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
$0
$2.21 Billion 0.07% of portfolio
7,854
Q3 2025 Added 1.26%
$172B
$2.18 Billion 0.07% of portfolio
49,712
Q3 2025 Reduced 13.38%
$144B
$2.16 Billion 0.07% of portfolio
4,733
Q3 2025 Reduced 16.98%
$190B
$2.34 Billion 0.07% of portfolio
23,051
Q3 2025 Reduced 19.75%
$123B
$2.27 Billion 0.07% of portfolio
8,051
Q3 2025 Reduced 8.01%
$69.4B
$2.14 Billion 0.07% of portfolio
26,077
Q3 2025 Added 0.41%
$20.5B
$2.26 Billion 0.07% of portfolio
29,489
Q3 2025 Reduced 15.51%
$10.2B
$2.27 Billion 0.07% of portfolio
41,891
Q3 2025 Reduced 37.51%
$46.1B
$2.1 Billion 0.07% of portfolio
23,106
Q3 2025 Reduced 15.4%
$39.4B
$2 Billion 0.06% of portfolio
2,780
Q3 2025 Reduced 6.21%
$2.72B
$2.02 Billion 0.06% of portfolio
21,657
Q3 2025 Reduced 3.47%
$32.7B
$1.85 Billion 0.06% of portfolio
12,244
Q3 2025 Reduced 48.4%
$55.4B
$1.84 Billion 0.06% of portfolio
6,019
Q3 2025 Added 8.29%
$43.5B
$1.95 Billion 0.06% of portfolio
15,196
Q3 2025 Added 8.84%
$103B
$1.94 Billion 0.06% of portfolio
14,956
Q3 2025 Reduced 16.84%
$76.2B
$1.99 Billion 0.06% of portfolio
4,093
Q3 2025 Reduced 6.51%
$32.5B
$1.73 Billion 0.06% of portfolio
2,097
Q3 2025 Reduced 7.38%
$0
$1.86 Billion 0.06% of portfolio
24,500
Q1 2024 Reduced 10.91%
$40.3B
$2.03 Billion 0.06% of portfolio
6,017
Q3 2025 Added 16.29%
$67.6B
$1.94 Billion 0.06% of portfolio
40,056
Q3 2025 Reduced 3.16%
$102B
$1.73 Billion 0.06% of portfolio
12,060
Q3 2025 Reduced 1.88%
$55.6B
$1.94 Billion 0.06% of portfolio
13,271
Q3 2025 Reduced 15.56%
$7.35B
$1.92 Billion 0.06% of portfolio
33,856
Q3 2025 Reduced 0.44%
$67.3B
$1.81 Billion 0.06% of portfolio
51,748
Q3 2025 Reduced 8.05%
$97.3B
$2.02 Billion 0.06% of portfolio
23,819
Q3 2025 Reduced 27.03%
$53.1B
$1.93 Billion 0.06% of portfolio
6,088
Q3 2025 Reduced 8.08%
$103B
$1.74 Billion 0.06% of portfolio
744
Q3 2025 Reduced 35.19%
$143B
$1.8 Billion 0.06% of portfolio
53,563
Q3 2025 Reduced 15.81%
$64.9B
$1.74 Billion 0.06% of portfolio
55,922
Q3 2025 Reduced 7.75%
$75.4B
$1.92 Billion 0.06% of portfolio
14,632
Q3 2025 Reduced 10.41%
$76.2B
$2.02 Billion 0.06% of portfolio
32,318
Q3 2025 Reduced 10.02%
$59.7B
$1.82 Billion 0.06% of portfolio
3,681
Q3 2025 Added 4.87%
$104B
$1.71 Billion 0.05% of portfolio
25,922
Q3 2025 Reduced 11.41%
$0
$1.52 Billion 0.05% of portfolio
4,154
Q3 2025 Added 0.95%
$0
$1.47 Billion 0.05% of portfolio
10,531
Q3 2025 Reduced 4.7%
$0
$1.44 Billion 0.05% of portfolio
4,330
Q2 2025 Reduced 5.77%
$33.6B
$1.58 Billion 0.05% of portfolio
15,987
Q3 2025 Added 11.42%
$73.4B
$1.64 Billion 0.05% of portfolio
46,244
Q3 2025 Reduced 0.15%
$24.4B
$1.55 Billion 0.05% of portfolio
8,939
Q3 2025 Reduced 1.76%
$64.5B
$1.6 Billion 0.05% of portfolio
4,946
Q3 2025 Reduced 10.14%
$74.1B
$1.67 Billion 0.05% of portfolio
6,123
Q3 2025 Added 0.84%
$91.4B
$1.67 Billion 0.05% of portfolio
10,751
Q3 2025 Reduced 5.82%
$62.3B
$1.63 Billion 0.05% of portfolio
14,500
Q3 2025 Added 17.97%
$55.9B
$1.64 Billion 0.05% of portfolio
1,715
Q3 2025 Added 2.14%
$2.66B
$1.57 Billion 0.05% of portfolio
8,584
Q3 2025 New
$22.4B
$1.46 Billion 0.05% of portfolio
21,629
Q3 2025 Reduced 9.24%
$136B
$1.68 Billion 0.05% of portfolio
3,936
Q3 2025 Reduced 7.56%
$4.98B
$1.66 Billion 0.05% of portfolio
13,143
Q3 2025 Reduced 1.85%
$0
$1.45 Billion 0.05% of portfolio
6,716
Q3 2025 Reduced 4.28%

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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