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Callan Family Office, LLC

Portfolio Manager
Callan Family Office, LLC
Performance
+3.78% (2025 Q4)
AUM (13F)
$4.41B
# of Holdings
1131
Performance Rank
Allocation (Top 20)
34.38%

Callan Family Office, LLC Holdings Map

Top 50 Callan Family Office, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.86%976.3K$170.3M
-0.64%(-6.30K)
2025-Q1: 260.4K shares2025-Q2: 785.7K shares2025-Q3: 749.4K shares2025-Q4: 982.6K shares2026-Q1: 976.3K shares
$144.27(+63.40%)
2026-03-31
AAPL
APPLE INC
3.4%591.2K$150.0M
-1.75%(-10.50K)
2025-Q1: 223.3K shares2025-Q2: 470.3K shares2025-Q3: 493.1K shares2025-Q4: 601.7K shares2026-Q1: 591.2K shares
$226.51(+31.65%)
2026-03-31
IVV
ISHARES TR
2.97%200.6K$131.1M
+0.38%(+751)
2025-Q1: 169.5K shares2025-Q2: 184.9K shares2025-Q3: 171.5K shares2025-Q4: 199.9K shares2026-Q1: 200.6K shares
$469.77(+59.98%)
2026-03-31
MSFT
MICROSOFT CORP
2.88%343.2K$127.1M
-5.10%(-18.44K)
2025-Q1: 122.4K shares2025-Q2: 294.7K shares2025-Q3: 291.1K shares2025-Q4: 361.7K shares2026-Q1: 343.2K shares
$444.76(-7.94%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.44%179.7K$107.4M
-1.62%(-2.95K)
2025-Q1: 7.5K shares2025-Q2: 7.8K shares2025-Q3: 7.8K shares2025-Q4: 182.7K shares2026-Q1: 179.7K shares
$609.45(+12.84%)
2026-03-31
GOOG
ALPHABET INC
2.21%339.7K$97.5M
-4.04%(-14.31K)
2025-Q1: 152.3K shares2025-Q2: 295.8K shares2025-Q3: 291.6K shares2025-Q4: 354.0K shares2026-Q1: 339.7K shares
$189.41(+109.69%)
2026-03-31
AMZN
AMAZON COM INC
2.14%452.1K$94.2M
-1.50%(-6.87K)
2025-Q1: 125.3K shares2025-Q2: 359.6K shares2025-Q3: 344.5K shares2025-Q4: 458.9K shares2026-Q1: 452.1K shares
$208.09(+28.41%)
2026-03-31
IEFA
ISHARES TR
2.07%1.01M$91.2M
+8.37%(+77.74K)
2025-Q1: 758.1K shares2025-Q2: 823.0K shares2025-Q3: 810.7K shares2025-Q4: 929.3K shares2026-Q1: 1.01M shares
$67.50(+43.57%)
2026-03-31
GOOGL
ALPHABET INC
1.57%240.9K$69.3M
-2.40%(-5.91K)
2025-Q1: 62.6K shares2025-Q2: 197.2K shares2025-Q3: 195.5K shares2025-Q4: 246.8K shares2026-Q1: 240.9K shares
$191.24(+109.72%)
2026-03-31
VTHR
VANGUARD SCOTTSDALE FDS
1.45%222.6K$64.0M
-2.70%(-6.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 228.8K shares2026-Q1: 222.6K shares
$297.32(+10.55%)
2026-03-31

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