Callan Family Office, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Callan Family Office, LLC reported 1,226 stock positions worth $5.1 billion. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by Apple (AAPL, 3.5%) and iShares Core S&P 500 ETF (IVV, 3.1%). Compared with Q1 2026, it opened 129 new positions, sold out of 36, added to 622 and reduced 432. The biggest buy was Advanced Micro Devices (AMD, shares +7%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001938970
- Portfolio Value
- $5.1B (Q2 2026)
- SEC Filing
- 0001938970-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,226 stocks · $5.1B
| NVDA Nvidia Corp. | 3.93% | 1,004,009 | $200.9M | Add +2.8% |
| AAPL Apple Inc. | 3.47% | 613,564 | $177.5M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 3.11% | 212,091 | $158.8M | Add +5.7% |
| MSFT Microsoft Corp. | 2.51% | 344,079 | $128.3M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 2.40% | 178,743 | $122.8M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 2.35% | 339,487 | $120.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.12% | 454,551 | $108.3M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.05% | 1,086,316 | $104.9M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 1.75% | 250,823 | $89.6M | Add +4.1% |
| AVGO Broadcom Inc. | 1.57% | 212,834 | $80.4M | Add +5.3% |
| VTHR Vanguard Russell 3000 | 1.42% | 219,190 | $72.6M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.28% | 54,722 | $65.6M | Add +3.3% |
| MU Micron Technology Inc. | 1.10% | 48,762 | $56.3M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 112,327 | $53.6M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.97% | 88,465 | $49.8M | Reduce -0.8% |
| V Visa Inc. Class A | 0.95% | 141,136 | $48.4M | Add +6.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.89% | 22,855 | $45.5M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.80% | 330,408 | $41.0M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 55,700 | $41.0M | Add +0.5% |
| TSLA Tesla Inc. | 0.80% | 97,519 | $41.0M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 53,392 | $39.9M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 513,069 | $39.6M | Add +1.9% |
| AMD Advanced Micro Devices | 0.74% | 65,046 | $37.8M | Add +7.0% |
| GE General Electric filed as GE AEROSPACE | 0.72% | 98,688 | $36.9M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.66% | 102,480 | $33.5M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 64,907 | $32.5M | Add +4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 398,618 | $32.1M | Add +13.6% |
| VONV Vanguard Russell 1000 Value | 0.59% | 283,702 | $30.2M | Reduce -0.0% |
| APH Amphenol Corp. Class A | 0.58% | 168,121 | $29.6M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 184,857 | $27.4M | Add +13.6% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 195,591 | $26.9M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 69,767 | $25.8M | Add +3.0% |
| IVE iShares S&P 500 Value ETF | 0.50% | 112,821 | $25.6M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.49% | 152,649 | $25.1M | Add +42.8% |
| UNH Unitedhealth Group Inc. | 0.49% | 59,730 | $24.8M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.47% | 46,509 | $23.9M | Add +0.5% |
| KLAC KLA Corp. | 0.45% | 77,004 | $23.2M | Add +55.4% |
| AMAT Applied Materials Inc. | 0.43% | 30,770 | $22.2M | Add +8.4% |
| RTX RTX Corp. | 0.42% | 114,183 | $21.7M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.42% | 20,108 | $21.4M | Add +4.4% |
| GS Goldman Sachs Group Inc. | 0.41% | 20,918 | $21.2M | Add +0.4% |
