Callan Family Office, LLC
Family OfficePosition in LPLA — LPL Financial Holdings Inc.
CIK 1938970
RADNOR, PA
Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,007,739
-$267,433 QoQ
Shares Held
6,674
+4.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Callan Family Office, LLC holds $57,735,133 across 12 Capital Markets names. LPLA ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
225,717 | $21,212,883 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,836 | $17,627,047 | |
| 3 | MS |
Morgan Stanley
|
36,672 | $6,035,111 | |
| 4 | MC |
Moelis & Co
|
81,436 | $4,641,852 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,674 | $2,007,739 | |
| 6 | NMR |
Nomura Holdings Inc
|
166,576 | $1,314,284 | |
| 7 | FUTU |
Futu Holdings Ltd
|
9,410 | $1,286,911 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
17,118 | $1,186,277 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||