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John Ginter

Callan Family Office, Llc

Assets Managed
$4.407B
Holdings
1131
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-5.33%(2Q avg: 21.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Callan Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1131 positions.

Assets under management

The assets under management (AUM) of Callan Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.407B in assets, with a quarterly growth rate of -5.33% and a 2-quarter average growth rate of 21.52%. The portfolio is managed by John Ginter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.64%
3.87%
$170.26M
976,264 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.74%
3.41%
$150.043M
591,209 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.38%
2.98%
$131.052M
200,628 shares@ $653.21 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.09%
2.89%
$127.057M
343,239 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.61%
2.44%
$107.388M
179,714 shares@ $597.55 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.04%
2.22%
$97.452M
339,719 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.49%
2.14%
$94.153M
452,074 shares@ $208.28 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.37%
2.07%
$91.167M
1.007M shares@ $90.53 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.39%
1.58%
$69.267M
240,880 shares@ $287.57 avg price
VTHR
Vanguard Russell 3000
Recent Activity
Decreased -2.7%
1.46%
$64.024M
222,633 shares@ $287.58 avg price

1-10 of 1131