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: $147.2M41 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$481K	0.3%Prev: 0.3%	4,061 SH	Increased+525 SH
ABBVIE INC	COM	$489K	0.3%Prev: 0.3%	3,019 SH	Increased
ALPHABET INC	CAP STK CL A	$375K	0.3%Prev: 0.2%	135 SH	Increased-1 SH
ALPHABET INC	CAP STK CL C	$304K	0.2%Prev: 0.2%	109 SH	Increased+9 SH
AMAZON COM INC	COM	$603K	0.4%Prev: 0.5%	185 SH	Decreased-19 SH
APPLE INC	COM	$5.0M	3.4%Prev: 2.9%	28,914 SH	Increased-650 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$328K	0.2%	930 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$714K	0.5%Prev: 0.4%	9,770 SH	Increased+2,700 SH
CARNIVAL CORP	COMMON STOCK	$506K	0.3%	25,000 SH	New
CISCO SYS INC	COM	$340K	0.2%Prev: 0.3%	6,096 SH	Decreased-590 SH
COMCAST CORP NEW	CL A	$281K	0.2%Prev: 0.3%	6,000 SH	Decreased
DEERE & CO	COM	$291K	0.2%Prev: 0.2%	700 SH	Increased
EDISON INTL	COM	$459K	0.3%Prev: 0.3%	6,551 SH	Increased+286 SH
FIFTH THIRD BANCORP	COM	$430K	0.3%Prev: 0.3%	10,000 SH	Increased
ISHARES TR	CORE MSCI EAFE	$5.8M	4.0%Prev: 2.6%	83,752 SH	Increased+38,092 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.7%Prev: 0.2%	4,108 SH	Increased+3,233 SH
ISHARES TR	CORE S&P SCP ETF	$709K	0.5%Prev: 0.5%	6,576 SH	Increased+341 SH
ISHARES TR	CORE S&P500 ETF	$64.7M	44.0%Prev: 48.8%	142,595 SH	Increased-10,621 SH
ISHARES TR	MSCI EAFE ETF	$623K	0.4%	8,465 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.8%	24,552 SH	New
ISHARES TR	RUS 1000 ETF	$3.4M	2.3%Prev: 2.5%	13,535 SH	Increased-365 SH
ISHARES TR	RUS 2000 VAL ETF	$475K	0.3%Prev: 0.4%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$368K	0.2%Prev: 0.3%	3,658 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$2.3M	1.6%Prev: 1.7%	29,424 SH	Increased+738 SH
ISHARES TR	RUSSELL 2000 ETF	$536K	0.4%	2,610 SH	New
ISHARES TR	S&P 100 ETF	$3.0M	2.0%Prev: 2.1%	14,302 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$4.4M	3.0%Prev: 1.2%	57,381 SH	Increased+35,241 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	2.0%	19,328 SH	New
ISHARES TR	SELECT DIVID ETF	$26.1M	17.7%Prev: 16.7%	203,339 SH	Increased+20,948 SH
LOWES COS INC	COM	$334K	0.2%Prev: 0.3%	1,650 SH	Increased
MICROSOFT CORP	COM	$4.3M	2.9%Prev: 2.3%	14,046 SH	Increased+1,686 SH
NIKE INC	CL B	$484K	0.3%Prev: 0.4%	3,595 SH	Decreased-250 SH
PEPSICO INC	COM	$1.0M	0.7%Prev: 0.4%	6,022 SH	Increased+2,096 SH
PROCTER AND GAMBLE CO	COM	$979K	0.7%Prev: 0.8%	6,405 SH	Increased-748 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.1M	1.4%Prev: 2.0%	5,951 SH	Decreased-1,634 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$3.9M	2.6%Prev: 2.0%	72,135 SH	Increased+18,206 SH
STRYKER CORPORATION	COM	$377K	0.3%Prev: 0.3%	1,410 SH	Increased-82 SH
VANGUARD INDEX FDS	GROWTH ETF	$385K	0.3%Prev: 0.3%	1,339 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$746K	0.5%Prev: 0.9%	16,170 SH	Decreased-4,830 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	2.0%Prev: 2.1%	17,873 SH	Increased+423 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.5M	1.0%	22,112 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $524K
HONEYWELL INTL INC — $554K
INTEL CORP — $403K
ISHARES TR — $228K
ISHARES TR — $4.4M
JPMORGAN CHASE & CO — $239K
VANGUARD INDEX FDS — $267K

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