St. Clair Advisors, LLC

CIK 0002056292 • 22 13F filings • Apr 10, 2025 – Jul 6, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2023

Q4 2022

Q4 2021

Q4 2020

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $174.2M50 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$775K	0.4%Prev: 0.4%	5,509 SH	Increased+1,920 SH
ABBVIE INC	COM	$409K	0.2%Prev: 0.3%	3,019 SH	Increased
ALPHABET INC	CAP STK CL A	$408K	0.2%Prev: 0.2%	141 SH	Increased+5 SH
ALPHABET INC	CAP STK CL C	$304K	0.2%	105 SH	New
AMAZON COM INC	COM	$617K	0.4%Prev: 0.8%	185 SH	Decreased-61 SH
APPLE INC	COM	$5.2M	3.0%Prev: 3.8%	29,206 SH	Increased-1,012 SH
BRISTOL-MYERS SQUIBB CO	COM	$609K	0.3%Prev: 0.4%	9,770 SH	Increased+2,592 SH
CHEVRON CORP NEW	COM	$587K	0.3%	5,000 SH	New
CISCO SYS INC	COM	$412K	0.2%Prev: 0.3%	6,496 SH	Increased-190 SH
COINBASE GLOBAL INC	COM CL A	$359K	0.2%	1,424 SH	New
COMCAST CORP NEW	CL A	$302K	0.2%Prev: 0.3%	6,000 SH	Decreased
DEERE & CO	COM	$240K	0.1%	700 SH	New
EDISON INTL	COM	$442K	0.3%Prev: 0.4%	6,478 SH	Increased+282 SH
EXXON MOBIL CORP	COM	$201K	0.1%Prev: 0.5%	3,285 SH	Decreased-9,185 SH
FIFTH THIRD BANCORP	COM	$436K	0.3%Prev: 0.3%	10,000 SH	Increased
INTEL CORP	COM	$286K	0.2%Prev: 0.3%	5,548 SH	Decreased-750 SH
ISHARES TR	CORE MSCI EAFE	$4.5M	2.6%Prev: 1.0%	60,123 SH	Increased+45,345 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.6%Prev: 0.2%	3,822 SH	Increased+2,947 SH
ISHARES TR	CORE S&P SCP ETF	$694K	0.4%Prev: 0.6%	6,057 SH	Increased-732 SH
ISHARES TR	CORE S&P500 ETF	$74.0M	42.5%Prev: 51.5%	155,224 SH	Increased+10,032 SH
ISHARES TR	MSCI EAFE ETF	$3.3M	1.9%	42,113 SH	New
ISHARES TR	MSCI EMG MKT ETF	$3.8M	2.2%Prev: 0.8%	77,326 SH	Increased+60,960 SH
ISHARES TR	MSCI USA MIN VOL	$1.9M	1.1%Prev: 12.8%	23,309 SH	Decreased-175,599 SH
ISHARES TR	RUS 1000 ETF	$3.8M	2.2%Prev: 2.6%	14,252 SH	Increased+1,277 SH
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.7%	4,002 SH	New
ISHARES TR	RUS 1000 VAL ETF	$809K	0.5%	4,818 SH	New
ISHARES TR	RUS 2000 VAL ETF	$488K	0.3%Prev: 0.4%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$421K	0.2%Prev: 0.4%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$5.0M	2.9%Prev: 1.9%	60,718 SH	Increased+31,918 SH
ISHARES TR	RUSSELL 2000 ETF	$3.4M	2.0%	15,396 SH	New
ISHARES TR	S&P 100 ETF	$3.1M	1.8%Prev: 2.4%	14,302 SH	Increased-530 SH
ISHARES TR	S&P 500 GRWT ETF	$4.7M	2.7%Prev: 1.3%	56,686 SH	Increased+34,546 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	1.7%	19,328 SH	New
ISHARES TR	SELECT DIVID ETF	$25.1M	14.4%Prev: 0.8%	204,729 SH	Increased+195,639 SH
JPMORGAN CHASE & CO	COM	$203K	0.1%Prev: 0.2%	1,285 SH	Decreased-384 SH
LOWES COS INC	COM	$426K	0.2%Prev: 0.3%	1,650 SH	Increased
META PLATFORMS INC	CL A	$370K	0.2%	1,099 SH	New
MICROSOFT CORP	COM	$4.9M	2.8%Prev: 2.7%	14,709 SH	Increased+1,997 SH
NIKE INC	CL B	$608K	0.3%Prev: 0.5%	3,645 SH	Increased-200 SH
PEPSICO INC	COM	$1.0M	0.6%Prev: 0.6%	5,772 SH	Increased+1,431 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.7%Prev: 0.9%	7,005 SH	Increased-191 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.2M	1.2%Prev: 2.2%	5,951 SH	Decreased-1,634 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$4.0M	2.3%Prev: 1.7%	70,156 SH	Increased+28,563 SH
SPDR S&P 500 ETF TR	TR UNIT	$353K	0.2%	744 SH	New
STRYKER CORPORATION	COM	$399K	0.2%Prev: 0.4%	1,492 SH	Increased-43 SH
VANGUARD INDEX FDS	GROWTH ETF	$430K	0.2%Prev: 0.3%	1,339 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.8%Prev: 0.9%	29,022 SH	Increased+10,022 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.0M	1.7%Prev: 2.3%	17,492 SH	Increased+442 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$212K	0.1%	4,143 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$1.5M	0.8%	22,112 SH	New

Sold (vs prior filing)

AMGEN INC — $227K
AVANTOR INC — $585K
HOME DEPOT INC — $412K
HONEYWELL INTL INC — $729K
ISHARES TR — $563K
VANGUARD INDEX FDS — $242K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002056292-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0002056292-26-000001	$387.5M	View
Apr 10, 2025	Q4 2023