Callan Family Office, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Callan Family Office, LLC reported 1,131 stock positions worth $4.4 billion. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by Apple (AAPL, 3.4%) and iShares Core S&P 500 ETF (IVV, 3.0%). Compared with Q4 2025, it opened 82 new positions, sold out of 63, added to 470 and reduced 544. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +8%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0001938970
- Portfolio Value
- $4.4B (Q1 2026)
- SEC Filing
- 0001938970-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 1,131 stocks · $4.4B
| NVDA Nvidia Corp. | 3.86% | 976,264 | $170.3M | Reduce -0.6% |
| AAPL Apple Inc. | 3.40% | 591,209 | $150.0M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 2.97% | 200,628 | $131.1M | Add +0.4% |
| MSFT Microsoft Corp. | 2.88% | 343,239 | $127.1M | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 2.44% | 179,714 | $107.4M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 2.21% | 339,719 | $97.5M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 2.14% | 452,074 | $94.2M | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.07% | 1,007,041 | $91.2M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 1.57% | 240,880 | $69.3M | Reduce -2.4% |
| VTHR Vanguard Russell 3000 | 1.45% | 222,633 | $64.0M | Reduce -2.7% |
| AVGO Broadcom Inc. | 1.42% | 202,123 | $62.6M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.16% | 89,162 | $51.0M | Add +1.4% |
| LLY Eli Lilly & Co. | 1.11% | 52,954 | $48.7M | Reduce -3.0% |
| V Visa Inc. Class A | 0.91% | 132,348 | $40.0M | Reduce -6.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 115,354 | $39.0M | Add +1.4% |
| TSLA Tesla Inc. | 0.85% | 100,487 | $37.4M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 53,356 | $34.7M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 503,409 | $34.0M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.77% | 79,557 | $33.9M | Reduce -31.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 55,400 | $32.0M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.69% | 23,109 | $30.5M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 62,388 | $29.9M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.67% | 100,923 | $29.7M | Reduce -3.2% |
| NFLX Netflix Inc. | 0.62% | 285,754 | $27.5M | Reduce -12.4% |
| GE General Electric filed as GE AEROSPACE | 0.62% | 96,033 | $27.3M | Add +5.0% |
| VONV Vanguard Russell 1000 Value | 0.60% | 283,781 | $26.6M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 87,720 | $25.2M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.55% | 114,342 | $24.1M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.52% | 46,278 | $23.1M | Add +6.4% |
| WMT Walmart Inc. | 0.51% | 181,708 | $22.6M | Add +2.7% |
| RTX RTX Corp. | 0.50% | 115,219 | $22.2M | Reduce -4.7% |
| IVW iShares S&P 500 Growth ETF | 0.50% | 194,676 | $22.0M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 67,752 | $21.7M | Add +9.9% |
| SCHW Schwab (charles) Corp. | 0.48% | 225,717 | $21.2M | Reduce -0.9% |
| APH Amphenol Corp. Class A | 0.47% | 163,822 | $20.7M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 162,669 | $20.2M | Add +14.0% |
| COST Costco Wholesale Corp. | 0.45% | 19,722 | $19.7M | Add +3.4% |
| PM Philip Morris International | 0.43% | 115,240 | $19.1M | Reduce -4.4% |
| WFC Wells Fargo & Co. | 0.42% | 234,423 | $18.7M | Reduce -4.6% |
| GS Goldman Sachs Group Inc. | 0.40% | 20,836 | $17.6M | Reduce -2.3% |
| CVX Chevron Corp. | 0.40% | 85,061 | $17.6M | Reduce -3.9% |
| JCI Johnson Controls Internation | 0.38% | 128,077 | $16.8M | Reduce -6.9% |
| MU Micron Technology Inc. | 0.38% | 49,375 | $16.7M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.38% | 98,140 | $16.7M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 337,011 | $16.4M | Reduce -5.9% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 168,118 | $16.3M | Reduce -11.7% |
| NVS Novartis AG-Sponsored ADR | 0.37% | 106,950 | $16.3M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 0.37% | 35,227 | $16.2M | Reduce -5.9% |
| COR Cencora Inc. | 0.37% | 51,482 | $16.2M | Reduce -9.0% |
| UNH Unitedhealth Group Inc. | 0.36% | 59,379 | $16.1M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.36% | 64,660 | $15.8M | Reduce -4.1% |
| GSK GSK PLC-Spon ADR | 0.35% | 281,675 | $15.5M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.35% | 64,606 | $15.3M | Reduce -6.4% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 237,656 | $15.2M | Add +4.5% |
