Data as of Q4 2025 (Dec 31, 2025)

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%
GOOG2.4%
AMZN2.3%
IEFA1.8%

📈 Biggest Buys

VOO
VANGUARD INDEX FDS
+2254.9%
2.5% of portfolio
VTHR
VANGUARD SCOTTSDALE FDS
NEW
1.5% of portfolio
NVDA
NVIDIA CORPORATION
+31.1%
3.9% of portfolio
MSFT
MICROSOFT CORP
+24.3%
3.8% of portfolio
IWD
ISHARES TR
+203.7%
1.0% of portfolio

📉 Biggest Sells

CMCSA
COMCAST CORP NEW
-34.3%
0.1% of portfolio
OXY
OCCIDENTAL PETE CORP
-26.4%
0.1% of portfolio
CI
THE CIGNA GROUP
-14.7%
0.1% of portfolio
IAU*
ISHARES GOLD TR
-11.8%
0.2% of portfolio
TTC
TORO CO
-17.8%
0.1% of portfolio

Sector Breakdown

Other41.1%
Technology25.7%
ETF7.9%
Financial7.4%
Consumer6.6%
Healthcare5.3%
Industrial3.0%
Communication1.5%

🚪 Exited Positionssold since Q3 2025

FISV
FISERV INC
SOLD
$9.5M
TMUS
T-MOBILE US INC
SOLD
$7.2M
ZBH
ZIMMER BIOMET HOLDINGS INC
SOLD
$5.7M
CHTR
CHARTER COMMUNICATIONS INC N
SOLD
$5.2M
FIS
FIDELITY NATL INFORMATION SV
SOLD
$5.1M
+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 2023

📌 Top Holdings

NVDA3.9%
NVIDIA CORPORATION
$183.2M
MSFT3.8%
MICROSOFT CORP
$174.9M
AAPL3.5%
APPLE INC
$163.6M
IVV2.9%
ISHARES TR
$136.9M
VOO2.5%
VANGUARD INDEX FDS
$114.6M

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