Callan Family Office, LLC Top Holdings and 13F Report (2025)

About Callan Family Office, LLC

Investment Activity

Callan Family Office, LLC has $3.17 billion in total holdings as of June 30, 2025.
Callan Family Office, LLC owns shares of 931 different stocks, but just 193 companies or ETFs make up 80% of its holdings.
Approximately 54.47% of the portfolio was purchased this quarter.
About 0.50% of the portfolio was sold this quarter.
This quarter, Callan Family Office, LLC has purchased 543 new stocks and bought additional shares in 483 stocks.
Callan Family Office, LLC sold shares of 23 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Microsoft: $146,607,121
NVIDIA: $124,133,691
iShares Core S&P 500 ETF: $114,822,961
Apple: $96,498,019
Amazon.com: $78,900,101

Largest New Holdings this Quarter

34959J108 - Fortive: $3,791,102 Holding
05464C101 - Axon Enterprise: $2,454,014 Holding
78463X509 - SPDR Portfolio Emerging Markets ETF: $2,266,545 Holding
50189K103 - LCI Industries: $2,045,939 Holding
443573100 - HubSpot: $1,681,023 Holding

Largest Purchases this Quarter

Microsoft: 172,352 shares (about $85.73M)
NVIDIA: 525,286 shares (about $82.99M)
Amazon.com: 234,371 shares (about $51.42M)
Apple: 247,074 shares (about $50.69M)
Meta Platforms: 51,380 shares (about $37.92M)

