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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 3.66% of portfolio
171,538
Q3 2025 Reduced 7.24%
$0
$70.8 Billion 2.26% of portfolio
810,665
Q3 2025 Reduced 1.5%
$0
$34 Billion 1.09% of portfolio
51,103
Q3 2025 Reduced 2.21%
$0
$30.5 Billion 0.97% of portfolio
466,928
Q3 2025 Reduced 3.68%
$0
$27.1 Billion 0.86% of portfolio
57,825
Q3 2025 Reduced 28.23%
$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%
$0
$18.7 Billion 0.6% of portfolio
56,900
Q3 2025 Reduced 1.75%
$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%
$0
$13.1 Billion 0.42% of portfolio
54,010
Q3 2025 Added 4.65%
$0
$11.3 Billion 0.36% of portfolio
18,969
Q3 2025 Reduced 4.56%
$0
$10.5 Billion 0.33% of portfolio
193,023
Q3 2025 Reduced 2.38%
$0
$10.4 Billion 0.33% of portfolio
141,791
Q3 2025 Added 7.52%
$65.3B
$8.78 Billion 0.28% of portfolio
120,599
Q3 2025 Added 3.08%
$0
$7.5 Billion 0.24% of portfolio
78,171
Q3 2025 Reduced 7.64%
$0
$7.18 Billion 0.23% of portfolio
126,864
Q3 2025 Reduced 1.51%
$0
$7.12 Billion 0.23% of portfolio
104,919
Q3 2025 Reduced 0.15%
$130B
$6.93 Billion 0.22% of portfolio
19,485
Q3 2025 Reduced 1.93%
$0
$6.43 Billion 0.21% of portfolio
10,717
Q3 2025 Reduced 79.58%
$0
$6.38 Billion 0.2% of portfolio
68,346
Q3 2025 Reduced 14.92%
$0
$5.92 Billion 0.19% of portfolio
41,679
Q3 2025 Added 6.38%
$0
$5.76 Billion 0.18% of portfolio
107,910
Q3 2025 Reduced 4.63%
$0
$5.56 Billion 0.18% of portfolio
92,750
Q3 2025 Added 7.02%
$0
$5.51 Billion 0.18% of portfolio
83,659
Q3 2025 Added 0.76%
$0
$4.88 Billion 0.16% of portfolio
35,268
Q3 2025 Added 70.58%
$0
$4.75 Billion 0.15% of portfolio
7,757
Q3 2025 Reduced 0.12%
$0
$4.77 Billion 0.15% of portfolio
41,911
Q3 2025 Added 0.22%
$0
$3.05 Billion 0.1% of portfolio
46,966
Q3 2025 New
$0
$2.89 Billion 0.09% of portfolio
31,628
Q3 2025 Added 1.92%
$0
$2.54 Billion 0.08% of portfolio
99,308
Q3 2025 Added 0.09%
$0
$2.45 Billion 0.08% of portfolio
93,000
Q4 2024 New
$0
$2.21 Billion 0.07% of portfolio
7,854
Q3 2025 Added 1.26%
$0
$1.86 Billion 0.06% of portfolio
24,500
Q1 2024 Reduced 10.91%
$0
$1.52 Billion 0.05% of portfolio
4,154
Q3 2025 Added 0.95%
$0
$1.47 Billion 0.05% of portfolio
10,531
Q3 2025 Reduced 4.7%
$0
$1.44 Billion 0.05% of portfolio
4,330
Q2 2025 Reduced 5.77%
$0
$1.45 Billion 0.05% of portfolio
6,716
Q3 2025 Reduced 4.28%
$0
$1.18 Billion 0.04% of portfolio
13,250
Q3 2025 Reduced 24.01%
$0
$1.16 Billion 0.04% of portfolio
8,170
Q3 2025 Added 3.98%
$0
$1.17 Billion 0.04% of portfolio
6,682
Q2 2025 Reduced 6.09%
$0
$1.41 Billion 0.04% of portfolio
4,802
Q3 2025 Reduced 2.5%
$0
$1 Billion 0.03% of portfolio
20,985
Q3 2025 Reduced 14.08%
$0
$967 Million 0.03% of portfolio
8,752
Q3 2025 Added 0.53%
$0
$800 Million 0.03% of portfolio
4,218
Q3 2025 Added 4.02%
$0
$996 Million 0.03% of portfolio
21,605
Q3 2025 Reduced 11.27%
$0
$720 Million 0.02% of portfolio
9,585
Q3 2025 Reduced 4.15%
$0
$619 Million 0.02% of portfolio
6,906
Q4 2024 New

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
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email