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: $229.3M78 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$418K	0.2%	3,976 SH	New
ABBOTT LABS	COM	$1.4M	0.6%Prev: 0.3%	14,078 SH	Increased+10,017 SH
ABBVIE INC	COM	$808K	0.4%Prev: 0.3%	5,073 SH	Increased+2,054 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$557K	0.2%	1,950 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.8%Prev: 0.3%	18,712 SH	Increased+18,577 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.7%Prev: 0.2%	15,322 SH	Increased+15,213 SH
AMAZON COM INC	COM	$945K	0.4%Prev: 0.4%	9,147 SH	Increased+8,962 SH
AMERICAN TOWER CORP NEW	COM	$409K	0.2%	2,000 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$293K	0.1%	2,000 SH	New
AMGEN INC	COM	$677K	0.3%	2,800 SH	New
APPLE INC	COM	$14.4M	6.3%Prev: 3.4%	87,104 SH	Increased+58,190 SH
BLACKSTONE INC	COM	$610K	0.3%	6,950 SH	New
BOEING CO	COM	$436K	0.2%	2,053 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.6M	0.7%Prev: 0.5%	23,440 SH	Increased+13,670 SH
CISCO SYS INC	COM	$613K	0.3%Prev: 0.2%	11,734 SH	Increased+5,638 SH
COCA COLA CO	COM	$2.8M	1.2%	45,700 SH	New
COMCAST CORP NEW	CL A	$254K	0.1%Prev: 0.2%	6,697 SH	Decreased+697 SH
COSTCO WHSL CORP NEW	COM	$994K	0.4%	2,000 SH	New
CVS HEALTH CORP	COM	$867K	0.4%	11,673 SH	New
DANAHER CORPORATION	COM	$559K	0.2%	2,216 SH	New
DEERE & CO	COM	$248K	0.1%Prev: 0.2%	600 SH	Decreased-100 SH
DISNEY WALT CO	COM	$401K	0.2%	4,000 SH	New
EATON CORP PLC	SHS	$2.2M	1.0%	12,981 SH	New
EDISON INTL	COM	$483K	0.2%Prev: 0.3%	6,837 SH	Increased+286 SH
EXXON MOBIL CORP	COM	$2.0M	0.9%	18,158 SH	New
FEDEX CORP	COM	$619K	0.3%	2,709 SH	New
FIFTH THIRD BANCORP	COM	$266K	0.1%Prev: 0.3%	10,000 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$4.4M	1.9%	82,643 SH	New
GE AEROSPACE	COM NEW	$267K	0.1%	2,797 SH	New
GENERAL DYNAMICS CORP	COM	$399K	0.2%	1,750 SH	New
GENERAL MLS INC	COM	$1.1M	0.5%	12,600 SH	New
GILEAD SCIENCES INC	COM	$445K	0.2%	5,360 SH	New
GRAINGER W W INC	COM	$413K	0.2%	600 SH	New
INTEL CORP	COM	$974K	0.4%	29,800 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.8%	14,153 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.8%Prev: 0.7%	6,954 SH	Increased+2,846 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.5%Prev: 0.5%	11,751 SH	Increased+5,175 SH
ISHARES TR	CORE S&P US GWT	$463K	0.2%	5,215 SH	New
ISHARES TR	CORE S&P500 ETF	$66.5M	29.0%Prev: 44.0%	161,878 SH	Increased+19,283 SH
ISHARES TR	MSCI EMG MKT ETF	$756K	0.3%Prev: 0.8%	19,147 SH	Decreased-5,405 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%	10,988 SH	New
ISHARES TR	RUS 1000 ETF	$2.9M	1.3%Prev: 2.3%	12,986 SH	Decreased-549 SH
ISHARES TR	RUS 1000 GRW ETF	$482K	0.2%	1,974 SH	New
ISHARES TR	RUS 2000 VAL ETF	$403K	0.2%Prev: 0.3%	2,941 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$333K	0.1%Prev: 0.2%	3,658 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.9%Prev: 1.6%	27,984 SH	Decreased-1,440 SH
ISHARES TR	RUSSELL 2000 ETF	$582K	0.3%Prev: 0.4%	3,262 SH	Increased+652 SH
ISHARES TR	S&P 100 ETF	$2.7M	1.2%Prev: 2.0%	14,302 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$3.8M	1.6%Prev: 3.0%	58,954 SH	Decreased+1,573 SH
ISHARES TR	S&P 500 VAL ETF	$2.8M	1.2%Prev: 2.0%	18,653 SH	Decreased-675 SH
ISHARES TR	SELECT DIVID ETF	$27.6M	12.1%Prev: 17.7%	235,789 SH	Increased+32,450 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.0M	3.5%	147,086 SH	New
JOHNSON & JOHNSON	COM	$2.7M	1.2%	17,407 SH	New
JPMORGAN CHASE & CO.	COM	$691K	0.3%	5,301 SH	New
LOWES COS INC	COM	$1.1M	0.5%Prev: 0.2%	5,650 SH	Increased+4,000 SH
MCDONALDS CORP	COM	$228K	0.1%	815 SH	New
MEDTRONIC PLC	SHS	$994K	0.4%	12,335 SH	New
MERCK & CO INC	COM	$447K	0.2%	4,200 SH	New
MICROSOFT CORP	COM	$15.9M	6.9%Prev: 2.9%	55,057 SH	Increased+41,011 SH
NIKE INC	CL B	$1.8M	0.8%Prev: 0.3%	14,395 SH	Increased+10,800 SH
NORFOLK SOUTHN CORP	COM	$827K	0.4%	3,900 SH	New
NOVARTIS AG	SPONSORED ADR	$570K	0.2%	6,191 SH	New
PALO ALTO NETWORKS INC	COM	$1.4M	0.6%	6,850 SH	New
PEPSICO INC	COM	$3.6M	1.6%Prev: 0.7%	19,732 SH	Increased+13,710 SH
PFIZER INC	COM	$1.2M	0.5%	30,321 SH	New
PROCTER AND GAMBLE CO	COM	$3.1M	1.4%Prev: 0.7%	20,833 SH	Increased+14,428 SH
PROGRESSIVE CORP	COM	$10.7M	4.7%	74,580 SH	New
RTX CORPORATION	COM	$206K	0.1%	2,100 SH	New
SALESFORCE INC	COM	$400K	0.2%	2,000 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.0M	0.9%Prev: 1.4%	5,951 SH	Decreased
STARBUCKS CORP	COM	$1.5M	0.6%	13,991 SH	New
STRYKER CORPORATION	COM	$2.9M	1.2%Prev: 0.3%	10,010 SH	Increased+8,600 SH
VANGUARD INDEX FDS	GROWTH ETF	$334K	0.1%Prev: 0.3%	1,339 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$614K	0.3%Prev: 0.5%	15,188 SH	Decreased-982 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	1.2%Prev: 2.0%	17,634 SH	Decreased-239 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$549K	0.2%	12,159 SH	New
VISA INC	COM CL A	$213K	0.1%	943 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$1.0M	0.4%Prev: 1.0%	16,664 SH	Decreased-5,448 SH

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $328K
CARNIVAL CORP — $506K
ISHARES TR — $5.8M
ISHARES TR — $623K
SPDR INDEX SHS FDS — $3.9M

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