Callan Family Office, LLC Top Holdings and 13F Report (2026) About Callan Family Office, LLCInvestment ActivityCallan Family Office, LLC has $4.41 billion in total holdings as of March 31, 2026.Callan Family Office, LLC owns shares of 1,131 different stocks, but just 232 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 6.26% of the portfolio was sold this quarter.This quarter, Callan Family Office, LLC has purchased 1,111 new stocks and bought additional shares in 468 stocks.Callan Family Office, LLC sold shares of 542 stocks and completely divested from 66 stocks this quarter.Largest Holdings NVIDIA $170,260,440Apple $150,043,006iShares Core S&P 500 ETF $131,051,986Microsoft $127,056,856Vanguard S&P 500 ETF $107,387,965 Largest New Holdings this Quarter G0593M107 - AstraZeneca $13,085,163 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $1,884,160 Holding72348N109 - PINNACLE FINL PARTNERS INC $1,436,456 Holding82981J851 - SITE CTRS CORP $821,642 Holding011659109 - Alaska Air Group $758,845 Holding Largest Purchases this Quarter AstraZeneca 66,457 shares (about $13.09M)iShares Core MSCI EAFE ETF 77,742 shares (about $7.04M)iShares Core MSCI Emerging Markets ETF 76,038 shares (about $5.30M)FISERV INC 90,203 shares (about $5.03M)Occidental Petroleum 56,286 shares (about $3.66M) Largest Sales this Quarter iShares Russell 1000 Value ETF 157,939 shares (about $33.75M)iShares Russell 1000 Growth ETF 37,221 shares (about $15.87M)iShares MSCI ACWI ex U.S. ETF 176,350 shares (about $12.07M)iShares Russell 2000 ETF 41,112 shares (about $10.20M)Microsoft 18,438 shares (about $6.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCallan Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$170,260,440$1,098,894 â–¼-0.6%976,2643.9%Computer and TechnologyAAPLApple$150,043,006$2,664,796 â–¼-1.7%591,2093.4%Computer and TechnologyIVViShares Core S&P 500 ETF$131,051,986$490,560 â–²0.4%200,6283.0%ETFMSFTMicrosoft$127,056,856$6,825,199 â–¼-5.1%343,2392.9%Computer and TechnologyVOOVanguard S&P 500 ETF$107,387,965$1,765,160 â–¼-1.6%179,7142.4%ETFGOOGAlphabet$97,451,657$4,105,821 â–¼-4.0%339,7192.2%Computer and TechnologyAMZNAmazon.com$94,153,460$1,430,815 â–¼-1.5%452,0742.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$91,167,402$7,037,982 â–²8.4%1,007,0412.1%ETFGOOGLAlphabet$69,267,472$1,700,343 â–¼-2.4%240,8801.6%Computer and TechnologyVTHRVanguard Russell 3000 ETF$64,023,618$1,777,787 â–¼-2.7%222,6331.5%ETFAVGOBroadcom$62,559,236$1,110,834 â–¼-1.7%202,1231.4%Computer and TechnologyMETAMeta Platforms$51,012,496$677,405 â–²1.3%89,1621.2%Computer and TechnologyLLYEli Lilly and Company$48,705,060$1,507,489 â–¼-3.0%52,9541.1%MedicalVVisa$40,000,989$2,940,502 â–¼-6.8%132,3480.