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
$38.3B
$1.5 Billion 0.05% of portfolio
13,917
Q2 2025 Added 221.04%
$115B
$1.63 Billion 0.05% of portfolio
4,258
Q2 2025 Added 101.9%
$11B
$1.44 Billion 0.05% of portfolio
7,662
Q2 2025 Added 195.37%
$33.3B
$1.48 Billion 0.05% of portfolio
14,348
Q2 2025 Added 227.28%
$24.4B
$1.68 Billion 0.05% of portfolio
3,020
Q2 2025 New
$68.9B
$1.51 Billion 0.05% of portfolio
46,313
Q2 2025 Added 222.09%
$82.4B
$1.72 Billion 0.05% of portfolio
5,504
Q2 2025 Added 167.18%
$54B
$1.7 Billion 0.05% of portfolio
3,006
Q2 2025 Added 187.66%
$117B
$1.72 Billion 0.05% of portfolio
29,260
Q2 2025 Added 207.84%
$135B
$1.68 Billion 0.05% of portfolio
69,203
Q2 2025 Added 230.58%
$37.9B
$1.65 Billion 0.05% of portfolio
6,791
Q2 2025 Added 23.41%
$58.8B
$1.53 Billion 0.05% of portfolio
6,288
Q2 2025 Added 93.72%
$92.8B
$1.5 Billion 0.05% of portfolio
6,072
Q2 2025 Added 239.98%
$76.9B
$1.71 Billion 0.05% of portfolio
11,130
Q2 2025 Added 247.81%
$17.9B
$1.53 Billion 0.05% of portfolio
18,392
Q2 2025 Added 179.0%
$35.8B
$1.45 Billion 0.05% of portfolio
4,744
Q2 2025 Added 39.28%
$26.8B
$1.51 Billion 0.05% of portfolio
4,037
Q2 2025 New
$39B
$1.51 Billion 0.05% of portfolio
10,009
Q2 2025 Added 78.6%
$3.08B
$1.54 Billion 0.05% of portfolio
3,816
Q2 2025 Added 383.65%
$38B
$1.5 Billion 0.05% of portfolio
2,732
Q2 2025 Added 423.37%
$85.8B
$1.74 Billion 0.05% of portfolio
11,415
Q2 2025 Added 138.86%
$6.37B
$1.49 Billion 0.05% of portfolio
66,285
Q2 2025 Added 129.48%
$99.5B
$1.7 Billion 0.05% of portfolio
2,321
Q2 2025 Added 175.65%
$37.5B
$1.65 Billion 0.05% of portfolio
13,962
Q2 2025 Added 75.01%
$50.8B
$1.52 Billion 0.05% of portfolio
20,438
Q2 2025 Added 222.57%
$58.1B
$1.41 Billion 0.04% of portfolio
48,907
Q2 2025 Added 338.9%
$2.92B
$1.12 Billion 0.04% of portfolio
15,568
Q2 2025 Added 25.32%
$105B
$1.36 Billion 0.04% of portfolio
8,503
Q2 2025 Added 334.27%
$12B
$1.39 Billion 0.04% of portfolio
7,910
Q2 2025 Added 199.05%
$40.9B
$1.19 Billion 0.04% of portfolio
12,092
Q2 2025 Added 76.94%
$60.5B
$1.22 Billion 0.04% of portfolio
15,726
Q2 2025 Added 305.94%
$7.48B
$1.42 Billion 0.04% of portfolio
27,491
Q2 2025 Added 13.16%
$92.1B
$1.41 Billion 0.04% of portfolio
8,466
Q2 2025 Added 156.78%
$18.1B
$1.18 Billion 0.04% of portfolio
21,795
Q2 2025 Added 163.67%
$74.1B
$1.3 Billion 0.04% of portfolio
3,641
Q2 2025 Added 165.57%
$41.6B
$1.14 Billion 0.04% of portfolio
8,979
Q2 2025 Added 142.68%
$52.8B
$1.19 Billion 0.04% of portfolio
8,523
Q2 2025 Added 172.13%
$35.7B
$1.42 Billion 0.04% of portfolio
17,673
Q2 2025 Added 132.26%
$79.7B
$1.37 Billion 0.04% of portfolio
3,258
Q2 2025 Added 73.95%
$40.1B
$1.24 Billion 0.04% of portfolio
14,723
Q2 2025 Added 119.16%
$62.5B
$1.29 Billion 0.04% of portfolio
22,132
Q2 2025 Added 252.64%
$27.3B
$1.21 Billion 0.04% of portfolio
2,264
Q2 2025 Added 205.12%
$15.4B
$1.17 Billion 0.04% of portfolio
8,141
Q2 2025 Added 35.23%
$88.8B
$1.29 Billion 0.04% of portfolio
2,576
Q2 2025 Added 119.61%
$30.9B
$1.27 Billion 0.04% of portfolio
7,750
Q2 2025 Added 102.56%
$98.1B
$1.27 Billion 0.04% of portfolio
27,337
Q2 2025 Added 236.08%
$53.8B
$1.12 Billion 0.04% of portfolio
2,957
Q2 2025 Added 95.83%
$11.1B
$1.18 Billion 0.04% of portfolio
23,978
Q2 2025 Added 281.45%
$53.4B
$1.33 Billion 0.04% of portfolio
2,486
Q2 2025 Added 354.48%

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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