Capitol Family Office, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Capitol Family Office, Inc. reported 48 stock positions worth $76.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.2% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 9.1%) and SS Technology Select Sector (XLK, 5.4%). Compared with Q1 2025, it added to 11 and reduced 13. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −5%).

Most Recent 13F
Q2 2026
Location
BEAVERTON, OR
CIK
0001863768
Portfolio Value
$76.7M (Q2 2025)
SEC Filing
0001863768-25-000006 ↗ filed Aug 7, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $77.3M Q1 2024 Q2 2024: $74.8M Q2 2024 Q3 2024: $80.7M Q3 2024 Q4 2024: $74.9M Q4 2024 Q1 2025: $70.7M Q1 2025 Q2 2025: $76.7M $76.7M Q2 2025 Q3 2025: $82.4M Q3 2025 Q4 2025: $84.7M Q4 2025 Q1 2026: $84.7M Q1 2026 Q2 2026: $94.7M Q2 2026

Holdings 48 stocks · $76.7M
VTI VG Morningstar TS MKT ETF-US 50.24% 126,759 $38.5M Add +0.5%
IJR iShares Core S&P Small-Cap E 9.13% 64,085 $7.0M Add +0.1%
XLK SS Technology Select Sector 5.42% 16,424 $4.2M Add +0.5%
MSFT Microsoft Corp. 4.29% 6,614 $3.3M Reduce -2.7%
AAPL Apple Inc. 3.65% 13,654 $2.8M Add +12.3%
NKE Nike Inc. Class B 3.36% 36,238 $2.6M Reduce -11.3%
BRK.B Berkshire Hathaway Inc. Class B 2.89% 4,557 $2.2M Reduce -5.0%
IWM iShares Russell 2000 ETF 2.71% 9,624 $2.1M Reduce -5.5%
LLY Eli Lilly & Co. 2.30% 2,261 $1.8M Reduce -2.9%
XLI SS Industrial Select Sector 2.01% 10,447 $1.5M Add +0.2%
XLC SS Comm Select Sector SPDR 1.66% 11,709 $1.3M Add +0.5%
XLF SS Financial Select Sector 1.62% 23,714 $1.2M Add +0.7%
XLY SS Consumer Disc Select Sect 1.54% 5,431 $1.2M Add +0.7%
RSP Invesco S&P 500 Equal Weight 1.33% 5,614 $1.0M Reduce -5.5%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 1.16% 8,102 $888K Add +1.3%
JPM JPMorgan Chase & Co. 0.77% 2,033 $589K Reduce -3.6%
AMZN Amazon.com Inc. 0.69% 2,426 $532K Add +0.9%
META Meta Platforms Inc. Class A 0.66% 684 $505K Reduce -0.7%
LULU Lululemon Athletica Inc. 0.65% 2,099 $499K Reduce -1.4%
DELL Dell Technologies -C 0.51% 3,212 $394K No change
GOOG Alphabet Inc. Class C 0.49% 2,116 $375K No change
SGOV iShares 0-3 Month Treasury B 0.43% 3,291 $331K Add +1.3%
AMGN Amgen Inc. 0.42% 1,160 $324K No change
CAT Caterpillar Inc. 0.35% 700 $272K Reduce -3.9%
XLV SS Health Care Select Sector 0.31% 1,766 $238K Reduce -11.7%
ADBE Adobe Inc. 0.24% 467 $181K Reduce -39.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.16% 715 $126K No change
ESGV Vanguard ESG US Stock ETF 0.14% 990 $109K No change
AFL Aflac Inc. 0.11% 828 $87K No change
TSLA Tesla Inc. 0.11% 265 $84K No change
XOM Exxon Mobil Corp. 0.09% 655 $71K No change
HD Home Depot Inc. 0.09% 183 $67K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 529 $66K No change
T AT&T Inc. 0.07% 1,913 $55K No change
INTC Intel Corp. 0.07% 2,232 $50K Reduce -3.0%
ESML iShares ESG Aware MSCI USA S 0.03% 605 $25K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 289 $24K No change
XLP SS Consumer Staples Sel Sect 0.03% 269 $22K No change
IYK iShares US Consumer Staples 0.03% 297 $21K No change
SUSL iShares ESG MSCI USA Leaders 0.02% 164 $18K No change
MRK Merck & Co. Inc. 0.02% 200 $16K No change
UA Under Armour Inc. Class C 0.02% 1,960 $13K No change
NVDA Nvidia Corp. 0.01% 70 $11K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 17 $11K No change
USSG Xtrackers MSCI USA Sele Eqty 0.01% 104 $6K No change
NULV Nuveen ESG Large-Cap Val ETF 0.01% 139 $6K No change
EFIV SS SPDR S&P 500 ESG ETF 0.01% 99 $6K No change
ESGU iShares ESG Aware MSCI USA 0.01% 42 $6K No change

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.0% 2.89% −0.73
LLY Eli Lilly & Co. Reduce -2.9% 2.30% −0.42
NKE Nike Inc. Class B Reduce -11.3% 3.36% −0.31
LULU Lululemon Athletica Inc. Reduce -1.4% 0.65% −0.20
ADBE Adobe Inc. Reduce -39.4% 0.24% −0.18
IWM iShares Russell 2000 ETF Reduce -5.5% 2.71% −0.17
RSP Invesco S&P 500 Equal Weight Reduce -5.5% 1.33% −0.13
XLV SS Health Care Select Sector Reduce -11.7% 0.31% −0.10
INTC Intel Corp. Reduce -3.0% 0.07% −0.01
CAT Caterpillar Inc. Reduce -3.9% 0.35% +0.01
JPM JPMorgan Chase & Co. Reduce -3.6% 0.77% +0.04
META Meta Platforms Inc. Class A Reduce -0.7% 0.66% +0.10
MSFT Microsoft Corp. Reduce -2.7% 4.29% +0.68

Portfolio Buys Q1 2025 → Q2 2025
VTI VG Morningstar TS MKT ETF-US Add +0.5% 50.24% +1.21
XLK SS Technology Select Sector Add +0.5% 5.42% +0.65
XLI SS Industrial Select Sector Add +0.2% 2.01% +0.08
XLC SS Comm Select Sector SPDR Add +0.5% 1.66% +0.07
AMZN Amazon.com Inc. Add +0.9% 0.69% +0.05
XLY SS Consumer Disc Select Sect Add +0.7% 1.54% +0.03
SGOV iShares 0-3 Month Treasury B Add +1.3% 0.43% −0.03
XLF SS Financial Select Sector Add +0.7% 1.62% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +1.3% 1.16% −0.07
AAPL Apple Inc. Add +12.3% 3.65% −0.17
IJR iShares Core S&P Small-Cap E Add +0.1% 9.13% −0.34

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 46$94.7MVTI, XLK, IWM, IJR, AAPL
Q1 2026 48$84.7MVTI, IJR, XLK, IWM, AAPL
Q4 2025 48$84.7MVTI, IJR, XLK, IWM, AAPL
Q3 2025 47$82.4MVTI, IJR, XLK, AAPL, MSFT
Q2 2025 48$76.7MVTI, IJR, XLK, MSFT, AAPL
Q1 2025Amended 48$70.7MVTI, IJR, XLK, AAPL, NKE
Q4 2024 17$74.9MVTI, IWM, RSP, MSFT, NKE
Q3 2024 18$80.7MVTI, IWM, NKE, RSP, MSFT
Q2 2024 15$74.8MVTI, IWM, NKE, MSFT, RSP
Q1 2024 15$77.3MVTI, IWM, NKE, RSP, MSFT