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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.34B
$472 Million 0.02% of portfolio
4,031
Q3 2025 Reduced 0.47%
$45.6B
$719 Million 0.02% of portfolio
15,981
Q3 2025 Reduced 11.59%
$23.2B
$512 Million 0.02% of portfolio
6,038
Q3 2025 Reduced 35.3%
$30.4B
$514 Million 0.02% of portfolio
6,220
Q3 2025 Added 5.0%
$6.91B
$342 Million 0.01% of portfolio
12,355
Q3 2025 Reduced 4.04%
$31.3B
$298 Million 0.01% of portfolio
26,893
Q3 2025 Reduced 31.89%
$14.2B
$219 Million 0.01% of portfolio
6,035
Q3 2025 Reduced 26.09%
$2.79B
$202 Million 0.01% of portfolio
4,226
Q3 2025 New
$12.5B
$430 Million 0.01% of portfolio
1,495
Q3 2025 Reduced 13.28%
$12.2B
$203 Million 0.01% of portfolio
938
Q3 2025 New
$20.5B
$225 Million 0.01% of portfolio
2,712
Q3 2025 New
$5.3B
$414 Million 0.01% of portfolio
3,988
Q3 2025 Reduced 32.82%
$8.01B
$414 Million 0.01% of portfolio
19,156
Q3 2025 Reduced 32.72%
$18.3B
$336 Million 0.01% of portfolio
1,278
Q3 2025 Reduced 48.09%
$12.6B
$281 Million 0.01% of portfolio
34,399
Q3 2025 Reduced 27.78%
$7.63B
$295 Million 0.01% of portfolio
2,077
Q3 2025 Reduced 30.3%
$148B
$424 Million 0.01% of portfolio
5,307
Q3 2025 Reduced 35.11%
$16.1B
$269 Million 0.01% of portfolio
3,510
Q3 2025 New
$5.79B
$376 Million 0.01% of portfolio
2,917
Q3 2025 Reduced 33.36%
$13.6B
$405 Million 0.01% of portfolio
1,037
Q3 2025 Reduced 0.29%
$4.04B
$324 Million 0.01% of portfolio
4,479
Q3 2025 Added 43.28%
$28.1B
$329 Million 0.01% of portfolio
6,528
Q3 2025 Reduced 23.0%
$24.5B
$316 Million 0.01% of portfolio
2,792
Q3 2025 Reduced 20.68%
Diversified Energy Company P
-
$236 Million 0.01% of portfolio
-
Q3 2025 Added 7.68%
$7.89B
$238 Million 0.01% of portfolio
255
Q3 2025 Reduced 13.56%
$0
$232 Million 0.01% of portfolio
500
Q3 2024 New
-
$224 Million 0.01% of portfolio
-
Q3 2025 Reduced 55.42%
$21.3B
$288 Million 0.01% of portfolio
3,242
Q3 2025 Reduced 19.87%
$17.1B
$399 Million 0.01% of portfolio
1,236
Q3 2025 Reduced 7.42%
$21.3B
$374 Million 0.01% of portfolio
1,963
Q3 2025 Reduced 9.71%
$3.34B
$383 Million 0.01% of portfolio
7,745
Q3 2025 Added 0.19%
$7.56B
$323 Million 0.01% of portfolio
11,389
Q3 2025 Reduced 33.97%
$32.2B
$412 Million 0.01% of portfolio
6,896
Q3 2025 Reduced 23.36%
$5B
$223 Million 0.01% of portfolio
810
Q3 2025 Reduced 70.22%
$8.94B
$425 Million 0.01% of portfolio
2,072
Q3 2025 Reduced 55.8%
$11.8B
$404 Million 0.01% of portfolio
7,723
Q3 2025 Reduced 23.09%
$25.8B
$412 Million 0.01% of portfolio
1,665
Q3 2025 Reduced 9.31%
$12.6B
$464 Million 0.01% of portfolio
27,287
Q3 2025 Reduced 15.96%
$33.4B
$331 Million 0.01% of portfolio
9,154
Q3 2025 Reduced 8.15%
$21.3B
$424 Million 0.01% of portfolio
14,998
Q3 2025 Reduced 38.16%
$2.01B
$204 Million 0.01% of portfolio
7,404
Q3 2025 Reduced 36.24%
$23.2B
$458 Million 0.01% of portfolio
1,065
Q3 2025 Reduced 3.79%
$4.48B
$304 Million 0.01% of portfolio
2,774
Q3 2025 Added 4.44%
$28.2B
$443 Million 0.01% of portfolio
21,952
Q3 2025 Reduced 27.29%
$18.7B
$381 Million 0.01% of portfolio
1,657
Q3 2025 Reduced 15.76%
$22.7B
$427 Million 0.01% of portfolio
24,732
Q3 2025 Added 17.4%
$3.1B
$308 Million 0.01% of portfolio
6,011
Q3 2025 Reduced 0.15%
$53B
$327 Million 0.01% of portfolio
3,426
Q3 2025 Added 2.76%
$30B
$313 Million 0.01% of portfolio
1,204
Q3 2025 Reduced 1.31%

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
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