Capitol Family Office as of Sept. 30, 2025
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 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 8.4 | $6.9M | 58k | 118.83 | |
| Select Sector Spdr Tr Technology (XLK) | 5.7 | $4.7M | 17k | 281.86 | |
| Apple (AAPL) | 4.2 | $3.5M | 14k | 254.63 | |
| Microsoft Corporation (MSFT) | 4.1 | $3.4M | 6.6k | 517.93 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.2 | $2.7M | 11k | 241.96 | |
| Nike CL B (NKE) | 3.1 | $2.5M | 36k | 69.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $2.3M | 4.6k | 502.74 | |
| Eli Lilly & Co. (LLY) | 2.1 | $1.7M | 2.3k | 763.00 | |
| Select Sector Spdr Tr Indl (XLI) | 2.0 | $1.6M | 11k | 154.23 | |
| Select Sector Spdr Tr Communication (XLC) | 1.7 | $1.4M | 12k | 118.37 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $1.3M | 5.5k | 239.63 | |
| Select Sector Spdr Tr Financial (XLF) | 1.6 | $1.3M | 24k | 53.87 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $1.0M | 5.3k | 189.70 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $913k | 8.2k | 111.46 | |
| Amazon (AMZN) | 1.0 | $830k | 3.8k | 219.57 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $645k | 2.0k | 315.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $515k | 2.1k | 243.58 | |
| Meta Platforms Cl A (META) | 0.6 | $509k | 693.00 | 734.38 | |
| Dell Technologies CL C (DELL) | 0.5 | $405k | 2.9k | 141.77 | |
| Lululemon Athletica (LULU) | 0.5 | $380k | 2.1k | 177.93 | |
| Caterpillar (CAT) | 0.4 | $335k | 701.00 | 477.15 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $331k | 3.3k | 100.69 | |
| Amgen (AMGN) | 0.4 | $327k | 1.2k | 282.20 | |
| Intel Corporation (INTC) | 0.3 | $216k | 6.4k | 33.55 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $204k | 1.5k | 139.19 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $165k | 467.00 | 352.75 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $133k | 715.00 | 186.41 | |
| Tesla Motors (TSLA) | 0.1 | $118k | 265.00 | 444.72 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $117k | 990.00 | 118.44 | |
| AFLAC Incorporated (AFL) | 0.1 | $93k | 828.00 | 111.70 | |
| Home Depot (HD) | 0.1 | $74k | 183.00 | 405.19 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $74k | 655.00 | 112.75 | |
| Walt Disney Company (DIS) | 0.1 | $61k | 529.00 | 114.50 | |
| At&t (T) | 0.1 | $54k | 1.9k | 28.24 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $27k | 605.00 | 45.08 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $25k | 289.00 | 87.36 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $21k | 269.00 | 78.29 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $20k | 297.00 | 68.39 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $19k | 164.00 | 117.04 | |
| NVIDIA Corporation (NVDA) | 0.0 | $13k | 70.00 | 186.59 | |
| Under Armour CL C (UA) | 0.0 | $9.5k | 2.0k | 4.83 | |
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $6.4k | 104.00 | 61.35 | |
| Spdr Series Trust S&p 500 Esg Etf (EFIV) | 0.0 | $6.3k | 99.00 | 63.59 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $6.1k | 42.00 | 145.60 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $6.1k | 139.00 | 43.83 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $666.000000 | 1.00 | 666.00 |
