Capitol Family Office, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Capitol Family Office, Inc. reported 17 stock positions worth $74.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 52.2% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 12.8%) and Invesco S&P 500 Equal Weight (RSP, 5.1%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 10. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Nike Class B (NKE, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $74.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000113 ↗ filed Jan 23, 2025
Holdings Value
Holdings 17 stocks · $74.9M
| VTI VG Morningstar TS MKT ETF-US | 52.17% | 134,849 | $39.1M | Reduce -5.1% |
| IWM iShares Russell 2000 ETF | 12.82% | 43,459 | $9.6M | Reduce -3.5% |
| RSP Invesco S&P 500 Equal Weight | 5.11% | 21,851 | $3.8M | Reduce -4.1% |
| MSFT Microsoft Corp. | 5.02% | 8,927 | $3.8M | Reduce -3.4% |
| NKE Nike Inc. Class B | 4.46% | 44,132 | $3.3M | Reduce -21.9% |
| AAPL Apple Inc. | 4.42% | 13,212 | $3.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 4.34% | 7,173 | $3.3M | Reduce -6.9% |
| LLY Eli Lilly & Co. | 3.16% | 3,064 | $2.4M | Reduce -4.0% |
| XLV SS Health Care Select Sector | 3.14% | 17,096 | $2.4M | Reduce -17.2% |
| LULU Lululemon Athletica Inc. | 1.61% | 3,149 | $1.2M | Reduce -7.8% |
| ADBE Adobe Inc. | 1.13% | 1,902 | $846K | Reduce -37.1% |
| GOOG Alphabet Inc. Class C | 0.54% | 2,116 | $403K | New |
| DELL Dell Technologies -C | 0.49% | 3,212 | $370K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.47% | 3,520 | $353K | Add +74.3% |
| XLK SS Technology Select Sector | 0.43% | 1,398 | $325K | No change |
| AMGN Amgen Inc. | 0.40% | 1,160 | $302K | No change |
| XLI SS Industrial Select Sector | 0.28% | 1,585 | $209K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| NKE Nike Inc. Class B | Reduce -21.9% | 4.46% | −1.73 |
| ADBE Adobe Inc. | Reduce -37.1% | 1.13% | −0.81 |
| XLV SS Health Care Select Sector | Reduce -17.2% | 3.14% | −0.80 |
| MMKT Texas Cap Govt MNY MRKT ETF | Sold out | 0.00% | −0.72 |
| INTC Intel Corp. | Sold out | 0.00% | −0.39 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 3.16% | −0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.9% | 4.34% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.1% | 5.11% | +0.06 |
| MSFT Microsoft Corp. | Reduce -3.4% | 5.02% | +0.10 |
| LULU Lululemon Athletica Inc. | Reduce -7.8% | 1.61% | +0.46 |
| IWM iShares Russell 2000 ETF | Reduce -3.5% | 12.82% | +0.50 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 52.17% | +2.35 |
Portfolio Buys Q3 2024 → Q4 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 |