Capitol Family Office
Latest statistics and disclosures from Capitol Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IJR, XLK, AAPL, MSFT, and represent 72.66% of Capitol Family Office's stock portfolio.
- Added to shares of these 10 stocks: IWM, AMZN, INTC, XLK, XLY, LLY, XLF, LQD, BRK.B, XLC.
- Reduced shares in these 9 stocks: IJR, VTI, RSP, DELL, XLV, , MSFT, SPY, SGOV.
- Sold out of its position in MRK.
- Capitol Family Office was a net seller of stock by $-127k.
- Capitol Family Office has $82M in assets under management (AUM), dropping by 7.51%.
- Central Index Key (CIK): 0001863768
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Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 50.2 | $41M | 126k | 328.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.4 | $6.9M | -8% | 58k | 118.83 |
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| Select Sector Spdr Tr Technology (XLK) | 5.7 | $4.7M | 17k | 281.86 |
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| Apple (AAPL) | 4.2 | $3.5M | 14k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.1 | $3.4M | 6.6k | 517.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.2 | $2.7M | +14% | 11k | 241.96 |
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| Nike CL B (NKE) | 3.1 | $2.5M | 36k | 69.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $2.3M | 4.6k | 502.74 |
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| Eli Lilly & Co. (LLY) | 2.1 | $1.7M | 2.3k | 763.00 |
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| Select Sector Spdr Tr Indl (XLI) | 2.0 | $1.6M | 11k | 154.23 |
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| Select Sector Spdr Tr Communication (XLC) | 1.7 | $1.4M | 12k | 118.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $1.3M | 5.5k | 239.63 |
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| Select Sector Spdr Tr Financial (XLF) | 1.6 | $1.3M | 24k | 53.87 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $1.0M | -5% | 5.3k | 189.70 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $913k | 8.2k | 111.46 |
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| Amazon (AMZN) | 1.0 | $830k | +55% | 3.8k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $645k | 2.0k | 315.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $515k | 2.1k | 243.58 |
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| Meta Platforms Cl A (META) | 0.6 | $509k | 693.00 | 734.38 |
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| Dell Technologies CL C (DELL) | 0.5 | $405k | -11% | 2.9k | 141.77 |
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| Lululemon Athletica (LULU) | 0.5 | $380k | 2.1k | 177.93 |
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| Caterpillar (CAT) | 0.4 | $335k | 701.00 | 477.15 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $331k | 3.3k | 100.69 |
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| Amgen (AMGN) | 0.4 | $327k | 1.2k | 282.20 |
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| Intel Corporation (INTC) | 0.3 | $216k | +188% | 6.4k | 33.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $204k | -16% | 1.5k | 139.19 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $165k | 467.00 | 352.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $133k | 715.00 | 186.41 |
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| Tesla Motors (TSLA) | 0.1 | $118k | 265.00 | 444.72 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $117k | 990.00 | 118.44 |
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| AFLAC Incorporated (AFL) | 0.1 | $93k | 828.00 | 111.70 |
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| Home Depot (HD) | 0.1 | $74k | 183.00 | 405.19 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $74k | 655.00 | 112.75 |
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| Walt Disney Company (DIS) | 0.1 | $61k | 529.00 | 114.50 |
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| At&t (T) | 0.1 | $54k | 1.9k | 28.24 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $27k | 605.00 | 45.08 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $25k | 289.00 | 87.36 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $21k | 269.00 | 78.29 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $20k | 297.00 | 68.39 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $19k | 164.00 | 117.04 |
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| NVIDIA Corporation (NVDA) | 0.0 | $13k | 70.00 | 186.59 |
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| Under Armour CL C (UA) | 0.0 | $9.5k | 2.0k | 4.83 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $6.4k | 104.00 | 61.35 |
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| Spdr Series Trust S&p 500 Esg Etf (EFIV) | 0.0 | $6.3k | 99.00 | 63.59 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $6.1k | 42.00 | 145.60 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $6.1k | 139.00 | 43.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $666.000000 | -94% | 1.00 | 666.00 |
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Past Filings by Capitol Family Office
SEC 13F filings are viewable for Capitol Family Office going back to 2021
- Capitol Family Office 2025 Q3 filed Oct. 10, 2025
- Capitol Family Office 2025 Q2 filed Aug. 7, 2025
- Capitol Family Office 2025 Q1 restated filed April 24, 2025
- Capitol Family Office 2025 Q1 filed April 23, 2025
- Capitol Family Office 2024 Q4 filed Jan. 23, 2025
- Capitol Family Office 2024 Q3 filed Oct. 29, 2024
- Capitol Family Office 2024 Q2 filed July 24, 2024
- Capitol Family Office 2024 Q1 filed April 15, 2024
- Capitol Family Office 2023 Q4 filed Jan. 9, 2024
- Capitol Family Office 2023 Q3 filed Oct. 10, 2023
- Capitol Family Office 2023 Q2 filed July 17, 2023
- Capitol Family Office 2023 Q1 filed April 13, 2023
- Capitol Family Office 2022 Q4 filed Jan. 20, 2023
- Capitol Family Office 2022 Q3 filed Oct. 14, 2022
- Capitol Family Office 2022 Q2 filed July 18, 2022
- Capitol Family Office 2022 Q1 filed April 18, 2022