Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025

Callan Family Office, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.17 Trillion distributed in 931 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147B, Nvidia Corp with a value of $124B, Ishares Core S&P 500 ETF with a value of $115B, Apple Inc. with a value of $96.5B, and Amazon Com Inc with a value of $78.9B.

Examining the 13F form we can see an increase of $1.84T in the current position value, from $1.33T to 3.17T.

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 $3.17 Trillion
Technology: $719 Billion
ETFs: $574 Billion
Financial Services: $455 Billion
Healthcare: $286 Billion
Industrials: $253 Billion
Communication Services: $247 Billion
Consumer Cyclical: $244 Billion
Consumer Defensive: $118 Billion
Other: $211 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$192B
$3.77 Billion 0.12% of portfolio
274,646
Q2 2025 Added 269.99%
$114B
$3.66 Billion 0.12% of portfolio
242,112
Q2 2025 Added 85.9%
$94.3B
$3.76 Billion 0.12% of portfolio
13,639
Q2 2025 Added 431.94%
$99.8B
$3.69 Billion 0.12% of portfolio
40,147
Q2 2025 Added 203.04%
$10.1B
$3.69 Billion 0.12% of portfolio
67,038
Q2 2025 Added 239.02%
$82.3B
$3.91 Billion 0.12% of portfolio
210,595
Q2 2025 Added 30.21%
$142B
$3.44 Billion 0.11% of portfolio
14,778
Q2 2025 Added 73.11%
$28.9B
$3.5 Billion 0.11% of portfolio
143,085
Q2 2025 Added 226.63%
$257B
$3.61 Billion 0.11% of portfolio
25,415
Q2 2025 Added 238.64%
$96.2B
$3.44 Billion 0.11% of portfolio
18,745
Q2 2025 Added 144.65%
$173B
$3.52 Billion 0.11% of portfolio
57,376
Q2 2025 Added 112.95%
$71.5B
$3.34 Billion 0.11% of portfolio
13,549
Q2 2025 Added 376.24%
$444B
$3.64 Billion 0.11% of portfolio
5
Q2 2025 Reduced 16.67%
$153B
$3.51 Billion 0.11% of portfolio
19,168
Q2 2025 Added 162.9%
$143B
$3.48 Billion 0.11% of portfolio
8,792
Q2 2025 Added 112.52%
$3.04B
$3.34 Billion 0.11% of portfolio
75,237
Q2 2025 Added 972.21%
$85B
$3.44 Billion 0.11% of portfolio
12,593
Q2 2025 Added 419.3%
$74.3B
$3.32 Billion 0.1% of portfolio
113,552
Q2 2025 Added 61.22%
$138B
$3.3 Billion 0.1% of portfolio
47,558
Q2 2025 Added 135.66%
$62.8B
$3.17 Billion 0.1% of portfolio
6,040
Q2 2025 Added 217.06%
$169B
$3.32 Billion 0.1% of portfolio
400,442
Q2 2025 Added 376.47%
$276B
$3.28 Billion 0.1% of portfolio
19,014
Q2 2025 Added 228.0%
$20.3B
$3.28 Billion 0.1% of portfolio
14,731
Q2 2025 Added 247.92%
$141B
$3.05 Billion 0.1% of portfolio
28,397
Q2 2025 Added 294.73%
$4.31B
$3.18 Billion 0.1% of portfolio
25,750
Q2 2025 Added 842.19%
$91.1B
$3.12 Billion 0.1% of portfolio
43,868
Q2 2025 Added 203.29%
$90.8B
$3.14 Billion 0.1% of portfolio
9,142
Q2 2025 Added 426.01%
$51.9B
$3.09 Billion 0.1% of portfolio
5,798
Q2 2025 Added 82.61%
$39B
$3.05 Billion 0.1% of portfolio
22,680
Q2 2025 Added 145.59%
$32.7B
$3.05 Billion 0.1% of portfolio
23,729
Q2 2025 Added 89.38%
$13.4B
$3.1 Billion 0.1% of portfolio
15,684
Q2 2025 Added 1,168.93%
$174B
$3.31 Billion 0.1% of portfolio
26,890
Q2 2025 Added 113.84%
$75.6B
$2.74 Billion 0.09% of portfolio
10,184
Q2 2025 Added 148.09%
$46.5B
$2.83 Billion 0.09% of portfolio
36,199
Q2 2025 Added 316.56%
$49.2B
$2.99 Billion 0.09% of portfolio
22,589
Q2 2025 Added 163.15%
$70.9B
$2.78 Billion 0.09% of portfolio
3,496
Q2 2025 Added 388.27%
$9.88B
$2.8 Billion 0.09% of portfolio
40,343
Q2 2025 Added 963.34%
$142B
$2.9 Billion 0.09% of portfolio
5,701
Q2 2025 Added 177.83%
$69B
$2.72 Billion 0.09% of portfolio
25,821
Q2 2025 Added 163.45%
$158B
$2.83 Billion 0.09% of portfolio
46,228
Q2 2025 Added 199.44%
$96.8B
$2.99 Billion 0.09% of portfolio
32,642
Q2 2025 Added 170.66%
$8.36B
$2.98 Billion 0.09% of portfolio
221,295
Q2 2025 Added 237.24%
$177B
$2.98 Billion 0.09% of portfolio
8,521
Q2 2025 Added 185.65%
$123B
$3 Billion 0.09% of portfolio
1,148
Q2 2025 Added 583.33%
$92.4B
$2.84 Billion 0.09% of portfolio
6,498
Q2 2025 Added 218.69%
$113B
$2.54 Billion 0.08% of portfolio
8,752
Q2 2025 Added 122.08%
$195B
$2.4 Billion 0.08% of portfolio
18,142
Q2 2025 Added 72.31%
$19.4B
$2.56 Billion 0.08% of portfolio
34,903
Q2 2025 Added 405.99%
$127B
$2.51 Billion 0.08% of portfolio
10,558
Q2 2025 Added 75.67%

Summary

  • Portfolio
  • No. of Stocks 931
  • Current Value $3.17 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 398 stocks
  • Additional Purchases 483 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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