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: $387.5M81 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$813K	0.2%Prev: 0.2%	5,077 SH	Increased
ABBOTT LABS	COM	$2.1M	0.5%Prev: 0.6%	16,410 SH	Increased+740 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$586K	0.2%Prev: 0.2%	2,185 SH	Decreased+235 SH
ALPHABET INC	CAP STK CL A	$7.0M	1.8%Prev: 0.9%	22,295 SH	Increased+2,883 SH
ALPHABET INC	CAP STK CL C	$5.3M	1.4%Prev: 0.8%	17,019 SH	Increased+597 SH
AMAZON COM INC	COM	$3.1M	0.8%Prev: 0.5%	13,514 SH	Increased+3,776 SH
AMERICAN TOWER CORP NEW	COM	$2.2M	0.6%Prev: 0.3%	12,603 SH	Increased+8,266 SH
AMERICAN WTR WKS CO INC NEW	COM	$261K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$916K	0.2%Prev: 0.3%	2,800 SH	Increased
APPLE INC	COM	$22.9M	5.9%Prev: 6.2%	84,225 SH	Increased-8,519 SH
BANK AMERICA CORP	COM	$306K	0.1%	5,560 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$205K	0.1%	408 SH	New
BLACKSTONE INC	COM	$3.1M	0.8%Prev: 0.9%	20,059 SH	Increased+220 SH
CISCO SYS INC	COM	$2.0M	0.5%Prev: 0.4%	26,309 SH	Increased+1,409 SH
COCA COLA CO	COM	$3.6M	0.9%Prev: 1.0%	50,817 SH	Increased+889 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.4%Prev: 0.5%	1,975 SH	Increased-25 SH
CVS HEALTH CORP	COM	$478K	0.1%Prev: 0.3%	6,022 SH	Decreased-6,822 SH
DANAHER CORPORATION	COM	$571K	0.1%Prev: 0.2%	2,493 SH	Decreased
DEERE & CO	COM	$235K	0.1%Prev: 0.1%	504 SH	Decreased-96 SH
DISNEY WALT CO	COM	$459K	0.1%Prev: 0.1%	4,033 SH	Increased+33 SH
EATON CORP PLC	SHS	$4.4M	1.1%Prev: 1.1%	13,969 SH	Increased+295 SH
EDISON INTL	COM	$240K	0.1%Prev: 0.2%	4,000 SH	Decreased-2,349 SH
EXXON MOBIL CORP	COM	$2.6M	0.7%Prev: 0.7%	21,440 SH	Increased+162 SH
FEDEX CORP	COM	$840K	0.2%Prev: 0.3%	2,908 SH	Increased-9 SH
GE AEROSPACE	COM NEW	$921K	0.2%Prev: 0.1%	2,990 SH	Increased-145 SH
GE VERNOVA INC	COM	$486K	0.1%	744 SH	New
GENERAL DYNAMICS CORP	COM	$589K	0.2%Prev: 0.2%	1,750 SH	Increased
GENERAL MLS INC	COM	$650K	0.2%Prev: 0.3%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$641K	0.2%Prev: 0.1%	5,219 SH	Increased
GRAINGER W W INC	COM	$605K	0.2%Prev: 0.2%	600 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$4.8M	1.2%Prev: 0.9%	16,301 SH	Increased
ISHARES INC	CORE MSCI EMKT	$21.7M	5.6%	322,492 SH	New
ISHARES TR	CORE MSCI EAFE	$6.7M	1.7%	74,843 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.5%Prev: 0.7%	32,207 SH	Increased+25,173 SH
ISHARES TR	CORE S&P SCP ETF	$2.0M	0.5%Prev: 0.5%	16,394 SH	Increased+2,391 SH
ISHARES TR	CORE S&P US GWT	$1.3M	0.3%Prev: 0.2%	7,998 SH	Increased+2,287 SH
ISHARES TR	CORE S&P500 ETF	$137.6M	35.5%Prev: 30.2%	200,832 SH	Increased+17,251 SH
ISHARES TR	MSCI EAFE ETF	$267K	0.1%Prev: 0.8%	2,785 SH	Decreased-26,662 SH
ISHARES TR	RUS 1000 ETF	$5.0M	1.3%Prev: 1.7%	13,278 SH	Increased-5,345 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.3%Prev: 0.6%	2,734 SH	Decreased-2,808 SH
ISHARES TR	RUS 2000 VAL ETF	$518K	0.1%Prev: 0.2%	2,856 SH	Increased-85 SH
ISHARES TR	RUS MD CP GR ETF	$501K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.4M	0.6%Prev: 1.4%	24,925 SH	Decreased-26,291 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.3%Prev: 0.3%	4,592 SH	Increased-29 SH