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$38,983,850$541,733 â–²1.4%115,3540.9%Computer and TechnologyTSLATesla$37,356,045$607,811 â–¼-1.6%100,4870.8%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$34,699,541$498,160 â–²1.5%53,3560.8%FinanceIJHiShares Core S&P Mid-Cap ETF$33,995,207$409,367 â–¼-1.2%503,4090.8%ETFIWFiShares Russell 1000 Growth ETF$33,923,100$15,871,032 â–¼-31.9%79,5570.8%ETFQQQInvesco QQQ$31,976,043$689,736 â–²2.2%55,4000.7%FinanceASMLASML$30,523,348$1,349,901 â–¼-4.2%23,1090.7%Computer and TechnologyBRK.BBerkshire Hathaway$29,896,400$1,147,687 â–¼-3.7%62,3880.7%FinanceJPMJPMorgan Chase & Co.$29,687,622$976,321 â–¼-3.2%100,9230.7%FinanceNFLXNetflix$27,475,265$3,905,808 â–¼-12.4%285,7540.6%Consumer DiscretionaryGEGE Aerospace$27,251,338$1,302,507 â–²5.0%96,0330.6%AerospaceVONVVanguard Russell 1000 Value ETF$26,601,631$439,828 â–¼-1.6%283,7810.6%ETFVOVanguard Mid-Cap ETF$25,191,381$278,277 â–¼-1.1%87,7200.6%ETFIVEiShares S&P 500 Value ETF$24,143,316$609,168 â–¼-2.5%114,3420.5%ETFMAMastercard$23,123,268$1,386,557 â–²6.4%46,2780.5%Business ServicesWALMART INC$22,582,624$592,566 â–²2.7%181,7080.5%COMRTXRTX$22,225,669$1,093,546 â–¼-4.7%115,2190.5%AerospaceIVWiShares S&P 500 Growth ETF$22,019,853$452,780 â–¼-2.0%194,6760.5%ETFVTIVanguard Total Stock Market ETF$21,735,392$1,955,967 â–²9.9%67,7520.5%ETFSCHWCharles Schwab$21,212,921$185,893 â–¼-0.9%225,7170.5%FinanceAPHAmphenol$20,698,872$598,898 â–²3.0%163,8220.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$20,221,413$2,481,728 â–²14.0%162,6690.5%ETFCOSTCostco Wholesale$19,651,723$649,677 â–²3.4%19,7220.4%Retail/WholesalePMPhilip Morris International$19,053,718$869,355 â–¼-4.4%115,2400.4%Consumer StaplesWFCWells Fargo & Company$18,662,410$908,987 â–¼-4.6%234,4230.4%FinanceGSThe Goldman Sachs Group$17,627,259$421,308 â–¼-2.3%20,8360.4%FinanceCVXChevron$17,599,225$716,499 â–¼-3.9%85,0610.4%EnergyJCIJohnson Controls International$16,771,678$1,235,644 â–¼-6.9%128,0770.4%ConstructionMUMicron Technology$16,680,713$678,039 â–¼-3.9%49,3750.4%Computer and TechnologyXOMExxonMobil$16,650,360$466,902 â–¼-2.7%98,1400.4%EnergyBACBank of America$16,429,313$1,031,259 â–¼-5.9%337,0110.4%FinanceIWRiShares Russell Mid-Cap ETF$16,346,142$2,168,427 â–¼-11.7%168,1180.4%ETFNVSNovartis$16,336,604$321,233 â–²2.0%106,9500.4%MedicalISRGIntuitive Surgical$16,239,296$1,014,178 â–¼-5.9%35,2270.4%MedicalCORCencora$16,172,706$1,596,474 â–¼-9.0%51,4820.4%MedicalUNHUnitedHealth Group$16,067,245$444,847 â–¼-2.7%59,3790.4%MedicalJNJJohnson & Johnson$15,805,451$669,275 â–¼-4.1%64,6600.4%MedicalGSKGSK$15,545,623$234,778 â–¼-1.5%281,6750.4%MedicalLOWLowe's Companies$15,265,070$1,037,739 â–¼-6.4%64,6060.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$15,229,021$652,079 â–²4.5%237,6560.