Largest Sales this Quarter

iShares Russell 1000 Value ETF: 9,671 shares (about $1.88M)
iShares Core S&P Mid-Cap ETF: 29,668 shares (about $1.84M)
Vanguard Total Stock Market ETF: 4,470 shares (about $1.36M)
iShares S&P 500 Value ETF: 6,888 shares (about $1.35M)
iShares Russell 2000 ETF: 5,296 shares (about $1.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$146,607,121	$85,729,608 ▲	140.8%	294,741	4.6%	Computer and Technology
NVDA NVIDIA	$124,133,691	$82,989,935 ▲	201.7%	785,706	3.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$114,822,961	$9,558,128 ▲	9.1%	184,930	3.6%	ETF
AAPL Apple	$96,498,019	$50,692,174 ▲	110.7%	470,332	3.0%	Computer and Technology
AMZN Amazon.com	$78,900,101	$51,418,652 ▲	187.1%	359,634	2.5%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$68,703,307	$5,417,353 ▲	8.6%	822,991	2.2%	ETF
META Meta Platforms	$58,032,326	$37,923,064 ▲	188.6%	78,625	1.8%	Computer and Technology
GOOG Alphabet	$52,469,479	$25,454,578 ▲	94.2%	295,786	1.7%	Computer and Technology
NFLX Netflix	$40,151,014	$20,518,088 ▲	104.5%	29,983	1.3%	Consumer Discretionary
AVGO Broadcom	$39,948,025	$28,498,351 ▲	248.9%	144,923	1.3%	Computer and Technology
V Visa	$37,590,919	$22,847,823 ▲	155.0%	105,875	1.2%	Business Services
GOOGL Alphabet	$34,759,781	$23,723,377 ▲	215.0%	197,241	1.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$34,209,401	$6,623,475 ▲	24.0%	80,572	1.1%	ETF
LLY Eli Lilly and Company	$33,371,463	$15,500,074 ▲	86.7%	42,810	1.1%	Medical
SPY SPDR S&P 500 ETF Trust	$32,288,841	$284,211 ▼	-0.9%	52,260	1.0%	Finance
IJH iShares Core S&P Mid-Cap ETF	$30,066,428	$1,840,009 ▼	-5.8%	484,786	0.9%	ETF
QQQ Invesco QQQ	$28,958,387	$25,076,490 ▲	646.0%	52,495	0.9%	Finance
BRK.B Berkshire Hathaway	$24,193,289	$12,561,526 ▲	108.0%	49,804	0.8%	Finance
TSLA Tesla	$24,004,614	$16,611,713 ▲	224.7%	75,567	0.8%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$22,518,179	$12,784,161 ▲	131.3%	77,673	0.7%	Finance
IVE iShares S&P 500 Value ETF	$21,925,733	$1,346,053 ▼	-5.8%	112,198	0.7%	ETF
COST Costco Wholesale	$21,376,764	$17,630,831 ▲	470.7%	21,594	0.7%	Retail/Wholesale
SCHW Charles Schwab	$20,032,928	$13,856,527 ▲	224.3%	219,563	0.6%	Finance
MA Mastercard	$19,717,913	$12,321,097 ▲	166.6%	35,089	0.6%	Business Services
IVW iShares S&P 500 Growth ETF	$19,641,635	$91,823 ▲	0.5%	178,398	0.6%	ETF
WFC Wells Fargo & Company	$18,477,114	$12,468,755 ▲	207.5%	230,618	0.6%	Finance
SPGI S&P Global	$18,117,157	$6,983,956 ▲	62.7%	34,359	0.6%	Finance
VTI Vanguard Total Stock Market ETF	$17,602,250	$1,358,578 ▼	-7.2%	57,915	0.6%	ETF
ISRG Intuitive Surgical	$17,553,773	$9,854,197 ▲	128.0%	32,303	0.6%	Medical
GE GE Aerospace	$17,168,428	$11,958,597 ▲	229.5%	66,702	0.5%	Aerospace
UNH UnitedHealth Group	$16,911,582	$10,001,758 ▲	144.7%	54,209	0.5%	Medical
COF Capital One Financial	$16,658,682	$13,230,480 ▲	385.9%	78,298	0.5%	Finance
WMT Walmart	$16,199,408	$9,254,681 ▲	133.3%	165,672	0.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$16,190,864	$6,763,444 ▲	71.7%	71,486	0.5%	Computer and Technology
RTX RTX	$16,030,952	$10,592,145 ▲	194.8%	109,786	0.5%	Aerospace
IWR iShares Russell Mid-Cap ETF	$15,002,606	$119,653 ▲	0.8%	163,125	0.5%	ETF
PM Philip Morris International	$14,943,949	$8,188,565 ▲	121.2%	82,051	0.5%	Consumer Staples
NOW ServiceNow	$14,873,233	$9,229,074 ▲	163.5%	14,467	0.5%	Computer and Technology
JCI Johnson Controls International	$14,799,580	$10,330,798 ▲	231.2%	140,121	0.5%	Construction
COR Cencora	$14,713,340	$5,843,177 ▲	65.9%	49,069	0.5%	Medical
BAC Bank of America	$14,679,563	$7,314,584 ▲	99.3%	310,219	0.5%	Finance
IWD iShares Russell 1000 Value ETF	$14,327,764	$1,878,398 ▼	-11.6%	73,767	0.5%	ETF
LOW Lowe's Companies	$14,277,113	$7,800,949 ▲	120.5%	64,349	0.5%	Retail/Wholesale
GS The Goldman Sachs Group	$13,960,369	$10,127,903 ▲	264.3%	19,725	0.4%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,954,696	$4,874,515 ▲	53.7%	103,338	0.4%	ETF
FI Fiserv	$13,758,663	$9,305,313 ▲	209.0%	79,802	0.4%	Business Services
MMC Marsh & McLennan Companies	$13,596,566	$7,447,097 ▲	121.1%	62,187	0.4%	Finance
ABT Abbott Laboratories	$13,351,150	$5,392,661 ▲	67.8%	98,163	0.4%	Medical
APH Amphenol	$12,885,493	$3,679,228 ▲	40.0%	130,486	0.4%	Computer and Technology
