Callan Capital, LLC

All Holdings — 2025 Q1

AI Portfolio Summary
In 2025 Q1, Callan Capital, LLC maintained a portfolio of 392 distinct positions. The most significant new addition to the portfolio was PRIMO BRANDS CORPORA, which now represents 0.38% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 0.9%. The fund also reduced its exposure to VANGUARD MUN BD FDS by 23.7%.
PCA Score Concentration Risk
Risk ENB
Total Positions
392
Quarter
2025 Q1
Top Holding
SCHB (9.4%)
Top 10 Concentration
47.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 392
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHB
SCHWAB STRATEGI...
ETF 9.41% 9.90% #1
Prev: #1
6.3 -51,943 -0.9%
P
S
5,911,420 $127,272,868 2015 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
META
META PLATFORMS ...
Communication Services 8.13% 9.69% #2
Prev: #2
5.3 -35,604 -15.7%
P
S
190,663 $109,890,375 2020 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
FNDX
SCHWAB STRATEGI...
Bond/Debt 6.56% 6.44% #3
Prev: #3
4.1 34,460 0.9%
P
S
3,755,197 $88,660,194 2019 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 5.71% 5.29% #4
Prev: #4
3.3 -4,883 -0.1%
P
S
3,901,803 $77,177,664 2015 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 4.89% 4.48% #5
Prev: #5
3.0 -17,428 -0.9%
P
S
1,828,746 $66,090,884 2016 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 2.92% 2.61% #6 2
Prev: #8
1.7 41,665 4.0%
P
S
1,085,621 $39,527,467 2021 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
PRF
INVESCO EXCHANG...
ETF 2.81% 2.78% #7 1
Prev: #6
1.6 -654 -0.1%
P
S
940,811 $38,018,164 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VWO
VANGUARD INTL E...
ETF 2.35% 2.14% #8 4
Prev: #12
2.9 37,531 5.6%
P
S
702,638 $31,801,374 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 2.31% 2.11% #9 4
Prev: #13
1.4 4,677 1.1%
P
S
448,149 $31,253,881 2021 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
FNDB
SCHWAB STRATEGI...
Bond/Debt 2.28% 2.30% #10
Prev: #10
1.4 -16,887 -1.2%
P
S
1,337,085 $30,766,320 2016 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AAPL
APPLE INC
Technology 2.12% 2.39% #11 2
Prev: #9
1.3 -1,373 -1.1%
P
S
129,174 $28,693,326 2012 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
VTEB
VANGUARD MUN BD...
ETF 2.02% 2.64% #12 5
Prev: #7
0.8 -170,563 -23.7%
P
S
550,027 $27,292,328 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AVUV
AMERICAN CENTY ...
ETF 1.99% 2.22% #13 2
Prev: #11
1.3 -6,556 -2.1%
P
S
307,975 $26,846,202 2023 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
GSIE
GOLDMAN SACHS E...
Bond/Debt 1.85% 1.77% #14 1
Prev: #15
1.2 -24,826 -3.4%
P
S
700,347 $24,967,377 2019 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.78% 2.08% #15 1
Prev: #14
2.7 10,644 5.0%
P
S
222,493 $24,113,746 2022 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
INTF
ISHARES TR
Bond/Debt 1.71% 1.62% #16 1
Prev: #17
1.2 -20,536 -2.7%
P
S
749,022 $23,099,843 2020 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
FNDA
SCHWAB STRATEGI...
Bond/Debt 1.68% 1.45% #17 3
Prev: #20
3.2 160,794 24.0%
P
S
830,053 $22,735,146 2018 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
FNDE
SCHWAB STRATEGI...
Bond/Debt 1.42% 1.19% #18 4
Prev: #22
2.6 64,186 11.4%
P
S
625,251 $19,257,717 2021 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VGT
VANGUARD WORLD ...
ETF 1.42% 1.62% #19 3
Prev: #16
1.1 -304 -0.9%
P
S
35,292 $19,141,591 2015 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
SPTM
SPDR SER TR
ETF 1.41% 1.52% #20 1
Prev: #19
1.1 -10,222 -3.5%
P
S
281,017 $19,111,965 2022 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
XLK
SELECT SECTOR S...
Unknown 1.41% 1.61% #21 3
Prev: #18
1.1 -2,156 -2.3%
P
S
92,363 $19,071,013 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
GSLC
GOLDMAN SACHS E...
ETF 1.27% 1.35% #22 1
Prev: #21
1.0 -4,943 -3.1%
P
S
155,581 $17,126,314 2015 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VEU
VANGUARD INTL E...
ETF 0.95% 0.92% #23
Prev: #23
0.9 -7,971 -3.6%
P
S
