Capitol Family Office, Inc. Top Holdings and 13F Report (2025) About Capitol Family Office, Inc.Investment ActivityCapitol Family Office, Inc. has $70.67 million in total holdings as of March 31, 2025.Capitol Family Office, Inc. owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 24.96% of the portfolio was purchased this quarter.About 25.29% of the portfolio was sold this quarter.This quarter, Capitol Family Office, Inc. has purchased 17 new stocks and bought additional shares in 2 stocks.Capitol Family Office, Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $34,650,227iShares Core S&P Small-Cap ETF $6,693,849Technology Select Sector SPDR Fund $3,375,162Apple $2,699,768NIKE $2,593,850 Largest New Holdings this Quarter 464287804 - iShares Core S&P Small-Cap ETF $6,693,849 Holding81369Y605 - Financial Select Sector SPDR Fund $1,172,928 Holding81369Y852 - Communication Services Select Sector SPDR Fund $1,123,222 Holding81369Y407 - Consumer Discretionary Select Sector SPDR Fund $1,065,036 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $869,200 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 64,013 shares (about $6.69M)Technology Select Sector SPDR Fund 14,948 shares (about $3.09M)Financial Select Sector SPDR Fund 23,548 shares (about $1.17M)Industrial Select Sector SPDR Fund 8,845 shares (about $1.16M)Communication Services Select Sector SPDR Fund 11,646 shares (about $1.12M) Largest Sales this Quarter iShares Russell 2000 ETF 33,272 shares (about $6.64M)Invesco S&P 500 Equal Weight ETF 15,912 shares (about $2.76M)Vanguard Total Stock Market ETF 8,775 shares (about $2.41M)Health Care Select Sector SPDR Fund 15,097 shares (about $2.20M)Berkshire Hathaway 2,374 shares (about $1.26M) 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$34,650,227$2,411,724 ▼-6.5%126,07449.0%ETFIJRiShares Core S&P Small-Cap ETF$6,693,849$6,693,849 ▲New Holding64,0139.5%ETFXLKTechnology Select Sector SPDR Fund$3,375,162$3,086,500 ▲1,069.2%16,3464.8%ETFAAPLApple$2,699,768$235,014 ▼-8.0%12,1543.8%Computer and TechnologyNKENIKE$2,593,850$207,643 ▼-7.4%40,8613.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,555,851$1,264,345 ▼-33.1%4,7993.6%FinanceMSFTMicrosoft$2,551,036$799,920 ▼-23.9%6,7963.6%Computer and TechnologyIWMiShares Russell 2000 ETF$2,032,205$6,637,432 ▼-76.6%10,1872.9%FinanceLLYEli Lilly and Company$1,922,718$607,870 ▼-24.0%2,3282.7%MedicalXLIIndustrial Select Sector SPDR Fund$1,367,095$1,159,344 ▲558.0%10,4301.9%ETFXLFFinancial Select Sector SPDR Fund$1,172,928$1,172,928 ▲New Holding23,5481.7%ETFXLCCommunication Services Select Sector SPDR Fund$1,123,222$1,123,222 ▲New Holding11,6461.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,065,036$1,065,036 ▲New Holding5,3941.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,028,813$2,756,436 ▼-72.8%5,9391.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$869,200$869,200 ▲New Holding7,9971.2%FinanceLULULululemon Athletica$602,635$288,721 ▼-32.4%2,1290.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$517,092$517,092 ▲New Holding2,1080.7%FinanceAMZNAmazon.com$457,575$457,575 ▲New Holding2,4050.6%Retail/WholesaleMETAMeta Platforms$397,112$397,112 ▲New Holding6890.6%Computer and TechnologyAMGNAmgen$361,3980.0%1,1600.5%MedicalGOOGAlphabet$330,6190.0%2,1160.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$327,050$27,279 ▼-7.7%3,2490.5%ETFADBEAdobe$295,702$433,773 ▼-59.5%7710.4%Computer and TechnologyDELLDell Technologies$292,7740.0%3,2120.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$291,898$2,204,494 ▼-88.3%1,9990.4%ETFCATCaterpillar$240,094$240,094 ▲New Holding7280.3%IndustrialsVTVVanguard Value ETF$123,457$123,457 ▲New Holding7150.2%ETFESGVVanguard ESG U.S. Stock ETF$96,971$96,971 ▲New Holding9900.1%ETFAFLAflac$92,065$92,065 ▲New Holding8280.1%FinanceXOMExxon Mobil$77,899$77,899 ▲New Holding6550.1%EnergyTSLATesla$68,677$68,677 ▲New Holding2650.1%Auto/Tires/TrucksHDHome Depot$67,068$67,068 ▲New Holding1830.1%Retail/WholesaleTAT&T$54,100$54,100 ▲New Holding1,9130.1%Computer and TechnologyINTCIntel$52,278$52,278 ▲New Holding2,3020.1%Computer and TechnologyDISWalt Disney$52,212$52,212 ▲New Holding5290.1%Consumer DiscretionaryESMLiShares ESG Aware MSCI USA Small-Cap ETF$23,238$23,238 ▲New Holding6050.0%ETFXLUUtilities Select Sector SPDR Fund$22,827$22,827 ▲New Holding2890.0%ETFXLPConsumer Staples Select Sector SPDR Fund$21,947$21,947 ▲New Holding2690.0%ETFIYKiShares U.S. Consumer Staples ETF$21,256$21,256 ▲New Holding2970.0%ETFMRKMerck & Co., Inc.$17,952$17,952 ▲New Holding2000.0%MedicalSUSLiShares ESG MSCI USA Leaders ETF$15,713$15,713 ▲New Holding1640.0%ManufacturingUAUnder Armour$11,662$11,662 ▲New Holding1,9600.0%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$9,510$9,510 ▲New Holding170.0%FinanceNVDANVIDIA$7,587$7,587 ▲New Holding700.0%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$5,628$5,628 ▲New Holding1390.0%ETFEFIVSPDR S&P 500 ESG ETF$5,297$5,297 ▲New Holding990.0%ETFUSSGXtrackers MSCI USA Selection Equity ETF$5,238$5,238 ▲New Holding1040.0%ETFESGUiShares ESG Aware MSCI USA ETF$5,120$5,120 ▲New Holding420.0%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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