Callan Family Office, LLC

Est. AUM

$4.41B

13F long equity, this entity only

Positions

1,131

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$170.3M	976264	3.86%	SOLE
2	APPLE INC	COM	$150.0M	591209	3.40%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$131.1M	200628	2.97%	SOLE
4	MICROSOFT CORP	COM	$127.1M	343239	2.88%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$107.4M	179714	2.44%	SOLE
6	ALPHABET INC	CAP STK CL C	$97.5M	339719	2.21%	SOLE
7	AMAZON COM INC	COM	$94.2M	452074	2.14%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$91.2M	1007041	2.07%	SOLE
9	ALPHABET INC	CAP STK CL A	$69.3M	240880	1.57%	SOLE
10	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$64.0M	222633	1.45%	SOLE
11	BROADCOM INC	COM	$62.6M	202123	1.42%	SOLE
12	META PLATFORMS INC	CL A	$51.0M	89162	1.16%	SOLE
13	ELI LILLY & CO	COM	$48.7M	52954	1.11%	SOLE
14	VISA INC	COM CL A	$40.0M	132348	0.91%	SOLE
15	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$39.0M	115354	0.88%	SOLE
16	TESLA INC	COM	$37.4M	100487	0.85%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.7M	53356	0.79%	SOLE
18	ISHARES TR	CORE S&P MCP ETF	$34.0M	503409	0.77%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$33.9M	79557	0.77%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$32.0M	55400	0.73%	SOLE
21	ASML HLDG NV	N Y REGISTRY SHS	$30.5M	23109	0.69%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.9M	62388	0.68%	SOLE
23	JPMORGAN CHASE & CO	COM	$29.7M	100923	0.67%	SOLE
24	NETFLIX INC.	COM	$27.5M	285754	0.62%	SOLE
25	GE AEROSPACE	COM NEW	$27.3M	96033	0.62%	SOLE
26	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$26.6M	283781	0.60%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$25.2M	87720	0.57%	SOLE
28	ISHARES TR	S&P 500 VAL ETF	$24.1M	114342	0.55%	SOLE
29	MASTERCARD INCORPORATED	CL A	$23.1M	46278	0.52%	SOLE
30	WALMART INC	COM	$22.6M	181708	0.51%	SOLE
31	RTX CORPORATION	COM	$22.2M	115219	0.50%	SOLE
32	ISHARES TR	S&P 500 GRWT ETF	$22.0M	194676	0.50%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$21.7M	67752	0.49%	SOLE
34	SCHWAB CHARLES CORP	COM	$21.2M	225717	0.48%	SOLE
35	AMPHENOL CORP	CL A	$20.7M	163822	0.47%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$20.2M	162669	0.46%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$19.7M	19722	0.45%	SOLE
38	PHILIP MORRIS INTL INC	COM	$19.1M	115240	0.43%	SOLE
39	WELLS FARGO & CO	COM	$18.7M	234423	0.42%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$17.6M	20836	0.40%	SOLE
41	CHEVRON CORPORATION	COM	$17.6M	85061	0.40%	SOLE
42	JOHNSON CONTROLS INTERNATION	SHS	$16.8M	128077	0.38%	SOLE
43	MICRON TECHNOLOGY INC	COM	$16.7M	49375	0.38%	SOLE
44	EXXON MOBIL CORP	COM	$16.6M	98140	0.38%	SOLE
45	BANK AMERICA CORP	COM	$16.4M	337011	0.37%	SOLE
46	ISHARES TR	RUS MID CAP ETF	$16.3M	168118	0.37%	SOLE
47	NOVARTIS AG	SPONSORED ADR	$16.3M	106950	0.37%	SOLE
48	INTUITIVE SURGICAL INC	COM NEW	$16.2M	35227	0.37%	SOLE
49	CENCORA INC	COM	$16.2M	51482	0.37%	SOLE
50	UNITEDHEALTH GROUP INC	COM	$16.1M	59379	0.36%	SOLE

1–50 of 1,131

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.