Managers / Q4 2024 · view latest →
Callan Family Office, LLC
CIK 0001938970 · 201 KING OF PRUSSIA ROAD, SUITE 650, RADNOR, PA, 19087 · (267) 250-2036
Reported Value
$1.6B
Q4 2024
Positions
627
Filings on Record
14
2019–present window
Filed
Feb 7, 2025
original filing
Summary
Callan Family Office, Llc reported $1.6B in U.S.-listed holdings across 627 positions for Q4 2024.
Its largest position, IVV, represents 6.0% of the portfolio.
Compared with Q3 2024, the fund opened 448 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.4B | 1,131 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.7B | 1,111 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.1B | 848 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.2B | 931 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 543 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.6B | 627 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $595M | 189 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $521M | 153 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $427M | 89 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $405M | 99 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $376M | 87 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $379M | 110 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $412M | 153 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $310.2B | 102 | Feb 23, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.