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: $123.7M42 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$396K	0.3%Prev: 0.4%	3,643 SH	Decreased-566 SH
ABBVIE INC	COM	$401K	0.3%Prev: 0.3%	2,621 SH	Increased-398 SH
ALPHABET INC	CAP STK CL A	$294K	0.2%Prev: 0.3%	135 SH	Decreased-6 SH
ALPHABET INC	CAP STK CL C	$238K	0.2%Prev: 0.2%	109 SH	Decreased+4 SH
AMAZON COM INC	COM	$361K	0.3%Prev: 0.5%	3,400 SH	Decreased+3,191 SH
APPLE INC	COM	$4.0M	3.2%Prev: 2.9%	28,914 SH	Increased+174 SH
BRISTOL-MYERS SQUIBB CO	COM	$752K	0.6%Prev: 0.4%	9,770 SH	Increased+2,700 SH
CISCO SYS INC	COM	$218K	0.2%Prev: 0.3%	5,104 SH	Decreased-1,582 SH
COMCAST CORP NEW	CL A	$235K	0.2%Prev: 0.3%	6,000 SH	Decreased
DEERE & CO	COM	$210K	0.2%Prev: 0.2%	700 SH	Decreased
EDISON INTL	COM	$419K	0.3%Prev: 0.3%	6,618 SH	Increased+284 SH
FIFTH THIRD BANCORP	COM	$336K	0.3%Prev: 0.3%	10,000 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$5.0M	4.0%Prev: 2.4%	84,585 SH	Increased+42,663 SH
ISHARES TR	CORE S&P MCP ETF	$986K	0.8%Prev: 0.2%	4,359 SH	Increased+3,484 SH
ISHARES TR	CORE S&P SCP ETF	$712K	0.6%Prev: 0.5%	7,702 SH	Increased+1,930 SH
ISHARES TR	CORE S&P500 ETF	$52.1M	42.1%Prev: 50.6%	137,370 SH	Decreased-19,554 SH
ISHARES TR	MSCI EAFE ETF	$934K	0.8%	14,954 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.5M	1.2%	37,494 SH	New
ISHARES TR	NATIONAL MUN ETF	$292K	0.2%	2,750 SH	New
ISHARES TR	RUS 1000 ETF	$4.0M	3.2%Prev: 2.6%	19,070 SH	Increased+4,770 SH
ISHARES TR	RUS 1000 GRW ETF	$534K	0.4%	2,444 SH	New
ISHARES TR	RUS 2000 VAL ETF	$400K	0.3%Prev: 0.4%	2,941 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$290K	0.2%Prev: 0.3%	3,658 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$1.9M	1.6%Prev: 1.7%	29,973 SH	Decreased+1,093 SH
ISHARES TR	RUSSELL 2000 ETF	$563K	0.5%	3,324 SH	New
ISHARES TR	S&P 100 ETF	$2.5M	2.0%Prev: 2.1%	14,302 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$3.6M	2.9%Prev: 1.2%	58,930 SH	Increased+36,790 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	2.1%	19,328 SH	New
ISHARES TR	SELECT DIVID ETF	$21.9M	17.7%Prev: 16.6%	185,872 SH	Decreased-4,430 SH
LOWES COS INC	COM	$288K	0.2%Prev: 0.2%	1,650 SH	Decreased
MICROSOFT CORP	COM	$3.6M	2.9%Prev: 2.6%	13,946 SH	Increased+983 SH
NIKE INC	CL B	$367K	0.3%Prev: 0.4%	3,595 SH	Decreased-250 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$239K	0.2%	21,500 SH	New
PEPSICO INC	COM	$962K	0.8%Prev: 0.6%	5,772 SH	Increased
PROCTER AND GAMBLE CO	COM	$727K	0.6%Prev: 0.8%	5,057 SH	Decreased-2,483 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.8M	1.5%Prev: 1.6%	5,951 SH	Decreased-170 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$3.2M	2.6%Prev: 2.2%	72,294 SH	Increased+15,072 SH
STRYKER CORPORATION	COM	$280K	0.2%Prev: 0.3%	1,410 SH	Decreased-82 SH
VANGUARD INDEX FDS	GROWTH ETF	$298K	0.2%Prev: 0.3%	1,339 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$541K	0.4%Prev: 0.7%	13,000 SH	Decreased-5,000 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	2.0%Prev: 2.0%	17,498 SH	Decreased+6 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.3M	1.1%	22,112 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $524K
COINBASE GLOBAL INC — $361K
EXXON MOBIL CORP — $207K
HONEYWELL INTL INC — $559K
INTEL CORP — $354K
ISHARES TR — $2.3M
VANGUARD INDEX FDS — $279K

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