Callan Family Office, LLC
Q1 2025 13F Holdings
- Locationradnor, PA
- Num holdings
543
- Value ($000)
$1,333,418
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001938970
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $95.26M | 7 % | 169,536 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $57.35M | 4 % | 758,097 | ||
AAPL APPLE INC | COM | 037833100 | $49.59M | 4 % | 223,258 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $45.94M | 3 % | 122,389 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $30.02M | 2 % | 514,454 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.49M | 2 % | 52,720 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $28.22M | 2 % | 260,420 | ||
AMZN AMAZON COM INC | COM | 023135106 | $23.83M | 2 % | 125,263 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $23.79M | 2 % | 152,291 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $23.46M | 2 % | 64,972 |
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