Callan Family Office, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Callan Family Office, LLC reported 931 stock positions worth $3.2 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.9%) and iShares Core S&P 500 ETF (IVV, 3.6%). Compared with Q1 2025, it opened 398 new positions, sold out of 10, added to 483 and reduced 23. The biggest buy was Nvidia (NVDA, shares +202%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −6%).

Most Recent 13F
Q2 2026
Location
RADNOR, PA
CIK
0001938970
Portfolio Value
$3.2B (Q2 2025)
SEC Filing
0001221073-25-000065 ↗ filed Jul 24, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $426.5M Q1 2024 Q2 2024: $520.9M Q2 2024 Q3 2024: $595.1M Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $3.2B $3.2B Q2 2025 Q3 2025: $3.1B Q3 2025 Q4 2025: $4.7B Q4 2025 Q1 2026: $4.4B Q1 2026 Q2 2026: $5.1B Q2 2026

Holdings 931 stocks · $3.2B
MSFT Microsoft Corp. 4.63% 294,741 $146.6M Add +140.8%
NVDA Nvidia Corp. 3.92% 785,706 $124.1M Add +201.7%
IVV iShares Core S&P 500 ETF 3.62% 184,930 $114.8M Add +9.1%
AAPL Apple Inc. 3.04% 470,332 $96.5M Add +110.7%
AMZN Amazon.com Inc. 2.49% 359,634 $78.9M Add +187.1%
IEFA iShares Core MSCI Eafe ETF 2.17% 822,991 $68.7M Add +8.6%
META Meta Platforms Inc. Class A 1.83% 78,625 $58.0M Add +188.6%
GOOG Alphabet Inc. Class C 1.66% 295,786 $52.5M Add +94.2%
NFLX Netflix Inc. 1.27% 29,983 $40.2M Add +104.5%
AVGO Broadcom Inc. 1.26% 144,923 $39.9M Add +248.9%
V Visa Inc. Class A 1.19% 105,875 $37.6M Add +155.0%
GOOGL Alphabet Inc. Class A 1.10% 197,241 $34.8M Add +215.0%
IWF iShares Russell 1000 Growth 1.08% 80,572 $34.2M Add +24.0%
LLY Eli Lilly & Co. 1.05% 42,810 $33.4M Add +86.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.02% 52,260 $32.3M Reduce -0.9%
IJH iShares Core S&P Midcap ETF 0.95% 484,786 $30.1M Reduce -5.8%
QQQ Invesco QQQ Trust Series 1 0.91% 52,495 $29.0M Add +646.0%
BRK.B Berkshire Hathaway Inc. Class B 0.76% 49,804 $24.2M Add +108.0%
TSLA Tesla Inc. 0.76% 75,567 $24.0M Add +224.7%
JPM JPMorgan Chase & Co. 0.71% 77,673 $22.5M Add +131.3%
IVE iShares S&P 500 Value ETF 0.69% 112,198 $21.9M Reduce -5.8%
COST Costco Wholesale Corp. 0.67% 21,594 $21.4M Add +470.7%
SCHW Schwab (charles) Corp. 0.63% 219,563 $20.0M Add +224.3%
MA Mastercard Inc. Class A 0.62% 35,089 $19.7M Add +166.6%
IVW iShares S&P 500 Growth ETF 0.62% 178,398 $19.6M Add +0.5%
WFC Wells Fargo & Co. 0.58% 230,618 $18.5M Add +207.5%
SPGI S&P Global Inc. 0.57% 34,359 $18.1M Add +62.7%
VTI VG Morningstar TS MKT ETF-US 0.56% 57,915 $17.6M Reduce -7.2%
ISRG Intuitive Surgical Inc. 0.55% 32,303 $17.6M Add +128.0%
GE General Electric filed as GE AEROSPACE 0.54% 66,702 $17.2M Add +229.5%
UNH Unitedhealth Group Inc. 0.53% 54,209 $16.9M Add +144.8%
COF Capital One Financial Corp. 0.53% 78,298 $16.7M Add +385.9%
WMT Walmart Inc. 0.51% 165,672 $16.2M Add +133.3%
TSM Taiwan Semiconductor-SP ADR 0.51% 71,486 $16.2M Add +71.7%
