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: $159.0M60 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.1M	0.7%Prev: 0.4%	10,078 SH	Increased+4,569 SH
ABBVIE INC	COM	$820K	0.5%Prev: 0.2%	5,073 SH	Increased+2,054 SH
ALPHABET INC	CAP STK CL A	$416K	0.3%Prev: 0.2%	4,712 SH	Increased+4,571 SH
ALPHABET INC	CAP STK CL C	$249K	0.2%Prev: 0.2%	2,802 SH	Decreased+2,697 SH
AMAZON COM INC	COM	$306K	0.2%Prev: 0.4%	3,647 SH	Decreased+3,462 SH
AMGEN INC	COM	$394K	0.2%	1,500 SH	New
APPLE INC	COM	$5.9M	3.7%Prev: 3.0%	45,641 SH	Increased+16,435 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.8%Prev: 0.3%	17,716 SH	Increased+7,946 SH
CISCO SYS INC	COM	$273K	0.2%Prev: 0.2%	5,734 SH	Decreased-762 SH
COCA COLA CO	COM	$1.6M	1.0%	25,700 SH	New
COMCAST CORP NEW	CL A	$234K	0.1%Prev: 0.2%	6,697 SH	Decreased+697 SH
CVS HEALTH CORP	COM	$416K	0.3%	4,468 SH	New
DANAHER CORPORATION	COM	$376K	0.2%	1,416 SH	New
DEERE & CO	COM	$259K	0.2%Prev: 0.1%	603 SH	Increased-97 SH
EATON CORP PLC	SHS	$810K	0.5%	5,162 SH	New
EDISON INTL	COM	$430K	0.3%Prev: 0.3%	6,764 SH	Decreased+286 SH
EXXON MOBIL CORP	COM	$297K	0.2%Prev: 0.1%	2,690 SH	Increased-595 SH
FIFTH THIRD BANCORP	COM	$328K	0.2%Prev: 0.3%	10,000 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$4.1M	2.6%	78,831 SH	New
GENERAL MLS INC	COM	$252K	0.2%	3,000 SH	New
GILEAD SCIENCES INC	COM	$203K	0.1%	2,360 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$826K	0.5%	5,861 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.7M	1.0%Prev: 0.6%	6,834 SH	Increased+3,012 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.6%Prev: 0.4%	10,612 SH	Increased+4,555 SH
ISHARES TR	CORE S&P US GWT	$425K	0.3%	5,215 SH	New
ISHARES TR	CORE S&P500 ETF	$61.1M	38.4%Prev: 42.5%	159,006 SH	Decreased+3,782 SH
ISHARES TR	IBOXX HI YD ETF	$2.7M	1.7%	37,274 SH	New
ISHARES TR	MSCI EAFE ETF	$295K	0.2%Prev: 1.9%	4,495 SH	Decreased-37,618 SH
ISHARES TR	MSCI EMG MKT ETF	$743K	0.5%Prev: 2.2%	19,612 SH	Decreased-57,714 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.7%	10,940 SH	New
ISHARES TR	RUS 1000 ETF	$2.8M	1.8%Prev: 2.2%	13,224 SH	Decreased-1,028 SH
ISHARES TR	RUS 1000 GRW ETF	$374K	0.2%Prev: 0.7%	1,745 SH	Decreased-2,257 SH
ISHARES TR	RUS 1000 VAL ETF	$286K	0.2%Prev: 0.5%	1,885 SH	Decreased-2,933 SH
ISHARES TR	RUS 2000 VAL ETF	$408K	0.3%Prev: 0.3%	2,941 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$306K	0.2%Prev: 0.2%	3,658 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$1.9M	1.2%Prev: 2.9%	28,195 SH	Decreased-32,523 SH
ISHARES TR	RUSSELL 2000 ETF	$658K	0.4%Prev: 2.0%	3,776 SH	Decreased-11,620 SH
ISHARES TR	S&P 100 ETF	$2.4M	1.5%Prev: 1.8%	14,302 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$3.4M	2.2%Prev: 2.7%	58,945 SH	Decreased+2,259 SH
ISHARES TR	S&P 500 VAL ETF	$2.7M	1.7%Prev: 1.7%	18,653 SH	Decreased-675 SH
ISHARES TR	SELECT DIVID ETF	$27.7M	17.4%Prev: 14.4%	229,685 SH	Increased+24,956 SH
JOHNSON & JOHNSON	COM	$1.3M	0.8%	7,112 SH	New
JPMORGAN CHASE & CO.	COM	$309K	0.2%	2,301 SH	New
LOWES COS INC	COM	$329K	0.2%Prev: 0.2%	1,650 SH	Decreased
MEDTRONIC PLC	SHS	$225K	0.1%	2,889 SH	New
MICROSOFT CORP	COM	$7.8M	4.9%Prev: 2.8%	32,557 SH	Increased+17,848 SH
NIKE INC	CL B	$818K	0.5%Prev: 0.3%	6,995 SH	Increased+3,350 SH
NORFOLK SOUTHN CORP	COM	$222K	0.1%	900 SH	New
PEPSICO INC	COM	$2.0M	1.3%Prev: 0.6%	11,022 SH	Increased+5,250 SH
PFIZER INC	COM	$577K	0.4%	11,251 SH	New
PROCTER AND GAMBLE CO	COM	$2.1M	1.3%Prev: 0.7%	13,683 SH	Increased+6,678 SH
PROGRESSIVE CORP	COM	$1.5M	0.9%	11,380 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.0M	1.2%Prev: 1.2%	5,951 SH	Decreased
STARBUCKS CORP	COM	$297K	0.2%	2,991 SH	New
STRYKER CORPORATION	COM	$1.4M	0.9%Prev: 0.2%	5,610 SH	Increased+4,118 SH
VANGUARD INDEX FDS	GROWTH ETF	$285K	0.2%Prev: 0.2%	1,339 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$592K	0.4%Prev: 0.8%	15,182 SH	Decreased-13,840 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	1.7%Prev: 1.7%	17,629 SH	Decreased+137 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$508K	0.3%Prev: 0.1%	12,114 SH	Increased+7,971 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.1M	0.7%Prev: 0.8%	18,464 SH	Decreased-3,648 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $587K
COINBASE GLOBAL INC — $359K
INTEL CORP — $286K
ISHARES TR — $4.5M
ISHARES TR — $1.9M
JPMORGAN CHASE & CO — $203K
META PLATFORMS INC — $370K
SPDR INDEX SHS FDS — $4.0M
SPDR S&P 500 ETF TR — $353K

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