# EDGAR Filing Document

**Accession Number:** 0001938970
**File Stem:** 0001221073-23-000027
**Filing Date:** 2023-2
**Character Count:** 13704
**Document Hash:** 7b05658a148d2936fc7b6accee131bd5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001221073-23-000027.hdr.sgml**: 20230223

**ACCESSION NUMBER**: 0001221073-23-000027

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230223

**DATE AS OF CHANGE**: 20230223

**EFFECTIVENESS DATE**: 20230223

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Callan Family Office, LLC
- **CENTRAL INDEX KEY:** 0001938970
- **IRS NUMBER:** 880781244
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23141
- **FILM NUMBER:** 23657276

**BUSINESS ADDRESS:**
- **STREET 1:** 201 KING OF PRUSSIA ROAD
- **STREET 2:** SUITE 650
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** (267) 250-2036

**MAIL ADDRESS:**
- **STREET 1:** 201 KING OF PRUSSIA ROAD
- **STREET 2:** SUITE 650
- **CITY:** RADNOR
- **STATE:** PA
- **ZIP:** 19087

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Callan Family Office LLC<br>**Address:** 201 KING OF PRUSSIA ROAD<br>SUITE 650<br>RADNOR, PA 19087

**Form 13F File Number:** 028-23141

**CRD Number (if applicable):** 000317446

**SEC File Number (if applicable):** 801-122987

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Ginter<br>**Title:** CEO and CCO<br>**Phone:** 267-250-2036

**Signature, Place, and Date of Signing:**

/s/John Ginter  Radnor, PA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 102

