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: $253.6M79 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$475K	0.2%	5,077 SH	New
ABBOTT LABS	COM	$1.5M	0.6%Prev: 0.3%	15,633 SH	Increased+11,155 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$599K	0.2%	1,950 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	1.0%Prev: 0.2%	19,812 SH	Increased+17,112 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.9%Prev: 0.2%	16,422 SH	Increased+14,002 SH
AMAZON COM INC	COM	$1.2M	0.5%Prev: 0.3%	9,813 SH	Increased+6,373 SH
AMERICAN TOWER CORP NEW	COM	$665K	0.3%	4,045 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$248K	0.1%	2,000 SH	New
AMGEN INC	COM	$753K	0.3%	2,800 SH	New
APPLE INC	COM	$16.0M	6.3%Prev: 3.2%	93,646 SH	Increased+64,646 SH
BLACKSTONE INC	COM	$911K	0.4%	8,504 SH	New
BOEING CO	COM	$335K	0.1%	1,746 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.6%Prev: 0.6%	24,133 SH	Increased+14,063 SH
CISCO SYS INC	COM	$631K	0.2%Prev: 0.2%	11,734 SH	Increased+6,630 SH
COCA COLA CO	COM	$2.8M	1.1%	49,928 SH	New
COMCAST CORP NEW	CL A	$355K	0.1%	8,000 SH	New
COSTCO WHSL CORP NEW	COM	$1.1M	0.4%	2,000 SH	New
CVS HEALTH CORP	COM	$854K	0.3%	12,227 SH	New
DANAHER CORPORATION	COM	$619K	0.2%	2,493 SH	New
DEERE & CO	COM	$226K	0.1%Prev: 0.2%	600 SH	Increased
DISNEY WALT CO	COM	$324K	0.1%	4,000 SH	New
EATON CORP PLC	SHS	$2.9M	1.2%	13,674 SH	New
EDISON INTL	COM	$397K	0.2%Prev: 0.3%	6,277 SH	Increased-409 SH
EXXON MOBIL CORP	COM	$2.5M	1.0%	21,278 SH	New
FEDEX CORP	COM	$773K	0.3%	2,917 SH	New
FIFTH THIRD BANCORP	COM	$253K	0.1%Prev: 0.3%	10,000 SH	Decreased
FLEXSHARES TR	GLB QLT R/E IDX	$4.3M	1.7%	88,314 SH	New
GE AEROSPACE	COM NEW	$347K	0.1%	3,135 SH	New
GENERAL DYNAMICS CORP	COM	$387K	0.2%	1,750 SH	New
GENERAL MLS INC	COM	$895K	0.4%	13,986 SH	New
GILEAD SCIENCES INC	COM	$466K	0.2%	6,219 SH	New
GRAINGER W W INC	COM	$446K	0.2%	645 SH	New
INTEL CORP	COM	$1.2M	0.5%	33,265 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	0.9%	16,301 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.8M	0.7%Prev: 1.1%	7,119 SH	Increased+785 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.5%Prev: 0.6%	13,848 SH	Increased+5,903 SH
ISHARES TR	CORE S&P US GWT	$492K	0.2%	5,184 SH	New
ISHARES TR	CORE S&P500 ETF	$70.7M	27.9%Prev: 44.7%	164,671 SH	Increased+8,800 SH
ISHARES TR	MSCI EAFE ETF	$338K	0.1%	4,898 SH	New
ISHARES TR	MSCI EMG MKT ETF	$875K	0.3%Prev: 0.6%	23,046 SH	Increased+2,492 SH
ISHARES TR	NATIONAL MUN ETF	$851K	0.3%Prev: 0.2%	8,297 SH	Increased+5,532 SH
ISHARES TR	RUS 1000 ETF	$3.5M	1.4%Prev: 2.0%	14,926 SH	Increased+2,116 SH
ISHARES TR	RUS 1000 GRW ETF	$837K	0.3%Prev: 0.2%	3,146 SH	Increased+2,069 SH
ISHARES TR	RUS 2000 VAL ETF	$399K	0.2%Prev: 0.3%	2,941 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$334K	0.1%Prev: 0.2%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.0M	0.8%Prev: 1.4%	29,072 SH	Increased+1,088 SH
ISHARES TR	RUSSELL 2000 ETF	$677K	0.3%Prev: 0.4%	3,829 SH	Increased+732 SH
ISHARES TR	S&P 100 ETF	$2.9M	1.1%Prev: 1.9%	14,302 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$4.0M	1.6%Prev: 2.7%	57,885 SH	Increased-1,045 SH
ISHARES TR	S&P 500 VAL ETF	$2.9M	1.1%Prev: 2.0%	18,653 SH	Increased-675 SH
ISHARES TR	SELECT DIVID ETF	$27.5M	10.8%Prev: 19.3%	255,553 SH	Increased+29,914 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.5M	5.7%	270,715 SH	New
JOHNSON & JOHNSON	COM	$3.1M	1.2%	20,224 SH	New
JPMORGAN CHASE & CO.	COM	$849K	0.3%	5,855 SH	New
LOWES COS INC	COM	$1.2M	0.5%Prev: 0.2%	5,650 SH	Increased+4,000 SH
MCDONALDS CORP	COM	$215K	0.1%	815 SH	New
MEDTRONIC PLC	SHS	$967K	0.4%	12,335 SH	New
MERCK & CO INC	COM	$575K	0.2%	5,586 SH	New
META PLATFORMS INC	CL A	$311K	0.1%	1,036 SH	New
MICROSOFT CORP	COM	$19.4M	7.7%Prev: 2.8%	61,514 SH	Increased+46,633 SH
NIKE INC	CL B	$1.7M	0.7%Prev: 0.2%	17,603 SH	Increased+14,008 SH
NORFOLK SOUTHN CORP	COM	$836K	0.3%	4,247 SH	New
NOVARTIS AG	SPONSORED ADR	$722K	0.3%	7,092 SH	New
NVIDIA CORPORATION	COM	$331K	0.1%	762 SH	New
PALO ALTO NETWORKS INC	COM	$1.6M	0.6%	6,995 SH	New
PEPSICO INC	COM	$4.1M	1.6%Prev: 1.0%	24,415 SH	Increased+16,853 SH
PFIZER INC	COM	$1.2M	0.5%	36,567 SH	New
PROCTER AND GAMBLE CO	COM	$3.4M	1.3%Prev: 0.6%	23,055 SH	Increased+17,573 SH
PROGRESSIVE CORP	COM	$11.6M	4.6%	83,545 SH	New
SALESFORCE INC	COM	$435K	0.2%	2,147 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.0M	0.8%Prev: 1.4%	5,951 SH	Increased
STARBUCKS CORP	COM	$1.5M	0.6%	16,070 SH	New
STRYKER CORPORATION	COM	$2.9M	1.2%Prev: 0.2%	10,703 SH	Increased+9,293 SH
VANGUARD INDEX FDS	GROWTH ETF	$365K	0.1%Prev: 0.2%	1,339 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$600K	0.2%Prev: 0.4%	15,301 SH	Increased+251 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	1.1%Prev: 1.9%	17,514 SH	Increased-109 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$540K	0.2%Prev: 0.3%	12,360 SH	Increased+385 SH
VISA INC	COM CL A	$469K	0.2%	2,040 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$979K	0.4%Prev: 0.9%	15,914 SH	Decreased-4,998 SH

Sold (vs prior filing)

ABBVIE INC — $352K
CARNIVAL CORP — $232K
ISHARES TR — $4.3M
SPDR INDEX SHS FDS — $3.1M

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