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: $375.8M82 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$737K	0.2%Prev: 0.2%	5,077 SH	Decreased
ABBOTT LABS	COM	$1.7M	0.4%Prev: 0.6%	16,410 SH	Decreased+1,250 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$434K	0.1%Prev: 0.2%	2,190 SH	Decreased+230 SH
ALPHABET INC	CAP STK CL A	$6.2M	1.6%Prev: 0.8%	21,465 SH	Increased+2,055 SH
ALPHABET INC	CAP STK CL C	$4.8M	1.3%Prev: 0.8%	16,694 SH	Increased-875 SH
AMAZON COM INC	COM	$2.9M	0.8%Prev: 0.5%	14,163 SH	Increased+4,965 SH
AMERICAN TOWER CORP NEW	COM	$2.2M	0.6%Prev: 0.8%	12,623 SH	Decreased+95 SH
AMERICAN WTR WKS CO INC NEW	COM	$272K	0.1%Prev: 0.1%	2,000 SH	Decreased
AMGEN INC	COM	$968K	0.3%Prev: 0.2%	2,750 SH	Increased-50 SH
APPLE INC	COM	$20.8M	5.5%Prev: 5.6%	81,796 SH	Increased-8,937 SH
BANK AMERICA CORP	COM	$271K	0.1%Prev: 0.1%	5,560 SH	Increased
BLACKSTONE INC	COM	$2.2M	0.6%Prev: 0.8%	19,190 SH	Decreased-669 SH
CISCO SYS INC	COM	$1.6M	0.4%Prev: 0.4%	20,905 SH	Increased-4,884 SH
COCA COLA CO	COM	$3.9M	1.0%Prev: 1.0%	50,917 SH	Increased+100 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.5%Prev: 0.5%	1,975 SH	Increased
CVS HEALTH CORP	COM	$287K	0.1%Prev: 0.1%	4,000 SH	Decreased-2,000 SH
DANAHER CORPORATION	COM	$473K	0.1%Prev: 0.1%	2,493 SH	Decreased
DEERE & CO	COM	$284K	0.1%Prev: 0.1%	504 SH	Increased+4 SH
DISNEY WALT CO	COM	$374K	0.1%Prev: 0.1%	3,883 SH	Decreased-150 SH
EATON CORP PLC	SHS	$5.2M	1.4%Prev: 1.1%	14,519 SH	Increased+725 SH
EDISON INTL	COM	$220K	0.1%Prev: 0.1%	3,000 SH	Decreased-2,000 SH
EXXON MOBIL CORP	COM	$3.6M	1.0%Prev: 0.7%	21,266 SH	Increased-12 SH
FEDEX CORP	COM	$1.1M	0.3%Prev: 0.2%	3,008 SH	Increased+100 SH
GE AEROSPACE	COM NEW	$848K	0.2%Prev: 0.2%	2,990 SH	Increased+193 SH
GE VERNOVA INC	COM	$608K	0.2%Prev: 0.1%	696 SH	Increased
GENERAL DYNAMICS CORP	COM	$601K	0.2%Prev: 0.1%	1,750 SH	Increased
GENERAL MLS INC	COM	$521K	0.1%Prev: 0.2%	13,986 SH	Decreased
GILEAD SCIENCES INC	COM	$727K	0.2%Prev: 0.2%	5,219 SH	Increased
GRAINGER W W INC	COM	$654K	0.2%Prev: 0.2%	600 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$4.0M	1.1%Prev: 1.1%	16,301 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$21.5M	5.7%Prev: 5.1%	308,187 SH	Increased-27,504 SH
ISHARES TR	BROAD USD HIGH	$554K	0.1%	15,031 SH	New
ISHARES TR	CORE MSCI EAFE	$12.6M	3.4%Prev: 1.5%	139,459 SH	Increased+66,618 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.6%Prev: 0.5%	31,675 SH	Increased-1,650 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.6%Prev: 0.4%	18,327 SH	Increased+4,116 SH
ISHARES TR	CORE S&P US GWT	$1.7M	0.5%Prev: 0.2%	11,054 SH	Increased+5,132 SH
ISHARES TR	CORE S&P500 ETF	$116.2M	30.9%Prev: 31.4%	177,961 SH	Increased-21,518 SH
ISHARES TR	MSCI EAFE ETF	$609K	0.2%	6,271 SH	New
ISHARES TR	RUS 1000 ETF	$11.7M	3.1%Prev: 1.4%	32,760 SH	Increased+16,959 SH
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.4%Prev: 0.3%	3,324 SH	Increased+583 SH
ISHARES TR	RUS 1000 VAL ETF	$2.8M	0.7%Prev: 0.1%	13,039 SH	Increased+11,650 SH
ISHARES TR	RUS 2000 VAL ETF	$541K	0.1%Prev: 0.1%	2,856 SH	Increased-85 SH
ISHARES TR	RUS MD CP GR ETF	$469K	0.1%Prev: 0.1%	3,658 SH	Increased
