Callan Capital, LLC - Portfolio overview

Callan Capital, LLC has 364 reported holdings in this dataset, with the latest filing dated 2025-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 9.41%
2. META - META PLATFORMS INC, 8.13%
3. FNDX - SCHWAB STRATEGIC TR, 6.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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