Callan Family Office, LLC
1,134 holdingsFiling period: 2026-03-31Current AUM: $4.98Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 976.3K | $170.3M | $196.0M | 3.93% | -6,301 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 591.2K | $150.0M | $182.6M | 3.67% | -10,500 | 2026-03-31 |
| 3 | IVV | ISHARES TR | 200.6K | $131.1M | $150.5M | 3.02% | +751 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 343.2K | $127.1M | $159.5M | 3.20% | -18,438 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 179.7K | $107.4M | $123.4M | 2.48% | -2,954 | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 339.7K | $97.5M | $121.2M | 2.43% | -14,313 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 452.1K | $94.2M | $122.8M | 2.46% | -6,870 | 2026-03-31 |
| 8 | IEFA | ISHARES TR | 1.01M | $91.2M | $98.9M | 1.99% | +77.7K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 240.9K | $69.3M | $85.8M | 1.72% | -5,913 | 2026-03-31 |
| 10 | VTHR | VANGUARD SCOTTSDALE FDS | 222.6K | $64.0M | $73.4M | 1.47% | -6,182 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 202.1K | $62.6M | $78.7M | 1.58% | -3,589 | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 89.2K | $51.0M | $49.6M | 1.00% | +1.2K | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO | 53.0K | $48.7M | $60.8M | 1.22% | -1,639 | 2026-03-31 |
| 14 | V | VISA INC | 132.3K | $40.0M | $48.5M | 0.97% | -9,729 | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 115.4K | $39.0M | $46.6M | 0.94% | +1.6K | 2026-03-31 |
| 16 | TSLA | TESLA INC | 100.5K | $37.4M | $31.3M | 0.63% | -1,635 | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 53.4K | $34.7M | $39.9M | 0.80% | +766 | 2026-03-31 |
| 18 | IJH | ISHARES TR | 503.4K | $34.0M | $37.9M | 0.76% | -6,062 | 2026-03-31 |
| 19 | IWF | ISHARES TR | 79.6K | $33.9M | $37.7M | 0.76% | -37,221 | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TR | 55.4K | $32.0M | $38.1M | 0.77% | +1.2K | 2026-03-31 |
| 21 | — | ASML HLDG NV | 23.1K | $30.5M | $30.5M | 0.61% | -1,022 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 62.4K | $29.9M | $29.9M | 0.60% | -2,395 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 100.9K | $29.7M | $35.5M | 0.71% | -3,319 | 2026-03-31 |
| 24 | NFLX | NETFLIX INC. | 285.8K | $27.5M | $20.5M | 0.41% | -40,622 | 2026-03-31 |
| 25 | GE | GE AEROSPACE | 96.0K | $27.3M | $34.6M | 0.69% | +4.6K | 2026-03-31 |
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