Callan Family Office, LLC 13F Holdings · Q2 2026
Callan Family Office, LLC reported 1,226 securities worth $5.11B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (3.93%), AAPL (3.47%), IVV (3.11%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $200.9M | 3.93% | 1.0M | Added |
| 2 | AAPL | APPLE INC | $177.5M | 3.47% | 613,564 | Added |
| 3 | IVV | ISHARES TR | $158.8M | 3.11% | 212,091 | Added |
| 4 | MSFT | MICROSOFT CORP | $128.3M | 2.51% | 344,079 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $122.8M | 2.40% | 178,743 | Trimmed |
| 6 | GOOG | ALPHABET INC | $120.0M | 2.35% | 339,487 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $108.3M | 2.12% | 454,551 | Added |
| 8 | IEFA | ISHARES TR | $104.9M | 2.05% | 1.1M | Added |
| 9 | GOOGL | ALPHABET INC | $89.6M | 1.75% | 250,823 | Added |
| 10 | AVGO | BROADCOM INC | $80.4M | 1.57% | 212,834 | Added |
| 11 | VTHR | VANGUARD SCOTTSDALE FDS | $72.6M | 1.42% | 219,190 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $65.6M | 1.28% | 54,722 | Added |
| 13 | MU | MICRON TECHNOLOGY INC | $56.3M | 1.10% | 48,762 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.6M | 1.05% | 112,327 | Trimmed |
| 15 | META | META PLATFORMS INC | $49.8M | 0.97% | 88,465 | Trimmed |
| 16 | V | VISA INC | $48.4M | 0.95% | 141,136 | Added |
| 17 | ASML | ASML HLDG NV | $45.5M | 0.89% | 22,855 | Trimmed |
| 18 | IWF | ISHARES TR | $41.0M | 0.80% | 330,408 | Added |
| 19 | QQQ | INVESCO QQQ TR | $41.0M | 0.80% | 55,700 | Added |
| 20 | TSLA | TESLA INC | $41.0M | 0.80% | 97,519 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $39.9M | 0.78% | 53,392 | Added |
| 22 | IJH | ISHARES TR | $39.6M | 0.77% | 513,069 | Added |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $37.8M | 0.74% | 65,046 | Added |
| 24 | GE | GE AEROSPACE | $36.9M | 0.72% | 98,688 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $33.5M | 0.66% | 102,480 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR