Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025

Callan Family Office, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.17 Trillion distributed in 931 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147B, Nvidia Corp with a value of $124B, Ishares Core S&P 500 ETF with a value of $115B, Apple Inc. with a value of $96.5B, and Amazon Com Inc with a value of $78.9B.

Examining the 13F form we can see an increase of $1.84T in the current position value, from $1.33T to 3.17T.

Callan Family Office, LLC is based out at Radnor, PA

Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.17 Trillion
Technology: $719 Billion
ETFs: $574 Billion
Financial Services: $455 Billion
Healthcare: $286 Billion
Industrials: $253 Billion
Communication Services: $247 Billion
Consumer Cyclical: $244 Billion
Consumer Defensive: $118 Billion
Other: $211 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.7B
$9.6 Billion 0.3% of portfolio
18,840
Q2 2025 Added 197.49%
$313B
$9.29 Billion 0.29% of portfolio
64,898
Q2 2025 Added 81.97%
$278B
$9.24 Billion 0.29% of portfolio
133,154
Q2 2025 Added 152.2%
$290B
$9.09 Billion 0.29% of portfolio
128,434
Q2 2025 Added 164.21%
$10.1B
$9.15 Billion 0.29% of portfolio
33,447
Q2 2025 Added 936.47%
$64.5B
$8.98 Billion 0.28% of portfolio
31,830
Q2 2025 Added 141.47%
$463B
$8.57 Billion 0.27% of portfolio
56,136
Q2 2025 Added 73.45%
$86.7B
$8.64 Billion 0.27% of portfolio
44,593
Q2 2025 Added 112.92%
$147B
$8.64 Billion 0.27% of portfolio
30,956
Q2 2025 Added 110.46%
$480B
$8.21 Billion 0.26% of portfolio
76,155
Q2 2025 Added 131.83%
$212B
$8.21 Billion 0.26% of portfolio
66,172
Q2 2025 Added 211.87%
$97.1B
$8.35 Billion 0.26% of portfolio
121,108
Q2 2025 Added 277.81%
$43.1B
$8.21 Billion 0.26% of portfolio
20,091
Q2 2025 Added 223.11%
$427B
$8.21 Billion 0.26% of portfolio
22,382
Q2 2025 Added 132.83%
$50.4B
$7.78 Billion 0.25% of portfolio
7,477
Q2 2025 Added 61.42%
$36.3B
$7.8 Billion 0.25% of portfolio
110,828
Q2 2025 Added 226.19%
$130B
$7.95 Billion 0.25% of portfolio
53,172
Q2 2025 Added 36.58%
$42.8B
$7.88 Billion 0.25% of portfolio
759,524
Q2 2025 Added 263.73%
$29.4B
$7.6 Billion 0.24% of portfolio
14,216
Q2 2025 Added 982.71%
$251B
$7.47 Billion 0.24% of portfolio
23,434
Q2 2025 Added 86.1%
$298B
$7.51 Billion 0.24% of portfolio
31,500
Q2 2025 Added 190.54%
$177B
$7.69 Billion 0.24% of portfolio
37,052
Q2 2025 Added 143.54%
$131B
$7.5 Billion 0.24% of portfolio
108,592
Q2 2025 Added 224.4%
$99.4B
$7.44 Billion 0.23% of portfolio
16,715
Q2 2025 Added 202.97%
$221B
$7.26 Billion 0.23% of portfolio
1,254
Q2 2025 Added 236.19%
$184B
$7.21 Billion 0.23% of portfolio
77,251
Q2 2025 Added 203.06%
$120B
$6.95 Billion 0.22% of portfolio
22,542
Q2 2025 Added 375.27%
$306B
$7.03 Billion 0.22% of portfolio
23,103
Q2 2025 Added 235.46%
$258B
$6.96 Billion 0.22% of portfolio
98,803
Q2 2025 Added 131.74%
$1.1B
$7.1 Billion 0.22% of portfolio
126,455
Q2 2025 Added 68.59%
$5.61B
$6.87 Billion 0.22% of portfolio
42,562
Q2 2025 Added 1,194.46%
$44B
$6.88 Billion 0.22% of portfolio
163,767
Q2 2025 Added 224.85%
$168B
$6.94 Billion 0.22% of portfolio
17,945
Q2 2025 Added 80.81%
$50.9B
$7.01 Billion 0.22% of portfolio
54,984
Q2 2025 Added 53.17%
$238B
$6.73 Billion 0.21% of portfolio
17,335
Q2 2025 Added 279.32%
$128B
$6.73 Billion 0.21% of portfolio
32,111
Q2 2025 Added 239.66%
$145B
$6.66 Billion 0.21% of portfolio
18,644
Q2 2025 Added 161.05%
$64.4B
$6.54 Billion 0.21% of portfolio
25,546
Q2 2025 Added 197.22%
$5.26B
$6.72 Billion 0.21% of portfolio
92,267
Q2 2025 Added 1,312.97%
$185B
$6.5 Billion 0.21% of portfolio
16,033
Q2 2025 Added 34.88%
$7.65B
$6.75 Billion 0.21% of portfolio
27,463
Q2 2025 Added 1,127.67%
$390B
$6.5 Billion 0.21% of portfolio
35,000
Q2 2025 Added 89.06%
$119B
$6.43 Billion 0.2% of portfolio
93,526
Q2 2025 Added 244.95%
$21.5B
$6.45 Billion 0.2% of portfolio
27,477
Q2 2025 Added 238.51%
$8.25B
$6.23 Billion 0.2% of portfolio
88,099
Q2 2025 Added 1,241.75%
$60.8B
$6.35 Billion 0.2% of portfolio
31,036
Q2 2025 Added 677.84%
$61.6B
$6.28 Billion 0.2% of portfolio
19,603
Q2 2025 Added 83.96%
$331B
$6.34 Billion 0.2% of portfolio
46,472
Q2 2025 Added 251.47%
$71.9B
$6.2 Billion 0.2% of portfolio
98,723
Q2 2025 Added 256.37%

Summary

  • Portfolio
  • No. of Stocks 931
  • Current Value $3.17 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 398 stocks
  • Additional Purchases 483 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email