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Newman Dignan & Sheerar

Latest statistics and disclosures from Newman Dignan & Sheerar's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VSLU, SCHD, GOOGL, DFAE, and represent 27.29% of Newman Dignan & Sheerar's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$8.7M), VO, KLAC, NOBL, VUG, SGIIX, MUNI, VCRM, VSLU, DFAI.
Started 13 new stock positions in SGIIX, HPE, KEYS, GLW, AMD, EME, JCI, ASML, AIQ, D. Q, SMH, CAT.
Reduced shares in these 10 stocks: UITB (-$6.3M), TDVG, BRK.A, GOOGL, AVGO, SDY, AVUV, SGOL, VOO, IBMO.
Sold out of its positions in AVUV, BRK.A, INTU, NKE, TDVG, VWO, VDC, TEL.
Newman Dignan & Sheerar was a net buyer of stock by $9.5M.
Newman Dignan & Sheerar has $523M in assets under management (AUM), dropping by 10.06%.
Central Index Key (CIK): 0001566493

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Portfolio Holdings for Newman Dignan & Sheerar

Newman Dignan & Sheerar holds 197 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Dow Jones US Large Cap ETF Etf (SCHX)	8.8	$46M		1.6M	29.43	View chart
Applied Finance Valuation Lg Cap ETF Etf (VSLU)	6.3	$33M		717k	46.25	View chart
Schwab Dow Jones US Div Eq ETF Etf (SCHD)	5.7	$30M		939k	31.71	View chart
Alphabet Inc Class A cs (GOOGL)	3.3	$17M	-2%	49k	357.37	View chart
Dimensional Emerg Core Equity Mkt ETF Etf (DFAE)	3.2	$17M		412k	40.21	View chart
Apple (AAPL)	3.1	$16M		57k	289.36	View chart
VictoryShares Core Intermediate Bond ETF Etf (UITB)	3.0	$16M	-28%	339k	46.84	View chart
abrdn Physical Gold Shares ETF Etf (SGOL)	2.4	$12M	-2%	322k	38.23	View chart
NVIDIA Corporation (NVDA)	2.1	$11M		56k	200.09	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	1.9	$10M	+663%	214k	46.94	View chart
Microsoft Corporation (MSFT)	1.9	$10M		27k	373.03	View chart
Schwab FTSE Developed ex-US ETF Etf (SCHF)	1.9	$9.7M	+2%	351k	27.70	View chart
J H Multifactor Mid Cap ETF Etf (JHMM)	1.7	$9.0M	+2%	120k	74.96	View chart
First Trust Preferred Sec & Inc ETF Etf (FPE)	1.6	$8.6M	+4%	479k	17.88	View chart
Broadcom (AVGO)	1.6	$8.3M	-4%	22k	377.75	View chart
Goldman Sachs ActiveBeta Intl Eq ETF Etf (GSIE)	1.6	$8.1M		178k	45.70	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.6	$8.1M	-3%	12k	686.80	View chart
PIMCO Intermediate Muni ETF Etf (MUNI)	1.4	$7.3M	+9%	139k	52.60	View chart
Amazon (AMZN)	1.4	$7.2M		30k	238.34	View chart
Schwab Dow Jones US Large Growth ETF Etf (SCHG)	1.4	$7.1M	-3%	209k	33.84	View chart
J.P. Morgan Municipal ETF Etf (JMUB)	1.3	$6.9M	+4%	137k	50.66	View chart
Dimensional International Core Equity Mkt ETF Etf (DFAI)	1.2	$6.2M	+7%	150k	41.25	View chart
iShares S&P Midcap 400 Index ETF Etf (IJH)	1.1	$5.9M		77k	77.11	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.9M		18k	327.32	View chart
Quanta Services (PWR)	1.1	$5.7M	-4%	7.9k	720.06	View chart
Schwab Dow Jones US Mid-Cap ETF Etf (SCHM)	1.1	$5.5M		150k	36.87	View chart
Johnson & Johnson (JNJ)	1.0	$5.4M		21k	253.97	View chart
Schwab Dow Jones US Large Value ETF Etf (SCHV)	1.0	$5.0M		144k	34.81	View chart