ISHARES TR	RUS MID CAP ETF	$3.8M	1.0%Prev: 0.6%	39,470 SH	Increased+16,060 SH
ISHARES TR	RUSSELL 2000 ETF	$3.0M	0.8%Prev: 0.1%	12,154 SH	Increased+9,510 SH
ISHARES TR	S&P 100 ETF	$3.1M	0.8%Prev: 1.0%	9,740 SH	Decreased-3,100 SH
ISHARES TR	S&P 500 GRWT ETF	$5.4M	1.4%Prev: 1.3%	48,017 SH	Increased-2,813 SH
ISHARES TR	S&P 500 VAL ETF	$3.1M	0.8%Prev: 1.0%	14,519 SH	Decreased-4,134 SH
ISHARES TR	SELECT DIVID ETF	$4.5M	1.2%Prev: 7.7%	29,817 SH	Decreased-174,331 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.9M	4.2%Prev: 4.6%	279,654 SH	Decreased-5,963 SH
JOHNSON & JOHNSON	COM	$5.4M	1.4%Prev: 1.0%	21,970 SH	Increased+500 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.5%Prev: 0.4%	6,116 SH	Increased-244 SH
LOWES COS INC	COM	$1.3M	0.3%Prev: 0.4%	5,400 SH	Decreased-100 SH
MCDONALDS CORP	COM	$210K	0.1%Prev: 0.1%	677 SH	Decreased-138 SH
MEDTRONIC PLC	SHS	$1.1M	0.3%Prev: 0.3%	13,219 SH	Increased+2,057 SH
MERCK & CO INC	COM	$752K	0.2%Prev: 0.1%	6,248 SH	Increased+400 SH
MICROSOFT CORP	COM	$18.6M	5.0%Prev: 5.8%	50,344 SH	Decreased-4,599 SH
NIKE INC	CL B	$689K	0.2%Prev: 0.3%	13,036 SH	Decreased-3,095 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.3%Prev: 0.3%	3,847 SH	Increased-250 SH
NOVARTIS AG	SPONSORED ADR	$1.1M	0.3%Prev: 0.2%	7,092 SH	Increased
NVIDIA CORPORATION	COM	$1.9M	0.5%Prev: 0.3%	10,633 SH	Increased-744 SH
ORACLE CORP	COM	$250K	0.1%Prev: 0.1%	1,700 SH	Increased
PALO ALTO NETWORKS INC	COM	$2.9M	0.8%Prev: 0.8%	18,250 SH	Increased+2,500 SH
PEPSICO INC	COM	$3.6M	1.0%Prev: 1.0%	23,371 SH	Decreased-898 SH
PFIZER INC	COM	$1.1M	0.3%Prev: 0.3%	39,391 SH	Increased+3,424 SH
PROCTER AND GAMBLE CO	COM	$3.1M	0.8%Prev: 1.1%	21,741 SH	Decreased-1,560 SH
PROGRESSIVE CORP	COM	$13.1M	3.5%Prev: 5.7%	66,286 SH	Decreased-5,735 SH
SALESFORCE INC	COM	$1.0M	0.3%Prev: 0.4%	5,459 SH	Decreased+185 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.8M	2.3%	355,244 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	0.7%Prev: 0.7%	5,869 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$395K	0.1%	607 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$8.9M	2.4%	88,450 SH	New
STARBUCKS CORP	COM	$1.4M	0.4%Prev: 0.4%	15,534 SH	Decreased
STRYKER CORPORATION	COM	$3.4M	0.9%Prev: 1.1%	10,218 SH	Decreased-375 SH
VANGUARD INDEX FDS	GROWTH ETF	$352K	0.1%Prev: 0.1%	807 SH	Increased-34 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$289K	0.1%	900 SH	New
VANGUARD INDEX FDS	VALUE ETF	$258K	0.1%Prev: 0.1%	1,316 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$456K	0.1%Prev: 0.1%	8,442 SH	Increased+922 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	0.8%Prev: 0.9%	14,339 SH	Decreased-1,984 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$838K	0.2%Prev: 0.2%	13,071 SH	Increased+396 SH
VISA INC	COM CL A	$781K	0.2%Prev: 0.3%	2,583 SH	Decreased
WISDOMTREE TR	US LARGECAP DIVD	$1.4M	0.4%Prev: 0.3%	15,664 SH	Increased-50 SH

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $231K
BRISTOL-MYERS SQUIBB CO — $366K
FLEXSHARES TR — $7.1M
META PLATFORMS INC — $475K
NORDSON CORP — $1.9M

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