Callan Family Office, LLC
Q2 2025 13F Holdings
- Locationradnor, PA
- Num holdings
931
- Value ($000)
$3,169,111
- Date Filed07/24/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $146.61 M | 5 % | 294,741 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $124.13 M | 4 % | 785,706 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $114.82 M | 4 % | 184,930 | ||
AAPL APPLE INC | COM | 037833100 | $96.50 M | 3 % | 470,332 | ||
AMZN AMAZON COM INC | COM | 023135106 | $78.90 M | 3 % | 359,634 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $68.70 M | 2 % | 822,991 | ||
META META PLATFORMS INC | CL A | 30303M102 | $58.03 M | 2 % | 78,625 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $52.47 M | 2 % | 295,786 | ||
NFLX NETFLIX INC | COM | 64110L106 | $40.15 M | 1 % | 29,983 | ||
AVGO BROADCOM INC | COM | 11135F101 | $39.95 M | 1 % | 144,923 |
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