Callan Family Office, LLC holds a diversified book of 1131 stocks worth $4.4B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1938970/holdings"
Use Arkolith to show Callan Family Office, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $170.3M | 976.3K | 3.9% | ▼−0.6% Reduced · −6K sh | |
| 2 | Apple Inc COM | $150.0M | 591.2K | 3.4% | ▼−1.7% Reduced · −11K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $131.1M | 200.6K | 3.0% | ▲+0.4% Added · +751 sh | |
| 4 | Microsoft Corp COM | $127.1M | 343.2K | 2.9% | ▼−5.1% Reduced · −18K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $107.4M | 179.7K | 2.4% | ▼−1.6% Reduced · −3K sh | |
| 6 | Alphabet Inc CAP STK CL C | $97.5M | 339.7K | 2.2% | ▼−4.0% Reduced · −14K sh | |
| 7 | Amazon Com Inc COM | $94.2M | 452.1K | 2.1% | ▼−1.5% Reduced · −7K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $91.2M | 1.01M | 2.1% | ▲+8.4% Added · +78K sh | |
| 9 | Alphabet Inc CAP STK CL A | $69.3M | 240.9K | 1.6% | ▼−2.4% Reduced · −6K sh | |
| 10 | Vanguard Scottsdale FDS VNG RUS3000IDX | $64.0M | 222.6K | 1.5% | ▼−2.7% Reduced · −6K sh | |
| 11 | Broadcom Inc COM | $62.6M | 202.1K | 1.4% | ▼−1.7% Reduced · −4K sh | |
| 12 | Meta Platforms Inc CL A | $51.0M | 89.2K | 1.2% | ▲+1.3% Added · +1K sh | |
| 13 | Eli Lilly & Co COM | $48.7M | 53.0K | 1.1% | ▼−3.0% Reduced · −2K sh | |
| 14 | Visa Inc COM CL A | $40.0M | 132.3K | 0.9% | ▼−6.8% Reduced · −10K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $39.0M | 115.4K | 0.9% | ▲+1.4% Added · +2K sh | |
| 16 | Tesla Inc COM | $37.4M | 100.5K | 0.8% | ▼−1.6% Reduced · −2K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $34.7M | 53.4K | 0.8% | ▲+1.4% Added · +766 sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $34.0M | 503.4K | 0.8% | ▼−1.2% Reduced · −6K sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $33.9M | 79.6K | 0.8% | ▼−32% Reduced · −37K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $32.0M | 55.4K | 0.7% | ▲+2.2% Added · +1K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $30.5M | 23.1K | 0.7% | ▼−4.2% Reduced · −1K sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $29.9M | 62.4K | 0.7% | ▼−3.7% Reduced · −2K sh | |
| 23 | JPMorgan Chase & Co COM | $29.7M | 100.9K | 0.7% | ▼−3.2% Reduced · −3K sh | |
| 24 | Netflix Inc. COM | $27.5M | 285.8K | 0.6% | ▼−12% Reduced · −41K sh | |
| 25 | Ge Aerospace COM NEW | $27.3M | 96.0K | 0.6% | ▲+5.0% Added · +5K sh | |
| 26 | Vanguard Scottsdale FDS VNG RUS1000VAL | $26.6M | 283.8K | 0.6% | ▼−1.6% Reduced · −5K sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $25.2M | 87.7K | 0.6% | ▼−1.1% Reduced · −969 sh | |
| 28 | Ishares TR S&P 500 VAL ETF | $24.1M | 114.3K | 0.5% | ▼−2.5% Reduced · −3K sh | |
| 29 | Mastercard Incorporated CL A | $23.1M | 46.3K | 0.5% | ▲+6.4% Added · +3K sh | |
| 30 | Walmart Inc COM | $22.6M | 181.7K | 0.5% | ▲+2.7% Added · +5K sh | |
| 31 | RTX Corporation COM | $22.2M | 115.2K | 0.5% | ▼−4.7% Reduced · −6K sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $22.0M | 194.7K | 0.5% | ▼−2.0% Reduced · −4K sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $21.7M | 67.8K | 0.5% | ▲+9.9% Added · +6K sh | |
| 34 | Schwab Charles Corp COM | $21.2M | 225.7K | 0.5% | ▼−0.9% Reduced · −2K sh | |
| 35 | Amphenol Corp CL A | $20.7M | 163.8K | 0.5% | ▲+3.0% Added · +5K sh | |
| 36 | Ishares TR CORE S&P SCP ETF | $20.2M | 162.7K | 0.5% | ▲+14% Added · +20K sh | |
| 37 | Costco Wholesale Corporation COM | $19.7M | 19.7K | 0.4% | ▲+3.4% Added · +652 sh | |
| 38 | Philip Morris Intl Inc COM | $19.1M | 115.2K | 0.4% | ▼−4.4% Reduced · −5K sh | |
| 39 | Wells Fargo & Co COM | $18.7M | 234.4K | 0.4% | ▼−4.6% Reduced · −11K sh | |
| 40 | Goldman Sachs Group Inc COM | $17.6M | 20.8K | 0.4% | ▼−2.3% Reduced · −498 sh | |
| 41 | Chevron Corporation COM | $17.6M | 85.1K | 0.4% | ▼−3.9% Reduced · −3K sh | |
| 42 | Johnson Controls Internation SHS | $16.8M | 128.1K | 0.4% | ▼−6.9% Reduced · −9K sh | |
| 43 | Micron Technology Inc COM | $16.7M | 49.4K | 0.4% | ▼−3.9% Reduced · −2K sh | |
| 44 | Exxon Mobil Corp COM | $16.7M | 98.1K | 0.4% | ▼−2.7% Reduced · −3K sh | |
| 45 | Bank America Corp COM | $16.4M | 337.0K | 0.4% | ▼−5.9% Reduced · −21K sh | |
| 46 | Ishares TR RUS MID CAP ETF | $16.3M | 168.1K | 0.4% | ▼−12% Reduced · −22K sh | |
| 47 | Novartis AG SPONSORED ADR | $16.3M | 107.0K | 0.4% | ▲+2.0% Added · +2K sh | |
| 48 | Intuitive Surgical Inc COM NEW | $16.2M | 35.2K | 0.4% | ▼−5.9% Reduced · −2K sh | |
| 49 | Cencora Inc COM | $16.2M | 51.5K | 0.4% | ▼−9.0% Reduced · −5K sh | |
| 50 | Unitedhealth Group Inc COM | $16.1M | 59.4K | 0.4% | ▼−2.7% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 1,131 | $4.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 1,111 | $4.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 848 | $3.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 931 | $3.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 543 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 627 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 189 | $595.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 153 | $520.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 89 | $426.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 99 | $404.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 87 | $375.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 110 | $379.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 153 | $412.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 23, 2023 | 102 | $310.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.