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, IWM, AAPL, and represent 72.04% of Capitol Family Office's stock portfolio.
- Added to shares of these 10 stocks: XLK, VTI, IWM, XLY, NKE, DKS, XLF, LQD, XLC, XLI.
- Started 1 new stock position in DKS.
- Reduced shares in these 10 stocks: IJR, MSFT, RSP, AAPL, LLY, BRK.B, SGOV, ADBE, XLV, LULU.
- Capitol Family Office was a net buyer of stock by $3.3M.
- Capitol Family Office has $85M in assets under management (AUM), dropping by 2.72%.
- Central Index Key (CIK): 0001863768
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Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 50.9 | $43M | 129k | 335.27 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.0 | $5.9M | -15% | 50k | 120.18 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 5.9 | $5.0M | +108% | 35k | 143.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 4.1 | $3.5M | +29% | 14k | 246.15 |
|
| Apple (AAPL) | 4.1 | $3.5M | -5% | 13k | 271.86 |
|
| Microsoft Corporation (MSFT) | 3.3 | $2.8M | -11% | 5.8k | 483.64 |
|
| Nike CL B (NKE) | 3.0 | $2.5M | +9% | 40k | 63.71 |
|
| Eli Lilly & Co. (LLY) | 2.8 | $2.3M | -5% | 2.2k | 1074.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.2M | -5% | 4.3k | 502.65 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 2.0 | $1.7M | +5% | 11k | 155.12 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 1.7 | $1.5M | +6% | 13k | 117.72 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 1.7 | $1.4M | +113% | 12k | 119.41 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.7 | $1.4M | +7% | 26k | 54.77 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $991k | +9% | 9.0k | 110.19 |
|
| Amazon (AMZN) | 1.1 | $913k | +4% | 4.0k | 230.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $740k | -27% | 3.9k | 191.56 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $690k | +4% | 2.1k | 322.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $664k | 2.1k | 313.83 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $499k | +9% | 756.00 | 660.09 |
|
| Lululemon Athletica (LULU) | 0.5 | $436k | 2.1k | 207.81 |
|
|
| Caterpillar (CAT) | 0.5 | $396k | 692.00 | 572.87 |
|
|
| Amgen (AMGN) | 0.4 | $380k | 1.2k | 327.31 |
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|
| Dell Technologies CL C (DELL) | 0.4 | $359k | 2.9k | 125.88 |
|
|
| Intel Corporation (INTC) | 0.3 | $266k | +12% | 7.2k | 36.90 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $230k | -30% | 2.3k | 100.36 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $151k | -33% | 972.00 | 154.85 |
|
| Dick's Sporting Goods (DKS) | 0.2 | $142k | NEW | 719.00 | 197.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $137k | 715.00 | 190.91 |
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|
| Tesla Motors (TSLA) | 0.1 | $119k | 265.00 | 449.72 |
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|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $114k | -4% | 945.00 | 120.96 |
|
| Walt Disney Company (DIS) | 0.1 | $110k | +82% | 965.00 | 113.77 |
|
| AFLAC Incorporated (AFL) | 0.1 | $91k | 828.00 | 110.27 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $79k | 655.00 | 120.34 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $74k | -55% | 210.00 | 349.99 |
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| Home Depot (HD) | 0.1 | $63k | 183.00 | 344.10 |
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|
| At&t (T) | 0.1 | $48k | 1.9k | 24.84 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $27k | -2% | 589.00 | 45.98 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $21k | 269.00 | 77.60 |
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|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $20k | 297.00 | 66.92 |
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|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $19k | -5% | 155.00 | 121.26 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $13k | 70.00 | 186.50 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $12k | 289.00 | 42.76 |
|
|
| Under Armour CL C (UA) | 0.0 | $9.4k | 2.0k | 4.80 |
|
|
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $6.3k | -4% | 99.00 | 63.51 |
|
| Spdr Series Trust State Street Spd (EFIV) | 0.0 | $6.2k | -5% | 94.00 | 66.15 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $6.1k | -2% | 41.00 | 148.98 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $6.0k | -3% | 134.00 | 45.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $682.000000 | 1.00 | 682.00 |
|
Past Filings by Capitol Family Office
SEC 13F filings are viewable for Capitol Family Office going back to 2021
- Capitol Family Office 2025 Q4 filed Jan. 26, 2026
- 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