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,226,194$534,825 â–²3.6%106,9030.3%ETFIWDiShares Russell 1000 Value ETF$14,825,275$33,746,816 â–¼-69.5%69,3840.3%ETFFDXFedEx$14,720,517$292,067 â–¼-1.9%41,3290.3%TransportationSPGIS&P Global$14,618,744$1,966,321 â–¼-11.9%34,3700.3%FinanceIWMiShares Russell 2000 ETF$14,487,664$10,195,776 â–¼-41.3%58,4180.3%FinanceGILDGilead Sciences$14,462,600$292,538 â–¼-2.0%103,7710.3%MedicalBKBNY$14,026,286$324,926 â–¼-2.3%118,2360.3%FinanceVXUSVanguard Total International Stock ETF$13,920,710$552,954 â–²4.1%180,5310.3%ETFCATCaterpillar$13,644,160$235,207 â–¼-1.7%19,2590.3%IndustrialsMRKMerck & Co., Inc.$13,610,141$465,885 â–²3.5%113,1440.3%MedicalABBVAbbVie$13,212,063$511,101 â–²4.0%60,7480.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$13,100,307$5,303,651 â–²68.0%187,8180.3%ETFAZNCFAstraZeneca$13,085,163$13,085,163 â–²New Holding66,4570.3%MedicalAMDAdvanced Micro Devices$12,368,745$237,403 â–²2.0%60,8010.3%Computer and TechnologyCOFCapital One Financial$12,268,307$1,109,363 â–¼-8.3%67,2490.3%FinanceSHELShell$12,219,364$68,169 â–²0.6%131,3910.3%EnergyMARSH & MCLENNAN COS INC$12,201,815$1,022,484 â–¼-7.7%70,3480.3%COMVWOVanguard FTSE Emerging Markets ETF$12,065,408$267,439 â–¼-2.2%223,2270.3%ETFCVSCVS Health$11,857,697$703,764 â–²6.3%165,1030.3%MedicalAMGNAmgen$11,735,022$383,872 â–¼-3.2%33,3520.3%MedicalSNYSanofi$11,733,856$1,711,836 â–²17.1%243,5420.3%MedicalROSTRoss Stores$11,677,987$1,129,066 â–¼-8.8%53,9080.3%Retail/WholesaleORCLOracle$11,493,330$360,422 â–¼-3.0%78,1270.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$11,415,611$273,841 â–¼-2.3%18,5090.3%ETFABTAbbott Laboratories$11,360,022$1,020,745 â–¼-8.2%110,6460.3%MedicalCOHRCoherent$11,333,793$1,575,044 â–¼-12.2%47,5790.3%Business ServicesPALANTIR TECHNOLOGIES INC$11,220,699$2,434,830 â–²27.7%76,7070.3%CL AOXYOccidental Petroleum$11,194,625$3,658,590 â–²48.5%172,2250.3%EnergyCSCOCisco Systems$10,250,520$370,881 â–¼-3.5%132,1110.2%Computer and TechnologyKOCocaCola$10,052,998$476,683 â–¼-4.5%132,1890.2%Consumer StaplesEMGFiShares Emerging Markets Equity Factor ETF$9,844,893$1,699,412 â–²20.9%162,9140.2%ETFAMATApplied Materials$9,704,530$685,979 â–¼-6.6%28,3930.2%Computer and TechnologyCOPConocoPhillips$9,513,287$144,541 â–²1.5%72,0700.2%EnergyIAUiShares Gold Trust$9,504,352$125,540 â–²1.3%107,8080.2%FinanceMETMetLife$9,229,782$171,496 â–¼-1.8%130,5120.2%FinanceGLDSPDR Gold Shares$9,174,213$1,039,150 â–²12.8%21,3210.2%FinanceTMOThermo Fisher Scientific$9,091,283$789,392 â–¼-8.0%18,4960.2%MedicalHDHome Depot$9,078,828$200,297 â–¼-2.2%27,6040.2%Retail/WholesaleLINDE PLC$9,006,925$137,821 â–¼-1.5%18,1680.2%SHSSSDSimpson Manufacturing$8,966,526$114,643 â–²1.3%52,2460.2%ConstructionBABoeing$8,939,829$1,256,874 â–²16.4%44,9170.2%AerospaceEFAiShares MSCI EAFE ETF$8,935,860$160,556 â–²1.8%91,9990.2%FinanceAXPAmerican Express$8,914,656$507,862 â–¼-5.4%29,4720.2%FinanceCICigna Group$8,906,508$2,283,645 â–²34.5%33,3890.2%MedicalPGProcter & Gamble$8,885,523$420,032 â–¼-4.5%61,5170.2%Consumer StaplesDISWalt Disney$8,803,219$531,148 â–¼-5.7%91,3390.2%Consumer DiscretionaryShowing largest 100 holdings. 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