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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$473 Million 0.02% of portfolio
3,251
Q3 2025 Reduced 29.68%
$34.7B
$681 Million 0.02% of portfolio
4,801
Q3 2025 Reduced 14.63%
$61.6B
$678 Million 0.02% of portfolio
23,954
Q3 2025 Reduced 10.72%
$35.1B
$505 Million 0.02% of portfolio
4,063
Q3 2025 Reduced 29.17%
$50.4B
$668 Million 0.02% of portfolio
10,917
Q3 2025 Reduced 18.32%
$27.2B
$545 Million 0.02% of portfolio
2,509
Q3 2025 Reduced 10.62%
$17.8B
$503 Million 0.02% of portfolio
3,572
Q3 2025 Reduced 8.9%
$13.7B
$727 Million 0.02% of portfolio
27,614
Q3 2025 Reduced 7.57%
$12.8B
$572 Million 0.02% of portfolio
4,004
Q3 2025 Reduced 2.32%
$36B
$512 Million 0.02% of portfolio
5,094
Q3 2025 Reduced 21.98%
$52.1B
$528 Million 0.02% of portfolio
44,147
Q3 2025 Reduced 18.69%
$14.1B
$655 Million 0.02% of portfolio
60,343
Q3 2025 Reduced 31.84%
$36.4B
$674 Million 0.02% of portfolio
16,064
Q3 2025 Reduced 30.57%
$21.5B
$472 Million 0.02% of portfolio
6,442
Q3 2025 Added 4.49%
$45.5B
$617 Million 0.02% of portfolio
3,569
Q3 2025 Reduced 21.73%
$27.2B
$686 Million 0.02% of portfolio
11,834
Q3 2025 Reduced 28.56%
$631M
$731 Million 0.02% of portfolio
24,379
Q3 2025 Reduced 5.4%
$40.2B
$610 Million 0.02% of portfolio
2,854
Q3 2025 Reduced 2.19%
$64.7B
$612 Million 0.02% of portfolio
5,461
Q3 2025 Added 2.11%
$11.7B
$474 Million 0.02% of portfolio
5,123
Q3 2025 Reduced 40.13%
$25.4B
$542 Million 0.02% of portfolio
2,113
Q3 2025 Reduced 16.48%
$21B
$739 Million 0.02% of portfolio
1,449
Q3 2025 Reduced 1.29%
$12.8B
$478 Million 0.02% of portfolio
13,788
Q3 2025 Reduced 12.93%
$76.1B
$689 Million 0.02% of portfolio
28,256
Q3 2025 Added 7.87%
$11.6B
$492 Million 0.02% of portfolio
1,459
Q3 2025 Added 1.25%
$25B
$473 Million 0.02% of portfolio
12,192
Q3 2025 Reduced 3.38%
$1.34B
$472 Million 0.02% of portfolio
4,031
Q3 2025 Reduced 0.47%
$45.6B
$719 Million 0.02% of portfolio
15,981
Q3 2025 Reduced 11.59%
$23.2B
$512 Million 0.02% of portfolio
6,038
Q3 2025 Reduced 35.3%
$30.4B
$514 Million 0.02% of portfolio
6,220
Q3 2025 Added 5.0%
$6.91B
$342 Million 0.01% of portfolio
12,355
Q3 2025 Reduced 4.04%
$31.3B
$298 Million 0.01% of portfolio
26,893
Q3 2025 Reduced 31.89%
$14.2B
$219 Million 0.01% of portfolio
6,035
Q3 2025 Reduced 26.09%
$2.79B
$202 Million 0.01% of portfolio
4,226
Q3 2025 New
$12.5B
$430 Million 0.01% of portfolio
1,495
Q3 2025 Reduced 13.28%
$12.2B
$203 Million 0.01% of portfolio
938
Q3 2025 New
$20.5B
$225 Million 0.01% of portfolio
2,712
Q3 2025 New
$5.3B
$414 Million 0.01% of portfolio
3,988
Q3 2025 Reduced 32.82%
$8.01B
$414 Million 0.01% of portfolio
19,156
Q3 2025 Reduced 32.72%
$18.3B
$336 Million 0.01% of portfolio
1,278
Q3 2025 Reduced 48.09%
$12.6B
$281 Million 0.01% of portfolio
34,399
Q3 2025 Reduced 27.78%
$7.63B
$295 Million 0.01% of portfolio
2,077
Q3 2025 Reduced 30.3%
$23.5B
$332 Million 0.01% of portfolio
3,210
Q3 2025 Reduced 23.33%
$148B
$424 Million 0.01% of portfolio
5,307
Q3 2025 Reduced 35.11%
$16.1B
$269 Million 0.01% of portfolio
3,510
Q3 2025 New
$5.79B
$376 Million 0.01% of portfolio
2,917
Q3 2025 Reduced 33.36%
$13.6B
$405 Million 0.01% of portfolio
1,037
Q3 2025 Reduced 0.29%
$4.04B
$324 Million 0.01% of portfolio
4,479
Q3 2025 Added 43.28%
$28.1B
$329 Million 0.01% of portfolio
6,528
Q3 2025 Reduced 23.0%

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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