St. Clair Advisors, LLC - Portfolio overview

St. Clair Advisors, LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 30.16%
2. IEMG - ISHARES INC, 5.58%
3. AAPL - APPLE INC, 5.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.