Callan Family Office, LLC
Family OfficePosition in LPLA — LPL Financial Holdings Inc.
CIK 1938970
RADNOR, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,096,825
+$89,086 QoQ
Shares Held
7,444
+11.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#295
of 762 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. LPLA ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,918 | $21,155,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
217,027 | $20,025,081 | |
| 3 | MS |
Morgan Stanley
|
38,006 | $7,944,774 | |
| 4 | MC |
Moelis & Co
|
81,327 | $5,320,412 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
7,444 | $2,096,825 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,626 | $1,767,535 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
18,156 | $1,580,298 | |
| 8 | NMR |
Nomura Holdings Inc
|
173,593 | $1,524,146 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,096,825 | 7,444 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,007,739 | 6,674 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,275,172 | 6,370 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,126,155 | 3,385 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,513,753 | 4,037 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||