Capitol Family Office, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Capitol Family Office, Inc. reported 15 stock positions worth $77.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 47.1% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 12.8%) and Nike Class B (NKE, 7.8%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 5 and reduced 7. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +84%) and the biggest sale an exit from St Sr Utl SL SE SPDR ETF-Usd (XLU).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $77.3M (Q1 2024)
- SEC Filing
- 0001863768-24-000003 ↗ filed Apr 15, 2024
Holdings Value
Holdings 15 stocks · $77.3M
| VTI VG Morningstar TS MKT ETF-US | 47.05% | 139,938 | $36.4M | Add +84.0% |
| IWM iShares Russell 2000 ETF | 12.78% | 46,960 | $9.9M | Add +28.3% |
| NKE Nike Inc. Class B | 7.81% | 64,211 | $6.0M | Add +7.5% |
| RSP Invesco S&P 500 Equal Weight | 5.51% | 25,165 | $4.3M | Reduce -4.1% |
| MSFT Microsoft Corp. | 5.25% | 9,639 | $4.1M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.62% | 8,494 | $3.6M | Reduce -3.9% |
| XLV SS Health Care Select Sector | 3.87% | 20,240 | $3.0M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 3.51% | 3,489 | $2.7M | Reduce -4.3% |
| AAPL Apple Inc. | 3.06% | 13,797 | $2.4M | Reduce -3.3% |
| ADBE Adobe Inc. | 2.16% | 3,313 | $1.7M | Reduce -3.7% |
| LULU Lululemon Athletica Inc. | 2.01% | 3,968 | $1.6M | Reduce -4.9% |
| INTC Intel Corp. | 1.23% | 21,458 | $948K | Add +6.3% |
| AMGN Amgen Inc. | 0.43% | 1,160 | $330K | No change |
| XLK SS Technology Select Sector | 0.38% | 1,395 | $291K | No change |
| DELL Dell Technologies -C | 0.34% | 2,309 | $263K | New |
Portfolio Sells Q4 2023 → Q1 2024
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −4.50 |
| LULU Lululemon Athletica Inc. | Reduce -4.9% | 2.01% | −1.59 |
| AAPL Apple Inc. | Reduce -3.3% | 3.06% | −1.56 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.1% | 5.51% | −1.46 |
| ADBE Adobe Inc. | Reduce -3.7% | 2.16% | −1.29 |
| XLV SS Health Care Select Sector | Reduce -3.6% | 3.87% | −0.96 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.69 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 4.62% | −0.69 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 3.51% | −0.07 |
Portfolio Buys Q4 2023 → Q1 2024
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 |