| ITOT iShares Core S&P Total U.S. | 0.35% | 106,903 | $15.2M | Add +3.6% |
| IWD iShares Russell 1000 Value E | 0.34% | 69,384 | $14.8M | Reduce -69.5% |
| FDX FedEx Corp. | 0.33% | 41,329 | $14.7M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.33% | 34,370 | $14.6M | Reduce -11.9% |
| IWM iShares Russell 2000 ETF | 0.33% | 58,418 | $14.5M | Reduce -41.3% |
| GILD Gilead Sciences Inc. | 0.33% | 103,771 | $14.5M | Reduce -2.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.32% | 118,236 | $14.0M | Reduce -2.3% |
| VXUS Vanguard Total Intl Stock | 0.32% | 180,531 | $13.9M | Add +4.1% |
| CAT Caterpillar Inc. | 0.31% | 19,259 | $13.6M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.31% | 113,144 | $13.6M | Add +3.5% |
| ABBV Abbvie Inc. | 0.30% | 60,748 | $13.2M | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.30% | 187,818 | $13.1M | Add +68.0% |
| AZN Astrazeneca PLC | 0.30% | 66,457 | $13.1M | Add +2.9% |
| AMD Advanced Micro Devices | 0.28% | 60,801 | $12.4M | Add +2.0% |
| COF Capital One Financial Corp. | 0.28% | 67,249 | $12.3M | Reduce -8.3% |
| SHEL Shell PLC-ADR | 0.28% | 131,391 | $12.2M | Add +0.6% |
| MRSH Marsh & McLennan Cos | 0.28% | 70,348 | $12.2M | Reduce -7.7% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 223,227 | $12.1M | Reduce -2.2% |
| CVS CVS Health Corp. | 0.27% | 165,103 | $11.9M | Add +6.3% |
| AMGN Amgen Inc. | 0.27% | 33,352 | $11.7M | Reduce -3.2% |
| SNY Sanofi-ADR | 0.27% | 243,542 | $11.7M | Add +17.1% |
| ROST Ross Stores Inc. | 0.27% | 53,908 | $11.7M | Reduce -8.8% |
| ORCL Oracle Corp. | 0.26% | 78,127 | $11.5M | Reduce -3.0% |
| MDY State Street SPDR S&P Midcap | 0.26% | 18,509 | $11.4M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.26% | 110,646 | $11.4M | Reduce -8.2% |
| COHR Coherent Corp. | 0.26% | 47,579 | $11.3M | Reduce -12.2% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 76,707 | $11.2M | Add +27.7% |
| OXY Occidental Petroleum Corp. | 0.25% | 172,225 | $11.2M | Add +48.5% |
| CSCO Cisco Systems Inc. | 0.23% | 132,111 | $10.3M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.23% | 132,189 | $10.1M | Reduce -4.5% |
| EMGF iShares Emerging Markets Equ | 0.22% | 162,914 | $9.8M | Add +20.9% |
| AMAT Applied Materials Inc. | 0.22% | 28,393 | $9.7M | Reduce -6.6% |
| COP Conocophillips | 0.22% | 72,070 | $9.5M | Add +1.5% |
| IAU iShares Gold Trust | 0.22% | 107,808 | $9.5M | Add +1.3% |
| MET Metlife Inc. | 0.21% | 130,512 | $9.2M | Reduce -1.8% |
| GLD SPDR Gold Shares | 0.21% | 21,321 | $9.2M | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 18,496 | $9.1M | Reduce -8.0% |
| HD Home Depot Inc. | 0.21% | 27,604 | $9.1M | Reduce -2.2% |
| LIN Linde PLC | 0.20% | 18,168 | $9.0M | Reduce -1.5% |
| SSD Simpson Manufacturing Co. Inc. | 0.20% | 52,246 | $9.0M | Add +1.3% |
| BA The Boeing Co. | 0.20% | 44,917 | $8.9M | Add +16.4% |
| EFA iShares MSCI Eafe ETF | 0.20% | 91,999 | $8.9M | Add +1.8% |
| AXP American Express Co. | 0.20% | 29,472 | $8.9M | Reduce -5.4% |
| CI The Cigna Group | 0.20% | 33,389 | $8.9M | Add +34.5% |
| PG The Procter & Gamble Co. | 0.20% | 61,517 | $8.9M | Reduce -4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 91,339 | $8.8M | Reduce -5.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -5.1% | 2.88% | −0.87 |
| IWD iShares Russell 1000 Value E | Reduce -69.5% | 0.34% | −0.69 |
| IWF iShares Russell 1000 Growth | Reduce -31.9% | 0.77% | −0.42 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -89.3% | 0.03% | −0.25 |
| IWM iShares Russell 2000 ETF | Reduce -41.3% | 0.33% | −0.20 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.19 |
| NOW ServiceNow Inc. | Reduce -41.0% | 0.13% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 2.21% | −0.18 |
| V Visa Inc. Class A | Reduce -6.8% | 0.91% | −0.16 |
| INTU Intuit Inc. | Reduce -33.3% | 0.14% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 1.11% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 2.14% | −0.14 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.85% | −0.14 |
| APP AppLovin Corp. Class A | Reduce -14.9% | 0.15% | −0.14 |
| AVGO Broadcom Inc. | Reduce -1.7% | 1.42% | −0.11 |
| AAPL Apple Inc. | Reduce -1.8% | 3.40% | −0.11 |
| SPGI S&P Global Inc. | Reduce -11.9% | 0.33% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.11 |
| COF Capital One Financial Corp. | Reduce -8.3% | 0.28% | −0.10 |
| BX Blackstone Inc. | Reduce -29.1% | 0.13% | −0.10 |
| ACWI iShares MSCI Acwi ETF | Reduce -48.4% | 0.10% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 1.57% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -5.9% | 0.37% | −0.09 |
