Callan Family Office, LLC Portfolio Holdings
Callan Family Office, LLC
- $3.14 Trillion
- Q3 2025
Callan Family Office, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.14 Trillion distributed in 848 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $151B, Nvidia Corp with a value of $140B, Apple Inc. with a value of $126B, Ishares Core S&P 500 ETF with a value of $115B, and Amazon Com Inc with a value of $75.6B.
Examining the 13F form we can see an decrease of $31.5B in the current position value, from $3.17T to 3.14T.
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
$3.14 Trillion
Technology: $767 Billion
ETFs: $567 Billion
Financial Services: $428 Billion
Healthcare: $267 Billion
Communication Services: $260 Billion
Industrials: $245 Billion
Consumer Cyclical: $245 Billion
Consumer Defensive: $101 Billion
Other: $198 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 848
- Current Value $3.14 Trillion
- Prior Value $3.17 Trillion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 629 stocks