Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Callan Capital, LLC (CIK 1542166) reported $1.35B across 361 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: SCHB ($127.3M, 9.41%), META ($109.9M, 8.13%), FNDX ($88.7M, 6.56%), SCHF ($77.2M, 5.71%), FNDF ($66.1M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $127.3M | 9.41% | 5.9M | Trimmed |
| 2 | META | META PLATFORMS INC | $109.9M | 8.13% | 190,663 | Trimmed |
| 3 | FNDX | SCHWAB STRATEGIC TR | $88.7M | 6.56% | 3.8M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $77.2M | 5.71% | 3.9M | Trimmed |
| 5 | FNDF | SCHWAB STRATEGIC TR | $66.1M | 4.89% | 1.8M | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $39.5M | 2.92% | 1.1M | Added |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $38.0M | 2.81% | 940,811 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $31.8M | 2.35% | 702,638 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $31.3M | 2.31% | 448,149 | Added |
| 10 | FNDB | SCHWAB STRATEGIC TR | $30.8M | 2.28% | 1.3M | Trimmed |
| 11 | AAPL | APPLE INC | $28.7M | 2.12% | 129,174 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $27.3M | 2.02% | 550,027 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $26.8M | 1.99% | 307,975 | Trimmed |
| 14 | GSIE | GOLDMAN SACHS ETF TR | $25.0M | 1.85% | 700,347 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $24.2M | 1.79% | 302,493 | Added |
| 16 | INTF | ISHARES TR | $23.1M | 1.71% | 749,022 | Trimmed |
| 17 | FNDA | SCHWAB STRATEGIC TR | $22.7M | 1.68% | 830,053 | Added |
| 18 | VGT | VANGUARD WORLD FD | $19.1M | 1.42% | 35,292 | Trimmed |
| 19 | FNDE | SCHWAB STRATEGIC TR | $19.3M | 1.42% | 625,251 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $19.1M | 1.41% | 92,363 | Trimmed |
| 21 | SPTM | SPDR SER TR | $19.1M | 1.41% | 281,017 | Trimmed |
| 22 | GSLC | GOLDMAN SACHS ETF TR | $17.1M | 1.27% | 155,581 | Trimmed |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $12.9M | 0.95% | 212,032 | Trimmed |
| 24 | DISV | DIMENSIONAL ETF TRUST | $11.6M | 0.86% | 399,461 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $10.9M | 0.80% | 28,998 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31