Callan Family Office, LLC
CIK 1938970
13F filing for Q2 2026・No. 906
- Holdings
- US$5.11B
- Quarter change
- +US$708.01M
- Entries
- 1,226
- Net bought (estimate)
- +US$134.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 134
- Sold out 39
- Cut 427
- Added 622
- Corporate actions 2
- Unchanged 43
Largest holdings
1,226 stocks worth US$5.11B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,004,009 | US$200.89M | 3.93% |
| AAPLAppleCOM | Added | 613,564 | US$177.54M | 3.47% |
| IVVISHARES TRCORE S&P500 ETF | Added | 212,091 | US$158.83M | 3.11% |
| MSFTMicrosoftCOM | Added | 344,079 | US$128.35M | 2.51% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 178,743 | US$122.76M | 2.40% |
| GOOGALPHABET INCCAP STK CL C | Cut | 339,487 | US$119.95M | 2.35% |
| AMZNAmazonCOM | Added | 454,551 | US$108.34M | 2.12% |
| ISHARES TRCORE MSCI EAFE | Added | 1,086,316 | US$104.92M | 2.05% |
| GOOGLAlphabetCAP STK CL A | Added | 250,823 | US$89.64M | 1.75% |
| AVGOBroadcomCOM | Added | 212,834 | US$80.4M | 1.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.