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 Family Office, LLC (CIK 1938970) reported $4.41B across 1,122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($170.3M, 3.86%), AAPL ($150.0M, 3.40%), IVV ($131.1M, 2.97%), MSFT ($127.1M, 2.88%), VOO ($107.4M, 2.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $170.3M | 3.86% | 976,264 | Trimmed |
| 2 | AAPL | APPLE INC | $150.0M | 3.40% | 591,209 | Trimmed |
| 3 | IVV | ISHARES TR | $131.1M | 2.97% | 200,628 | Added |
| 4 | MSFT | MICROSOFT CORP | $127.1M | 2.88% | 343,239 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $107.4M | 2.44% | 179,714 | Trimmed |
| 6 | GOOG | ALPHABET INC | $97.5M | 2.21% | 339,719 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $94.2M | 2.14% | 452,074 | Trimmed |
| 8 | IEFA | ISHARES TR | $91.2M | 2.07% | 1.0M | Added |
| 9 | GOOGL | ALPHABET INC | $69.3M | 1.57% | 240,880 | Trimmed |
| 10 | VTHR | VANGUARD SCOTTSDALE FDS | $64.0M | 1.45% | 222,633 | Trimmed |
| 11 | AVGO | BROADCOM INC | $62.6M | 1.42% | 202,123 | Trimmed |
| 12 | META | META PLATFORMS INC | $51.0M | 1.16% | 89,162 | Added |
| 13 | LLY | ELI LILLY & CO | $48.7M | 1.11% | 52,954 | Trimmed |
| 14 | V | VISA INC | $40.0M | 0.91% | 132,348 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.0M | 0.88% | 115,354 | Added |
| 16 | TSLA | TESLA INC | $37.4M | 0.85% | 100,487 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $34.7M | 0.79% | 53,356 | Added |
| 18 | IWF | ISHARES TR | $33.9M | 0.77% | 79,557 | Trimmed |
| 19 | IJH | ISHARES TR | $34.0M | 0.77% | 503,409 | Trimmed |
| 20 | QQQ | INVESCO QQQ TR | $32.0M | 0.73% | 55,400 | Added |
| 21 | ASML | ASML HLDG NV | $30.5M | 0.69% | 23,109 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.9M | 0.68% | 62,388 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $29.7M | 0.67% | 100,923 | Trimmed |
| 24 | GE | GE AEROSPACE | $27.3M | 0.62% | 96,033 | Added |
| 25 | NFLX | NETFLIX INC. | $27.5M | 0.62% | 285,754 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31