StockDriftsStockDriftsTop 50 Callan Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 9.41% | 5.91M | $127.3M | -0.87%(-51.94K) | — | 2025-03-31 | |
| META | META PLATFORMS INC | 8.13% | 190.7K | $109.9M | -15.74%(-35.60K) | — | 2025-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 6.56% | 3.76M | $88.7M | +0.93%(+34.46K) | — | 2025-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.71% | 3.90M | $77.2M | -0.12%(-4.88K) | — | 2025-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.89% | 1.83M | $66.1M | -0.94%(-17.43K) | — | 2025-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.92% | 1.09M | $39.5M | +3.99%(+41.66K) | — | 2025-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 2.81% | 940.8K | $38.0M | -0.07%(-654) | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.35% | 702.6K | $31.8M | +5.64%(+37.53K) | — | 2025-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.31% | 448.1K | $31.3M | +1.05%(+4.68K) | — | 2025-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 2.28% | 1.34M | $30.8M | -1.25%(-16.89K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Callan Capital, Llc reports $1.35B in US-listed equity holdings across 373 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (9.4%), META (8.1%) and FNDX (6.6%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Callan Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542166). View Callan Capital, Llc’s 13F filings on SEC