Palo Alto Networks (PANW)	0.9	$4.7M		14k	341.02	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.9	$4.7M	+297%	58k	80.57	View chart
Vanguard FTSE All-World ex-USA ETF Etf (VEU)	0.9	$4.6M	+3%	55k	83.75	View chart
Schwab Dow Jones US Sm-Cap ETF Etf (SCHA)	0.9	$4.6M		127k	36.13	View chart
Alphabet Inc Class C cs (GOOG)	0.9	$4.4M		13k	353.34	View chart
iShares iBonds Dec 2029 Corp Bond ETF Etf (IBDU)	0.8	$4.3M	+2%	187k	23.16	View chart
Raytheon Technologies Corp (RTX)	0.7	$3.8M		20k	189.73	View chart
iShares S&P Smallcap 600 Index ETF Etf (IJR)	0.7	$3.8M		26k	148.31	View chart
Merck & Co (MRK)	0.7	$3.7M		29k	128.50	View chart
Cisco Systems (CSCO)	0.7	$3.6M		31k	117.46	View chart
Applied Materials (AMAT)	0.7	$3.6M		5.0k	723.03	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$3.4M		4.5k	746.72	View chart
SPDR Gold Shares Etf (GLD)	0.6	$3.3M	-3%	9.1k	368.38	View chart
Berkshire Hathaway (BRK.B)	0.6	$3.2M	-6%	6.5k	500.39	View chart
Bank of America Corporation (BAC)	0.6	$3.1M		55k	56.98	View chart
KLA-Tencor Corporation (KLAC)	0.6	$3.1M	+835%	10k	301.71	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.6	$3.0M		59k	50.58	View chart
Facebook Inc cl a (META)	0.5	$2.9M		5.1k	563.24	View chart
Proshares S&P 500 Div Aristocrats Etf (NOBL)	0.5	$2.8M	+90%	50k	56.16	View chart
Amgen (AMGN)	0.5	$2.7M		7.6k	362.10	View chart
Chevron Corporation (CVX)	0.5	$2.6M		16k	165.76	View chart
Procter & Gamble Company (PG)	0.5	$2.5M		17k	146.64	View chart
PIMCO Multisector Bond Active ETF Etf (PYLD)	0.5	$2.5M	+4%	95k	26.52	View chart
International Business Machines (IBM)	0.5	$2.4M		8.7k	281.22	View chart
Lowe's Companies (LOW)	0.4	$2.3M		11k	220.49	View chart
Union Pacific Corporation (UNP)	0.4	$2.2M		8.0k	271.99	View chart
L3harris Technologies (LHX)	0.4	$2.1M	-2%	7.1k	290.61	View chart
Schwab Dow Jones US Broad Mkt ETF Etf (SCHB)	0.4	$2.0M		70k	28.96	View chart
Pepsi (PEP)	0.4	$2.0M		14k	135.40	View chart
SPDR Technology Select Sector Etf (XLK)	0.4	$1.9M		10k	190.52	View chart
Nextera Energy (NEE)	0.3	$1.7M	+3%	19k	87.77	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.3	$1.7M	-18%	11k	152.18	View chart
JH/DFA Small Cap Multifactor ETF Etf (JHSC)	0.3	$1.7M		34k	48.56	View chart
Visa (V)	0.3	$1.6M		4.8k	343.07	View chart
Emerson Electric (EMR)	0.3	$1.5M		11k	143.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.5M	-9%	11k	136.72	View chart
MasterCard Incorporated (MA)	0.3	$1.5M		2.9k	513.68	View chart
Home Depot (HD)	0.3	$1.5M		4.2k	352.65	View chart
SPDR S&P Biotech ETF Etf (XBI)	0.3	$1.3M		8.5k	158.26	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.3	$1.3M		1.8k	748.89	View chart
Qualcomm (QCOM)	0.3	$1.3M		7.2k	184.79	View chart
Citizens Financial (CFG)	0.2	$1.3M		18k	70.07	View chart
McDonald's Corporation (MCD)	0.2	$1.3M		4.7k	270.32	View chart
Automatic Data Processing (ADP)	0.2	$1.3M		5.7k	223.95	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M		1.0k	1199.52	View chart
SPDR MSCI Acwi Ex-US Etf (CWI)	0.2	$1.2M		31k	40.67	View chart
General Electric (GE)	0.2	$1.2M		3.2k	373.78	View chart
