Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Callan Family Office, LLC (CIK 1938970) reported $5.11B across 1,226 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($200.9M, 3.93%), AAPL ($177.5M, 3.47%), IVV ($158.8M, 3.11%), MSFT ($128.3M, 2.51%), VOO ($122.8M, 2.40%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$200.9M3.93%1.0MAdded
2AAPLAPPLE INC$177.5M3.47%613,564Added
3IVVISHARES TR$158.8M3.11%212,091Added
4MSFTMICROSOFT CORP$128.3M2.51%344,079Added
5VOOVANGUARD INDEX FDS$122.8M2.40%178,743Trimmed
6GOOGALPHABET INC$120.0M2.35%339,487Trimmed
7AMZNAMAZON COM INC$108.3M2.12%454,551Added
8IEFAISHARES TR$104.9M2.05%1.1MAdded
9GOOGLALPHABET INC$89.6M1.75%250,823Added
10AVGOBROADCOM INC$80.4M1.57%212,834Added
11VTHRVANGUARD SCOTTSDALE FDS$72.6M1.42%219,190Trimmed
12LLYELI LILLY & CO$65.6M1.28%54,722Added
13MUMICRON TECHNOLOGY INC$56.3M1.10%48,762Trimmed
14TSMTAIWAN SEMICONDUCTOR MANUFAC$53.6M1.05%112,327Trimmed
15METAMETA PLATFORMS INC$49.8M0.97%88,465Trimmed
16VVISA INC$48.4M0.95%141,136Added
17ASMLASML HLDG NV$45.5M0.89%22,855Trimmed
18TSLATESLA INC$41.0M0.80%97,519Trimmed
19IWFISHARES TR$41.0M0.80%330,408Added
20QQQINVESCO QQQ TR$41.0M0.80%55,700Added
21SPYSTATE STR SPDR S&P 500 ETF T$39.9M0.78%53,392Added
22IJHISHARES TR$39.6M0.77%513,069Added
23AMDADVANCED MICRO DEVICES INC$37.8M0.74%65,046Added
24GEGE AEROSPACE$36.9M0.72%98,688Added
25JPMJPMORGAN CHASE & CO$33.5M0.66%102,480Added

Source: SEC Form 13F filings · as of 2026-06-30