| ORCL Oracle Corp. | Reduce -3.0% | 0.26% | −0.08 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.86% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -4.6% | 0.42% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -43.2% | 0.04% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -50.8% | 0.07% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 0.36% | −0.07 |
| ABT Abbott Laboratories | Reduce -8.2% | 0.26% | −0.07 |
| CRM Salesforce Inc. | Reduce -12.6% | 0.12% | −0.06 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Reduce -8.5% | 0.15% | −0.06 |
| SNOW Snowflake Inc. | Reduce -23.4% | 0.07% | −0.06 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -85.5% | 0.01% | −0.05 |
| BAC Bank of America Corp. | Reduce -5.9% | 0.37% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -24.8% | 0.10% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -29.6% | 0.09% | −0.05 |
| HDB HDFC Bank Ltd.-ADR | Reduce -9.9% | 0.09% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 0.67% | −0.05 |
| AXP American Express Co. | Reduce -5.4% | 0.20% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.0% | 0.21% | −0.04 |
| COR Cencora Inc. | Reduce -9.0% | 0.37% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -7.5% | 0.14% | −0.04 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.11% | −0.04 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.20% | −0.04 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -12.4% | 0.62% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.0% | 0.17% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Add +8.4% | 2.07% | +0.28 |
| OXY Occidental Petroleum Corp. | Add +48.5% | 0.25% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 0.88% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +68.0% | 0.30% | +0.14 |
| FISV Fiserv Inc. | Add +312.0% | 0.15% | +0.11 |
| COST Costco Wholesale Corp. | Add +3.4% | 0.45% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +14.0% | 0.46% | +0.09 |
| WMT Walmart Inc. | Add +2.7% | 0.51% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +72.3% | 0.19% | +0.08 |
| POOL Pool Corp. | Add +433.8% | 0.10% | +0.08 |
| BN Brookfield Corp. | Add +508.4% | 0.09% | +0.08 |
| LSTR Landstar System Inc. | Add +90.8% | 0.13% | +0.07 |
| COP Conocophillips | Add +1.5% | 0.22% | +0.07 |
| SHEL Shell PLC-ADR | Add +0.6% | 0.28% | +0.07 |
| TTC Toro Co. | Add +28.7% | 0.18% | +0.07 |
| IFF Intl Flavors & Fragrances | Add +133.1% | 0.11% | +0.07 |
| CHTR Charter Communications Inc. Class A | Add +187.5% | 0.10% | +0.07 |
| TMUS T-Mobile US Inc. | Add +53.8% | 0.16% | +0.07 |
| MRK Merck & Co. Inc. | Add +3.5% | 0.31% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +2.0% | 0.37% | +0.06 |
| HWKN Hawkins Inc. | Add +594.6% | 0.07% | +0.06 |
| TRU Transunion | Add +362.2% | 0.08% | +0.06 |
| EMGF iShares Emerging Markets Equ | Add +20.9% | 0.22% | +0.06 |
| CI The Cigna Group | Add +34.5% | 0.20% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +12.0% | 0.19% | +0.05 |
| SNY Sanofi-ADR | Add +17.1% | 0.27% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.9% | 0.49% | +0.05 |
| GLD SPDR Gold Shares | Add +12.8% | 0.21% | +0.05 |
| TXN Texas Instruments Inc. | Add +13.8% | 0.18% | +0.05 |
| BHP BHP Group Ltd.-Spon ADR | Add +10.2% | 0.16% | +0.05 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.04% | +0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Add +34.5% | 0.14% | +0.04 |
| AZN Astrazeneca PLC | Add +2.9% | 0.30% | +0.04 |
| CARR Carrier Global Corp. | Add +37.1% | 0.11% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +4.5% | 0.35% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +17.5% | 0.20% | +0.04 |
| TJX TJX Companies Inc. | Add +24.0% | 0.14% | +0.04 |
| SBAC SBA Communications Corp. | Add +54.4% | 0.12% | +0.04 |
| NET Cloudflare Inc. Class A | Add +141.6% | 0.06% | +0.04 |
| GOLF Acushnet Holdings Corp. | Add +0.0% | 0.18% | +0.04 |
| WELL Welltower Inc. | Add +20.7% | 0.13% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +4.1% | 0.32% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 2.97% | +0.03 |
| PNFP Pinnacle Financial Partners | New | 0.03% | +0.03 |
| EQIX Equinix Inc. | Add +9.0% | 0.10% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +3.4% | 0.08% | +0.03 |
| UFPI Ufp Industries Inc. | Add +47.1% | 0.08% | +0.03 |
| IAU iShares Gold Trust | Add +1.3% | 0.22% | +0.03 |
| SNDK Sandisk Corp. | Add +8.8% | 0.04% | +0.03 |
| RLI Rli Corp. | Add +42.0% | 0.11% | +0.03 |
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 |