INTU Intuit	$12,179,123	$3,585,292 ▲	41.7%	15,463	0.4%	Computer and Technology
ASML ASML	$11,505,556	$7,676,515 ▲	200.5%	14,357	0.4%	Computer and Technology
SNY Sanofi	$11,378,068	$7,918,975 ▲	228.9%	235,522	0.4%	Medical
MET MetLife	$11,350,961	$7,832,184 ▲	222.6%	141,146	0.4%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$11,258,790	$165,412 ▼	-1.4%	19,875	0.4%	ETF
IWM iShares Russell 2000 ETF	$11,136,922	$1,142,824 ▼	-9.3%	51,610	0.4%	Finance
BK Bank of New York Mellon	$10,789,975	$7,483,046 ▲	226.3%	118,428	0.3%	Finance
NVS Novartis	$10,533,678	$7,375,438 ▲	233.5%	87,048	0.3%	Medical
CI Cigna Group	$10,481,369	$7,331,933 ▲	232.8%	31,706	0.3%	Medical
ACN Accenture	$10,194,839	$4,019,772 ▲	65.1%	34,109	0.3%	Computer and Technology
GILD Gilead Sciences	$9,949,252	$7,018,071 ▲	239.4%	89,738	0.3%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$9,779,230	$260,110 ▲	2.7%	197,720	0.3%	ETF
CMCSA Comcast	$9,710,285	$6,743,090 ▲	227.3%	272,073	0.3%	Consumer Discretionary
FDX FedEx	$9,693,862	$6,561,758 ▲	209.5%	42,646	0.3%	Transportation
PG Procter & Gamble	$9,653,517	$4,958,516 ▲	105.6%	60,592	0.3%	Consumer Staples
ORCL Oracle	$9,599,169	$4,645,232 ▲	93.8%	43,906	0.3%	Computer and Technology
CRWD CrowdStrike	$9,595,360	$6,369,913 ▲	197.5%	18,840	0.3%	Computer and Technology
CVX Chevron	$9,292,745	$4,186,017 ▲	82.0%	64,898	0.3%	Energy
CSCO Cisco Systems	$9,238,225	$5,575,238 ▲	152.2%	133,154	0.3%	Computer and Technology
PRI Primerica	$9,153,440	$8,270,307 ▲	936.5%	33,447	0.3%	Finance
VXUS Vanguard Total International Stock ETF	$9,110,747	$641,362 ▲	7.6%	131,868	0.3%	ETF
KO CocaCola	$9,086,706	$5,647,548 ▲	164.2%	128,434	0.3%	Consumer Staples
APD Air Products and Chemicals	$8,977,970	$5,259,855 ▲	141.5%	31,830	0.3%	Basic Materials
AMGN Amgen	$8,643,225	$4,536,325 ▲	110.5%	30,956	0.3%	Medical
VST Vistra	$8,642,569	$4,583,413 ▲	112.9%	44,593	0.3%	Utilities
GSK GSK	$8,579,290	$6,014,515 ▲	234.5%	223,419	0.3%	Medical
JNJ Johnson & Johnson	$8,574,774	$3,631,173 ▲	73.5%	56,136	0.3%	Medical
CVS CVS Health	$8,354,030	$6,142,876 ▲	277.8%	121,108	0.3%	Medical
IJR iShares Core S&P Small-Cap ETF	$8,339,304	$1,027,222 ▲	14.0%	76,304	0.3%	ETF
CHTR Charter Communications	$8,213,402	$5,671,421 ▲	223.1%	20,091	0.3%	Consumer Discretionary
XOM Exxon Mobil	$8,209,509	$4,668,387 ▲	131.8%	76,155	0.3%	Energy
HD Home Depot	$8,206,136	$4,681,626 ▲	132.8%	22,382	0.3%	Retail/Wholesale
DIS Walt Disney	$8,206,041	$5,574,780 ▲	211.9%	66,172	0.3%	Consumer Discretionary
BLACKROCK INC	$8,125,392	$3,577,943 ▲	78.7%	7,744	0.3%	COM
BX Blackstone	$7,953,468	$2,130,019 ▲	36.6%	53,172	0.3%	Finance
HLN Haleon	$7,876,264	$5,710,873 ▲	263.7%	759,524	0.2%	Medical
SSD Simpson Manufacturing	$7,858,375	$7,180,913 ▲	1,060.0%	50,598	0.2%	Construction
MCHP Microchip Technology	$7,798,966	$5,408,075 ▲	226.2%	110,828	0.2%	Computer and Technology
GWW W.W. Grainger	$7,777,874	$2,959,483 ▲	61.4%	7,477	0.2%	Industrials
IJK iShares S&P Mid-Cap 400 Growth ETF	$7,700,638	$547,336 ▼	-6.6%	84,641	0.2%	ETF
TXN Texas Instruments	$7,692,736	$4,534,005 ▲	143.5%	37,052	0.2%	Computer and Technology
EME EMCOR Group	$7,603,996	$6,901,685 ▲	982.7%	14,216	0.2%	Construction
TMUS T-Mobile US	$7,505,190	$4,921,975 ▲	190.5%	31,500	0.2%	Computer and Technology
NVO Novo Nordisk A/S	$7,495,020	$5,184,575 ▲	224.4%	108,592	0.2%	Medical
AXP American Express	$7,474,977	$3,458,381 ▲	86.1%	23,434	0.2%	Finance
VRTX Vertex Pharmaceuticals	$7,441,381	$4,985,258 ▲	203.0%	16,715	0.2%	Medical
IAU iShares Gold Trust	$7,295,870	$291,159 ▲	4.2%	116,996	0.2%	Finance
BKNG Booking	$7,259,707	$5,100,320 ▲	236.2%	1,254	0.2%	Retail/Wholesale
UBER Uber Technologies	$7,207,518	$4,829,301 ▲	203.1%	77,251	0.2%	Computer and Technology
EFA iShares MSCI EAFE ETF	$7,180,877	$1,550,648 ▲	27.5%	80,332	0.2%	Finance
CMG Chipotle Mexican Grill	$7,100,448	$2,888,861 ▲	68.6%	126,455	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Callan Family Office, LLC Top Holdings and 13F Report (2025)

About Callan Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Callan Family Office, LLC Top Holdings and 13F Report (2025)

About Callan Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCallan Family Office, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools