Top 50 Callan Family Office, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.86% | 976.3K | $170.3M | -0.64%(-6.30K) | $144.27(+63.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 591.2K | $150.0M | -1.75%(-10.50K) | $226.51(+31.65%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.97% | 200.6K | $131.1M | +0.38%(+751) | $469.77(+59.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.88% | 343.2K | $127.1M | -5.10%(-18.44K) | $444.76(-7.94%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.44% | 179.7K | $107.4M | -1.62%(-2.95K) | $609.45(+12.84%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.21% | 339.7K | $97.5M | -4.04%(-14.31K) | $189.41(+109.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.14% | 452.1K | $94.2M | -1.50%(-6.87K) | $208.09(+28.41%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.07% | 1.01M | $91.2M | +8.37%(+77.74K) | $67.50(+43.57%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.57% | 240.9K | $69.3M | -2.40%(-5.91K) | $191.24(+109.72%) | 2026-03-31 | |
| VTHR | VANGUARD SCOTTSDALE FDS | 1.45% | 222.6K | $64.0M | -2.70%(-6.18K) | $297.32(+10.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.46% | +66.21% |
| Top 20 Holdings Unweighted | +19.21% | +69.42% |
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