**Form 13F Information Table Value Total:** $310159825

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 325159 | 2012 | SH |  | SOLE |  | 2012 | 0 | 0 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 |  | 1196579 | 54242 | SH |  | SOLE |  | 54242 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 609463 | 2284 | SH |  | SOLE |  | 2284 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 409387 | 4640 | SH |  | SOLE |  | 4640 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 682156 | 7688 | SH |  | SOLE |  | 7688 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 258048 | 3072 | SH |  | SOLE |  | 3072 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 264177 | 1788 | SH |  | SOLE |  | 1788 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 209004 | 2745 | SH |  | SOLE |  | 2745 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1287736 | 9911 | SH |  | SOLE |  | 9911 | 0 | 0 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 |  | 217446 | 5428 | SH |  | SOLE |  | 5428 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1563652 | 5062 | SH |  | SOLE |  | 5062 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 |  | 369905 | 522 | SH |  | SOLE |  | 522 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 3783186 | 15752 | SH |  | SOLE |  | 15752 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 522316 | 2910 | SH |  | SOLE |  | 2910 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 693448 | 14556 | SH |  | SOLE |  | 14556 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 332332 | 728 | SH |  | SOLE |  | 728 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 202222 | 2170 | SH |  | SOLE |  | 2170 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 242135 | 2787 | SH |  | SOLE |  | 2787 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 326478 | 3170 | SH |  | SOLE |  | 3170 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 827597 | 5273 | SH |  | SOLE |  | 5273 | 0 | 0 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 |  | 227344 | 20800 | SH |  | SOLE |  | 20800 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 389523 | 4055 | SH |  | SOLE |  | 4055 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 725002 | 6573 | SH |  | SOLE |  | 6573 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 948395 | 24500 | SH |  | SOLE |  | 24500 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 337430 | 1360 | SH |  | SOLE |  | 1360 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 427820 | 1354 | SH |  | SOLE |  | 1354 | 0 | 0 |
| INTERPUBLIC GROUP COS INC | COM | 460690100 |  | 267279 | 8024 | SH |  | SOLE |  | 8024 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 283222 | 19163 | SH |  | SOLE |  | 19163 | 0 | 0 |
| INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 |  | 443700 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 952446 | 3577 | SH |  | SOLE |  | 3577 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 639050 | 18475 | SH |  | SOLE |  | 18475 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1618108 | 34649 | SH |  | SOLE |  | 34649 | 0 | 0 |
| ISHARES INC | MSCI EMERG MKT | 46434G889 |  | 3783724 | 92196 | SH |  | SOLE |  | 92196 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 35969458 | 583382 | SH |  | SOLE |  | 583382 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 22116182 | 91423 | SH |  | SOLE |  | 91423 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1971730 | 20834 | SH |  | SOLE |  | 20834 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1300408 | 15335 | SH |  | SOLE |  | 15335 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 46070237 | 119909 | SH |  | SOLE |  | 119909 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3527385 | 42113 | SH |  | SOLE |  | 42113 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 4463106 | 97278 | SH |  | SOLE |  | 97278 | 0 | 0 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 1450329 | 63863 | SH |  | SOLE |  | 63863 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 2978015 | 35085 | SH |  | SOLE |  | 35085 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3248458 | 49489 | SH |  | SOLE |  | 49489 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 8215827 | 216776 | SH |  | SOLE |  | 216776 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 582298 | 2766 | SH |  | SOLE |  | 2766 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 10855327 | 50669 | SH |  | SOLE |  | 50669 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 27470336 | 181143 | SH |  | SOLE |  | 181143 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 381620 | 2752 | SH |  | SOLE |  | 2752 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 640678 | 6082 | SH |  | SOLE |  | 6082 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 9040863 | 134038 | SH |  | SOLE |  | 134038 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4543822 | 26060 | SH |  | SOLE |  | 26060 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 7823322 | 133732 | SH |  | SOLE |  | 133732 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 11179529 | 77063 | SH |  | SOLE |  | 77063 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 2678794 | 39221 | SH |  | SOLE |  | 39221 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 389290 | 3862 | SH |  | SOLE |  | 3862 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 437035 | 4044 | SH |  | SOLE |  | 4044 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 4134047 | 34279 | SH |  | SOLE |  | 34279 | 0 | 0 |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 |  | 262818 | 55800 | SH |  | SOLE |  | 55800 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 779733 | 4414 | SH |  | SOLE |  | 4414 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 294215 | 2194 | SH |  | SOLE |  | 2194 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 331786 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 564366 | 1623 | SH |  | SOLE |  | 1623 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 564403 | 5087 | SH |  | SOLE |  | 5087 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1771311 | 7386 | SH |  | SOLE |  | 7386 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 337995 | 4043 | SH |  | SOLE |  | 4043 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 57387 | 14100 | SH |  | SOLE |  | 14100 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 757297 | 5182 | SH |  | SOLE |  | 5182 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 270934 | 321 | SH |  | SOLE |  | 321 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 598888 | 3315 | SH |  | SOLE |  | 3315 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 354683 | 6922 | SH |  | SOLE |  | 6922 | 0 | 0 |
| PIONEER NAT RES CO | COM | 723787107 |  | 307185 | 1345 | SH |  | SOLE |  | 1345 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 563846 | 3570 | SH |  | SOLE |  | 3570 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 706421 | 4661 | SH |  | SOLE |  | 4661 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 373404 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 215206 | 1034 | SH |  | SOLE |  | 1034 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 225750 | 674 | SH |  | SOLE |  | 674 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 308895 | 3710 | SH |  | SOLE |  | 3710 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 399297 | 4565 | SH |  | SOLE |  | 4565 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 227293 | 6646 | SH |  | SOLE |  | 6646 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3426389 | 20198 | SH |  | SOLE |  | 20198 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 18040753 | 47174 | SH |  | SOLE |  | 47174 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 3470145 | 7837 | SH |  | SOLE |  | 7837 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 667712 | 5337 | SH |  | SOLE |  | 5337 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 399415 | 5362 | SH |  | SOLE |  | 5362 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 768748 | 5158 | SH |  | SOLE |  | 5158 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 705434 | 1281 | SH |  | SOLE |  | 1281 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 207517 | 2607 | SH |  | SOLE |  | 2607 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 219189 | 1304 | SH |  | SOLE |  | 1304 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 272343 | 5409 | SH |  | SOLE |  | 5409 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 213282 | 1030 | SH |  | SOLE |  | 1030 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1021657 | 1927 | SH |  | SOLE |  | 1927 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 250452 | 5743 | SH |  | SOLE |  | 5743 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 14959251 | 85874 | SH |  | SOLE |  | 85874 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 507895 | 2492 | SH |  | SOLE |  | 2492 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1283059 | 15556 | SH |  | SOLE |  | 15556 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 797542 | 2270 | SH |  | SOLE |  | 2270 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 393510 | 2144 | SH |  | SOLE |  | 2144 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3163524 | 16546 | SH |  | SOLE |  | 16546 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4733146 | 121425 | SH |  | SOLE |  | 121425 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 5725559 | 110703 | SH |  | SOLE |  | 110703 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1623400 | 38680 | SH |  | SOLE |  | 38680 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 203225 | 5158 | SH |  | SOLE |  | 5158 | 0 | 0 |

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