Callan Family Office, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001938970 · RADNOR, PA

As of Sep 30, 2025, Callan Family Office, LLC reported 848 positions worth $2.6B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
MICROSOFT CORP	MSFT	Technology	291,061	50.8M	5.80%
NVIDIA CORP	NVDA	Technology	749,439	39.8M	5.38%
APPLE INC	AAPL	Technology	493,117	25.6M	4.83%
ISHARES CORE S&P 500 ETF	IVV	—	171,538	14.8M	4.41%
AMAZON.COM INC	AMZN	Equity	344,505	$75.6M	2.91%
ALPHABET INC	GOOG	Equity	291,559	$71.0M	2.73%
ISHARES CORE MSCI EAFE ETF	IEFA	—	810,665	$70.8M	2.72%
META PLATFORMS INC	META	Communication Services	74,449	$54.7M	2.10%
BROADCOM INC	AVGO	Technology	144,918	$47.8M	1.84%
ALPHABET INC	GOOGL	Equity	195,468	$47.5M	1.83%
TESLA INC	TSLA	Consumer Cyclical	82,452	$36.7M	1.41%
VISA INC-CLASS A SHARES	V	Financial Services	102,810	$35.1M	1.35%
SPDR S&P 500 ETF TRUST	SPY	—	51,103	$34.0M	1.31%
NETFLIX INC	NFLX	Communication Services	28,311	$33.9M	1.31%
ELI LILLY & CO	LLY	Healthcare	40,573	$31.0M	1.19%
ISHARES CORE S&P MID-CAP ETF	IJH	—	466,928	$30.5M	1.17%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	57,825	$27.1M	1.04%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	47,428	$23.8M	0.92%
JPMORGAN CHASE & CO	JPM	Financial Services	75,568	$23.8M	0.92%
ISHARES S&P 500 GROWTH ETF	IVW	—	193,833	$23.4M	0.90%
ISHARES S&P 500 VALUE ETF	IVE	—	106,381	$22.0M	0.84%
GE AEROSPACE	GE	Industrials	68,304	$20.5M	0.79%
SCHWAB CHARLES CORP	SCHW	Equity	207,833	9.8M	0.76%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	68,906	9.2M	0.74%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	56,900	8.7M	0.72%