Callan Family Office, LLC: 13F holdings

CIK 19389702026Q2

Positions1,226
Reported value$5.1bn
Filed2026-08-11

Change since last quarter

Positions1,226 (+95 vs prior quarter)
Reported value$5.1bn (+16.1%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION1,004,009$200.9m3.9%
AAPL APPLE INC613,564$177.5m3.5%
IVV ISHARES TR212,091$158.8m3.1%
MSFT MICROSOFT CORP344,079$128.3m2.5%
VOO VANGUARD INDEX FDS178,743$122.8m2.4%
GOOG ALPHABET INC339,487$120.0m2.3%
AMZN AMAZON COM INC454,551$108.3m2.1%
IEFA ISHARES TR1,086,316$104.9m2.1%
GOOGL ALPHABET INC250,823$89.6m1.8%
AVGO BROADCOM INC212,834$80.4m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1938970")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples