR S&P Dividend ETF$1,980,680$15,907 ▼-0.8%13,5720.4%ETFUNPUnion Pacific$1,944,021$13,343 ▲0.7%8,0130.4%TransportationSCHBSchwab US Broad Market ETF$1,756,340$2,384 ▼-0.1%69,9740.4%ETFNEENextEra Energy$1,730,639$17,276 ▲1.0%18,6330.4%UtilitiesAMATApplied Materials$1,695,213$29,735 ▲1.8%4,9600.4%Computer and TechnologyKLACKLA$1,600,884$178,203 ▼-10.0%1,0870.3%Computer and TechnologyMCDMcDonald's$1,488,079$11,189 ▲0.8%4,7880.3%Retail/WholesaleJHSCJohn Hancock Multifactor Small Cap ETF$1,473,732$21,659 ▼-1.4%34,3610.3%ETFMAMastercard$1,459,042$23,485 ▲1.6%2,9200.3%Business ServicesVVisa$1,456,085$33,848 ▼-2.3%4,8180.3%Business ServicesEMREmerson Electric$1,411,216$2,096 ▲0.1%10,7710.3%IndustrialsHDHome Depot$1,395,944$10,197 ▼-0.7%4,2440.3%Retail/WholesaleVZVerizon Communications$1,375,483$28,915 ▼-2.1%27,4000.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,344,895$266 ▲0.0%10,1200.3%ETFJCPBJPMorgan Core Plus Bond ETF$1,321,065$1,321,065 ▲New Holding28,0600.3%ETFTDVGT. Rowe Price Dividend Growth ETF$1,258,035$710,691 ▲129.8%28,1880.3%ETFTMOThermo Fisher Scientific$1,192,136$13,765 ▲1.2%2,4250.3%MedicalIVViShares Core S&P 500 ETF$1,164,673$261,284 ▲28.9%1,7830.2%ETFADPAutomatic Data Processing$1,161,783$15,645 ▼-1.3%5,7180.2%Computer and TechnologyCWISPDR MSCI ACWI ex-US ETF$1,142,036$5,342 ▼-0.5%31,2120.2%ETFIEFAiShares Core MSCI EAFE ETF$1,113,428$1,113,428 ▲New Holding12,2990.2%ETFCFGCitizens Financial Group$1,104,927$35,382 ▼-3.1%18,4250.2%FinanceXBISPDR S&P Biotech ETF$1,090,472$12,135 ▼-1.1%8,5370.2%ETFWal-Mart Stores$1,083,052$6,089 ▼-0.6%8,7150.2%COMKOCocaCola$1,070,679$1,977 ▼-0.2%14,0790.2%Consumer StaplesBMYBristol Myers Squibb$1,059,963$19,832 ▼-1.8%17,4770.2%MedicalMDTMedtronic$1,043,959$99,907 ▼-8.7%12,0480.2%MedicalIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,031,808$29,093 ▲2.9%49,2980.2%ETFORCLOracle$999,016$9,268 ▲0.9%6,7910.2%Computer and TechnologyTJXTJX Companies$958,177$82,882 ▼-8.0%6,0000.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$955,614$16,561 ▼-1.7%4,4430.2%ETFLLYEli Lilly and Company$952,019$17,477 ▲1.9%1,0350.2%MedicalGSThe Goldman Sachs Group$949,560$22,850 ▼-2.3%1,1220.2%FinanceQCOMQualcomm$926,366$27,689 ▼-2.9%7,1930.2%Computer and TechnologyiShares iBonds Dec 2030 Muni Bond ETF$926,103$413 ▲0.0%35,8540.2%ETFABBVAbbVie$925,886$5,002 ▼-0.5%4,2570.2%MedicalIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$922,5820.0%36,2650.2%ETFVNQVanguard Real Estate ETF$913,607$94,110 ▲11.5%10,3000.2%ETFGEGE Aerospace$891,610$243,476 ▼-21.5%3,1420.2%AerospaceVUGVanguard Growth ETF$866,265$24,027 ▼-2.7%1,9830.2%ETFDISWalt Disney$814,454$31,711 ▼-3.7%8,4500.2%Consumer DiscretionaryCMCCommercial Metals$797,978$16,709 ▼-2.1%12,9900.2%Basic MaterialsVBRVanguard Small-Cap Value ETF$777,924$658,444 ▼-45.8%3,5810.2%ETFITWIllinois Tool Works$767,335$44,249 ▼-5.5%2,9480.2%IndustrialsPBEInvesco Biotechnology & Genome ETF$757,753$39,590 ▼-5.0%9,5700.2%ETFCVSCVS Health$750,462$48,910 ▼-6.1%10,4490.2%MedicalSTTState Street$750,248$10,504 ▼-1.4%5,9280.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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