Newman Dignan & Sheerar, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Newman Dignan & Sheerar, Inc. held in its portfolio 188 assets valued at $479,850,941 (i.e. $479.85M).
The most valuable assets in the portfolio included: Schwab Dow Jones US Large Cap ETF ($41.40M), Applied Finance Valuation Lg Cap ETF ($31.18M), and Schwab Dow Jones US Div Eq ETF ($26.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 188 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Newman Dignan & Sheerar, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Schwab Dow Jones US Large Cap ETF | 1538425 | 41399027 | ETF |
| Applied Finance Valuation Lg Cap ETF | 704543 | 31183094 | ETF |
| Schwab Dow Jones US Div Eq ETF | 955038 | 26196704 | ETF |
| VictoryShares Core Intermediate Bond ETF | 483034 | 22873909 | ETF |
| Alphabet, Inc. Cl A | 52526 | 16440485 | COM |
| Apple, Inc | 58309 | 15851949 | COM |
| ETFS Phys. Swiss Gold Shares | 379816 | 15602841 | ETF |
| Microsoft Corp | 26658 | 12892165 | COM |
| Dimensional Emerg Core Equity Mkt ETF | 378225 | 12318785 | ETF |
| Nvidia Corp | 56875 | 10607258 | COM |
| First Trust Preferred Sec & Inc ETF | 449530 | 8190430 | ETF |
| Schwab FTSE Developed ex-US ETF | 337928 | 8123784 | ETF |
| Broadcom Limited | 23158 | 8015063 | COM |
| Vanguard S&P 500 ETF | 12561 | 7877291 | ETF |
| Goldman Sachs ActiveBeta Intl Eq ETF | 176632 | 7584594 | ETF |
| Schwab Dow Jones US Large Growth ETF | 222742 | 7265848 | ETF |
| J H Multifactor Mid Cap ETF | 106210 | 6954623 | ETF |
| Amazon.com | 29378 | 6780970 | COM |
| PIMCO Intermediate Muni ETF | 118574 | 6214489 | ETF |
| J.P. Morgan Municipal ETF | 123040 | 6213518 | ETF |
| J P Morgan Chase & Co | 19280 | 6212509 | COM |
| Dimensional International Core Equity Mkt ETF | 124601 | 4748553 | ETF |
| Schwab Dow Jones US Large Value ETF | 156883 | 4645305 | ETF |
| Schwab Dow Jones US Mid-Cap ETF | 153029 | 4601571 | ETF |
| Johnson & Johnson | 22101 | 4573803 | COM |
| Vanguard Mid-Cap ETF | 15292 | 4438006 | ETF |
| iShares S&P Midcap 400 Index ETF | 65604 | 4329862 | ETF |
| iShares iBonds Dec 2029 Corp Bond ETF | 182489 | 4271150 | ETF |
| Alphabet, Inc. Cl C | 13374 | 4196815 | COM |
| SPDR Gold Shares | 10533 | 4174333 | ETF |
| RTX Corp. | 20830 | 3820225 | COM |
| Quanta Services Inc | 9022 | 3807863 | COM |
| Vanguard FTSE All-World ex-USA ETF | 50133 | 3687770 | ETF |
| Schwab Dow Jones US Sm-Cap ETF | 127552 | 3632669 | ETF |
| Berkshire Hathaway B | 6831 | 3433602 | COM |
| Meta Platforms Cl A | 5023 | 3315642 | COM |
| SPDR S&P 500 ETF | 4569 | 3115808 | ETF |
| Merck & Co Inc | 29420 | 3096789 | COM |
| Bank Of America | 55064 | 3028503 | COM |
| Vanguard Tax-Exempt Bond ETF | 57906 | 2912089 | ETF |
| iShares S&P Smallcap 600 Index ETF | 23109 | 2777237 | ETF |
| Proshares S&P 500 Div Aristocrats | 26230 | 2729704 | ETF |
| International Business Machines | 9100 | 2695504 | COM |
| Lowes Companies | 10905 | 2629869 | COM |
| Palo Alto Networks Inc | 13955 | 2570511 | COM |
| Amgen Inc | 7823 | 2560701 | COM |
| Procter & Gamble Inc | 17519 | 2510624 | COM |
| Cisco Systems | 32349 | 2491855 | COM |
| ChevronTexaco Corp | 15737 | 2398450 | COM |
| L3Harris Technologies Inc | 7631 | 2240143 | COM |
| Pepsico | 14821 | 2127052 | COM |
| Exxon-Mobil | 15922 | 1916048 | COM |
| SPDR S&P Dividend ETF | 13681 | 1903902 | ETF |
