Capitol Family Office as of June 30, 2026
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 | 36k | 190.52 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.8 | $6.4M | 21k | 300.45 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $5.3M | 36k | 148.31 | |
| Apple (AAPL) | 3.8 | $3.6M | 12k | 289.36 | |
| Eli Lilly & Co. (LLY) | 2.6 | $2.5M | 2.1k | 1199.43 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 2.3 | $2.2M | 12k | 185.22 | |
| Microsoft Corporation (MSFT) | 2.2 | $2.1M | 5.6k | 373.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $2.0M | 4.0k | 500.39 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.7 | $1.6M | 30k | 53.61 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.7 | $1.6M | 13k | 117.28 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.6 | $1.5M | 14k | 107.13 | |
| Nike CL B (NKE) | 1.4 | $1.4M | 33k | 41.05 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $1.3M | 12k | 109.07 | |
| Amazon (AMZN) | 1.1 | $1.1M | 4.5k | 238.34 | |
| Dell Technologies CL C (DELL) | 1.1 | $996k | 2.3k | 431.46 | |
| Caterpillar (CAT) | 0.9 | $872k | 819.00 | 1064.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $851k | 2.4k | 353.36 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $830k | 2.5k | 327.33 | |
| Meta Platforms Cl A (META) | 0.6 | $535k | 950.00 | 563.29 | |
| Intel Corporation (INTC) | 0.6 | $524k | 3.8k | 139.63 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $462k | 2.2k | 212.77 | |
| Amgen (AMGN) | 0.4 | $420k | 1.2k | 362.12 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $244k | 2.4k | 100.68 | |
| Dick's Sporting Goods (DKS) | 0.2 | $163k | 719.00 | 226.81 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $156k | 715.00 | 217.84 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $126k | 956.00 | 132.24 | |
| Tesla Motors (TSLA) | 0.1 | $112k | 265.00 | 420.60 | |
| AFLAC Incorporated (AFL) | 0.1 | $97k | 828.00 | 117.25 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $85k | 532.00 | 158.75 | |
| Walt Disney Company (DIS) | 0.1 | $77k | 798.00 | 96.25 | |
| Home Depot (HD) | 0.1 | $65k | 183.00 | 352.68 | |
| Us Bancorp Com New (USB) | 0.1 | $53k | 884.00 | 60.40 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $50k | 368.00 | 136.72 | |
| At&t (T) | 0.0 | $40k | 1.9k | 20.70 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $33k | 590.00 | 55.93 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $22k | 269.00 | 82.99 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $22k | 297.00 | 72.66 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $21k | 155.00 | 132.76 | |
| NVIDIA Corporation (NVDA) | 0.0 | $14k | 70.00 | 200.09 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $13k | 289.00 | 45.42 | |
| Under Armour CL C (UA) | 0.0 | $12k | 2.0k | 6.22 | |
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $6.9k | 99.00 | 69.46 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $6.9k | 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 |
