Capitol Family Office, Inc. Top Holdings and 13F Report (2025) About Capitol Family Office, Inc.Investment ActivityCapitol Family Office, Inc. has $76.69 million in total holdings as of June 30, 2025.Capitol Family Office, Inc. owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Capitol Family Office, Inc. has purchased 48 new stocks and bought additional shares in 11 stocks.Capitol Family Office, Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $38,525,917iShares Core S&P Small-Cap ETF $7,003,893Technology Select Sector SPDR Fund $4,159,129Microsoft $3,289,718Apple $2,801,391 Largest Purchases this Quarter Apple 1,500 shares (about $307.75K)Vanguard Total Stock Market ETF 685 shares (about $208.19K)Technology Select Sector SPDR Fund 78 shares (about $19.75K)iShares iBoxx $ Investment Grade Corporate Bond ETF 105 shares (about $11.51K)Financial Select Sector SPDR Fund 166 shares (about $8.69K) Largest Sales this Quarter NIKE 4,623 shares (about $328.42K)iShares Russell 2000 ETF 563 shares (about $121.49K)Adobe 304 shares (about $117.61K)Berkshire Hathaway 242 shares (about $117.56K)Microsoft 182 shares (about $90.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapitol Family Office, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$38,525,917$208,192 ▲0.5%126,75950.2%ETFIJRiShares Core S&P Small-Cap ETF$7,003,893$7,869 ▲0.1%64,0859.1%ETFXLKTechnology Select Sector SPDR Fund$4,159,129$19,752 ▲0.5%16,4245.4%ETFMSFTMicrosoft$3,289,718$90,524 ▼-2.7%6,6144.3%Computer and TechnologyAAPLApple$2,801,391$307,755 ▲12.3%13,6543.7%Computer and TechnologyNKENIKE$2,574,340$328,417 ▼-11.3%36,2383.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,213,654$117,556 ▼-5.0%4,5572.9%FinanceIWMiShares Russell 2000 ETF$2,076,763$121,490 ▼-5.5%9,6242.7%FinanceLLYEli Lilly and Company$1,762,517$52,229 ▼-2.9%2,2612.3%MedicalXLIIndustrial Select Sector SPDR Fund$1,541,072$2,508 ▲0.2%10,4472.0%ETFXLCCommunication Services Select Sector SPDR Fund$1,270,776$6,837 ▲0.5%11,7091.7%ETFXLFFinancial Select Sector SPDR Fund$1,241,895$8,693 ▲0.7%23,7141.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,180,366$8,042 ▲0.7%5,4311.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,020,288$59,065 ▼-5.5%5,6141.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$888,098$11,510 ▲1.3%8,1021.2%FinanceJPMJPMorgan Chase & Co.$589,387$21,743 ▼-3.6%2,0330.8%FinanceAMZNAmazon.com$532,240$4,607 ▲0.9%2,4260.7%Retail/WholesaleMETAMeta Platforms$504,854$3,690 ▼-0.7%6840.7%Computer and TechnologyLULUlululemon athletica$498,680$7,127 ▼-1.4%2,0990.7%Consumer DiscretionaryDELLDell Technologies$393,7910.0%3,2120.5%Computer and TechnologyGOOGAlphabet$375,3980.0%2,1160.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$331,398$4,229 ▲1.3%3,2910.4%ETFAMGNAmgen$323,8840.0%1,1600.4%MedicalCATCaterpillar$271,747$10,870 ▼-3.8%7000.4%IndustrialsXLVHealth Care Select Sector SPDR Fund$238,062$31,409 ▼-11.7%1,7660.3%ETFADBEAdobe$180,673$117,612 ▼-39.4%4670.2%Computer and TechnologyVTVVanguard Value ETF$126,3160.0%7150.2%ETFESGVVanguard ESG U.S. Stock ETF$108,5440.0%9900.1%ETFAFLAflac$87,3210.0%8280.1%FinanceTSLATesla$84,1800.0%2650.1%Auto/Tires/TrucksXOMExxon Mobil$70,6090.0%6550.1%EnergyHDHome Depot$67,0950.0%1830.1%Retail/WholesaleDISWalt Disney$65,6010.0%5290.1%Consumer DiscretionaryTAT&T$55,3620.0%1,9130.1%Computer and TechnologyINTCIntel$49,997$1,568 ▼-3.0%2,2320.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$25,0050.0%6050.0%ETFXLUUtilities Select Sector SPDR Fund$23,6400.0%2890.0%ETFXLPConsumer Staples Select Sector SPDR Fund$21,7590.0%2690.0%ETFIYKiShares U.S. Consumer Staples ETF$20,9330.0%2970.0%ETFSUSLiShares ESG MSCI USA Leaders ETF$17,7690.0%1640.0%ManufacturingMRKMerck & Co., Inc.$15,8320.0%2000.0%MedicalUAUnder Armour$12,7200.0%1,9600.0%Consumer DiscretionaryNVDANVIDIA$11,0590.0%700.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,5030.0%170.0%FinanceUSSGXtrackers MSCI USA Selection Equity ETF$5,9160.0%1040.0%ETFNULVNuveen ESG Large-Cap Value ETF$5,8260.0%1390.0%ETFEFIVSPDR S&P 500 ESG ETF$5,7960.0%990.0%ETFESGUiShares ESG Aware MSCI USA ETF$5,6830.0%420.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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