iShare Core MSCI EAFE Etf (IEFA)	0.2	$1.2M		12k	96.58	View chart
Coca-Cola Company (KO)	0.2	$1.1M		14k	81.27	View chart
First Trust NASDAQ Cybersecurity ETF Etf (CIBR)	0.2	$1.1M	+6%	13k	89.85	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.1M	-7%	2.2k	501.47	View chart
iShares iBonds Dec 2031 Corp Bond ETF Etf (IBDW)	0.2	$1.1M	+8%	54k	20.84	View chart
Goldman Sachs (GS)	0.2	$1.1M		1.1k	1011.26	View chart
Verizon Communications (VZ)	0.2	$1.1M	-4%	26k	42.34	View chart
CVS Caremark Corporation (CVS)	0.2	$1.1M		10k	103.45	View chart
Vanguard Div Appreciation ETF Etf (VIG)	0.2	$1.1M		4.5k	236.60	View chart
Abbvie (ABBV)	0.2	$1.0M	-2%	4.1k	251.65	View chart
State Street Corporation (STT)	0.2	$1.0M		5.9k	169.60	View chart
Ge Vernova (GEV)	0.2	$1.0M	+4%	853.00	1174.86	View chart
Bristol Myers Squibb (BMY)	0.2	$999k		17k	57.62	View chart
iShares iBonds Dec 2027 Muni Bond ETF Etf (IBMP)	0.2	$998k	+8%	39k	25.42	View chart
Vanguard Growth ETF Etf (VUG)	0.2	$989k	+478%	12k	86.14	View chart
Oracle Corporation (ORCL)	0.2	$981k		6.7k	146.55	View chart
Wal-Mart Stores (WMT)	0.2	$971k		8.6k	113.26	View chart
Vanguard REIT Etf (VNQ)	0.2	$962k	-3%	10k	96.43	View chart
First Trust Innovation Leaders ETF Etf (ILDR)	0.2	$931k	+5%	24k	39.24	View chart
iShares iBonds Dec 2030 Muni Bond ETF Etf (IBMS)	0.2	$928k		36k	25.87	View chart
Medtronic (MDT)	0.2	$907k	-3%	12k	78.23	View chart
TJX Companies (TJX)	0.2	$891k	-2%	5.9k	151.50	View chart
Intel Corporation (INTC)	0.2	$882k	-6%	6.3k	139.63	View chart
Applied Finance IVS US SMID ETF Etf (IVSS)	0.2	$853k	+2%	29k	29.92	View chart
Invesco Biotech & Genomics ETF Etf (PBE)	0.2	$840k	-2%	9.4k	89.65	View chart
Commercial Metals Company (CMC)	0.2	$803k		13k	62.75	View chart
Illinois Tool Works (ITW)	0.2	$791k		2.9k	270.47	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	0.1	$749k	-13%	3.1k	243.01	View chart
Vanguard Core Tax-Exempt Bond ETF Etf (VCRM)	0.1	$743k	+193%	9.7k	76.40	View chart
Walt Disney Company (DIS)	0.1	$735k	-9%	7.6k	96.26	View chart
iShares iBonds Dec 2030 Corp Bond ETF Etf (IBDV)	0.1	$717k	+6%	33k	21.80	View chart
Morgan Stanley (MS)	0.1	$715k		3.4k	209.04	View chart
Roper Industries (ROP)	0.1	$693k		2.0k	338.31	View chart
First Eagle Global - I (SGIIX)	0.1	$683k	NEW	8.0k	84.87	View chart
Mondelez Int (MDLZ)	0.1	$678k		12k	57.84	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$655k		858.00	763.14	View chart
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)	0.1	$648k		6.3k	102.31	View chart
Costco Wholesale Corporation (COST)	0.1	$615k		657.00	936.11	View chart
HACK- Cyber Security ETF Etf (HACK)	0.1	$583k	-3%	5.6k	104.93	View chart
iShares iBonds Dec 2028 Muni Bond ETF Etf (IBMQ)	0.1	$577k		23k	25.58	View chart
Vanguard Total International Etf (VXUS)	0.1	$557k		6.5k	85.49	View chart
Vanguard Value ETF Etf (VTV)	0.1	$553k		2.5k	217.91	View chart
Novartis Adr (NVS)	0.1	$548k		3.5k	156.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$544k	-17%	4.6k	117.66	View chart
Vanguard Total Stock Mkt ETF Etf (VTI)	0.1	$534k	+11%	1.4k	370.06	View chart
