DOSSIER · 13F-HR · Q3 2026

Newman Dignan & Sheerar, Inc.

$525M in tracked AUM across 180 positions as of Q3 2026.

ND
CIK 0001566493 · last filed Sep 30, 2026
Total AUM
$525M
as of Q3 2026
Holdings
180
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Newman Dignan & Sheerar, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHX
Schwab Dow Jones US Large Cap ETF
$45M1.5M8.6%
02
VSLU
Applied Finance Valuation Lg Cap ETF
$36M750K6.9%
03
SCHD
Schwab Dow Jones US Div Eq ETF
$29M884K5.5%
04
AAPL
Apple, Inc
$19M56K3.5%
05
GOOGL
Alphabet, Inc. Cl A
$17M48K3.2%
06
DFAE
Dimensional Emerg Core Equity Mkt ETF
$16M410K3.1%
07
UITB
VictoryShares Core Intermediate Bond ETF
$15M336K2.9%
08
MSFT
Microsoft Corp
$14M27K2.6%
09
NVDA
Nvidia Corp
$13M56K2.4%
10
JCPB
JPMorgan Core Plus Bond ETF
$13M282K2.4%

Filing history

2026Q3Sep 30
$525M▲ 0.4%
180 positionsView →
2026Q2Jun 30
$523M▲ 10.1%
197 positionsView →
2026Q1Mar 31
$475M▼ 1.0%
192 positionsView →
2025Q4Dec 31
$480M▲ 3.6%
188 positionsView →
2025Q3Sep 30
$463M▲ 6.4%
180 positionsLocked
2025Q2Jun 30
$435M▲ 11.4%
195 positionsLocked
2025Q1Mar 31
$390M— 0.0%
181 positionsLocked
2024Q4Dec 31
$390M▼ 6.5%
181 positionsLocked
2024Q3Sep 30
$418M▲ 7.7%
187 positionsLocked
2024Q2Jun 30
$388M▲ 3.7%
169 positionsLocked
2024Q1Mar 31
$374M▲ 12.9%
171 positionsLocked
2023Q4Dec 31
$331M▲ 8.7%
179 positionsLocked
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