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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 3.62% of portfolio
184,930
Q2 2025 Added 9.08%
$0
$68.7 Billion 2.17% of portfolio
822,991
Q2 2025 Added 8.56%
$0
$34.2 Billion 1.08% of portfolio
80,572
Q2 2025 Added 24.01%
$0
$32.3 Billion 1.02% of portfolio
52,260
Q2 2025 Reduced 0.87%
$0
$30.1 Billion 0.95% of portfolio
484,786
Q2 2025 Reduced 5.77%
$0
$29 Billion 0.91% of portfolio
52,495
Q2 2025 Added 645.99%
$0
$21.9 Billion 0.69% of portfolio
112,198
Q2 2025 Reduced 5.78%
$0
$19.6 Billion 0.62% of portfolio
178,398
Q2 2025 Added 0.47%
$0
$17.6 Billion 0.56% of portfolio
57,915
Q2 2025 Reduced 7.17%
$0
$15 Billion 0.47% of portfolio
163,125
Q2 2025 Added 0.8%
$0
$14.3 Billion 0.45% of portfolio
73,767
Q2 2025 Reduced 11.59%
$0
$14 Billion 0.44% of portfolio
103,338
Q2 2025 Added 53.68%
$0
$11.3 Billion 0.36% of portfolio
19,875
Q2 2025 Reduced 1.45%
$0
$11.1 Billion 0.35% of portfolio
51,610
Q2 2025 Reduced 9.31%
$0
$9.78 Billion 0.31% of portfolio
197,720
Q2 2025 Added 2.73%
$0
$9.11 Billion 0.29% of portfolio
131,868
Q2 2025 Added 7.57%
$0
$7.7 Billion 0.24% of portfolio
84,641
Q2 2025 Reduced 6.64%
$0
$7.18 Billion 0.23% of portfolio
80,332
Q2 2025 Added 27.54%
$58.5B
$7.3 Billion 0.23% of portfolio
116,996
Q2 2025 Added 4.16%
$0
$6.67 Billion 0.21% of portfolio
105,079
Q2 2025 Reduced 3.74%
$0
$6.71 Billion 0.21% of portfolio
128,808
Q2 2025 Added 14.09%
$116B
$6.06 Billion 0.19% of portfolio
19,868
Q2 2025 Reduced 4.18%
$0
$5.46 Billion 0.17% of portfolio
113,150
Q2 2025 Added 11.63%
$0
$4.98 Billion 0.16% of portfolio
83,030
Q2 2025 Added 11.07%
$0
$5.2 Billion 0.16% of portfolio
39,179
Q2 2025 Added 12.98%
$0
$4.94 Billion 0.16% of portfolio
86,663
Q2 2025 Reduced 1.78%
$0
$4.68 Billion 0.15% of portfolio
41,820
Q2 2025 Reduced 7.25%
$0
$4.41 Billion 0.14% of portfolio
7,766
Q2 2025 Added 3.74%
$0
$2.76 Billion 0.09% of portfolio
31,031
Q2 2025 Added 1.47%
$0
$2.45 Billion 0.08% of portfolio
99,216
Q2 2025 Reduced 14.43%
$0
$2.66 Billion 0.08% of portfolio
20,675
Q2 2025 Added 4.58%
$0
$2.27 Billion 0.07% of portfolio
53,031
Q2 2025 New
$0
$2.27 Billion 0.07% of portfolio
93,000
Q4 2024 New
$0
$1.96 Billion 0.06% of portfolio
7,756
Q2 2025 Added 0.45%
$0
$1.85 Billion 0.06% of portfolio
24,500
Q1 2024 Reduced 10.91%
$0
$1.46 Billion 0.05% of portfolio
11,050
Q2 2025 Added 6.66%
$0
$1.48 Billion 0.05% of portfolio
17,437
Q1 2025 Added 36.31%
$0
$1.44 Billion 0.05% of portfolio
7,016
Q2 2025 Added 4.47%
$0
$1.32 Billion 0.04% of portfolio
4,330
Q2 2025 Reduced 5.77%
$0
$1.4 Billion 0.04% of portfolio
4,115
Q2 2025 Reduced 2.37%
$0
$1.12 Billion 0.04% of portfolio
24,425
Q1 2025 New
$0
$1.38 Billion 0.04% of portfolio
4,925
Q2 2025 Reduced 3.24%
$0
$966 Million 0.03% of portfolio
32,750
Q1 2025 New
$0
$1.04 Billion 0.03% of portfolio
24,350
Q1 2025 New
$0
$961 Million 0.03% of portfolio
8,706
Q2 2025 Reduced 11.53%
$0
$1.09 Billion 0.03% of portfolio
7,857
Q2 2025 Reduced 2.83%
$0
$1.1 Billion 0.03% of portfolio
6,682
Q2 2025 Reduced 6.09%
$0
$1.01 Billion 0.03% of portfolio
12,070
Q1 2025 New
$0
$517 Million 0.02% of portfolio
1,840
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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