§ 13F · FUND PROFILE
Callan Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.1B (13F)Positions · 848Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 976K | $170M | 3.9% | −1% |
| 2 | AAPL | APPLE INC | 591K | $150M | 3.4% | −2% |
| 3 | IVV | ISHARES TR | 201K | $131M | 3.0% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 343K | $127M | 2.9% | −5% |
| 5 | VOO | VANGUARD INDEX FDS | 180K | $107M | 2.4% | −2% |
| 6 | GOOG | ALPHABET INC | 340K | $97M | 2.2% | −4% |
| 7 | AMZN | AMAZON COM INC | 452K | $94M | 2.1% | −1% |
| 8 | IEFA | ISHARES TR | 1.01M | $91M | 2.1% | +8% |
| 9 | GOOGL | ALPHABET INC | 241K | $69M | 1.6% | −2% |
| 10 | VTHR | VANGUARD SCOTTSDALE FDS | 223K | $64M | 1.5% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALLAN SIGNAL
AC read
Callan Family Office, LLC is a Other fund managing $3.1 billion in assets. The fund runs a broad portfolio of 848 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed