account_balance
Investment manager · 13F filer · SEC CIK 2056292
St. Clair Advisors, LLC
Reported value$402Mas of Sep 30, 2026
Positions81 3 new, 0 sold out
Top 10 weight69.2%IVV alone is 33%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
32.8%
AAPLApple Inc.
6.4%
MSFTMicrosoft Corp
6.2%Trimmed −2%
IEMGiShares Inc
5.9%Added +5%
IEFAiShares Tr
5.5%
PGRProgressive Corp
3.4%
JEPIJ P Morgan Exchange Traded F
3.1%−3%
RWRSPDR Series Trust
2.2%
GOOGLAlphabet Inc.
1.8%
PANWPalo Alto Networks Inc
1.8%
IVWiShares Tr
1.6%
ETNEaton Corp PLC
1.6%
IVViShares Tr
32.8%
AAPLApple Inc.
6.4%
MSFTMicrosoft Corp
6.2%
IEMGiShares Inc
5.9%+5%
IEFAiShares Tr
5.5%
JEPI3.1%
RWR2.2%
GOOGLIVW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 32.8% Held
AAPL Apple Inc. 6.4% HeldMSFT Microsoft Corp 6.2% Trimmed −2%IEMG iShares Inc 5.9% Added +5%
IEFA iShares Tr 5.5% Held
PGR Progressive Corp 3.4% HeldJEPI J P Morgan Exchange Traded F 3.1% Trimmed −3%
RWR SPDR Series Trust 2.2% Held
GOOGL Alphabet Inc. 1.8% HeldPANW Palo Alto Networks Inc 1.8% HeldIVW iShares Tr 1.6% Held
ETN Eaton Corp PLC 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.