RTX RTX Corp. 0.51% 109,786 $16.0M Add +194.8%
IWR iShares Russell Mid-Cap ETF 0.47% 163,125 $15.0M Add +0.8%
PM Philip Morris International 0.47% 82,051 $14.9M Add +121.2%
NOW ServiceNow Inc. 0.47% 14,467 $14.9M Add +163.5%
JCI Johnson Controls Internation 0.47% 140,121 $14.8M Add +231.2%
COR Cencora Inc. 0.46% 49,069 $14.7M Add +65.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 310,219 $14.7M Add +99.3%
IWD iShares Russell 1000 Value E 0.45% 73,767 $14.3M Reduce -11.6%
LOW Lowe's Cos Inc. 0.45% 64,349 $14.3M Add +120.5%
GS Goldman Sachs Group Inc. 0.44% 19,725 $14.0M Add +264.3%
ITOT iShares Core S&P Total U.S. 0.44% 103,338 $14.0M Add +53.7%
FISV Fiserv Inc. 0.43% 79,802 $13.8M Add +208.9%
MRSH Marsh & McLennan Cos 0.43% 62,187 $13.6M Add +121.1%
ABT Abbott Laboratories 0.42% 98,163 $13.4M Add +67.8%
APH Amphenol Corp. Class A 0.41% 130,486 $12.9M Add +40.0%
INTU Intuit Inc. 0.38% 15,463 $12.2M Add +41.7%
ASML ASML Holding NV-NY Reg SHS 0.36% 14,357 $11.5M Add +200.5%
SNY Sanofi-ADR 0.36% 235,522 $11.4M Add +228.9%
MET Metlife Inc. 0.36% 141,146 $11.4M Add +222.6%
MDY State Street SPDR S&P Midcap 0.36% 19,875 $11.3M Reduce -1.4%
IWM iShares Russell 2000 ETF 0.35% 51,610 $11.1M Reduce -9.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.34% 118,428 $10.8M Add +226.3%
NVS Novartis AG-Sponsored ADR 0.33% 87,048 $10.5M Add +233.5%
CI The Cigna Group 0.33% 31,706 $10.5M Add +232.8%
ACN Accenture PLC Class A 0.32% 34,109 $10.2M Add +65.1%
GILD Gilead Sciences Inc. 0.31% 89,738 $9.9M Add +239.4%
VWO Vanguard Ftse Emerging Marke 0.31% 197,720 $9.8M Add +2.7%
CMCSA Comcast Corp. Class A 0.31% 272,073 $9.7M Add +227.3%
FDX FedEx Corp. 0.31% 42,646 $9.7M Add +209.5%
PG The Procter & Gamble Co. 0.30% 60,592 $9.7M Add +105.6%
ORCL Oracle Corp. 0.30% 43,906 $9.6M Add +93.8%
CRWD CrowdStrike Holdings Inc. Class A 0.30% 18,840 $9.6M Add +197.5%
CVX Chevron Corp. 0.29% 64,898 $9.3M Add +82.0%
CSCO Cisco Systems Inc. 0.29% 133,154 $9.2M Add +152.2%
PRI Primerica Inc. 0.29% 33,447 $9.2M Add +936.5%
VXUS Vanguard Total Intl Stock 0.29% 131,868 $9.1M Add +7.6%
KO The Coca-Cola Co. 0.29% 128,434 $9.1M Add +164.2%
APD Air Products & Chemicals Inc. 0.28% 31,830 $9.0M Add +141.5%
AMGN Amgen Inc. 0.27% 30,956 $8.6M Add +110.5%
VST Vistra Corp. 0.27% 44,593 $8.6M Add +112.9%
GSK GSK PLC-Spon ADR 0.27% 223,419 $8.6M Add +234.5%
JNJ Johnson & Johnson 0.27% 56,136 $8.6M Add +73.5%
CVS CVS Health Corp. 0.26% 121,108 $8.4M Add +277.8%
IJR iShares Core S&P Small-Cap E 0.26% 76,304 $8.3M Add +14.1%
CHTR Charter Communications Inc. Class A 0.26% 20,091 $8.2M Add +223.1%
XOM Exxon Mobil Corp. 0.26% 76,155 $8.2M Add +131.8%
HD Home Depot Inc. 0.26% 22,382 $8.2M Add +132.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 66,172 $8.2M Add +211.9%
BLK BlackRock Inc. 0.26% 7,744 $8.1M Add +78.7%
BX Blackstone Inc. 0.25% 53,172 $8.0M Add +36.6%
