Capitol Family Office
Latest statistics and disclosures from Capitol Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, XLK, IWM, IJR, AAPL, and represent 74.62% of Capitol Family Office's stock portfolio.
- Added to shares of these 10 stocks: IWM, VTI, LQD, XLK, XLF, XLY, XLC, XLI, CAT, JPM.
- Started 1 new stock position in USB.
- Reduced shares in these 10 stocks: IJR, INTC, LULU, RSP, NKE, DELL, BRK.B, LLY, AAPL, .
- Sold out of its positions in ADBE, LULU, SPY.
- Capitol Family Office was a net buyer of stock by $483k.
- Capitol Family Office has $95M in assets under management (AUM), dropping by 11.80%.
- Central Index Key (CIK): 0001863768
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Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 51.2 | $48M | 131k | 370.04 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 7.3 | $6.9M | +4% | 36k | 190.52 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 6.8 | $6.4M | +50% | 21k | 300.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $5.3M | -27% | 36k | 148.31 |
|
| Apple (AAPL) | 3.8 | $3.6M | -3% | 12k | 289.36 |
|
| Eli Lilly & Co. (LLY) | 2.6 | $2.5M | -5% | 2.1k | 1199.43 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 2.3 | $2.2M | +7% | 12k | 185.22 |
|
| Microsoft Corporation (MSFT) | 2.2 | $2.1M | -3% | 5.6k | 373.03 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $2.0M | -7% | 4.0k | 500.39 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.7 | $1.6M | +15% | 30k | 53.61 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.7 | $1.6M | +13% | 13k | 117.28 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.6 | $1.5M | +12% | 14k | 107.13 |
|
| Nike CL B (NKE) | 1.4 | $1.4M | -16% | 33k | 41.05 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $1.3M | +30% | 12k | 109.07 |
|
| Amazon (AMZN) | 1.1 | $1.1M | +12% | 4.5k | 238.34 |
|
| Dell Technologies CL C (DELL) | 1.1 | $996k | -19% | 2.3k | 431.46 |
|
| Caterpillar (CAT) | 0.9 | $872k | +18% | 819.00 | 1064.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $851k | +13% | 2.4k | 353.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $830k | +18% | 2.5k | 327.33 |
|
| Meta Platforms Cl A (META) | 0.6 | $535k | +25% | 950.00 | 563.29 |
|
| Intel Corporation (INTC) | 0.6 | $524k | -47% | 3.8k | 139.63 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $462k | -43% | 2.2k | 212.77 |
|
| Amgen (AMGN) | 0.4 | $420k | 1.2k | 362.12 |
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|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $244k | +6% | 2.4k | 100.68 |
|
| Dick's Sporting Goods (DKS) | 0.2 | $163k | 719.00 | 226.81 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $156k | 715.00 | 217.84 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $126k | 956.00 | 132.24 |
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| Tesla Motors (TSLA) | 0.1 | $112k | 265.00 | 420.60 |
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| AFLAC Incorporated (AFL) | 0.1 | $97k | 828.00 | 117.25 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $85k | -45% | 532.00 | 158.75 |
|
| Walt Disney Company (DIS) | 0.1 | $77k | -17% | 798.00 | 96.25 |
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| Home Depot (HD) | 0.1 | $65k | 183.00 | 352.68 |
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| Us Bancorp Com New (USB) | 0.1 | $53k | NEW | 884.00 | 60.40 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $50k | -43% | 368.00 | 136.72 |
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| At&t (T) | 0.0 | $40k | 1.9k | 20.70 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $33k | 590.00 | 55.93 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $22k | 269.00 | 82.99 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $22k | 297.00 | 72.66 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $21k | 155.00 | 132.76 |
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| NVIDIA Corporation (NVDA) | 0.0 | $14k | 70.00 | 200.09 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $13k | 289.00 | 45.42 |
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| Under Armour CL C (UA) | 0.0 | $12k | 2.0k | 6.22 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $6.9k | 99.00 | 69.46 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $6.9k | +2% | 42.00 | 163.67 |
|
| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.0 | $6.9k | 94.00 | 72.93 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $6.7k | 134.00 | 49.99 |
|
Past Filings by Capitol Family Office
SEC 13F filings are viewable for Capitol Family Office going back to 2021
- Capitol Family Office 2026 Q2 filed July 31, 2026
- Capitol Family Office 2026 Q1 filed April 15, 2026
- 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