Capitol Family Office, Inc.
Holdings as of 2026-06-30, filed 2026-07-31
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
46
Value reported by manager
$94.7M
Sum of our stored positions
$94.7M
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
74.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
46 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $48.4M | 130,889 | — | 922908769 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $6.9M | 36,094 | — | 81369Y803 |
| ISHARES TR | RUSSELL 2000 ETF | $6.4M | 21,447 | — | 464287655 |
| ISHARES TR | CORE S&P SCP ETF | $5.3M | 35,835 | — | 464287804 |
| APPLE INC | COM | $3.6M | 12,385 | — | 037833100 |
| ELI LILLY & CO | COM | $2.5M | 2,060 | — | 532457108 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $2.2M | 11,825 | — | 81369Y704 |
| MICROSOFT CORP | COM | $2.1M | 5,610 | — | 594918104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2M | 3,984 | — | 084670702 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $1.6M | 29,586 | — | 81369Y605 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $1.6M | 13,449 | — | 81369Y407 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $1.5M | 14,097 | — | 81369Y852 |
| NIKE INC | CL B | $1.4M | 32,966 | — | 654106103 |
| ISHARES TR | IBOXX INV CP ETF | $1.3M | 11,701 | — | 464287242 |
| AMAZON COM INC | COM | $1.1M | 4,450 | — | 023135106 |
| DELL TECHNOLOGIES INC | CL C | $996.2K | 2,309 | — | 24703L202 |
| CATERPILLAR INC | COM | $872.2K | 819 | — | 149123101 |
| ALPHABET INC | CAP STK CL C | $850.5K | 2,407 | — | 02079K107 |
| JPMORGAN CHASE & CO | COM | $829.8K | 2,535 | — | 46625H100 |
| META PLATFORMS INC | CL A | $535.1K | 950 | — | 30303M102 |
| INTEL CORP | COM | $523.8K | 3,751 | — | 458140100 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $461.5K | 2,169 | — | 46137V357 |
| AMGEN INC | COM | $420.1K | 1,160 | — | 031162100 |
| ISHARES TR | 0-3 MTH TREASURY | $244.3K | 2,426 | — | 46436E718 |
| DICKS SPORTING GOODS INC | COM | $163.1K | 719 | — | 253393102 |
| VANGUARD INDEX FDS | VALUE ETF | $155.8K | 715 | — | 922908744 |
| VANGUARD WORLD FD | ESG US STK ETF | $126.4K | 956 | — | 921910733 |
| TESLA INC | COM | $111.5K | 265 | — | 88160R101 |
| AFLAC INC | COM | $97.1K | 828 | — | 001055102 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $84.5K | 532 | — | 81369Y209 |
| DISNEY WALT CO | COM | $76.8K | 798 | — | 254687106 |
| HOME DEPOT INC | COM | $64.5K | 183 | — | 437076102 |
| US BANCORP | COM NEW | $53.4K | 884 | — | 902973304 |
| EXXON MOBIL CORP | COM | $50.3K | 368 | — | 30231G102 |
| AT&T INC | COM | $39.6K | 1,913 | — | 00206R102 |
| ISHARES TR | ESG AWARE MSCI | $33K | 590 | — | 46435U663 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $22.3K | 269 | — | 81369Y308 |
| ISHARES TR | US CONSM STAPLES | $21.6K | 297 | — | 464287812 |
| ISHARES TR | ESG MSCI LEADR | $20.6K | 155 | — | 46435U218 |
| NVIDIA CORPORATION | COM | $14K | 70 | — | 67066G104 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $13.1K | 289 | — | 81369Y886 |
| UNDER ARMOUR INC | CL C | $12.2K | 1,960 | — | 904311206 |
| DBX ETF TR | XTRACKERS MSCI | $6.9K | 99 | — | 233051150 |
| ISHARES TR | ESG AWR MSCI USA | $6.9K | 42 | — | 46435G425 |
| SPDR SERIES TRUST | SPDR S&P 500 ESG | $6.9K | 94 | — | 78468R531 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $6.7K | 134 | — | 67092P300 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31