Callan Family Office, LLC

Q3 2025 13F Holdings

  • Location
    radnor, PA
  • Num holdings

    848

  • Value ($000)

    $3,137,635

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001938970
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$150.75M
5 %

291,061

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$139.83M
5 %

749,439

A
AAPL

APPLE INC

COM
037833100
$125.56M
4 %

493,117

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$114.81M
4 %

171,538

A
AMZN

AMAZON COM INC

COM
023135106
$75.64M
2 %

344,505

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$71.01M
2 %

291,559

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$70.78M
2 %

810,665

M
META

META PLATFORMS INC

CL A
30303M102
$54.67M
2 %

74,449

A
AVGO

BROADCOM INC

COM
11135F101
$47.81M
2 %

144,918

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$47.52M
2 %

195,468

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