Capitol Family Office, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Capitol Family Office, Inc. reported 47 stock positions worth $82.4 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, 8.4%) and SS Technology Select Sector (XLK, 5.7%). Compared with Q2 2025, it sold out of 1, added to 16 and reduced 8. The biggest buy was iShares Russell 2000 ETF (IWM, shares +15%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $82.4M (Q3 2025)
- SEC Filing
- 0001863768-25-000007 ↗ filed Oct 10, 2025
Holdings Value
Holdings 47 stocks · $82.4M
| VTI VG Morningstar TS MKT ETF-US | 50.20% | 126,114 | $41.4M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 8.42% | 58,427 | $6.9M | Reduce -8.8% |
| XLK SS Technology Select Sector | 5.68% | 16,615 | $4.7M | Add +1.2% |
| AAPL Apple Inc. | 4.22% | 13,654 | $3.5M | No change |
| MSFT Microsoft Corp. | 4.14% | 6,590 | $3.4M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 3.24% | 11,031 | $2.7M | Add +14.6% |
| NKE Nike Inc. Class B | 3.07% | 36,275 | $2.5M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.79% | 4,574 | $2.3M | Add +0.4% |
| LLY Eli Lilly & Co. | 2.12% | 2,291 | $1.7M | Add +1.3% |
| XLI SS Industrial Select Sector | 1.96% | 10,493 | $1.6M | Add +0.4% |
| XLC SS Comm Select Sector SPDR | 1.69% | 11,769 | $1.4M | Add +0.5% |
| XLY SS Consumer Disc Select Sect | 1.61% | 5,536 | $1.3M | Add +1.9% |
| XLF SS Financial Select Sector | 1.56% | 23,903 | $1.3M | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 1.22% | 5,322 | $1.0M | Reduce -5.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.11% | 8,190 | $913K | Add +1.1% |
| AMZN Amazon.com Inc. | 1.01% | 3,781 | $830K | Add +55.9% |
| JPM JPMorgan Chase & Co. | 0.78% | 2,046 | $645K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.63% | 2,116 | $515K | No change |
| META Meta Platforms Inc. Class A | 0.62% | 693 | $509K | Add +1.3% |
| DELL Dell Technologies -C | 0.49% | 2,855 | $405K | Reduce -11.1% |
| LULU Lululemon Athletica Inc. | 0.46% | 2,135 | $380K | Add +1.7% |
| CAT Caterpillar Inc. | 0.41% | 701 | $334K | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.40% | 3,288 | $331K | Reduce -0.1% |
| AMGN Amgen Inc. | 0.40% | 1,160 | $327K | No change |
| INTC Intel Corp. | 0.26% | 6,433 | $216K | Add +188.2% |
| XLV SS Health Care Select Sector | 0.25% | 1,468 | $204K | Reduce -16.9% |
| ADBE Adobe Inc. | 0.20% | 467 | $165K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 715 | $133K | No change |
| TSLA Tesla Inc. | 0.14% | 265 | $118K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.14% | 990 | $117K | No change |
| AFL Aflac Inc. | 0.11% | 828 | $92K | No change |
| HD Home Depot Inc. | 0.09% | 183 | $74K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 655 | $74K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 529 | $61K | No change |
| T AT&T Inc. | 0.07% | 1,913 | $54K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.03% | 605 | $27K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 289 | $25K | No change |
| XLP SS Consumer Staples Sel Sect | 0.03% | 269 | $21K | No change |
| IYK iShares US Consumer Staples | 0.02% | 297 | $20K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.02% | 164 | $19K | No change |
| NVDA Nvidia Corp. | 0.02% | 70 | $13K | No change |
| UA Under Armour Inc. Class C | 0.01% | 1,960 | $9K | No change |
| USSG Xtrackers MSCI USA Sele Eqty | 0.01% | 104 | $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 |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 139 | $6K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.00% | 1 | $666 | Reduce -94.1% |
Portfolio Sells Q2 2025 → Q3 2025
| IJR iShares Core S&P Small-Cap E | Reduce -8.8% | 8.42% | −0.71 |
| MSFT Microsoft Corp. | Reduce -0.4% | 4.14% | −0.15 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.2% | 1.22% | −0.11 |
| XLV SS Health Care Select Sector | Reduce -16.9% | 0.25% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 50.20% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -0.1% | 0.40% | −0.03 |
| DELL Dell Technologies -C | Reduce -11.1% | 0.49% | −0.02 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -94.1% | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | Add +14.6% | 3.24% | +0.53 |
| AMZN Amazon.com Inc. | Add +55.9% | 1.01% | +0.31 |
| XLK SS Technology Select Sector | Add +1.2% | 5.68% | +0.26 |
| INTC Intel Corp. | Add +188.2% | 0.26% | +0.20 |
| XLY SS Consumer Disc Select Sect | Add +1.9% | 1.61% | +0.07 |
| CAT Caterpillar Inc. | Add +0.1% | 0.41% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +0.5% | 1.69% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.78% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.62% | −0.04 |
| XLI SS Industrial Select Sector | Add +0.4% | 1.96% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.1% | 1.11% | −0.05 |
| XLF SS Financial Select Sector | Add +0.8% | 1.56% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 2.79% | −0.10 |
| LLY Eli Lilly & Co. | Add +1.3% | 2.12% | −0.18 |
| LULU Lululemon Athletica Inc. | Add +1.7% | 0.46% | −0.19 |
| NKE Nike Inc. Class B | Add +0.1% | 3.07% | −0.29 |
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 |