Tesla Motors (TSLA)	0.1	$534k	-8%	1.3k	420.60	View chart
iShares S&P 500 Barra Gr Etf (IVW)	0.1	$517k		3.8k	137.53	View chart
iShares iBonds Dec 2029 Muni Bond ETF Etf (IBMR)	0.1	$517k		20k	25.39	View chart
iShares MSCI USA Momentum Etf (MTUM)	0.1	$511k	-6%	1.5k	342.85	View chart
iShares iBonds Dec 2031 Term Muni Bd ETF Etf (IBMT)	0.1	$490k		19k	25.80	View chart
Danaher Corporation (DHR)	0.1	$488k	-26%	2.6k	190.51	View chart
Incyte Corporation (INCY)	0.1	$486k	-2%	4.3k	113.36	View chart
S&P 400 Mid-Cap SPDR ETF Etf (MDY)	0.1	$479k		681.00	703.34	View chart
Vanguard FTSE Dev Mkt ETF Etf (VEA)	0.1	$472k		6.6k	71.25	View chart
Palantir Technologies (PLTR)	0.1	$460k	-7%	3.9k	116.67	View chart
salesforce (CRM)	0.1	$457k	-10%	2.9k	156.66	View chart
Mplx (MPLX)	0.1	$456k		8.1k	56.33	View chart
Public Service Enterprise (PEG)	0.1	$455k		5.6k	81.16	View chart
Abbott Laboratories (ABT)	0.1	$451k		5.0k	90.74	View chart
Hp (HPQ)	0.1	$443k	-18%	20k	21.94	View chart
Sch Fundamental US Large Co ETF Etf (FNDX)	0.1	$442k		14k	31.10	View chart
Tyson Foods (TSN)	0.1	$434k		7.6k	57.25	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$433k	+9%	871.00	496.73	View chart
iShare Core MSCI Emerging Markets Etf (IEMG)	0.1	$416k	-18%	5.0k	82.84	View chart
Pfizer (PFE)	0.1	$408k		17k	24.08	View chart
iShares Russell 2000 Index Fund ETF Etf (IWM)	0.1	$398k		1.3k	300.45	View chart
Advanced Micro Devices (AMD)	0.1	$395k	NEW	680.00	580.91	View chart
Philip Morris International (PM)	0.1	$393k		2.2k	180.92	View chart
iShares iBonds Dec 2027 Corp Bond ETF Etf (IBDS)	0.1	$382k	-3%	16k	24.22	View chart
3M Company (MMM)	0.1	$378k		2.3k	161.93	View chart
Valero Energy Corporation (VLO)	0.1	$376k	-2%	1.4k	260.41	View chart
iShares S & P Nat'l AMT-Free Muni Bd Etf (MUB)	0.1	$368k	-14%	3.4k	107.63	View chart
Phillips 66 (PSX)	0.1	$362k		2.1k	169.05	View chart
Real Estate Sector SPDR Etf (XLRE)	0.1	$361k	+47%	8.2k	44.03	View chart
PowerShares QQQ ETF Etf (QQQ)	0.1	$359k		487.00	736.48	View chart
Aon (AON)	0.1	$351k		1.1k	331.69	View chart
Sector Spdr Engy Select Etf (XLE)	0.1	$346k	-4%	6.5k	53.11	View chart
Johnson Controls International Plc equity (JCI)	0.1	$345k	NEW	2.4k	146.11	View chart
Wells Fargo & Company (WFC)	0.1	$344k		4.2k	82.64	View chart
Altria (MO)	0.1	$342k		4.8k	71.95	View chart
Energy Transfer Equity (ET)	0.1	$336k		18k	19.12	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$328k		7.7k	42.59	View chart
Wells Fargo & Co 7.50pcnt P PFD (WFC.PL)	0.1	$324k	-5%	280.00	1157.91	View chart
Hewlett Packard Enterprise (HPE)	0.1	$324k	NEW	7.2k	45.11	View chart
Corning Incorporated (GLW)	0.1	$319k	NEW	1.2k	255.43	View chart
J P Morgan Active Bond ETF Etf (JBND)	0.1	$317k		5.9k	53.50	View chart
BNY Mellon Municipal ETF Etf (BKMI)	0.1	$314k		12k	26.44	View chart
Agilent Technologies Inc C ommon (A)	0.1	$312k		2.3k	132.83	View chart
Kinder Morgan (KMI)	0.1	$298k		9.3k	31.97	View chart
Caterpillar (CAT)	0.1	$297k	NEW	279.00	1064.90	View chart
iShares iBonds Dec 2026 Muni Bond ETF Etf (IBMO)	0.1	$296k	-50%	12k	25.64	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.1	$294k		5.2k	56.48	View chart