HLN Haleon PLC-ADR 0.25% 759,524 $7.9M Add +263.7%
SSD Simpson Manufacturing Co. Inc. 0.25% 50,598 $7.9M Add +1060.0%
MCHP Microchip Technology Inc. 0.25% 110,828 $7.8M Add +226.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.25% 7,477 $7.8M Add +61.4%
IJK iShares S&P Mid-Cap 400 Grow 0.24% 84,641 $7.7M Reduce -6.6%
TXN Texas Instruments Inc. 0.24% 37,052 $7.7M Add +143.5%
EME Emcor Group Inc. 0.24% 14,216 $7.6M Add +982.7%
TMUS T-Mobile US Inc. 0.24% 31,500 $7.5M Add +190.5%
NVO Novo-Nordisk A/S-Spons ADR 0.24% 108,592 $7.5M Add +224.4%
AXP American Express Co. 0.24% 23,434 $7.5M Add +86.1%
VRTX Vertex Pharmaceuticals Inc. 0.23% 16,715 $7.4M Add +203.0%
IAU iShares Gold Trust 0.23% 116,996 $7.3M Add +4.2%
BKNG Booking Holdings Inc. 0.23% 1,254 $7.3M Add +236.2%
UBER Uber Technologies Inc. 0.23% 77,251 $7.2M Add +203.1%
EFA iShares MSCI Eafe ETF 0.23% 80,332 $7.2M Add +27.5%
CMG Chipotle Mexican Grill Inc. 0.22% 126,455 $7.1M Add +68.6%

Show all 931 holdings

Portfolio Sells Q1 2025 → Q2 2025
IJH iShares Core S&P Midcap ETF Reduce -5.8% 0.95% −1.30
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 1.02% −1.19
IVE iShares S&P 500 Value ETF Reduce -5.8% 0.69% −1.01
VTI VG Morningstar TS MKT ETF-US Reduce -7.2% 0.56% −0.73
IWD iShares Russell 1000 Value E Reduce -11.6% 0.45% −0.73
IWM iShares Russell 2000 ETF Reduce -9.3% 0.35% −0.50
MDY State Street SPDR S&P Midcap Reduce -1.4% 0.36% −0.45
IJK iShares S&P Mid-Cap 400 Grow Reduce -6.6% 0.24% −0.32
EFV iShares MSCI Eafe Value ETF Reduce -3.7% 0.21% −0.27
GLD SPDR Gold Shares Reduce -4.2% 0.19% −0.26
BRK.A Berkshire Hathaway Inc. Class A Reduce -16.7% 0.12% −0.24
DFS Discover Financial Services Sold out 0.00% −0.21
EFG iShares MSCI Eafe Growth ETF Reduce -7.3% 0.15% −0.19
VEA Vanguard Ftse Developed ETF Reduce -1.8% 0.16% −0.18
REET iShares Global REIT ETF Reduce -14.4% 0.08% −0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.2% 0.04% −0.06
IWB iShares Russell 1000 ETF Reduce -2.4% 0.04% −0.05
OEF iShares S&P 100 ETF Reduce -5.8% 0.04% −0.05
SHV iShares 0-1 Year Treasury Bo Reduce -11.5% 0.03% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -6.1% 0.03% −0.05
IWP iShares Russell Mid-Cap Grow Reduce -2.8% 0.03% −0.04
HBM Hudbay Minerals Inc. Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.02
CRTO Criteo SA-Spon Sold out 0.00% −0.02
X United States Steel Corp. Sold out 0.00% −0.02
IWO iShares Russell 2000 Growth Sold out 0.00% −0.02
ESGD iShares Trust iShares ESG Aw Reduce -22.1% 0.01% −0.01
TASEKO MINES LTD Sold out 0.00% −0.01
RAPT THERAPEUTICS INC Sold out 0.00% −0.01
FATE Fate Therapeutics Inc. Sold out 0.00% −0.00
CABA Cabaletta Bio Inc. Sold out 0.00% −0.00
TNYA Tenaya Therapeutics Inc. Reduce -58.9% 0.00% −0.00
HLVX Hillevax Inc. Reduce -39.3% 0.00% −0.00

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +201.7% 3.92% +1.80
