Capitol Family Office, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Capitol Family Office, Inc. reported 48 stock positions worth $70.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 49.0% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 9.5%) and SS Technology Select Sector (XLK, 4.8%). Compared with Q4 2024, it opened 31 new positions, added to 2 and reduced 12. The biggest buy was a new position in iShares Core S&P Small-Cap E (IJR) and the biggest sale iShares Russell 2000 ETF (IWM, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $70.7M (Q1 2025)
- SEC Filing
- 0001863768-25-000003 ↗ filed Apr 24, 2025
Holdings Value
Holdings 48 stocks · $70.7M
| VTI VG Morningstar TS MKT ETF-US | 49.03% | 126,074 | $34.7M | Reduce -6.5% |
| IJR iShares Core S&P Small-Cap E | 9.47% | 64,013 | $6.7M | New |
| XLK SS Technology Select Sector | 4.78% | 16,346 | $3.4M | Add +1069.2% |
| AAPL Apple Inc. | 3.82% | 12,154 | $2.7M | Reduce -8.0% |
| NKE Nike Inc. Class B | 3.67% | 40,861 | $2.6M | Reduce -7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.62% | 4,799 | $2.6M | Reduce -33.1% |
| MSFT Microsoft Corp. | 3.61% | 6,796 | $2.6M | Reduce -23.9% |
| IWM iShares Russell 2000 ETF | 2.88% | 10,187 | $2.0M | Reduce -76.6% |
| LLY Eli Lilly & Co. | 2.72% | 2,328 | $1.9M | Reduce -24.0% |
| XLI SS Industrial Select Sector | 1.93% | 10,430 | $1.4M | Add +558.0% |
| XLF SS Financial Select Sector | 1.66% | 23,548 | $1.2M | New |
| XLC SS Comm Select Sector SPDR | 1.59% | 11,646 | $1.1M | New |
| XLY SS Consumer Disc Select Sect | 1.51% | 5,394 | $1.1M | New |
| RSP Invesco S&P 500 Equal Weight | 1.46% | 5,939 | $1.0M | Reduce -72.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.23% | 7,997 | $869K | New |
| LULU Lululemon Athletica Inc. | 0.85% | 2,129 | $603K | Reduce -32.4% |
| JPM JPMorgan Chase & Co. | 0.73% | 2,108 | $517K | New |
| AMZN Amazon.com Inc. | 0.65% | 2,405 | $458K | New |
| META Meta Platforms Inc. Class A | 0.56% | 689 | $397K | New |
| AMGN Amgen Inc. | 0.51% | 1,160 | $361K | No change |
| GOOG Alphabet Inc. Class C | 0.47% | 2,116 | $331K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.46% | 3,249 | $327K | Reduce -7.7% |
| ADBE Adobe Inc. | 0.42% | 771 | $296K | Reduce -59.5% |
| DELL Dell Technologies -C | 0.41% | 3,212 | $293K | No change |
| XLV SS Health Care Select Sector | 0.41% | 1,999 | $292K | Reduce -88.3% |
| CAT Caterpillar Inc. | 0.34% | 728 | $240K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 715 | $123K | New |
| ESGV Vanguard ESG US Stock ETF | 0.14% | 990 | $97K | New |
| AFL Aflac Inc. | 0.13% | 828 | $92K | New |
| XOM Exxon Mobil Corp. | 0.11% | 655 | $78K | New |
| TSLA Tesla Inc. | 0.10% | 265 | $69K | New |
| HD Home Depot Inc. | 0.09% | 183 | $67K | New |
| T AT&T Inc. | 0.08% | 1,913 | $54K | New |
| INTC Intel Corp. | 0.07% | 2,302 | $52K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 529 | $52K | New |
| ESML iShares ESG Aware MSCI USA S | 0.03% | 605 | $23K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 289 | $23K | New |
| XLP SS Consumer Staples Sel Sect | 0.03% | 269 | $22K | New |
| IYK iShares US Consumer Staples | 0.03% | 297 | $21K | New |
| MRK Merck & Co. Inc. | 0.03% | 200 | $18K | New |
| SUSL iShares ESG MSCI USA Leaders | 0.02% | 164 | $16K | New |
| UA Under Armour Inc. Class C | 0.02% | 1,960 | $12K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 17 | $10K | New |
| NVDA Nvidia Corp. | 0.01% | 70 | $8K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 139 | $6K | New |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 99 | $5K | New |
| USSG Xtrackers MSCI USA Sele Eqty | 0.01% | 104 | $5K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 42 | $5K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IWM iShares Russell 2000 ETF | Reduce -76.6% | 2.88% | −9.94 |
| RSP Invesco S&P 500 Equal Weight | Reduce -72.8% | 1.46% | −3.66 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.5% | 49.03% | −3.15 |
| XLV SS Health Care Select Sector | Reduce -88.3% | 0.41% | −2.73 |
| MSFT Microsoft Corp. | Reduce -23.9% | 3.61% | −1.41 |
| NKE Nike Inc. Class B | Reduce -7.4% | 3.67% | −0.79 |
| LULU Lululemon Athletica Inc. | Reduce -32.4% | 0.85% | −0.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -33.1% | 3.62% | −0.72 |
| ADBE Adobe Inc. | Reduce -59.5% | 0.42% | −0.71 |
| AAPL Apple Inc. | Reduce -8.0% | 3.82% | −0.60 |
| LLY Eli Lilly & Co. | Reduce -24.0% | 2.72% | −0.44 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.7% | 0.46% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | New | 9.47% | +9.47 |
| XLK SS Technology Select Sector | Add +1069.2% | 4.78% | +4.34 |
| XLF SS Financial Select Sector | New | 1.66% | +1.66 |
| XLI SS Industrial Select Sector | Add +558.0% | 1.93% | +1.66 |
| XLC SS Comm Select Sector SPDR | New | 1.59% | +1.59 |
| XLY SS Consumer Disc Select Sect | New | 1.51% | +1.51 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 1.23% | +1.23 |
| JPM JPMorgan Chase & Co. | New | 0.73% | +0.73 |
| AMZN Amazon.com Inc. | New | 0.65% | +0.65 |
| META Meta Platforms Inc. Class A | New | 0.56% | +0.56 |
| CAT Caterpillar Inc. | New | 0.34% | +0.34 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.17% | +0.17 |
| ESGV Vanguard ESG US Stock ETF | New | 0.14% | +0.14 |
| AFL Aflac Inc. | New | 0.13% | +0.13 |
| XOM Exxon Mobil Corp. | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.09% | +0.09 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| INTC Intel Corp. | New | 0.07% | +0.07 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | New | 0.03% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.03% | +0.03 |
| XLP SS Consumer Staples Sel Sect | New | 0.03% | +0.03 |
| IYK iShares US Consumer Staples | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | New | 0.03% | +0.03 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.02% | +0.02 |
| UA Under Armour Inc. Class C | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | New | 0.01% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.01% | +0.01 |
| EFIV SS SPDR S&P 500 ESG ETF | New | 0.01% | +0.01 |
| USSG Xtrackers MSCI USA Sele Eqty | New | 0.01% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | New | 0.01% | +0.01 |
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 |