Capitol Family Office, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Capitol Family Office, Inc. reported 46 stock positions worth $94.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 51.2% of the portfolio, followed by SS Technology Select Sector (XLK, 7.3%) and iShares Russell 2000 ETF (IWM, 6.8%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 17 and reduced 12. The biggest buy was iShares Russell 2000 ETF (IWM, shares +51%) and the biggest sale Nike Class B (NKE, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $94.7M (Q2 2026)
- SEC Filing
- 0001863768-26-000005 ↗ filed Jul 31, 2026
Holdings Value
Holdings 46 stocks · $94.7M
| VTI VG Morningstar TS MKT ETF-US | 51.15% | 130,889 | $48.4M | Add +1.9% |
| XLK SS Technology Select Sector | 7.26% | 36,094 | $6.9M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 6.81% | 21,447 | $6.4M | Add +50.6% |
| IJR iShares Core S&P Small-Cap E | 5.61% | 35,835 | $5.3M | Reduce -27.6% |
| AAPL Apple Inc. | 3.78% | 12,385 | $3.6M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 2.61% | 2,060 | $2.5M | Reduce -5.2% |
| XLI SS Industrial Select Sector | 2.31% | 11,825 | $2.2M | Add +7.3% |
| MSFT Microsoft Corp. | 2.21% | 5,610 | $2.1M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.11% | 3,984 | $2.0M | Reduce -7.9% |
| XLF SS Financial Select Sector | 1.68% | 29,586 | $1.6M | Add +15.3% |
| XLY SS Consumer Disc Select Sect | 1.67% | 13,449 | $1.6M | Add +13.9% |
| XLC SS Comm Select Sector SPDR | 1.59% | 14,097 | $1.5M | Add +12.7% |
| NKE Nike Inc. Class B | 1.43% | 32,966 | $1.4M | Reduce -16.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.35% | 11,701 | $1.3M | Add +30.1% |
| AMZN Amazon.com Inc. | 1.12% | 4,450 | $1.1M | Add +12.5% |
| DELL Dell Technologies -C | 1.05% | 2,309 | $996K | Reduce -19.1% |
| CAT Caterpillar Inc. | 0.92% | 819 | $872K | Add +18.4% |
| GOOG Alphabet Inc. Class C | 0.90% | 2,407 | $851K | Add +13.8% |
| JPM JPMorgan Chase & Co. | 0.88% | 2,535 | $830K | Add +18.5% |
| META Meta Platforms Inc. Class A | 0.57% | 950 | $535K | Add +25.7% |
| INTC Intel Corp. | 0.55% | 3,751 | $524K | Reduce -48.0% |
| RSP Invesco S&P 500 Equal Weight | 0.49% | 2,169 | $461K | Reduce -43.9% |
| AMGN Amgen Inc. | 0.44% | 1,160 | $420K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 2,426 | $244K | Add +6.0% |
| DKS Dick's Sporting Goods Inc. | 0.17% | 719 | $163K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 715 | $156K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 956 | $126K | Add +1.2% |
| TSLA Tesla Inc. | 0.12% | 265 | $111K | No change |
| AFL Aflac Inc. | 0.10% | 828 | $97K | No change |
| XLV SS Health Care Select Sector | 0.09% | 532 | $84K | Reduce -45.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 798 | $77K | Reduce -17.3% |
| HD Home Depot Inc. | 0.07% | 183 | $65K | No change |
| USB US Bancorp | 0.06% | 884 | $53K | New |
| XOM Exxon Mobil Corp. | 0.05% | 368 | $50K | Reduce -43.8% |
| T AT&T Inc. | 0.04% | 1,913 | $40K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.03% | 590 | $33K | Add +0.2% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 269 | $22K | No change |
| IYK iShares US Consumer Staples | 0.02% | 297 | $22K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.02% | 155 | $21K | No change |
| NVDA Nvidia Corp. | 0.01% | 70 | $14K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 289 | $13K | No change |
| UA Under Armour Inc. Class C | 0.01% | 1,960 | $12K | No change |
| USSG Xtrackers MSCI USA Sele Eqty | 0.01% | 99 | $7K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 42 | $7K | Add +2.4% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 94 | $7K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 134 | $7K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | Reduce -16.8% | 1.43% | −1.55 |
| IJR iShares Core S&P Small-Cap E | Reduce -27.6% | 5.61% | −1.41 |
| MSFT Microsoft Corp. | Reduce -3.3% | 2.21% | −1.10 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.9% | 2.11% | −0.46 |
| RSP Invesco S&P 500 Equal Weight | Reduce -43.9% | 0.49% | −0.39 |
| AAPL Apple Inc. | Reduce -3.6% | 3.78% | −0.34 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 2.61% | −0.15 |
| XLV SS Health Care Select Sector | Reduce -45.3% | 0.09% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Reduce -17.3% | 0.08% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -43.8% | 0.05% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -48.0% | 0.55% | +0.24 |
| DELL Dell Technologies -C | Reduce -19.1% | 1.05% | +0.63 |
Portfolio Buys Q1 2026 → Q2 2026
| IWM iShares Russell 2000 ETF | Add +50.6% | 6.81% | +2.67 |
| XLK SS Technology Select Sector | Add +4.2% | 7.26% | +1.37 |
| CAT Caterpillar Inc. | Add +18.4% | 0.92% | +0.45 |
| XLI SS Industrial Select Sector | Add +7.3% | 2.31% | +0.29 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 51.15% | +0.29 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +30.1% | 1.35% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +13.8% | 0.90% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +18.5% | 0.88% | +0.06 |
| USB US Bancorp | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +12.5% | 1.12% | +0.04 |
| XLF SS Financial Select Sector | Add +15.3% | 1.68% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +0.2% | 0.03% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +13.9% | 1.67% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +2.4% | 0.01% | 0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +1.2% | 0.13% | −0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +6.0% | 0.26% | −0.01 |
| META Meta Platforms Inc. Class A | Add +25.7% | 0.57% | −0.02 |
| XLC SS Comm Select Sector SPDR | Add +12.7% | 1.59% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $94.7M | VTI, XLK, IWM, IJR, AAPL |
| Q1 2026 | 48 | $84.7M | VTI, IJR, XLK, IWM, AAPL |
| Q4 2025 | 48 | $84.7M | VTI, IJR, XLK, IWM, AAPL |
| Q3 2025 | 47 | $82.4M | VTI, IJR, XLK, AAPL, MSFT |
| Q2 2025 | 48 | $76.7M | VTI, IJR, XLK, MSFT, AAPL |
| Q1 2025Amended | 48 | $70.7M | VTI, IJR, XLK, AAPL, NKE |
| Q4 2024 | 17 | $74.9M | VTI, IWM, RSP, MSFT, NKE |
| Q3 2024 | 18 | $80.7M | VTI, IWM, NKE, RSP, MSFT |
| Q2 2024 | 15 | $74.8M | VTI, IWM, NKE, MSFT, RSP |
| Q1 2024 | 15 | $77.3M | VTI, IWM, NKE, RSP, MSFT |