Callan Family Office, LLC
All 13F Filings
- Location
- Radnor, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,654,992
- Description
- Radnor Pennsylvania based planning integrated investment advisor with a manager led operating structure and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, long duration private asset evaluation, and planning integrated mandate design for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through investment policy adherence and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 1,111 | 4,654,992 | 13F-HR | Callan Family Office, LLC |
| Q3 2025 | 11/4/2025 | 848 | 3,137,635 | 13F-HR | Callan Family Office, LLC |
| Q2 2025 | 7/24/2025 | 931 | 3,169,111 | 13F-HR | Callan Family Office, LLC |
| Q1 2025 | 5/13/2025 | 543 | 1,333,418 | 13F-HR | Callan Family Office, LLC |
| Q4 2024 | 2/7/2025 | 627 | 1,572,229 | 13F-HR | Callan Family Office, LLC |
| Q3 2024 | 10/8/2024 | 189 | 595,051 | 13F-HR | Callan Family Office, LLC |
| Q2 2024 | 7/26/2024 | 153 | 520,860 | 13F-HR | Callan Family Office, LLC |
| Q1 2024 | 5/9/2024 | 89 | 426,541 | 13F-HR | Callan Family Office, LLC |
| Q4 2023 | 2/14/2024 | 99 | 404,929 | 13F-HR | Callan Family Office, LLC |
| Q3 2023 | 11/14/2023 | 87 | 375,533 | 13F-HR | Callan Family Office, LLC |
| Q2 2023 | 8/14/2023 | 110 | 379,307 | 13F-HR | Callan Family Office, LLC |
| Q1 2023 | 5/12/2023 | 153 | 412,109 | 13F-HR | Callan Family Office, LLC |
| Q4 2022 | 2/23/2023 | 102 | 310,160 | 13F-HR | Callan Family Office, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.99 M | 85.7% | 1.21 M | 0 | 1.21 M |
| ETFs | 657 K | 14.1% | 300.1 K | 0 | 300.1 K |
| Debt | 5.875 K | 0.1% | 5.875 K | 0 | 5.875 K |
| Other | 1.926 K | 0.0% | 1.192 K | 0 | 1.192 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
4,654,992
Holdings
1111
QoQ value change ($000)
1,517,357
(48.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.