Newman Dignan & Sheerar, Inc.

Est. AUM

$475.0M

13F long equity, this entity only

Positions

192

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Schwab Dow Jones US Large Cap ETF	ETF	$40.0M	1559842	8.42%	SOLE
2	Applied Finance Valuation Lg Cap ETF	ETF	$29.5M	705983	6.21%	SOLE
3	Schwab Dow Jones US Div Eq ETF	ETF	$28.8M	939516	6.07%	SOLE
4	VictoryShares Core Intermediate Bond ETF	ETF	$22.3M	473674	4.69%	SOLE
5	abrdn Physical Gold Shares ETF	ETF	$14.8M	330772	3.11%	SOLE
6	Apple, Inc	COM	$14.6M	57343	3.06%	SOLE
7	Alphabet, Inc. Cl A	COM	$14.3M	49814	3.02%	SOLE
8	Dimensional Emerg Core Equity Mkt ETF	ETF	$13.9M	409567	2.92%	SOLE
9	Microsoft Corp	COM	$10.0M	27015	2.11%	SOLE
10	Nvidia Corp	COM	$9.9M	56958	2.09%	SOLE
11	Schwab FTSE Developed ex-US ETF	ETF	$8.5M	343470	1.79%	SOLE
12	First Trust Preferred Sec & Inc ETF	ETF	$8.2M	459787	1.72%	SOLE
13	J H Multifactor Mid Cap ETF	ETF	$7.8M	116560	1.65%	SOLE
14	Goldman Sachs ActiveBeta Intl Eq ETF	ETF	$7.6M	176532	1.60%	SOLE
15	Vanguard S&P 500 ETF	ETF	$7.3M	12296	1.55%	SOLE
16	Broadcom Limited	COM	$7.1M	22957	1.50%	SOLE
17	PIMCO Intermediate Muni ETF	ETF	$6.6M	126856	1.39%	SOLE
18	J.P. Morgan Municipal ETF	ETF	$6.5M	130834	1.38%	SOLE
19	Schwab Dow Jones US Large Growth ETF	ETF	$6.3M	216035	1.32%	SOLE
20	Amazon.com	COM	$6.2M	29848	1.31%	SOLE
21	Dimensional International Core Equity Mkt ETF	ETF	$5.4M	139255	1.14%	SOLE
22	J P Morgan Chase & Co	COM	$5.4M	18269	1.13%	SOLE
23	iShares S&P Midcap 400 Index ETF	ETF	$5.3M	78022	1.11%	SOLE
24	Johnson & Johnson	COM	$5.2M	21364	1.10%	SOLE
25	Schwab Dow Jones US Mid-Cap ETF	ETF	$4.6M	149963	0.98%	SOLE
26	Quanta Services Inc	COM	$4.5M	8288	0.96%	SOLE
27	Schwab Dow Jones US Large Value ETF	ETF	$4.5M	146002	0.94%	SOLE
28	iShares iBonds Dec 2029 Corp Bond ETF	ETF	$4.2M	182557	0.89%	SOLE
29	Vanguard Mid-Cap ETF	ETF	$4.2M	14603	0.88%	SOLE
30	SPDR Gold Shares	ETF	$4.0M	9381	0.85%	SOLE
31	Vanguard FTSE All-World ex-USA ETF	ETF	$4.0M	52878	0.84%	SOLE
32	RTX Corp.	COM	$4.0M	20497	0.83%	SOLE
33	Schwab Dow Jones US Sm-Cap ETF	ETF	$3.7M	126589	0.77%	SOLE
34	Alphabet, Inc. Cl C	COM	$3.7M	12828	0.77%	SOLE
35	Merck & Co Inc	COM	$3.5M	28802	0.73%	SOLE
36	Berkshire Hathaway B	COM	$3.3M	6918	0.70%	SOLE
37	ChevronTexaco Corp	COM	$3.2M	15556	0.68%	SOLE
38	iShares S&P Smallcap 600 Index ETF	ETF	$3.2M	25869	0.68%	SOLE
39	SPDR S&P 500 ETF	ETF	$3.0M	4550	0.62%	SOLE
40	Meta Platforms Cl A	COM	$2.9M	5114	0.62%	SOLE
41	Vanguard Tax-Exempt Bond ETF	ETF	$2.9M	58444	0.61%	SOLE
42	Proshares S&P 500 Div Aristocrats	ETF	$2.8M	26028	0.58%	SOLE
43	Amgen Inc	COM	$2.7M	7625	0.56%	SOLE
44	Bank Of America	COM	$2.7M	54659	0.56%	SOLE
45	L3Harris Technologies Inc	COM	$2.5M	7307	0.53%	SOLE
46	Procter & Gamble Inc	COM	$2.5M	17443	0.53%	SOLE
47	Lowes Companies	COM	$2.5M	10619	0.53%	SOLE
48	Cisco Systems	COM	$2.4M	31196	0.51%	SOLE
49	PIMCO Multisector Bond Active ETF	ETF	$2.4M	90430	0.50%	SOLE
50	Pepsico	COM	$2.3M	14552	0.48%	SOLE

1–50 of 192

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.