Callan Capital, LLC — 13F holdings

Callan Capital, LLC reported 373 holdings worth $1.35B in its 13F filing for Q1 2025, filed April 29, 2025.

Largest positions

  1. SCHB SCHWAB STRATEGIC TR — $127M (9.4%)
  2. META META PLATFORMS INC — $110M (8.1%)
  3. FNDX SCHWAB STRATEGIC TR — $88.7M (6.6%)
  4. SCHF SCHWAB STRATEGIC TR — $77.2M (5.7%)
  5. FNDF SCHWAB STRATEGIC TR — $66.1M (4.9%)
  6. SPDW SPDR INDEX SHS FDS — $39.5M (2.9%)
  7. PRF INVESCO EXCHANGE TRADED FD T — $38.0M (2.8%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $31.8M (2.4%)
  9. AVDV AMERICAN CENTY ETF TR — $31.3M (2.3%)
  10. FNDB SCHWAB STRATEGIC TR — $30.8M (2.3%)