Callan Capital, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 373 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $127M, Meta Platforms, Inc. with a value of $110M, Schwab Fundamental U S Large C with a value of $88.7M, Schwab Strategic Tr Intl Eqty with a value of $77.2M, and Schwab Fundamental Intl Large with a value of $66.1M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $1.36B to 1.35B.
Callan Capital, LLC is based out at La Jolla, CA
Below you can find more details about Callan Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $987 Million
Communication Services: $133 Million
Technology: $102 Million
Financial Services: $32.8 Million
Healthcare: $29.6 Million
Consumer Cyclical: $21.5 Million
Consumer Defensive: $13.4 Million
Industrials: $8.74 Million
Other: $19.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
