Capitol Family Office as of June 30, 2025
Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 48 positions in its portfolio as reported in the June 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 | $39M | 127k | 303.93 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 9.1 | $7.0M | 64k | 109.29 | |
| Select Sector Spdr Tr Technology (XLK) | 5.4 | $4.2M | 16k | 253.23 | |
| Microsoft Corporation (MSFT) | 4.3 | $3.3M | 6.6k | 497.39 | |
| Apple (AAPL) | 3.7 | $2.8M | 14k | 205.17 | |
| Nike CL B (NKE) | 3.4 | $2.6M | 36k | 71.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $2.2M | 4.6k | 485.77 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $2.1M | 9.6k | 215.79 | |
| Eli Lilly & Co. (LLY) | 2.3 | $1.8M | 2.3k | 779.53 | |
| Select Sector Spdr Tr Indl (XLI) | 2.0 | $1.5M | 10k | 147.51 | |
| Select Sector Spdr Tr Communication (XLC) | 1.7 | $1.3M | 12k | 108.53 | |
| Select Sector Spdr Tr Financial (XLF) | 1.6 | $1.2M | 24k | 52.37 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $1.2M | 5.4k | 217.34 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $1.0M | 5.6k | 181.74 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $888k | 8.1k | 109.61 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $589k | 2.0k | 289.91 | |
| Amazon (AMZN) | 0.7 | $532k | 2.4k | 219.39 | |
| Meta Platforms Cl A (META) | 0.7 | $505k | 684.00 | 738.09 | |
| Lululemon Athletica (LULU) | 0.7 | $499k | 2.1k | 237.58 | |
| Dell Technologies CL C (DELL) | 0.5 | $394k | 3.2k | 122.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $375k | 2.1k | 177.41 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $331k | 3.3k | 100.70 | |
| Amgen (AMGN) | 0.4 | $324k | 1.2k | 279.21 | |
| Caterpillar (CAT) | 0.4 | $272k | 700.00 | 388.21 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $238k | 1.8k | 134.80 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $181k | 467.00 | 386.88 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $126k | 715.00 | 176.67 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $109k | 990.00 | 109.64 | |
| AFLAC Incorporated (AFL) | 0.1 | $87k | 828.00 | 105.46 | |
| Tesla Motors (TSLA) | 0.1 | $84k | 265.00 | 317.66 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $71k | 655.00 | 107.80 | |
| Home Depot (HD) | 0.1 | $67k | 183.00 | 366.64 | |
| Walt Disney Company (DIS) | 0.1 | $66k | 529.00 | 124.01 | |
| At&t (T) | 0.1 | $55k | 1.9k | 28.94 | |
| Intel Corporation (INTC) | 0.1 | $50k | 2.2k | 22.40 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $25k | 605.00 | 41.33 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $24k | 289.00 | 81.80 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $22k | 269.00 | 80.89 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $21k | 297.00 | 70.48 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $18k | 164.00 | 108.35 | |
| Merck & Co (MRK) | 0.0 | $16k | 200.00 | 79.16 | |
| Under Armour CL C (UA) | 0.0 | $13k | 2.0k | 6.49 | |
| NVIDIA Corporation (NVDA) | 0.0 | $11k | 70.00 | 157.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $11k | 17.00 | 617.82 | |
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $5.9k | 104.00 | 56.88 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $5.8k | 139.00 | 41.91 | |
| Spdr Series Trust S&p 500 Esg Etf (EFIV) | 0.0 | $5.8k | 99.00 | 58.55 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $5.7k | 42.00 | 135.31 |
