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Capitol Family Office, Inc. Top Holdings and 13F Report (2026)

About Capitol Family Office, Inc.

Investment Activity

  • Capitol Family Office, Inc. has $94.68 million in total holdings as of June 30, 2026.
  • Capitol Family Office, Inc. owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 5.29% of the portfolio was purchased this quarter.
  • About 4.78% of the portfolio was sold this quarter.
  • This quarter, Capitol Family Office, Inc. has purchased 48 new stocks and bought additional shares in 17 stocks.
  • Capitol Family Office, Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

902973304 - U.S. Bancorp
$53,394 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF
7,203 shares (about $2.16M)
Vanguard Total Stock Market ETF
2,404 shares (about $889.57K)
Technology Select Sector SPDR Fund
1,452 shares (about $276.64K)
Financial Select Sector SPDR Fund
3,917 shares (about $209.99K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF
13,668 shares (about $2.03M)
Intel
3,457 shares (about $482.70K)
Invesco S&P 500 Equal Weight ETF
1,696 shares (about $360.86K)
NIKE
6,650 shares (about $272.98K)
Dell Technologies
546 shares (about $235.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapitol Family Office, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$48,434,022$889,574 â–²1.9%130,88951.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,876,652$276,636 â–²4.2%36,0947.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,443,690$2,164,121 â–²50.6%21,4476.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,314,730$2,027,117 â–¼-27.6%35,8355.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,583,724$133,395 â–¼-3.6%12,3853.8%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,470,826$136,735 â–¼-5.2%2,0602.6%Healthcare
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$2,190,260$149,104 â–²7.3%11,8252.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,092,712$72,368 â–¼-3.3%5,6102.2%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,993,554$170,633 â–¼-7.9%3,9842.1%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,586,117$209,992 â–²15.3%29,5861.7%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,577,338$192,579 â–²13.9%13,4491.7%ETF
XLC
Communication Services Select Sector SPDR Fund
$1,510,193$170,335 â–²12.7%14,0971.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,353,266$272,985 â–¼-16.8%32,9661.4%Consumer Discretionary
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,276,194$295,245 â–²30.1%11,7011.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,060,613$117,502 â–²12.5%4,4501.1%Consumer Discretionary
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$996,241$235,577 â–¼-19.1%2,3091.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$872,153$135,242 â–²18.4%8190.9%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$850,547$102,829 â–²13.8%2,4070.9%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$829,782$129,295 â–²18.5%2,5350.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$535,126$109,278 â–²25.7%9500.6%Communication Services
Intel Corporation stock logo
INTC
Intel
$523,752$482,701 â–¼-48.0%3,7510.6%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$461,498$360,858 â–¼-43.9%2,1690.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$420,0590.0%1,1600.4%Healthcare
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$244,254$13,894 â–²6.0%2,4260.3%ETF
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$163,0760.0%7190.2%Consumer Discretionary
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$155,7540.0%7150.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$126,421$1,455 â–²1.2%9560.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$111,4590.0%2650.1%Consumer Discretionary
Aflac Incorporated stock logo
AFL
Aflac
$97,0830.0%8280.1%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$84,453$69,848 â–¼-45.3%5320.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$76,808$16,074 â–¼-17.3%7980.1%Communication Services
The Home Depot, Inc. stock logo
HD
Home Depot
$64,5400.0%1830.1%Consumer Discretionary
U.S. Bancorp stock logo
USB
U.S. Bancorp
$53,394$53,394 â–²New Holding8840.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$50,313$39,239 â–¼-43.8%3680.1%Energy
AT&T Inc. stock logo
T
AT&T
$39,5990.0%1,9130.0%Communication Services
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$32,999$56 â–²0.2%5900.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$22,3230.0%2690.0%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$21,5800.0%2970.0%ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$20,5780.0%1550.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,0060.0%700.0%Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$13,1260.0%2890.0%ETF
Under Armour, Inc. stock logo
UA
Under Armour
$12,1910.0%1,9600.0%Consumer Discretionary
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$6,8770.0%990.0%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$6,874$164 â–²2.4%420.0%ETF
EFIV
SPDR S&P 500 ESG ETF
$6,8550.0%940.0%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$6,6990.0%1340.0%ETF
lululemon athletica inc. stock logo
LULU
lululemon athletica
$0$435,570 â–¼-100.0%00.0%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$0$73,498 â–¼-100.0%00.0%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$682 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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