MSFT Microsoft Corp. Add +140.8% 4.63% +1.18
AVGO Broadcom Inc. Add +248.9% 1.26% +0.74
AMZN Amazon.com Inc. Add +187.1% 2.49% +0.70
QQQ Invesco QQQ Trust Series 1 Add +646.0% 0.91% +0.67
META Meta Platforms Inc. Class A Add +188.6% 1.83% +0.65
COST Costco Wholesale Corp. Add +470.7% 0.67% +0.41
GOOGL Alphabet Inc. Class A Add +215.0% 1.10% +0.37
COF Capital One Financial Corp. Add +385.9% 0.53% +0.31
TSLA Tesla Inc. Add +224.7% 0.76% +0.31
NFLX Netflix Inc. Add +104.5% 1.27% +0.24
GE General Electric Add +229.5% 0.54% +0.24
SCHW Schwab (charles) Corp. Add +224.3% 0.63% +0.23
PRI Primerica Inc. Add +936.5% 0.29% +0.22
GS Goldman Sachs Group Inc. Add +264.3% 0.44% +0.22
JCI Johnson Controls Internation Add +231.2% 0.47% +0.21
EME Emcor Group Inc. Add +982.7% 0.24% +0.20
SSD Simpson Manufacturing Co. Inc. Add +1060.0% 0.25% +0.20
WFC Wells Fargo & Co. Add +207.5% 0.58% +0.18
WTS Watts Water Technologies-A Add +1127.7% 0.21% +0.18
GOLF Acushnet Holdings Corp. Add +1313.0% 0.21% +0.18
FCN Fti Consulting Inc. Add +1194.5% 0.22% +0.18
TTC Toro Co. Add +1241.8% 0.20% +0.16
PANW Palo Alto Networks Inc. Add +677.8% 0.20% +0.15
NOW ServiceNow Inc. Add +163.5% 0.47% +0.14
GGG Graco Inc. Add +1026.2% 0.18% +0.14
MC Moelis & Co. Class A Add +1277.1% 0.17% +0.14
RTX RTX Corp. Add +194.8% 0.51% +0.14
CRWD CrowdStrike Holdings Inc. Class A Add +197.5% 0.30% +0.14
RBC RBC Bearings Inc. Add +829.7% 0.17% +0.13
CRVL Corvel Corp. Add +1101.3% 0.17% +0.13
LSTR Landstar System Inc. Add +1018.5% 0.17% +0.13
ASML ASML Holding NV-NY Reg SHS Add +200.5% 0.36% +0.13
CEG Constellation Energy Add +421.7% 0.17% +0.12
RLI Rli Corp. Add +1508.5% 0.15% +0.12
MCHP Microchip Technology Inc. Add +226.2% 0.25% +0.12
FTV Fortive Corp. New 0.12% +0.12
KAI Kadant Inc. Add +1094.8% 0.15% +0.12
PLTR Palantir Technologies Inc. Class A Add +251.5% 0.20% +0.12
NVS Novartis AG-Sponsored ADR Add +233.5% 0.33% +0.11
FHB First Hawaiian Inc. Add +1476.4% 0.13% +0.11
BNY Bank of New York Mellon Corp. Add +226.3% 0.34% +0.11
ADP Automatic Data Processing Add +375.3% 0.22% +0.11
UFPI Ufp Industries Inc. Add +1121.0% 0.14% +0.11
DIS The Walt Disney Co. Add +211.9% 0.26% +0.10
IBM Intl Business Machines Corp. Add +467.1% 0.16% +0.10
CVS CVS Health Corp. Add +277.8% 0.26% +0.10
BKNG Booking Holdings Inc. Add +236.2% 0.23% +0.10
CAT Caterpillar Inc. Add +279.3% 0.21% +0.10
FDS Factset Research Systems Inc. Add +1069.1% 0.12% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,226$5.1BNVDA, AAPL, IVV, MSFT, VOO
Q1 2026 1,131$4.4BNVDA, AAPL, IVV, MSFT, VOO
Q4 2025 1,111$4.7BNVDA, MSFT, AAPL, IVV, VOO
Q3 2025 848$3.1BMSFT, NVDA, AAPL, IVV, AMZN
Q2 2025 931$3.2BMSFT, NVDA, IVV, AAPL, AMZN
Q1 2025 543$1.3BIVV, IEFA, AAPL, MSFT, IJH
Q4 2024 627$1.6BIVV, AAPL, MSFT, NVDA, IEFA
Q3 2024 189$595.1MIVV, IEFA, SPY, IJH, IWF
Q2 2024 153$520.9MIVV, IEFA, SPY, IJH, IWF
Q1 2024 89$426.5MIVV, IEFA, SPY, IJH, IWF