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
$24.4B
$328 Million 0.01% of portfolio
2,054
Q3 2025 Reduced 50.07%
$5.03B
$245 Million 0.01% of portfolio
3,921
Q3 2025 Reduced 0.48%
$17.5B
$206 Million 0.01% of portfolio
594
Q3 2025 New
$24.8B
$242 Million 0.01% of portfolio
47,590
Q3 2025 Reduced 8.37%
$3.61B
$279 Million 0.01% of portfolio
10,000
Q3 2025 Reduced 24.28%
$44.4B
$393 Million 0.01% of portfolio
2,089
Q3 2025 Reduced 14.35%
$3.75B
$384 Million 0.01% of portfolio
14,602
Q3 2025 Reduced 2.12%
$34.2B
$437 Million 0.01% of portfolio
4,820
Q3 2025 Reduced 48.68%
$4.44B
$209 Million 0.01% of portfolio
8,571
Q3 2025 New
$5.36B
$243 Million 0.01% of portfolio
4,598
Q3 2025 Reduced 7.39%
$17.6B
$431 Million 0.01% of portfolio
5,664
Q3 2025 Reduced 5.47%
$22.7B
$270 Million 0.01% of portfolio
902
Q3 2025 Reduced 37.53%
$25.4B
$342 Million 0.01% of portfolio
4,808
Q3 2025 Reduced 24.18%
$18.6B
$295 Million 0.01% of portfolio
2,263
Q3 2025 Added 0.35%
$10.4B
$449 Million 0.01% of portfolio
4,222
Q3 2025 Reduced 16.92%
$6.61B
$326 Million 0.01% of portfolio
8,035
Q3 2025 Reduced 1.87%
Aegon LTD
-
$364 Million 0.01% of portfolio
-
Q3 2025 Reduced 4.31%
$0
$267 Million 0.01% of portfolio
10,702
Q4 2024 New
$22.4B
$246 Million 0.01% of portfolio
4,442
Q3 2025 Reduced 5.83%
$9.87B
$386 Million 0.01% of portfolio
1,620
Q3 2025 Reduced 5.43%
$977M
$248 Million 0.01% of portfolio
10,007
Q3 2025 Reduced 4.41%
$16.2B
$326 Million 0.01% of portfolio
4,455
Q3 2025 Added 5.34%
$14B
$236 Million 0.01% of portfolio
729
Q3 2025 Reduced 24.77%
$15.1B
$305 Million 0.01% of portfolio
837
Q3 2025 Reduced 18.34%
$5.1B
$257 Million 0.01% of portfolio
3,752
Q3 2025 New
$14.5B
$328 Million 0.01% of portfolio
937
Q3 2025 Added 1.63%
$21.1B
$231 Million 0.01% of portfolio
2,804
Q3 2025 Reduced 20.97%
$7.63B
$251 Million 0.01% of portfolio
4,438
Q3 2025 Reduced 1.75%
$2.9B
$311 Million 0.01% of portfolio
3,469
Q3 2025 Reduced 0.32%
$3.85B
$397 Million 0.01% of portfolio
6,845
Q3 2025 Reduced 4.94%
$14B
$214 Million 0.01% of portfolio
3,161
Q3 2025 New
$46.4B
$404 Million 0.01% of portfolio
1,680
Q3 2025 Reduced 6.46%
$15.7B
$288 Million 0.01% of portfolio
1,141
Q3 2025 Added 21.0%
$32.9B
$335 Million 0.01% of portfolio
22,243
Q3 2025 Reduced 49.15%
$7.79B
$406 Million 0.01% of portfolio
3,068
Q3 2025 Reduced 7.03%
$16.8B
$257 Million 0.01% of portfolio
5,070
Q3 2025 Added 11.09%
$12.2B
$426 Million 0.01% of portfolio
2,179
Q3 2025 Added 6.24%
$0
$292 Million 0.01% of portfolio
13,577
Q3 2024 Reduced 27.5%
$11.6B
$357 Million 0.01% of portfolio
5,883
Q3 2025 Reduced 38.26%
$13B
$225 Million 0.01% of portfolio
1,064
Q3 2025 New
$1.85B
$242 Million 0.01% of portfolio
7,583
Q3 2025 Reduced 1.93%
$3.57B
$276 Million 0.01% of portfolio
5,517
Q3 2025 Reduced 20.3%
Veralto Corp
-
$373 Million 0.01% of portfolio
-
Q3 2025 Reduced 14.5%
$31.2B
$457 Million 0.01% of portfolio
6,528
Q3 2025 Added 1.59%
$6.02B
$428 Million 0.01% of portfolio
10,163
Q3 2025 Added 0.02%
$17.8B
$284 Million 0.01% of portfolio
37,466
Q3 2025 Reduced 31.57%
$11.8B
$410 Million 0.01% of portfolio
10,448
Q3 2025 Reduced 1.3%
$8.69B
$351 Million 0.01% of portfolio
11,613
Q3 2025 Reduced 39.82%
$6.55B
$254 Million 0.01% of portfolio
18,950
Q3 2025 Reduced 27.01%

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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