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: $256.5M79 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$508K	0.2%	5,077 SH	New
ABBOTT LABS	COM	$1.5M	0.6%Prev: 0.3%	14,078 SH	Increased+10,435 SH
ABBVIE INC	COM	$683K	0.3%Prev: 0.3%	5,073 SH	Increased+2,452 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$602K	0.2%	1,950 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.9%Prev: 0.2%	19,512 SH	Increased+19,377 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.8%Prev: 0.2%	16,022 SH	Increased+15,913 SH
AMAZON COM INC	COM	$1.2M	0.5%Prev: 0.3%	9,158 SH	Increased+5,758 SH
AMERICAN TOWER CORP NEW	COM	$388K	0.2%	2,000 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$286K	0.1%	2,000 SH	New
AMGEN INC	COM	$622K	0.2%	2,800 SH	New
APPLE INC	COM	$17.8M	6.9%Prev: 3.2%	91,828 SH	Increased+62,914 SH
BLACKSTONE INC	COM	$698K	0.3%	7,504 SH	New
BOEING CO	COM	$369K	0.1%	1,746 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.6%Prev: 0.6%	24,133 SH	Increased+14,363 SH
CISCO SYS INC	COM	$607K	0.2%Prev: 0.2%	11,734 SH	Increased+6,630 SH
COCA COLA CO	COM	$3.0M	1.2%	49,928 SH	New
COMCAST CORP NEW	CL A	$278K	0.1%Prev: 0.2%	6,697 SH	Increased+697 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.4%	2,000 SH	New
CVS HEALTH CORP	COM	$845K	0.3%	12,227 SH	New
DANAHER CORPORATION	COM	$598K	0.2%	2,493 SH	New
DEERE & CO	COM	$243K	0.1%Prev: 0.2%	600 SH	Increased-100 SH
DISNEY WALT CO	COM	$382K	0.1%	4,277 SH	New
EATON CORP PLC	SHS	$2.7M	1.1%	13,674 SH	New
EDISON INTL	COM	$480K	0.2%Prev: 0.3%	6,906 SH	Increased+288 SH
EXXON MOBIL CORP	COM	$1.9M	0.8%	18,158 SH	New
FEDEX CORP	COM	$723K	0.3%	2,917 SH	New
FLEXSHARES TR	GLB QLT R/E IDX	$4.5M	1.8%	85,078 SH	New
GE AEROSPACE	COM NEW	$344K	0.1%	3,135 SH	New
GENERAL DYNAMICS CORP	COM	$377K	0.1%	1,750 SH	New
GENERAL MLS INC	COM	$1.1M	0.4%	13,986 SH	New
GILEAD SCIENCES INC	COM	$479K	0.2%	6,219 SH	New
GRAINGER W W INC	COM	$473K	0.2%	600 SH	New
INTEL CORP	COM	$1.1M	0.4%	33,265 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	0.9%	16,301 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.7%Prev: 0.8%	7,199 SH	Increased+2,840 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.5%Prev: 0.6%	13,323 SH	Increased+5,621 SH
ISHARES TR	CORE S&P US GWT	$509K	0.2%	5,215 SH	New
ISHARES TR	CORE S&P500 ETF	$72.8M	28.4%Prev: 42.1%	163,259 SH	Increased+25,889 SH
ISHARES TR	MSCI EMG MKT ETF	$781K	0.3%Prev: 1.2%	19,734 SH	Decreased-17,760 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.5%Prev: 0.2%	11,059 SH	Increased+8,309 SH
ISHARES TR	RUS 1000 ETF	$3.1M	1.2%Prev: 3.2%	12,810 SH	Decreased-6,260 SH
ISHARES TR	RUS 1000 GRW ETF	$763K	0.3%Prev: 0.4%	2,773 SH	Increased+329 SH
ISHARES TR	RUS 2000 VAL ETF	$414K	0.2%Prev: 0.3%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$353K	0.1%Prev: 0.2%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.8%Prev: 1.6%	26,984 SH	Increased-2,989 SH
ISHARES TR	RUSSELL 2000 ETF	$611K	0.2%Prev: 0.5%	3,262 SH	Increased-62 SH
ISHARES TR	S&P 100 ETF	$3.0M	1.2%Prev: 2.0%	14,302 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$4.2M	1.6%Prev: 2.9%	58,960 SH	Increased+30 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	1.2%Prev: 2.1%	18,653 SH	Increased-675 SH
ISHARES TR	SELECT DIVID ETF	$28.6M	11.2%Prev: 17.7%	252,685 SH	Increased+66,813 SH
ISHARES TR	US REGNL BKS ETF	$257K	0.1%	7,600 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.6M	4.5%	210,094 SH	New
JOHNSON & JOHNSON	COM	$3.3M	1.3%	20,224 SH	New
JPMORGAN CHASE & CO.	COM	$852K	0.3%	5,855 SH	New
LOWES COS INC	COM	$1.3M	0.5%Prev: 0.2%	5,650 SH	Increased+4,000 SH
MCDONALDS CORP	COM	$243K	0.1%	815 SH	New
MEDTRONIC PLC	SHS	$1.1M	0.4%	12,335 SH	New
MERCK & CO INC	COM	$645K	0.3%	5,586 SH	New
MICROSOFT CORP	COM	$20.3M	7.9%Prev: 2.9%	59,653 SH	Increased+45,707 SH
NIKE INC	CL B	$1.7M	0.6%Prev: 0.3%	15,049 SH	Increased+11,454 SH
NORFOLK SOUTHN CORP	COM	$963K	0.4%	4,247 SH	New
NOVARTIS AG	SPONSORED ADR	$716K	0.3%	7,092 SH	New
NVIDIA CORPORATION	COM	$271K	0.1%	640 SH	New
ORACLE CORP	COM	$216K	0.1%	1,814 SH	New
PALO ALTO NETWORKS INC	COM	$1.8M	0.7%	6,850 SH	New
PEPSICO INC	COM	$3.8M	1.5%Prev: 0.8%	20,425 SH	Increased+14,653 SH
PFIZER INC	COM	$1.3M	0.5%	36,567 SH	New
PROCTER AND GAMBLE CO	COM	$3.4M	1.3%Prev: 0.6%	22,260 SH	Increased+17,203 SH
PROGRESSIVE CORP	COM	$11.2M	4.4%	84,545 SH	New
SALESFORCE INC	COM	$423K	0.2%	2,000 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.0M	0.8%Prev: 1.5%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.6M	0.6%	16,070 SH	New
STRYKER CORPORATION	COM	$3.3M	1.3%Prev: 0.2%	10,703 SH	Increased+9,293 SH
VANGUARD INDEX FDS	GROWTH ETF	$379K	0.1%Prev: 0.2%	1,339 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$620K	0.2%Prev: 0.4%	15,234 SH	Increased+2,234 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.8M	1.1%Prev: 2.0%	17,509 SH	Increased+11 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$567K	0.2%	12,275 SH	New
VISA INC	COM CL A	$368K	0.1%	1,551 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$1.1M	0.4%Prev: 1.1%	16,664 SH	Decreased-5,448 SH

Sold (vs prior filing)

FIFTH THIRD BANCORP — $336K
ISHARES TR — $5.0M
ISHARES TR — $934K
NORWEGIAN CRUISE LINE HLDG L — $239K
SPDR INDEX SHS FDS — $3.2M

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