| NFLX Netflix Inc. | 0.41% | 295,587 | $21.1M | Add +3.4% |
| WMT Walmart Inc. | 0.41% | 183,286 | $20.8M | Add +0.9% |
| PM Philip Morris International | 0.40% | 114,031 | $20.6M | Reduce -1.1% |
| SCHW Schwab (charles) Corp. | 0.39% | 217,027 | $20.0M | Reduce -3.9% |
| BAC Bank of America Corp. | 0.38% | 339,038 | $19.3M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.38% | 232,992 | $19.3M | Add +24.1% |
| COHR Coherent Corp. | 0.37% | 48,334 | $19.1M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.37% | 20,205 | $18.9M | Add +2.5% |
| WFC Wells Fargo & Co. | 0.37% | 227,104 | $18.8M | Reduce -3.1% |
| VXUS Vanguard Total Intl Stock | 0.36% | 217,223 | $18.6M | Add +20.3% |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 167,300 | $18.5M | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.35% | 73,717 | $17.9M | Add +6.2% |
| JCI Johnson Controls Internation | 0.35% | 121,308 | $17.7M | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.34% | 58,487 | $17.6M | Add +0.1% |
| CVS CVS Health Corp. | 0.33% | 164,995 | $17.1M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.33% | 107,922 | $16.9M | Add +0.9% |
| JNJ Johnson & Johnson | 0.32% | 64,905 | $16.5M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 228,443 | $16.3M | Reduce -3.9% |
| BNY Bank of New York Mellon Corp. | 0.32% | 112,282 | $16.2M | Reduce -5.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 21,158 | $16.1M | Add +10.3% |
| CSCO Cisco Systems Inc. | 0.31% | 133,192 | $15.6M | Add +0.8% |
| LRCX Lam Research Corp. | 0.30% | 35,777 | $15.5M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.29% | 37,917 | $15.1M | Add +7.6% |
| CVX Chevron Corp. | 0.29% | 90,394 | $15.0M | Add +6.3% |
| ABBV Abbvie Inc. | 0.29% | 58,732 | $14.8M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 240,716 | $14.4M | Add +7.8% |
| GSK GSK PLC-Spon ADR | 0.28% | 271,081 | $14.2M | Reduce -3.8% |
| SPGI S&P Global Inc. | 0.27% | 34,431 | $14.0M | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.27% | 62,708 | $13.8M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.27% | 100,839 | $13.8M | Add +2.8% |
| MRK Merck & Co. Inc. | 0.27% | 107,070 | $13.8M | Reduce -5.4% |
| COR Cencora Inc. | 0.27% | 48,274 | $13.7M | Reduce -6.2% |
| COF Capital One Financial Corp. | 0.26% | 66,417 | $13.3M | Reduce -1.2% |
| AZN Astrazeneca PLC | 0.26% | 69,688 | $13.2M | Add +4.9% |
| MDY State Street SPDR S&P Midcap | 0.26% | 18,564 | $13.1M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.25% | 43,493 | $13.0M | Add +7.0% |
| EMGF iShares Emerging Markets Equ | 0.25% | 176,831 | $13.0M | Add +8.5% |
| GILD Gilead Sciences Inc. | 0.25% | 101,450 | $12.8M | Reduce -2.2% |
| FDX FedEx Corp. | 0.25% | 40,679 | $12.7M | Reduce -1.6% |
| WDC Western Digital Corp. | 0.23% | 18,637 | $11.9M | Reduce -25.0% |
| AMGN Amgen Inc. | 0.23% | 31,795 | $11.5M | Reduce -4.7% |
| ROST Ross Stores Inc. | 0.22% | 53,914 | $11.5M | Add +0.0% |
| MRSH Marsh & McLennan Cos | 0.22% | 66,601 | $11.1M | Reduce -5.3% |
| ORCL Oracle Corp. | 0.22% | 75,139 | $11.0M | Reduce -3.8% |
| EEM iShares MSCI Emerging Market | 0.22% | 160,876 | $11.0M | Add +31.3% |
| MET Metlife Inc. | 0.21% | 129,710 | $11.0M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.21% | 31,927 | $10.9M | Add +4.1% |
| INTC Intel Corp. | 0.21% | 76,934 | $10.7M | Add +4.2% |
| SSD Simpson Manufacturing Co. Inc. | 0.21% | 51,088 | $10.7M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.21% | 130,507 | $10.6M | Reduce -1.3% |
