Callan Family Office, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$4.5B
Holdings
1,130
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.0% (982.6k → 9.5k shares)
3.9%
02
$AAPL
APPLE INC
Q1 2026: Sold 92.2% (601.7k → 47.0k shares)
3.4%
03
$IVV
ISHARES TR
Q1 2026: Exited (was 199.9k shares)
3.0%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.0% (361.7k → 3.8k shares)
2.9%
05
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 5.5% (182.7k → 172.6k shares)
2.4%
06
$GOOG
ALPHABET INC
Q1 2026: Sold 95.4% (354.0k → 16.4k shares)
2.2%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 98.8% (458.9k → 5.6k shares)
2.1%
08
$IEFA
ISHARES TR
Q1 2026: Exited (was 929.3k shares)
2.1%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 98.0% (246.8k → 4.8k shares)
1.6%
10
$VTHR
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 228.8k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.