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Callan Family Office, LLC

Period ended Sep 30, 2026 · Latest filing Nov 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $5,204,191,204

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $230,398,175
  2. APPLE INC · COM · 037833100 · shares: $206,525,091
  3. MICROSOFT CORP · COM · 594918104 · shares: $179,806,313
  4. ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $173,685,944
  5. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $139,530,555
  6. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $114,115,030
  7. ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $110,224,400
  8. AMAZON COM INC · COM · 023135106 · shares: $108,778,643
  9. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $90,251,892
  10. VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX · 92206C599 · shares: $73,538,355

Reported holdings

1,201 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SELECTQUOTE INCCOM816307300 — 10,213 shares $4,136