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
$80.6B
$1.42 Billion 0.04% of portfolio
5,744
Q2 2025 Added 136.77%
$52.1B
$1.37 Billion 0.04% of portfolio
18,404
Q2 2025 New
$53.9B
$1.39 Billion 0.04% of portfolio
5,558
Q2 2025 Added 104.41%
$19.4B
$1.18 Billion 0.04% of portfolio
46,611
Q2 2025 Added 128.05%
$99.1B
$1.15 Billion 0.04% of portfolio
12,291
Q2 2025 New
$102B
$1.43 Billion 0.04% of portfolio
63,621
Q2 2025 Added 436.07%
$65B
$1.37 Billion 0.04% of portfolio
25,970
Q2 2025 Added 71.73%
$14.1B
$1.15 Billion 0.04% of portfolio
88,528
Q2 2025 Added 324.72%
$83.4B
$1.35 Billion 0.04% of portfolio
27,452
Q2 2025 Added 138.51%
$37.7B
$1.22 Billion 0.04% of portfolio
24,715
Q2 2025 Added 285.51%
$61.4B
$1.39 Billion 0.04% of portfolio
13,781
Q2 2025 Added 114.12%
$55.3B
$1.28 Billion 0.04% of portfolio
12,291
Q2 2025 Added 334.62%
$39.4B
$1.3 Billion 0.04% of portfolio
19,107
Q2 2025 Added 374.35%
$63.3B
$1.3 Billion 0.04% of portfolio
12,267
Q2 2025 New
$39.2B
$1.3 Billion 0.04% of portfolio
4,172
Q2 2025 New
$25.7B
$1.12 Billion 0.04% of portfolio
9,099
Q2 2025 Added 13.95%
$64.5B
$1.41 Billion 0.04% of portfolio
5,280
Q2 2025 Added 203.8%
$64.5B
$1.26 Billion 0.04% of portfolio
1,679
Q2 2025 Added 114.98%
$38.8B
$1.4 Billion 0.04% of portfolio
5,379
Q2 2025 Added 166.42%
$34.7B
$981 Million 0.03% of portfolio
6,227
Q2 2025 Added 342.26%
$12.2B
$1.05 Billion 0.03% of portfolio
49,596
Q2 2025 Added 181.81%
$49.9B
$967 Million 0.03% of portfolio
3,295
Q2 2025 New
$25.6B
$827 Million 0.03% of portfolio
16,565
Q2 2025 New
$30.5B
$977 Million 0.03% of portfolio
3,384
Q2 2025 New
$25B
$1.01 Billion 0.03% of portfolio
7,326
Q2 2025 Added 55.67%
$26.9B
$1.02 Billion 0.03% of portfolio
9,601
Q2 2025 Added 255.86%
$55.6B
$956 Million 0.03% of portfolio
2,931
Q2 2025 Added 187.92%
$45.7B
$845 Million 0.03% of portfolio
9,449
Q2 2025 Added 48.73%
$18.4B
$997 Million 0.03% of portfolio
3,468
Q2 2025 Added 258.26%
$21B
$1.05 Billion 0.03% of portfolio
9,068
Q2 2025 Added 51.21%
$28.2B
$1.01 Billion 0.03% of portfolio
517
Q2 2025 Added 37.5%
$36.9B
$1.04 Billion 0.03% of portfolio
18,057
Q2 2025 New
$49.2B
$795 Million 0.03% of portfolio
4,560
Q2 2025 New
$33.9B
$956 Million 0.03% of portfolio
8,644
Q2 2025 New
$38.6B
$1.09 Billion 0.03% of portfolio
3,768
Q2 2025 Added 333.1%
$5.2B
$868 Million 0.03% of portfolio
8,168
Q2 2025 New
$22.5B
$855 Million 0.03% of portfolio
129,895
Q2 2025 Added 152.43%
$34.5B
$869 Million 0.03% of portfolio
10,911
Q2 2025 New
$105B
$965 Million 0.03% of portfolio
32,247
Q2 2025 Added 302.84%
$19.9B
$880 Million 0.03% of portfolio
51,953
Q2 2025 Added 220.72%
$37.3B
$853 Million 0.03% of portfolio
8,619
Q2 2025 Added 152.98%
$8.75B
$898 Million 0.03% of portfolio
7,911
Q2 2025 New
$8.58B
$1.03 Billion 0.03% of portfolio
7,821
Q2 2025 Added 108.45%
$53.3B
$959 Million 0.03% of portfolio
4,763
Q2 2025 Added 142.02%
$9.05B
$830 Million 0.03% of portfolio
40,559
Q2 2025 New
$60.5B
$926 Million 0.03% of portfolio
4,731
Q2 2025 New
$645M
$1.06 Billion 0.03% of portfolio
25,771
Q2 2025 New
$60.2B
$888 Million 0.03% of portfolio
20,661
Q2 2025 Added 48.34%
$27B
$947 Million 0.03% of portfolio
22,547
Q2 2025 New

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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