| SHEL Shell PLC-ADR | 0.20% | 133,184 | $10.3M | Add +1.4% |
| GOLF Acushnet Holdings Corp. | 0.20% | 86,651 | $10.3M | Reduce -0.2% |
| GWW WW Grainger Inc. | 0.20% | 7,460 | $10.1M | Add +0.3% |
| GEV GE Vernova Inc. | 0.20% | 8,589 | $10.1M | Add +3.0% |
| WTS Watts Water Technologies-A | 0.20% | 25,757 | $10.1M | Reduce -0.4% |
| GLW Corning Inc. | 0.20% | 39,393 | $10.1M | Reduce -6.6% |
| AXP American Express Co. | 0.20% | 29,646 | $10.0M | Add +0.6% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 130,937 | $10.0M | Add +12.2% |
| BA The Boeing Co. | 0.19% | 44,867 | $9.7M | Reduce -0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.97% | −0.18 |
| SNY Sanofi-ADR | Reduce -46.5% | 0.11% | −0.16 |
| COR Cencora Inc. | Reduce -6.2% | 0.27% | −0.10 |
| INTU Intuit Inc. | Reduce -37.3% | 0.04% | −0.09 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.17% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -3.9% | 0.39% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.17% | −0.09 |
| FDX FedEx Corp. | Reduce -1.6% | 0.25% | −0.09 |
| ACN Accenture PLC Class A | Reduce -21.5% | 0.06% | −0.08 |
| RTX RTX Corp. | Reduce -0.9% | 0.42% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -2.2% | 0.25% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 0.27% | −0.08 |
| GSK GSK PLC-Spon ADR | Reduce -3.8% | 0.28% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -12.6% | 0.13% | −0.07 |
| GLD SPDR Gold Shares | Reduce -8.2% | 0.14% | −0.07 |
| HON Honeywell International Inc. | Reduce -3.4% | 0.04% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -5.3% | 0.22% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -55.8% | 0.04% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -17.3% | 0.12% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -3.1% | 0.37% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -3.5% | 0.11% | −0.06 |
| TTE Totalenergies SE | Reduce -8.0% | 0.11% | −0.05 |
| FCN Fti Consulting Inc. | Reduce -3.2% | 0.12% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -4.8% | 0.11% | −0.05 |
| BX Blackstone Inc. | Reduce -32.1% | 0.08% | −0.05 |
| FISV Fiserv Inc. | Reduce -10.2% | 0.10% | −0.05 |
| VST Vistra Corp. | Reduce -28.7% | 0.09% | −0.05 |
| CHTR Charter Communications Inc. Class A | Reduce -9.4% | 0.05% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -1.3% | 0.50% | −0.05 |
| DIS The Walt Disney Co. | Reduce -10.4% | 0.15% | −0.05 |
| TSLA Tesla Inc. | Reduce -3.0% | 0.80% | −0.05 |
| CEG Constellation Energy | Reduce -1.9% | 0.14% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.8% | 0.22% | −0.05 |
| NOW ServiceNow Inc. | Reduce -18.4% | 0.09% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.0% | 0.16% | −0.04 |
| DHR Danaher Corp. | Reduce -26.7% | 0.07% | −0.04 |
| T AT&T Inc. | Reduce -0.8% | 0.07% | −0.04 |
| AMGN Amgen Inc. | Reduce -4.7% | 0.23% | −0.04 |
| ZTS Zoetis Inc. | Reduce -42.2% | 0.02% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -5.4% | 0.27% | −0.04 |
| GGG Graco Inc. | Reduce -7.5% | 0.10% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Reduce -36.8% | 0.05% | −0.04 |
| BKR Baker Hughes Co. | Reduce -1.9% | 0.13% | −0.04 |
| GSG iShares S&P Gsci Commodity I | Reduce -7.0% | 0.09% | −0.04 |
| HLN Haleon PLC-ADR | Reduce -3.9% | 0.13% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -40.0% | 0.04% | −0.04 |
| AMT American Tower Corp. | Reduce -44.6% | 0.03% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 2.40% | −0.04 |
| HD Home Depot Inc. | Reduce -11.0% | 0.17% | −0.04 |
