Callan Family Office, LLC ETF holdings
Radnor, PA
Reported $1.2B in 114 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
114
Change from prior quarter
+19.3%
With price moves
ETFs as a share of its 13F
22.7%
of $5.1B
Top 10 of 114 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $158.8M | 212,091 | +11,463 shares |
| VOO | Vanguard S&P 500 ETF | $122.8M | 178,743 | −971 shares |
| IEFA | iShares Core MSCI EAFE ETF | $104.9M | 1,086,316 | +79,275 shares |
| VTHR | Vanguard Russell 3000 ETF | $72.6M | 219,190 | −3,443 shares |
| IWF | iShares Russell 1000 Growth ETF | $41.0M | 330,408 | +250,851 shares |
| QQQ | Invesco QQQ Trust | $41.0M | 55,700 | +300 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $39.9M | 53,392 | +36 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $39.6M | 513,069 | +9,660 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $32.1M | 398,618 | +310,898 shares |
| VONV | Vanguard Russell 1000 Value ETF | $30.2M | 283,702 | −79 shares |
104 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001938970. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Callan Family Office, LLC own?
Callan Family Office, LLC reported 114 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was IVV, at $158.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.