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
$89.3B
$11.8 Billion 0.38% of portfolio
108,580
Q3 2025 Reduced 8.32%
$0
$11.3 Billion 0.36% of portfolio
18,969
Q3 2025 Reduced 4.56%
$283B
$11.3 Billion 0.36% of portfolio
87,975
Q3 2025 Added 1.06%
$130B
$10.8 Billion 0.34% of portfolio
229,277
Q3 2025 Reduced 2.65%
$62.7B
$10.8 Billion 0.34% of portfolio
130,604
Q3 2025 Reduced 7.47%
$303B
$10.6 Billion 0.34% of portfolio
68,509
Q3 2025 Added 5.56%
$182B
$10.3 Billion 0.33% of portfolio
15,114
Q3 2025 Reduced 2.26%
$0
$10.5 Billion 0.33% of portfolio
193,023
Q3 2025 Reduced 2.38%
$0
$10.4 Billion 0.33% of portfolio
141,791
Q3 2025 Added 7.52%
$103B
$10.2 Billion 0.33% of portfolio
135,316
Q3 2025 Added 11.73%
$522B
$10.1 Billion 0.32% of portfolio
54,520
Q3 2025 Reduced 2.88%
$414B
$9.58 Billion 0.31% of portfolio
41,354
Q3 2025 Added 18.15%
$342B
$9.63 Billion 0.31% of portfolio
52,780
Q3 2025 Added 13.57%
$156B
$9.8 Billion 0.31% of portfolio
88,278
Q3 2025 Reduced 1.63%
$79.5B
$9.5 Billion 0.3% of portfolio
73,672
Q3 2025 Reduced 7.68%
Gsk PLC
-
$9.48 Billion 0.3% of portfolio
-
Q3 2025 Reduced 1.73%
$346B
$9.22 Billion 0.29% of portfolio
60,023
Q3 2025 Reduced 0.94%
$490B
$8.65 Billion 0.28% of portfolio
76,678
Q3 2025 Added 0.69%
$98.1B
$8.79 Billion 0.28% of portfolio
51,435
Q3 2025 Reduced 3.27%
$68.9B
$8.92 Billion 0.28% of portfolio
37,831
Q3 2025 Reduced 11.29%
Blackrock Inc
-
$8.7 Billion 0.28% of portfolio
-
Q3 2025 Reduced 3.65%
$65.3B
$8.78 Billion 0.28% of portfolio
120,599
Q3 2025 Added 3.08%
$0
$8.86 Billion 0.28% of portfolio
74,583
Q3 2025 Reduced 2.26%
$29.5B
$8.4 Billion 0.27% of portfolio
12,928
Q3 2025 Reduced 9.06%
$9.51B
$8.55 Billion 0.27% of portfolio
30,818
Q3 2025 Reduced 7.86%
$82.8B
$8.39 Billion 0.27% of portfolio
29,092
Q3 2025 Reduced 8.24%
$367B
$8.35 Billion 0.27% of portfolio
20,612
Q3 2025 Reduced 7.91%
$183B
$8.37 Billion 0.27% of portfolio
29,657
Q3 2025 Reduced 4.2%
$7.09B
$8.09 Billion 0.26% of portfolio
48,289
Q3 2025 Reduced 4.56%
$120B
$8.3 Billion 0.26% of portfolio
264,067
Q3 2025 Reduced 2.94%
$57.5B
$7.77 Billion 0.25% of portfolio
28,484
Q3 2025 Reduced 10.51%
$55.7B
$7.95 Billion 0.25% of portfolio
52,142
Q3 2025 Reduced 5.17%
$222B
$7.93 Billion 0.25% of portfolio
16,345
Q3 2025 Added 1.95%
$39.8B
$7.44 Billion 0.24% of portfolio
157,431
Q3 2025 Reduced 3.87%
$0
$7.5 Billion 0.24% of portfolio
78,171
Q3 2025 Reduced 7.64%
$306B
$7.49 Billion 0.24% of portfolio
112,977
Q3 2025 Reduced 12.03%
$255B
$7.42 Billion 0.24% of portfolio
22,339
Q3 2025 Reduced 4.67%
$163B
$7.59 Billion 0.24% of portfolio
10,560
Q3 2025 Added 23.93%
$72.7B
$7.33 Billion 0.23% of portfolio
37,419
Q3 2025 Reduced 16.09%
$0
$7.18 Billion 0.23% of portfolio
126,864
Q3 2025 Reduced 1.51%
$114B
$7.33 Billion 0.23% of portfolio
33,957
Q3 2025 Added 5.75%
$269B
$7.17 Billion 0.23% of portfolio
29,955
Q3 2025 Reduced 4.9%
$291B
$7.26 Billion 0.23% of portfolio
15,220
Q3 2025 Reduced 12.2%
$181B
$7.17 Billion 0.23% of portfolio
73,162
Q3 2025 Reduced 5.29%
$65.7B
$7.37 Billion 0.23% of portfolio
24,541
Q3 2025 Reduced 3.93%
$0
$7.12 Billion 0.23% of portfolio
104,919
Q3 2025 Reduced 0.15%
$7.37B
$7.35 Billion 0.23% of portfolio
26,326
Q3 2025 Reduced 4.14%
$46.8B
$7.26 Billion 0.23% of portfolio
7,620
Q3 2025 Added 1.91%
$193B
$7.34 Billion 0.23% of portfolio
64,119
Q3 2025 Reduced 3.1%

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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