| CME Cme Group Inc. | Reduce -3.5% | 0.06% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +7.0% | 0.74% | +0.46 |
| KLAC KLA Corp. | Add +55.4% | 0.45% | +0.29 |
| AMAT Applied Materials Inc. | Add +8.4% | 0.43% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 1.75% | +0.18 |
| LLY Eli Lilly & Co. | Add +3.3% | 1.28% | +0.18 |
| AVGO Broadcom Inc. | Add +5.3% | 1.57% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.3% | 0.32% | +0.15 |
| ITOT iShares Core S&P Total U.S. | Add +42.8% | 0.49% | +0.14 |
| INTC Intel Corp. | Add +4.2% | 0.21% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +5.7% | 3.11% | +0.13 |
| LRCX Lam Research Corp. | Add +0.5% | 0.30% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 0.49% | +0.12 |
| COHR Coherent Corp. | Add +1.6% | 0.37% | +0.12 |
| STX Seagate Technology Holdings | Add +28.2% | 0.17% | +0.11 |
| APH Amphenol Corp. Class A | Add +2.6% | 0.58% | +0.11 |
| CAT Caterpillar Inc. | Add +4.4% | 0.42% | +0.11 |
| SNDK Sandisk Corp. | Add +10.8% | 0.15% | +0.11 |
| GE General Electric | Add +2.8% | 0.72% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +4.1% | 0.21% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +24.1% | 0.38% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +13.6% | 0.54% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 0.80% | +0.08 |
| DDOG Datadog Inc. Class A | Add +0.7% | 0.16% | +0.08 |
| TXN Texas Instruments Inc. | Add +7.0% | 0.25% | +0.07 |
| MRVL Marvell Technology Inc. | Add +5.7% | 0.12% | +0.07 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.31% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +3.8% | 3.47% | +0.07 |
| FTNT Fortinet Inc. | Add +88.6% | 0.10% | +0.06 |
| NVDA Nvidia Corp. | Add +2.8% | 3.93% | +0.06 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.06% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +31.3% | 0.22% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.6% | 0.63% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +344.2% | 0.07% | +0.05 |
| CRDO Credo Technology Group Holdi | Add +102.0% | 0.06% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +713.4% | 0.06% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +20.3% | 0.36% | +0.05 |
| NET Cloudflare Inc. Class A | Add +72.5% | 0.10% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +35.2% | 0.12% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +6.6% | 0.95% | +0.04 |
| FIX Comfort Systems USA Inc. | Add +9.5% | 0.14% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +3.8% | 0.80% | +0.03 |
| GEV GE Vernova Inc. | Add +3.0% | 0.20% | +0.03 |
| SNOW Snowflake Inc. | Add +0.3% | 0.10% | +0.03 |
| EMGF iShares Emerging Markets Equ | Add +8.5% | 0.25% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +161.3% | 0.04% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.5% | 0.53% | +0.03 |
| STT State Street Corp. | Add +0.8% | 0.18% | +0.02 |
| TRU Transunion | Add +46.2% | 0.10% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,226 | $5.1B | NVDA, AAPL, IVV, MSFT, VOO |
| Q1 2026 | 1,131 | $4.4B | NVDA, AAPL, IVV, MSFT, VOO |
| Q4 2025 | 1,111 | $4.7B | NVDA, MSFT, AAPL, IVV, VOO |
| Q3 2025 | 848 | $3.1B | MSFT, NVDA, AAPL, IVV, AMZN |
| Q2 2025 | 931 | $3.2B | MSFT, NVDA, IVV, AAPL, AMZN |
| Q1 2025 | 543 | $1.3B | IVV, IEFA, AAPL, MSFT, IJH |
| Q4 2024 | 627 | $1.6B | IVV, AAPL, MSFT, NVDA, IEFA |
| Q3 2024 | 189 | $595.1M | IVV, IEFA, SPY, IJH, IWF |
| Q2 2024 | 153 | $520.9M | IVV, IEFA, SPY, IJH, IWF |
| Q1 2024 | 89 | $426.5M | IVV, IEFA, SPY, IJH, IWF |