iShares - Expanded Tech. Sector Index Etf (IGM)	0.1	$294k		1.8k	163.58	View chart
Northrop Grumman Corporation (NOC)	0.1	$291k		571.00	509.68	View chart
American Tower Reit (AMT)	0.1	$286k	-8%	1.7k	163.53	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$283k		2.0k	144.61	View chart
ConocoPhillips (COP)	0.1	$280k		2.7k	103.96	View chart
Fiserv (FISV)	0.1	$270k		5.5k	49.05	View chart
Target Corporation (TGT)	0.1	$264k		2.0k	130.59	View chart
Vanguard Total World ETF Etf (VT)	0.1	$262k		1.7k	156.98	View chart
JPMorgan Ultra-Short Municipal Inc ETF Etf (JMST)	0.0	$260k		5.1k	51.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$259k		508.00	509.20	View chart
Asml Holding (ASML)	0.0	$257k	NEW	129.00	1989.46	View chart
Global X Artfcl Intlgc & Tech ETF Etf (AIQ)	0.0	$254k	NEW	3.9k	65.60	View chart
Qnity Electronics (Q)	0.0	$249k	NEW	1.5k	163.31	View chart
iShares iBonds Dec 2026 Corp Bond ETF Etf (IBDR)	0.0	$242k	-21%	10k	24.23	View chart
Trane Technologies (TT)	0.0	$242k		492.00	491.16	View chart
SYSCO Corporation (SYY)	0.0	$241k		2.9k	83.58	View chart
iShares iBonds Dec 2032 Corp Bond ETF Etf (IBDX)	0.0	$238k		9.5k	25.19	View chart
Corteva (CTVA)	0.0	$237k		2.8k	84.69	View chart
iShares iBonds Dec 2028 Corp Bond ETF Etf (IBDT)	0.0	$229k		9.1k	25.25	View chart
Vanguard Mid Cap Value ETF Etf (VOE)	0.0	$227k		1.1k	197.67	View chart
Unilever (UL)	0.0	$224k		3.7k	60.12	View chart
Vaneck Vectors Semiconductor Etf semiconductor (SMH)	0.0	$223k	NEW	340.00	655.89	View chart
Duke Energy (DUK)	0.0	$222k		1.8k	126.58	View chart
PPG Industries (PPG)	0.0	$221k	-5%	1.8k	121.29	View chart
Truist Financial Corp equities (TFC)	0.0	$220k	-2%	4.4k	49.81	View chart
Schwab US AGG Bnd ETF Etf (SCHZ)	0.0	$219k	-3%	9.5k	23.13	View chart
Keysight Technologies (KEYS)	0.0	$217k	NEW	621.00	350.07	View chart
Southern Company (SO)	0.0	$203k		2.1k	95.70	View chart
Emcor (EME)	0.0	$201k	NEW	242.00	829.88	View chart
Dominion Resources (D)	0.0	$200k	NEW	2.9k	68.29	View chart

Past Filings by Newman Dignan & Sheerar

SEC 13F filings are viewable for Newman Dignan & Sheerar going back to 2012

Newman Dignan & Sheerar 2026 Q2 filed July 14, 2026
Newman Dignan & Sheerar 2026 Q1 filed April 13, 2026
Newman Dignan & Sheerar 2025 Q4 filed Jan. 22, 2026
Newman Dignan & Sheerar 2025 Q3 filed Oct. 9, 2025
Newman Dignan & Sheerar 2025 Q2 filed July 18, 2025
Newman Dignan & Sheerar 2025 Q1 restated filed May 14, 2025
Newman Dignan & Sheerar 2025 Q1 filed May 2, 2025
Newman Dignan & Sheerar 2024 Q4 filed Jan. 30, 2025
Newman Dignan & Sheerar 2024 Q3 filed Nov. 12, 2024
Newman Dignan & Sheerar 2024 Q2 filed July 15, 2024
Newman Dignan & Sheerar 2024 Q1 filed April 29, 2024
Newman Dignan & Sheerar 2023 Q4 filed Feb. 9, 2024
Newman Dignan & Sheerar 2023 Q3 filed Nov. 8, 2023
Newman Dignan & Sheerar 2023 Q2 filed Aug. 2, 2023
Newman Dignan & Sheerar 2023 Q1 filed April 28, 2023
Newman Dignan & Sheerar 2022 Q4 filed Jan. 20, 2023

View all past filings

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