ISHARES TR	S&P 100 ETF	$4.0M	1.0%Prev: 1.1%	11,540 SH	Increased-2,762 SH
ISHARES TR	S&P 500 GRWT ETF	$6.2M	1.6%Prev: 1.4%	50,050 SH	Increased-4,627 SH
ISHARES TR	S&P 500 VAL ETF	$3.3M	0.9%Prev: 1.1%	15,669 SH	Increased-2,984 SH
ISHARES TR	SELECT DIVID ETF	$4.2M	1.1%Prev: 7.8%	29,926 SH	Decreased-164,183 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.1M	3.9%Prev: 5.3%	264,308 SH	Decreased-16,791 SH
JOHNSON & JOHNSON	COM	$4.5M	1.2%Prev: 1.1%	21,970 SH	Increased+1,746 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.5%Prev: 0.3%	6,191 SH	Increased+336 SH
LOWES COS INC	COM	$1.3M	0.3%Prev: 0.4%	5,500 SH	Increased-150 SH
MCDONALDS CORP	COM	$253K	0.1%Prev: 0.1%	827 SH	Increased+12 SH
MEDTRONIC PLC	SHS	$1.4M	0.4%Prev: 0.4%	14,662 SH	Increased+2,327 SH
MERCK & CO INC	COM	$660K	0.2%Prev: 0.2%	6,268 SH	Increased+882 SH
META PLATFORMS INC	CL A	$545K	0.1%Prev: 0.1%	825 SH	Increased+103 SH
MICROSOFT CORP	COM	$25.1M	6.5%Prev: 7.8%	51,847 SH	Increased-8,527 SH
NIKE INC	CL B	$831K	0.2%Prev: 0.7%	13,036 SH	Decreased-4,709 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.3%Prev: 0.3%	4,097 SH	Increased-150 SH
NOVARTIS AG	SPONSORED ADR	$978K	0.3%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.5%Prev: 0.1%	10,559 SH	Increased+10,133 SH
ORACLE CORP	COM	$331K	0.1%	1,700 SH	New
PALO ALTO NETWORKS INC	COM	$3.1M	0.8%Prev: 0.7%	16,900 SH	Increased+9,905 SH
PEPSICO INC	COM	$3.6M	0.9%Prev: 1.4%	24,957 SH	Decreased+542 SH
PFIZER INC	COM	$954K	0.2%Prev: 0.4%	38,303 SH	Decreased+2,336 SH
PROCTER AND GAMBLE CO	COM	$3.3M	0.9%Prev: 1.2%	23,301 SH	Decreased+246 SH
PROGRESSIVE CORP	COM	$15.6M	4.0%Prev: 4.4%	68,492 SH	Increased-12,513 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.2%	5,349 SH	Increased+3,202 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.8M	0.7%Prev: 0.8%	5,869 SH	Increased-82 SH
SPDR S&P 500 ETF TR	TR UNIT	$414K	0.1%	607 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.7M	3.3%	129,257 SH	New
STARBUCKS CORP	COM	$1.3M	0.3%Prev: 0.5%	15,534 SH	Decreased-36 SH
STRYKER CORPORATION	COM	$3.7M	1.0%Prev: 1.1%	10,518 SH	Increased-185 SH
VANGUARD INDEX FDS	GROWTH ETF	$394K	0.1%Prev: 0.1%	807 SH	Decreased-532 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$302K	0.1%	900 SH	New
VANGUARD INDEX FDS	VALUE ETF	$251K	0.1%	1,316 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$415K	0.1%Prev: 0.1%	7,725 SH	Increased-755 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	0.8%Prev: 1.0%	14,335 SH	Increased-3,189 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$815K	0.2%Prev: 0.2%	13,049 SH	Increased+530 SH
VISA INC	COM CL A	$906K	0.2%Prev: 0.2%	2,583 SH	Increased+543 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.4M	0.4%Prev: 0.4%	15,714 SH	Increased-200 SH

Sold (vs prior filing)

BOEING CO — $455K
BRISTOL-MYERS SQUIBB CO — $696K
COMCAST CORP NEW — $1.1M
FIFTH THIRD BANCORP — $345K
FLEXSHARES TR — $5.2M
INTEL CORP — $1.7M
ISHARES TR — $1.4M
ISHARES TR — $1.5M

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