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
$31.4B
$764 Million 0.02% of portfolio
23,441
Q2 2025 New
$17B
$610 Million 0.02% of portfolio
3,609
Q2 2025 New
$9.39B
$615 Million 0.02% of portfolio
12,790
Q2 2025 Added 188.97%
$3.24B
$553 Million 0.02% of portfolio
9,195
Q2 2025 New
$14.2B
$602 Million 0.02% of portfolio
4,439
Q2 2025 New
$64.2B
$552 Million 0.02% of portfolio
5,307
Q2 2025 New
$39B
$756 Million 0.02% of portfolio
4,499
Q2 2025 New
$3.4B
$632 Million 0.02% of portfolio
22,595
Q2 2025 New
$29.7B
$493 Million 0.02% of portfolio
4,215
Q2 2025 New
$8.4B
$480 Million 0.02% of portfolio
5,051
Q2 2025 Added 93.82%
$19B
$759 Million 0.02% of portfolio
3,469
Q2 2025 Added 75.82%
$13.9B
$545 Million 0.02% of portfolio
15,836
Q2 2025 New
$34.5B
$751 Million 0.02% of portfolio
7,204
Q2 2025 Added 111.14%
$34.7B
$479 Million 0.02% of portfolio
17,019
Q2 2025 New
$31.9B
$730 Million 0.02% of portfolio
2,166
Q2 2025 New
$36.7B
$550 Million 0.02% of portfolio
21,575
Q2 2025 New
$46.9B
$738 Million 0.02% of portfolio
47,762
Q2 2025 New
$17.5B
$631 Million 0.02% of portfolio
7,863
Q2 2025 Added 133.12%
$22.9B
$729 Million 0.02% of portfolio
4,733
Q2 2025 New
$25.6B
$720 Million 0.02% of portfolio
7,494
Q2 2025 Added 122.37%
$10.8B
$687 Million 0.02% of portfolio
6,139
Q2 2025 Added 157.83%
$26.9B
$481 Million 0.02% of portfolio
2,366
Q2 2025 New
$5.97B
$740 Million 0.02% of portfolio
10,881
Q2 2025 New
$13.4B
$484 Million 0.02% of portfolio
2,761
Q2 2025 New
$15.9B
$483 Million 0.02% of portfolio
4,396
Q2 2025 New
$15.6B
$592 Million 0.02% of portfolio
16,418
Q2 2025 New
$12.3B
$483 Million 0.02% of portfolio
2,717
Q2 2025 Added 49.7%
$5.58B
$527 Million 0.02% of portfolio
5,936
Q2 2025 New
$4.53B
$621 Million 0.02% of portfolio
8,015
Q2 2025 New
$6.12B
$529 Million 0.02% of portfolio
4,377
Q2 2025 Added 120.84%
$4.08B
$512 Million 0.02% of portfolio
14,393
Q2 2025 Added 35.16%
$20.9B
$682 Million 0.02% of portfolio
18,232
Q2 2025 Added 119.5%
$24.8B
$738 Million 0.02% of portfolio
24,252
Q2 2025 Added 146.97%
$17.2B
$716 Million 0.02% of portfolio
5,593
Q2 2025 Added 155.04%
$3.86B
$517 Million 0.02% of portfolio
3,801
Q2 2025 New
$20.4B
$506 Million 0.02% of portfolio
30,191
Q2 2025 New
$5.58B
$626 Million 0.02% of portfolio
2,720
Q2 2025 New
$15.5B
$523 Million 0.02% of portfolio
29,465
Q2 2025 New
$30.8B
$713 Million 0.02% of portfolio
4,114
Q2 2025 New
$21.7B
$544 Million 0.02% of portfolio
29,889
Q2 2025 New
$8.71B
$665 Million 0.02% of portfolio
28,471
Q2 2025 Added 184.99%
$37.2B
$522 Million 0.02% of portfolio
216,501
Q2 2025 Added 152.82%
$15.9B
$778 Million 0.02% of portfolio
6,819
Q2 2025 Added 110.4%
$3.18B
$566 Million 0.02% of portfolio
7,083
Q2 2025 New
$64B
$629 Million 0.02% of portfolio
5,274
Q2 2025 Added 73.15%
$13.4B
$773 Million 0.02% of portfolio
7,423
Q2 2025 New
$17.9B
$502 Million 0.02% of portfolio
4,040
Q2 2025 New
$22.3B
$682 Million 0.02% of portfolio
1,150
Q2 2025 New
$27.1B
$535 Million 0.02% of portfolio
1,144
Q2 2025 Added 106.87%

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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