Callan Family Office, LLC

CIK 0001938970 · RADNOR, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Callan Family Office, LLC reported 1,226 positions worth $5.11B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: NVDA (3.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.11B
2026 Q2
Positions
1,226
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.3%
Est. Net Flow (Q)
2026 Q2
10 / 1226 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$200.9M3.93%1,004,009
2AAPLAPPLE INCSH$177.5M3.47%613,564
3IVVISHARES TRSH$158.8M3.10%212,091
4MSFTMICROSOFT CORPSH$128.3M2.51%344,079
5VOOVANGUARD INDEX FDSSH$122.8M2.40%178,743
6GOOGALPHABET INCSH$120.0M2.35%339,487
7AMZNAMAZON COM INCSH$108.3M2.12%454,551
8IEFAISHARES TRSH$104.9M2.05%1,086,316
9GOOGLALPHABET INCSH$89.6M1.75%250,823
10AVGOBROADCOM INCSH$80.4M1.57%212,834

The free plan shows the top 10 positions. The remaining 1216 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Callan Family Office, LLC hold as of Q2 2026?

Callan Family Office, LLC reported 1226 positions worth $5.11B in its Q2 2026 13F filing. Largest positions: NVDA (3.9%), AAPL (3.5%), IVV (3.1%), MSFT (2.5%) and VOO (2.4%).

What did Callan Family Office, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Callan Family Office, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.