212,032 $12,861,853 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 0.86% 0.79% #24 2
Prev: #26
0.8 -6,524 -1.6%
P
S
399,461 $11,632,297 2022 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
MSFT
MICROSOFT CORP
Technology 0.80% 0.89% #25 1
Prev: #24
0.8 -18 -0.1%
P
S
28,998 $10,885,396 2020 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
XLV
SELECT SECTOR S...
Unknown 0.79% 0.73% #26 1
Prev: #27
0.8 -336 -0.5%
P
S
72,720 $10,617,827 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
PRFZ
INVESCO EXCHANG...
ETF 0.76% 0.84% #27 2
Prev: #25
0.8 -5,705 -2.1%
P
S
271,234 $10,268,938 2018 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VOX
VANGUARD WORLD ...
ETF 0.65% 0.69% #28 1
Prev: #29
0.8 -1,560 -2.6%
P
S
59,214 $8,786,814 2018 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.62% 0.73% #29 1
Prev: #28
0.7 1,828 3.5%
P
S
54,312 $8,398,754 2020 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
VFH
VANGUARD WORLD ...
ETF 0.62% 0.61% #30
Prev: #30
0.7 -1,051 -1.5%
P
S
70,163 $8,382,387 2017 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
IVV
ISHARES TR
ETF 0.58% 0.44% #31 12
Prev: #43
2.7 3,929 38.7%
P
S
14,069 $7,905,224 2014 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.57% 0.55% #32 2
Prev: #34
0.7 -3,243 -1.2%
P
S
277,822 $7,659,566 2015 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
XLF
SELECT SECTOR S...
Unknown 0.55% 0.53% #33 4
Prev: #37
0.7 -1,077 -0.7%
P
S
148,703 $7,406,884 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 0.54% 0.53% #34 2
Prev: #36
0.7 -5,629 -1.7%
P
S
316,402 $7,327,861 2015 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.53% 0.55% #35 2
Prev: #33
2.2 3,669 10.7%
P
S
37,803 $7,192,435 2019 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
VHT
VANGUARD WORLD ...
ETF 0.52% 0.50% #36 4
Prev: #40
0.7 -402 -1.5%
P
S
26,755 $7,082,766 2017 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
XLI
SELECT SECTOR S...
Unknown 0.52% 0.52% #37 1
Prev: #38
0.7 -415 -0.8%
P
S
53,884 $7,062,599 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
XLY
SELECT SECTOR S...
Unknown 0.50% 0.56% #38 6
Prev: #32
0.7 -330 -1.0%
P
S
33,961 $6,705,944 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
EMGF
ISHARES INC
ETF 0.45% 0.44% #39 5
Prev: #44
0.7 -905 -0.7%
P
S
131,027 $6,129,421 2020 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
AVUS
AMERICAN CENTY ...
ETF 0.45% 0.54% #40 5
Prev: #35
0.7 -9,527 -12.6%
P
S
66,308 $6,125,571 2022 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
GOOG
ALPHABET INC
Communication Services 0.43% 0.51% #41 2
Prev: #39
0.7 -42 -0.1%
P
S
36,884 $5,762,447 2020 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
PXF
INVESCO EXCH TR...
Unknown 0.41% 0.38% #42 3
Prev: #45
0.7 -3,193 -2.9%
P
S
105,664 $5,493,446 2021 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VCR
VANGUARD WORLD ...
ETF 0.39% 0.46% #43 1
Prev: #42
0.7 -440 -2.6%
P
S
16,194 $5,271,164 2017 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.38% #44
Prev: #—
3.7 145,607 no change
NEW
145,607 $5,167,592 2025 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.37% 0.56% #45 14
Prev: #31
0.6 184 1.0%
P
S
19,240 $4,986,238 2014 Q2 13F Filing 2025-03-31 2025-05-15 (Est.)
XLC
SELECT SECTOR S...
ETF 0.35% 0.36% #46
Prev: #46
0.6 -617 -1.2%
P
S
49,662 $4,789,908 2021 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VDC
VANGUARD WORLD ...
ETF 0.33% 0.33% #47
Prev: #47
0.6 -471 -2.2%
P
S
20,662 $4,521,262 2017 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
XLP
SELECT SECTOR S...
Unknown 0.32% 0.31% #48 1
Prev: #49
0.6 -367 -0.7%
P
S
53,214 $4,345,988 2011 Q4 13F Filing 2025-03-31 2025-05-15 (Est.)
VIS
VANGUARD WORLD ...
ETF 0.31% 0.32% #49 1
Prev: #48
0.6 -417 -2.4%
P
S
16,693 $4,132,341 2017 Q1 13F Filing 2025-03-31 2025-05-15 (Est.)
TOTL
SSGA ACTIVE ETF...
ETF 0.30% 0.28% #50 3
Prev: #53
2.1 4,923 5.1%
P
S
100,626 $4,054,226 2017 Q3 13F Filing 2025-03-31 2025-05-15 (Est.)
Showing 1-50 of 392 holdings

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