| Union Pacific Corp | 7958 | 1840735 | COM |
| Schwab Dow Jones US Broad Mkt ETF | 70069 | 1837904 | ETF |
| Visa, Inc. | 4930 | 1728836 | COM |
| Mastercard Inc | 2873 | 1639963 | COM |
| Automatic Data Processing | 5795 | 1490648 | COM |
| NextEra Energy Inc. | 18447 | 1480932 | COM |
| Home Depot | 4275 | 1471080 | COM |
| KLA Tencor Corp | 1208 | 1467781 | COM |
| JH/DFA Small Cap Multifactor ETF | 34866 | 1464017 | ETF |
| SPDR Technology Select Sector | 10118 | 1456682 | ETF |
| McDonalds Corp | 4752 | 1452324 | COM |
| Emerson Electric | 10755 | 1427404 | COM |
| Vanguard Small-Cap Value ETF | 6612 | 1400393 | ETF |
| Thermo Fisher Scientific | 2397 | 1389115 | COM |
| Oracle Systems | 6728 | 1311392 | COM |
| Medtronic plc | 13201 | 1268088 | COM |
| Qualcomm Corp | 7408 | 1267186 | COM |
| Applied Materials | 4873 | 1252372 | COM |
| General Electric | 4000 | 1232106 | COM |
| iShares iBonds Dec 2026 Muni Bond ETF | 45639 | 1170053 | ETF |
| Verizon Communications | 27976 | 1139468 | COM |
| SPDR MSCI Acwi Ex-US | 31358 | 1126368 | ETF |
| Citizens Financial Group | 19015 | 1110660 | COM |
| Salesforce Com | 4181 | 1107652 | COM |
| Lilly Eli & Co | 1016 | 1091923 | COM |
| SPDR S&P Biotech ETF | 8632 | 1052539 | ETF |
| iShares iBonds Dec 2031 Corp Bond ETF | 47908 | 1013264 | ETF |
| Goldman Sachs Group | 1149 | 1009837 | COM |
| TJX Cos Inc | 6519 | 1001331 | COM |
| Disney Walt Co | 8779 | 998742 | COM |
| Vanguard Growth ETF | 2038 | 994468 | ETF |
| Vanguard Div Appreciation ETF | 4520 | 993375 | ETF |
| iShare Core MSCI Emerging Markets | 14695 | 987789 | ETF |
| Coca Cola | 14105 | 986054 | COM |
| AbbVie Inc | 4280 | 977961 | COM |
| Wal-Mart Stores | 8764 | 976436 | COM |
| Bristol Myers Squibb | 17804 | 960345 | COM |
| iShares Core S&P 500 ETF | 1383 | 947272 | ETF |
| Blackstone Group Lp | 6125 | 944163 | COM |
| Roper Technologies, Inc | 2120 | 943486 | COM |
| iShares iBonds Dec 2030 Muni Bond ETF | 35838 | 933936 | ETF |
| iShares iBonds Dec 2027 Muni Bond ETF | 36265 | 920768 | ETF |
| Commercial Metals Co | 13262 | 917970 | COM |
| CVS Health Corporation | 11130 | 883245 | COM |
| Danaher Corp | 3766 | 862176 | COM |
| Invesco Biotech & Genomics ETF | 10070 | 827251 | ETF |
| Vanguard REIT | 9239 | 817519 | ETF |
| State Street Boston Corp | 6011 | 775479 | COM |
| Illinois Tool Works | 3118 | 767963 | COM |
| Berkshire Hathaway Inc A | 1 | 754800 | COM |
| Palantir Technologies Inc. | 4022 | 714911 | COM |
| iShares iBonds Dec 2030 Corp Bond ETF | 31983 | 705869 | ETF |
| Ge Vernova Llc Com | 1043 | 681674 | COM |
| Mondelez Intl Inc Cl A | 11843 | 637509 | COM |
| Abbott Labs | 5087 | 637354 | COM |
| Morgan Stanley Group | 3328 | 590820 | COM |
| PIMCO Multisector Bond Active ETF | 22046 | 588193 | ETF |
| iShares iBonds Dec 2028 Muni Bond ETF | 22563 | 577049 | ETF |
| iShares iBonds Dec 2029 Muni Bond ETF | 22342 | 568157 | ETF |
| T. Rowe Price Dividend Growth ETF | 12264 | 551524 | ETF |
| Costco Whsl Corp | 637 | 549543 | COM |
| Hewlett Packard | 24616 | 548438 | COM |
| Tesla Motors Inc | 1209 | 543711 | COM |
| Public Svc Enterprise | 6279 | 504211 | COM |
| Fiserv Inc | 7392 | 496521 | COM |
| iShares S&P 500 Barra Gr. Fd. | 3972 | 489589 | ETF |
| Tyson Foods Inc | 8337 | 488711 | COM |
| Vanguard Value ETF | 2528 | 482864 | ETF |
