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
$3.78T
$151 Billion 4.8% of portfolio
291,061
Q3 2025 Reduced 1.25%
$465B
$140 Billion 4.46% of portfolio
749,439
Q3 2025 Reduced 4.62%
$4.3T
$126 Billion 4.0% of portfolio
493,117
Q3 2025 Added 4.84%
$0
$115 Billion 3.66% of portfolio
171,538
Q3 2025 Reduced 7.24%
$2.39T
$75.6 Billion 2.41% of portfolio
344,505
Q3 2025 Reduced 4.21%
$0
$70.8 Billion 2.26% of portfolio
810,665
Q3 2025 Reduced 1.5%
$1.74T
$71 Billion 2.26% of portfolio
291,559
Q3 2025 Reduced 1.43%
$1.37T
$54.7 Billion 1.74% of portfolio
74,449
Q3 2025 Reduced 5.31%
$139B
$47.8 Billion 1.52% of portfolio
144,918
Q3 2025 Reduced -0.0%
$1.65T
$47.5 Billion 1.51% of portfolio
195,468
Q3 2025 Reduced 0.9%
$1.29T
$36.7 Billion 1.17% of portfolio
82,452
Q3 2025 Added 9.11%
$533B
$35.1 Billion 1.12% of portfolio
102,810
Q3 2025 Reduced 2.89%
$0
$34 Billion 1.09% of portfolio
51,103
Q3 2025 Reduced 2.21%
$49.1B
$33.9 Billion 1.08% of portfolio
28,311
Q3 2025 Reduced 5.58%
$971B
$31 Billion 0.99% of portfolio
40,573
Q3 2025 Reduced 5.23%
$0
$30.5 Billion 0.97% of portfolio
466,928
Q3 2025 Reduced 3.68%
$881B
$23.8 Billion 0.76% of portfolio
75,568
Q3 2025 Reduced 2.71%
$662B
$23.8 Billion 0.76% of portfolio
47,428
Q3 2025 Reduced 4.77%
$0
$23.4 Billion 0.75% of portfolio
193,833
Q3 2025 Added 8.65%
$0
$22 Billion 0.7% of portfolio
106,381
Q3 2025 Reduced 5.18%
$328B
$20.5 Billion 0.65% of portfolio
68,304
Q3 2025 Added 2.4%
$167B
$19.8 Billion 0.63% of portfolio
207,833
Q3 2025 Reduced 5.34%
$1.46T
$19.2 Billion 0.61% of portfolio
68,906
Q3 2025 Reduced 3.61%
$0
$18.7 Billion 0.6% of portfolio
56,900
Q3 2025 Reduced 1.75%
$512B
$18.6 Billion 0.59% of portfolio
32,706
Q3 2025 Reduced 6.79%
$317B
$17.7 Billion 0.57% of portfolio
211,524
Q3 2025 Reduced 8.28%
$258B
$17.9 Billion 0.57% of portfolio
107,190
Q3 2025 Reduced 2.36%
$300B
$17.3 Billion 0.55% of portfolio
50,224
Q3 2025 Reduced 7.35%
$79.6B
$17 Billion 0.54% of portfolio
137,199
Q3 2025 Added 5.14%
$404B
$16.6 Billion 0.53% of portfolio
17,950
Q3 2025 Reduced 16.88%
$159B
$16.3 Billion 0.52% of portfolio
33,567
Q3 2025 Reduced 2.31%
$593B
$16.1 Billion 0.51% of portfolio
57,224
Q3 2025 Added 30.33%
$279B
$15.6 Billion 0.5% of portfolio
151,276
Q3 2025 Reduced 8.69%
$140B
$15.7 Billion 0.5% of portfolio
62,445
Q3 2025 Reduced 2.96%
$0
$15.2 Billion 0.49% of portfolio
74,859
Q3 2025 Added 1.48%
$0
$15.3 Billion 0.49% of portfolio
104,827
Q3 2025 Added 1.44%
$0
$15.2 Billion 0.48% of portfolio
157,437
Q3 2025 Reduced 3.49%
$38.4B
$15.2 Billion 0.48% of portfolio
48,656
Q3 2025 Reduced 0.84%
$413B
$14.7 Billion 0.47% of portfolio
285,892
Q3 2025 Reduced 7.84%
$81.8B
$14.5 Billion 0.46% of portfolio
131,457
Q3 2025 Reduced 6.18%
$77.2B
$13.9 Billion 0.44% of portfolio
65,582
Q3 2025 Reduced 16.24%
$193B
$13.6 Billion 0.43% of portfolio
30,507
Q3 2025 Reduced 5.56%
$265B
$13.5 Billion 0.43% of portfolio
16,952
Q3 2025 Reduced 14.06%
$0
$13.1 Billion 0.42% of portfolio
54,010
Q3 2025 Added 4.65%
$237B
$13.2 Billion 0.42% of portfolio
81,279
Q3 2025 Reduced 0.94%
$169B
$12.8 Billion 0.41% of portfolio
13,954
Q3 2025 Reduced 3.55%
$89.7B
$12.7 Billion 0.4% of portfolio
63,029
Q3 2025 Added 1.35%
$228B
$12.4 Billion 0.4% of portfolio
92,664
Q3 2025 Reduced 5.6%
$405B
$12.1 Billion 0.38% of portfolio
12,471
Q3 2025 Reduced 13.14%

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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