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
$38.8B
$1.57 Billion 0.05% of portfolio
9,668
Q3 2025 Reduced 21.53%
$50.1B
$1.47 Billion 0.05% of portfolio
12,203
Q3 2025 Reduced 14.99%
$86.7B
$1.55 Billion 0.05% of portfolio
2,540
Q3 2025 Reduced 1.4%
$69.1B
$1.58 Billion 0.05% of portfolio
18,764
Q3 2025 Reduced 15.22%
$89.8B
$1.57 Billion 0.05% of portfolio
8,822
Q3 2025 Reduced 20.74%
$8.06B
$1.69 Billion 0.05% of portfolio
4,363
Q3 2025 Reduced 20.11%
$37.2B
$1.42 Billion 0.05% of portfolio
2,250
Q3 2025 Reduced 17.64%
$53.8B
$1.48 Billion 0.05% of portfolio
6,285
Q3 2025 Reduced 0.05%
$45.2B
$1.57 Billion 0.05% of portfolio
2,762
Q3 2025 Reduced 23.85%
$63.4B
$1.5 Billion 0.05% of portfolio
3,272
Q3 2025 Added 0.43%
$121B
$1.62 Billion 0.05% of portfolio
2,092
Q3 2025 Reduced 9.87%
$19.3B
$1.64 Billion 0.05% of portfolio
17,611
Q3 2025 Reduced 4.25%
$16.3B
$1.49 Billion 0.05% of portfolio
8,063
Q3 2025 Reduced 0.96%
$74.3B
$1.68 Billion 0.05% of portfolio
8,374
Q3 2025 Added 3.22%
$141B
$1.56 Billion 0.05% of portfolio
61,188
Q3 2025 Reduced 11.58%
$34.9B
$1.58 Billion 0.05% of portfolio
6,644
Q3 2025 Reduced 2.16%
$71.6B
$1.48 Billion 0.05% of portfolio
22,090
Q3 2025 Reduced 22.44%
$46.9B
$1.6 Billion 0.05% of portfolio
13,188
Q3 2025 Reduced 41.62%
$123B
$1.5 Billion 0.05% of portfolio
28,316
Q3 2025 Reduced 8.29%
$73.7B
$1.36 Billion 0.04% of portfolio
16,138
Q3 2025 Added 2.62%
$84.4B
$1.17 Billion 0.04% of portfolio
5,951
Q3 2025 Added 3.46%
$1.87B
$1.24 Billion 0.04% of portfolio
3,854
Q3 2025 Added 1.0%
$19B
$1.16 Billion 0.04% of portfolio
2,489
Q3 2025 Reduced 17.58%
$99.5B
$1.1 Billion 0.04% of portfolio
24,453
Q3 2025 Reduced 10.55%
$6.8B
$1.35 Billion 0.04% of portfolio
27,475
Q3 2025 Reduced 0.06%
$79.2B
$1.39 Billion 0.04% of portfolio
29,180
Q3 2025 Reduced 13.45%
$37.6B
$1.11 Billion 0.04% of portfolio
16,513
Q3 2025 Reduced 2.3%
$114B
$1.36 Billion 0.04% of portfolio
11,909
Q3 2025 Reduced 29.51%
$12.4B
$1.26 Billion 0.04% of portfolio
7,749
Q3 2025 Reduced 2.04%
$57.4B
$1.33 Billion 0.04% of portfolio
2,074
Q3 2025 Reduced 16.57%
$32B
$1.32 Billion 0.04% of portfolio
7,554
Q3 2025 Reduced 2.53%
$61.4B
$1.12 Billion 0.04% of portfolio
2,697
Q3 2025 Reduced 8.79%
$47.4B
$1.28 Billion 0.04% of portfolio
18,937
Q3 2025 Reduced 7.34%
$99.7B
$1.3 Billion 0.04% of portfolio
6,756
Q3 2025 Reduced 20.2%
$41.3B
$1.14 Billion 0.04% of portfolio
13,717
Q3 2025 Reduced 6.83%
$79.1B
$1.25 Billion 0.04% of portfolio
6,979
Q3 2025 Reduced 17.92%
$0
$1.18 Billion 0.04% of portfolio
13,250
Q3 2025 Reduced 24.01%
$40.4B
$1.22 Billion 0.04% of portfolio
9,610
Q3 2025 Reduced 8.16%
$4.22B
$1.11 Billion 0.04% of portfolio
26,455
Q3 2025 Reduced 5.98%
$31.2B
$1.25 Billion 0.04% of portfolio
7,634
Q3 2025 Reduced 23.73%
$0
$1.16 Billion 0.04% of portfolio
8,170
Q3 2025 Added 3.98%
$74.9B
$1.16 Billion 0.04% of portfolio
4,437
Q3 2025 Reduced 22.75%
$6.2B
$1.34 Billion 0.04% of portfolio
51,421
Q3 2025 Reduced 22.42%
$0
$1.17 Billion 0.04% of portfolio
6,682
Q2 2025 Reduced 6.09%
$100B
$1.29 Billion 0.04% of portfolio
21,100
Q3 2025 Reduced 23.14%
$72.7B
$1.39 Billion 0.04% of portfolio
1,054
Q3 2025 Reduced 19.05%
$59.1B
$1.37 Billion 0.04% of portfolio
17,460
Q3 2025 Reduced 29.55%
$67.3B
$1.25 Billion 0.04% of portfolio
4,462
Q3 2025 Reduced 15.49%
$11.2B
$1.26 Billion 0.04% of portfolio
7,612
Q3 2025 Reduced 0.65%

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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