| Novartis ADR | 3499 | 482407 | ADR |
| Vanguard Total International Stock | 6375 | 480957 | ETF |
| HACK- Cyber Security ETF | 5779 | 464445 | ETF |
| Vanguard Total Stock Mkt ETF | 1353 | 453709 | ETF |
| First Trust NASDAQ Cybersecurity ETF | 6294 | 449707 | ETF |
| Pfizer Inc | 17498 | 435705 | COM |
| Incyte Genomics Inc | 4401 | 434687 | COM |
| MPLX LP | 8100 | 432297 | COM |
| Intuit Inc. | 650 | 430728 | COM |
| Adobe Systems | 1185 | 414738 | COM |
| Vanguard FTSE Dev Mkt ETF | 6617 | 413364 | ETF |
| S&P 400 Mid-Cap SPDR ETF | 681 | 410834 | ETF |
| iShares MSCI USA Momentum | 1591 | 398144 | ETF |
| iShares iBonds Dec 2027 Corp Bond ETF | 16304 | 395866 | ETF |
| iShares iBonds Dec 2031 Term Muni Bd ETF | 15148 | 393082 | ETF |
| Sch Fundamental US Large Co ETF | 14116 | 384095 | ETF |
| Crowdstrike Hldgs Inc | 815 | 382039 | COM |
| 3M Company | 2298 | 367876 | COM |
| AON Corp | 1040 | 366995 | COM |
| American Tower Corp | 2077 | 364695 | COM |
| Wells Fargo & Company | 3906 | 364039 | COM |
| Wells Fargo & Co 7.50pcnt Pfd | 294 | 356747 | PFD |
| Brookfield Corp. | 7697 | 353215 | COM |
| Vertex Pharmaceuticals | 779 | 353167 | COM |
| iShares Russell 2000 Index Fund ETF | 1391 | 342409 | ETF |
| Philip Morris Intl Inc | 2092 | 335547 | COM |
| Paypal Holdings, Inc. | 5706 | 333130 | COM |
| First Trust Innovation Leaders ETF | 10003 | 329999 | ETF |
| Capital One Financial | 1327 | 321612 | COM |
| Avantis US Small Cap Value ETF | 3150 | 321237 | ETF |
| Northrop Grumman Corp | 563 | 321222 | COM |
| J P Morgan Active Bond ETF | 5925 | 320365 | ETF |
| TE Connectivity Ltd | 1400 | 318514 | COM |
| Sector Spdr Engy Select | 7038 | 314669 | ETF |
| iShares iBonds Dec 2026 Corp Bond ETF | 12987 | 314668 | ETF |
| Agilent Technologies | 2287 | 311192 | COM |
| Phillips 66 | 2409 | 310857 | COM |
| Nike Inc Class B | 4822 | 307233 | COM |
| Valero Energy Corp. | 1882 | 306370 | COM |
| PowerShares QQQ ETF | 497 | 305034 | ETF |
| Corteva Inc | 4374 | 293189 | COM |
| JPMorgan Equity Premium Income ETF | 5067 | 290009 | ETF |
| Energy Transfer Equity | 17050 | 281147 | COM |
| iShares iBonds Dec 2028 Corp Bond ETF | 10930 | 278234 | ETF |
| Johnson Controls PLC | 2300 | 275425 | COM |
| Altria Group Inc | 4578 | 263967 | COM |
| Truist Finl Corp | 5361 | 263803 | COM |
| JPMorgan Ultra-Short Municipal Inc ETF | 5036 | 256553 | ETF |
| Kinder Morgan Inc | 9198 | 252857 | COM |
| Vanguard Consumer Staples ETF | 1182 | 249686 | ETF |
| Unilever Plc Adr New | 3745 | 244923 | ADR |
| iShares iBonds Dec 2032 Corp Bond ETF | 9449 | 241243 | ETF |
| Lockheed Martin Corp | 497 | 240592 | COM |
| Conoco Phillips | 2563 | 239922 | COM |
| Intel Corp | 6497 | 239739 | COM |
| Vanguard Emerging Mkt Fd ETF | 4423 | 237772 | ETF |
| iShares - Expanded Tech. Sector Index | 1800 | 232488 | ETF |
| Bank of New York Mellon | 1959 | 227420 | COM |
| Schwab US AGG Bnd ETF | 9725 | 227274 | ETF |
| Vanguard Total World ETF | 1604 | 226214 | ETF |
| Allstate Corp | 1080 | 224802 | COM |
| Real Estate Sector SPDR | 5515 | 222530 | ETF |
| Target Corp | 2204 | 215461 | COM |
| Sysco Inc | 2875 | 211859 | COM |
| Vanguard Mid Cap Value ETF | 1139 | 201956 | ETF |
| Du Pont E I De Nemours | 5015 | 201603 | ADR |
| Duke Energy | 1719 | 201484 | COM |
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