Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025

Callan Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 543 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.3B, Ishares Tr with a value of $57.4B, Apple Inc. with a value of $49.6B, Microsoft Corp with a value of $45.9B, and Ishares Core S&P Mid Cap ETF with a value of $30B.

Examining the 13F form we can see an decrease of $239B in the current position value, from $1.57T to 1.33T.

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 $1.33 Trillion
ETFs: $478 Billion
Technology: $223 Billion
Financial Services: $163 Billion
Healthcare: $123 Billion
Communication Services: $80.3 Billion
Consumer Cyclical: $76.7 Billion
Industrials: $62.8 Billion
Consumer Defensive: $39 Billion
Other: $67.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.6B
$1.9 Billion 0.14% of portfolio
139,830
Q1 2025 Reduced 13.23%
$173B
$1.74 Billion 0.13% of portfolio
26,943
Q1 2025 Reduced 25.64%
$36.7B
$1.7 Billion 0.13% of portfolio
22,716
Q1 2025 Reduced 48.09%
$48.6B
$1.79 Billion 0.13% of portfolio
23,944
Q1 2025 Reduced 2.3%
$137B
$1.67 Billion 0.13% of portfolio
27,113
Q1 2025 Reduced 2.82%
$56.8B
$1.68 Billion 0.13% of portfolio
70,434
Q1 2025 Reduced 9.0%
$211B
$1.72 Billion 0.13% of portfolio
373
Q1 2025 Reduced 49.11%
$30.6B
$1.72 Billion 0.13% of portfolio
67,835
Q1 2025 Reduced 32.85%
$25.1B
$1.79 Billion 0.13% of portfolio
8,117
Q1 2025 Added 519.62%
$291B
$1.7 Billion 0.13% of portfolio
6,351
Q1 2025 Reduced 2.14%
$136B
$1.69 Billion 0.13% of portfolio
25,483
Q1 2025 Reduced 18.58%
$71.6B
$1.66 Billion 0.12% of portfolio
27,702
Q1 2025 Reduced 26.8%
$149B
$1.54 Billion 0.12% of portfolio
4,137
Q1 2025 Reduced 6.11%
$55.9B
$1.54 Billion 0.12% of portfolio
3,175
Q1 2025 Reduced 18.88%
$182B
$1.58 Billion 0.12% of portfolio
10,529
Q1 2025 Reduced 16.58%
$63.2B
$1.56 Billion 0.12% of portfolio
24,532
Q1 2025 Reduced 17.04%
$123B
$1.61 Billion 0.12% of portfolio
9,454
Q1 2025 Added 89.19%
$37.8B
$1.66 Billion 0.12% of portfolio
37,841
Q1 2025 Added 20.01%
$167B
$1.52 Billion 0.11% of portfolio
5,370
Q1 2025 Reduced 56.51%
$36.9B
$1.5 Billion 0.11% of portfolio
6,717
Q1 2025 Reduced 0.9%
$133B
$1.45 Billion 0.11% of portfolio
4,743
Q1 2025 Reduced 73.37%
$19.8B
$1.49 Billion 0.11% of portfolio
19,223
Q1 2025 Added 54.99%
$224B
$1.49 Billion 0.11% of portfolio
12,772
Q1 2025 Reduced 49.76%
$147B
$1.43 Billion 0.11% of portfolio
20,181
Q1 2025 Reduced 39.21%
$213B
$1.41 Billion 0.11% of portfolio
19,249
Q1 2025 Reduced 16.2%
$187B
$1.51 Billion 0.11% of portfolio
4,570
Q1 2025 Reduced 64.18%
$98.4B
$1.32 Billion 0.1% of portfolio
7,662
Q1 2025 Reduced 24.12%
$15.6B
$1.35 Billion 0.1% of portfolio
4,792
Q1 2025 Added 0.5%
$88.2B
$1.34 Billion 0.1% of portfolio
5,266
Q1 2025 Added 74.2%
$10.2B
$1.34 Billion 0.1% of portfolio
2,851
Q1 2025 Reduced 43.59%
$171B
$1.27 Billion 0.1% of portfolio
8,252
Q1 2025 Reduced 32.03%
$127B
$1.36 Billion 0.1% of portfolio
2,465
Q1 2025 Added 78.62%
$37.3B
$1.33 Billion 0.1% of portfolio
5,503
Q1 2025 Reduced 0.05%
$11B
$1.4 Billion 0.1% of portfolio
19,774
Q1 2025 Added 164.71%
$30.3B
$1.21 Billion 0.09% of portfolio
43,806
Q1 2025 Added 11.26%
$44B
$1.26 Billion 0.09% of portfolio
13,223
Q1 2025 Reduced 22.95%
$89.6B
$1.18 Billion 0.09% of portfolio
2,541
Q1 2025 Reduced 23.53%
$94.4B
$1.23 Billion 0.09% of portfolio
5,310
Q1 2025 Reduced 54.05%
$86.8B
$1.2 Billion 0.09% of portfolio
841
Q1 2025 Reduced 48.63%
$33.8B
$1.15 Billion 0.09% of portfolio
3,406
Q1 2025 Added 1.61%
$63.7B
$1.21 Billion 0.09% of portfolio
1,905
Q1 2025 Added 21.41%
$96.6B
$1.22 Billion 0.09% of portfolio
13,248
Q1 2025 Reduced 56.63%
$198B
$1.25 Billion 0.09% of portfolio
44,079
Q1 2025 Reduced 12.28%
$69.2B
$1.19 Billion 0.09% of portfolio
5,218
Q1 2025 Added 143.72%
$7.18B
$1.14 Billion 0.09% of portfolio
24,293
Q1 2025 Added 0.22%
$155B
$1.22 Billion 0.09% of portfolio
10,011
Q1 2025 Added 10.79%
$117B
$1.21 Billion 0.09% of portfolio
6,010
Q1 2025 Reduced 20.04%
$122B
$1.19 Billion 0.09% of portfolio
3,941
Q1 2025 Added 1.94%
$98.2B
$1.18 Billion 0.09% of portfolio
12,060
Q1 2025 Reduced 17.02%

Summary

  • Portfolio
  • No. of Stocks 543
  • Current Value $1.33 Trillion
  • Prior Value $1.57 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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