Callan Family Office, LLC
•CIK: 1938970•Filing: Q4 2025
Callan Family Office, LLC, managed by the Callan Group, is known for its concentrated, long-term investment strategy, currently holding 1111 positions with a focus on tech giants like NVDA, MSFT, and AAPL. Recently, the fund has notably increased its stakes in VOO and VO by 2312% and 1725%, respectively, while exiting positions in TTEN and FITBM, and adding new holdings in VTHR, VONV, and STIP.
Total AUM
$4.7B
QoQ Performance
+48.4%
Positions
1,043
Top 10 Concentration
33.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.9%
MSFT3.8%
AAPL3.5%
IVV2.9%
VOO2.5%
GOOGL2.4%
AMZN2.3%
IEFA1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.8%
Technology25.7%
ETF7.9%
Financial6.9%
Consumer6.6%
Healthcare5.3%
Industrial3.0%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
+652 more exited positions
Changes from Q3 2025
NEW9 new positions
↑176 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022