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
$12B
$3.05 Billion 0.1% of portfolio
20,491
Q3 2025 Reduced 7.05%
$92.7B
$3.26 Billion 0.1% of portfolio
12,520
Q3 2025 Reduced 0.58%
Ge Vernova Inc
-
$3.22 Billion 0.1% of portfolio
-
Q3 2025 Reduced 20.32%
$72.9B
$3.17 Billion 0.1% of portfolio
12,236
Q3 2025 Reduced 21.4%
$173B
$3.12 Billion 0.1% of portfolio
52,280
Q3 2025 Reduced 8.88%
$272B
$3.19 Billion 0.1% of portfolio
16,686
Q3 2025 Reduced 12.24%
$11.1B
$3.05 Billion 0.1% of portfolio
14,865
Q3 2025 Reduced 5.22%
$10.5B
$3.16 Billion 0.1% of portfolio
38,581
Q3 2025 Reduced 4.37%
$147B
$3.17 Billion 0.1% of portfolio
32,507
Q3 2025 Added 14.47%
$38.1B
$3.28 Billion 0.1% of portfolio
43,990
Q3 2025 Reduced 21.01%
$10B
$3.21 Billion 0.1% of portfolio
159,321
Q3 2025 Reduced 4.14%
$85.9B
$3.18 Billion 0.1% of portfolio
14,386
Q3 2025 Reduced 11.18%
$136B
$3.01 Billion 0.1% of portfolio
8,150
Q3 2025 Reduced 7.3%
$0
$3.05 Billion 0.1% of portfolio
46,966
Q3 2025 New
$2.85B
$3.15 Billion 0.1% of portfolio
72,532
Q3 2025 Reduced 3.6%
$84.9B
$3 Billion 0.1% of portfolio
17,781
Q3 2025 Reduced 5.14%
$174B
$2.75 Billion 0.09% of portfolio
18,532
Q3 2025 Added 103.13%
$86.1B
$2.73 Billion 0.09% of portfolio
7,893
Q3 2025 Reduced 13.66%
$19B
$2.86 Billion 0.09% of portfolio
13,940
Q3 2025 Reduced 5.37%
Arista Networks Inc
-
$2.79 Billion 0.09% of portfolio
-
Q3 2025 Reduced 0.69%
$7.67B
$2.84 Billion 0.09% of portfolio
227,265
Q3 2025 Added 2.7%
$204B
$2.83 Billion 0.09% of portfolio
20,127
Q3 2025 Added 10.94%
$0
$2.89 Billion 0.09% of portfolio
31,628
Q3 2025 Added 1.92%
$53.4B
$2.95 Billion 0.09% of portfolio
37,906
Q3 2025 Added 4.72%
$47.8B
$2.84 Billion 0.09% of portfolio
42,178
Q3 2025 Reduced 26.78%
$66.3B
$2.79 Billion 0.09% of portfolio
12,146
Q3 2025 Reduced 10.36%
$23.5B
$2.96 Billion 0.09% of portfolio
5,053
Q3 2025 Added 0.56%
$132B
$2.95 Billion 0.09% of portfolio
13,998
Q3 2025 Reduced 5.28%
$47B
$2.75 Billion 0.09% of portfolio
5,604
Q3 2025 Reduced 3.35%
$10.4B
$2.36 Billion 0.08% of portfolio
8,251
Q3 2025 Reduced 5.27%
$0
$2.54 Billion 0.08% of portfolio
99,308
Q3 2025 Added 0.09%
$107B
$2.37 Billion 0.08% of portfolio
3,123
Q3 2025 Reduced 6.02%
$72.3B
$2.53 Billion 0.08% of portfolio
22,680
Q3 2025 Reduced 12.16%
$73.7B
$2.52 Billion 0.08% of portfolio
9,206
Q3 2025 Reduced 9.6%
$128B
$2.39 Billion 0.08% of portfolio
25,139
Q3 2025 Reduced 12.96%
$161B
$2.54 Billion 0.08% of portfolio
2,357
Q3 2025 Reduced 4.46%
$0
$2.45 Billion 0.08% of portfolio
93,000
Q4 2024 New
$118B
$2.51 Billion 0.08% of portfolio
10,212
Q3 2025 Reduced 3.28%
$114B
$2.42 Billion 0.08% of portfolio
36,665
Q3 2025 Reduced 14.65%
$87.8B
$2.52 Billion 0.08% of portfolio
5,288
Q3 2025 Reduced 43.08%
$97.6B
$2.54 Billion 0.08% of portfolio
97,297
Q3 2025 Reduced 7.1%
$96.9B
$2.36 Billion 0.08% of portfolio
5,594
Q3 2025 Reduced 13.91%
$89.3B
$2.17 Billion 0.07% of portfolio
324,512
Q3 2025 Reduced 12.63%
$71.5B
$2.29 Billion 0.07% of portfolio
2,920
Q3 2025 Reduced 16.48%
$150B
$2.17 Billion 0.07% of portfolio
36,563
Q3 2025 Reduced 20.91%
$35.8B
$2.3 Billion 0.07% of portfolio
8,413
Q3 2025 Reduced 3.74%
$94.5B
$2.24 Billion 0.07% of portfolio
6,581
Q3 2025 Reduced 4.73%
$124B
$2.08 Billion 0.07% of portfolio
50,849
Q3 2025 Reduced 10.84%
$49.5B
$2.12 Billion 0.07% of portfolio
12,493
Q3 2025 Added 6.84%

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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