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
$197B
$2.45 Billion 0.08% of portfolio
28,725
Q2 2025 Added 162.83%
$124B
$2.39 Billion 0.08% of portfolio
17,984
Q2 2025 Added 288.34%
$68.8B
$2.45 Billion 0.08% of portfolio
15,717
Q2 2025 Added 140.06%
$1.11B
$2.51 Billion 0.08% of portfolio
114,676
Q2 2025 Added 1,122.43%
$126B
$2.52 Billion 0.08% of portfolio
28,883
Q2 2025 Added 241.81%
$86.1B
$2.42 Billion 0.08% of portfolio
35,915
Q2 2025 Added 156.61%
$25.8B
$2.57 Billion 0.08% of portfolio
5,025
Q2 2025 Added 461.45%
$186B
$2.48 Billion 0.08% of portfolio
57,389
Q2 2025 Added 303.27%
$102B
$2.51 Billion 0.08% of portfolio
42,960
Q2 2025 Added 191.35%
$53.4B
$2.45 Billion 0.08% of portfolio
2,964
Q2 2025 New
$6.73B
$2.41 Billion 0.08% of portfolio
13,391
Q2 2025 Added 7.68%
$140B
$2.21 Billion 0.07% of portfolio
2,467
Q2 2025 Added 267.66%
$95.5B
$2.29 Billion 0.07% of portfolio
104,735
Q2 2025 Added 75.22%
$8.74B
$2.37 Billion 0.07% of portfolio
166,198
Q2 2025 Added 239.01%
$39.9B
$2.25 Billion 0.07% of portfolio
8,740
Q2 2025 Added 30.12%
$77.5B
$2.18 Billion 0.07% of portfolio
16,333
Q2 2025 Added 133.33%
$8.99B
$2.22 Billion 0.07% of portfolio
5,461
Q2 2025 Added 91.55%
$83.1B
$2.07 Billion 0.07% of portfolio
371,418
Q2 2025 Added 153.11%
$85.9B
$2.15 Billion 0.07% of portfolio
4,378
Q2 2025 Added 58.45%
$20.1B
$2.07 Billion 0.07% of portfolio
28,814
Q2 2025 Added 258.29%
$94.9B
$2.32 Billion 0.07% of portfolio
3,323
Q2 2025 Added 204.58%
$79.4B
$2.12 Billion 0.07% of portfolio
28,481
Q2 2025 Added 184.64%
$29.5B
$2.08 Billion 0.07% of portfolio
23,832
Q2 2025 Added 222.53%
$58.4B
$2.12 Billion 0.07% of portfolio
24,782
Q2 2025 Added 303.42%
$26B
$2.27 Billion 0.07% of portfolio
20,461
Q2 2025 Added 189.41%
$74.4B
$1.75 Billion 0.06% of portfolio
4,505
Q2 2025 Added 123.57%
$53.1B
$2.05 Billion 0.06% of portfolio
6,623
Q2 2025 Added 259.75%
$61.8B
$1.82 Billion 0.06% of portfolio
56,281
Q2 2025 Added 58.48%
$90.3B
$1.83 Billion 0.06% of portfolio
33,716
Q2 2025 Added 263.05%
$105B
$1.78 Billion 0.06% of portfolio
16,895
Q2 2025 Added 316.85%
$45.5B
$1.81 Billion 0.06% of portfolio
5,174
Q2 2025 Added 182.73%
$38.7B
$1.98 Billion 0.06% of portfolio
12,320
Q2 2025 Added 62.19%
$132B
$1.93 Billion 0.06% of portfolio
57,031
Q2 2025 Added 150.65%
$73.7B
$1.87 Billion 0.06% of portfolio
41,361
Q2 2025 Added 92.22%
$16.4B
$1.81 Billion 0.06% of portfolio
5,866
Q2 2025 Added 22.41%
$49.4B
$2.03 Billion 0.06% of portfolio
27,311
Q2 2025 Added 327.87%
$58.6B
$1.94 Billion 0.06% of portfolio
60,617
Q2 2025 Added 266.8%
$2.51B
$2.05 Billion 0.06% of portfolio
22,436
Q2 2025 New
$65B
$1.8 Billion 0.06% of portfolio
3,510
Q2 2025 Added 123.85%
$69.2B
$1.98 Billion 0.06% of portfolio
1,302
Q2 2025 Added 126.43%
$93.2B
$2.03 Billion 0.06% of portfolio
17,216
Q2 2025 Added 109.98%
$89.3B
$2.01 Billion 0.06% of portfolio
6,908
Q2 2025 Added 126.86%
$68.6B
$1.7 Billion 0.05% of portfolio
18,685
Q2 2025 Added 286.29%
$47.7B
$1.52 Billion 0.05% of portfolio
10,464
Q2 2025 Added 120.34%
$59.1B
$1.51 Billion 0.05% of portfolio
11,693
Q2 2025 Added 47.68%
$4.89B
$1.56 Billion 0.05% of portfolio
28,138
Q2 2025 Added 235.54%
$126B
$1.46 Billion 0.05% of portfolio
30,875
Q2 2025 Added 245.2%
$10.7B
$1.7 Billion 0.05% of portfolio
34,004
Q2 2025 Added 70.72%
$82.3B
$1.51 Billion 0.05% of portfolio
8,113
Q2 2025 Added 119.15%

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
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