Capitol Family Office, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Capitol Family Office, Inc. reported 48 stock positions worth $84.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.9% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 7.0%) and SS Technology Select Sector (XLK, 5.9%). Compared with Q3 2025, it opened 1 new position, added to 14 and reduced 19. The biggest buy was iShares Russell 2000 ETF (IWM, shares +29%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BEAVERTON, OR
- CIK
- 0001863768
- Portfolio Value
- $84.7M (Q4 2025)
- SEC Filing
- 0001863768-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 48 stocks · $84.7M
| VTI VG Morningstar TS MKT ETF-US | 50.87% | 128,485 | $43.1M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 7.02% | 49,503 | $5.9M | Reduce -15.3% |
| XLK SS Technology Select Sector | 5.89% | 34,642 | $5.0M | Add +4.3% |
| IWM iShares Russell 2000 ETF | 4.14% | 14,244 | $3.5M | Add +29.1% |
| AAPL Apple Inc. | 4.12% | 12,846 | $3.5M | Reduce -5.9% |
| MSFT Microsoft Corp. | 3.31% | 5,804 | $2.8M | Reduce -11.9% |
| NKE Nike Inc. Class B | 2.98% | 39,616 | $2.5M | Add +9.2% |
| LLY Eli Lilly & Co. | 2.76% | 2,174 | $2.3M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 4,325 | $2.2M | Reduce -5.4% |
| XLI SS Industrial Select Sector | 2.02% | 11,020 | $1.7M | Add +5.0% |
| XLC SS Comm Select Sector SPDR | 1.74% | 12,507 | $1.5M | Add +6.3% |
| XLY SS Consumer Disc Select Sect | 1.66% | 11,807 | $1.4M | Add +6.6% |
| XLF SS Financial Select Sector | 1.66% | 25,669 | $1.4M | Add +7.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.17% | 8,994 | $991K | Add +9.8% |
| AMZN Amazon.com Inc. | 1.08% | 3,957 | $913K | Add +4.7% |
| RSP Invesco S&P 500 Equal Weight | 0.87% | 3,865 | $740K | Reduce -27.4% |
| JPM JPMorgan Chase & Co. | 0.81% | 2,140 | $690K | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.78% | 2,116 | $664K | No change |
| META Meta Platforms Inc. Class A | 0.59% | 756 | $499K | Add +9.1% |
| LULU Lululemon Athletica Inc. | 0.51% | 2,096 | $436K | Reduce -1.8% |
| CAT Caterpillar Inc. | 0.47% | 692 | $396K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.45% | 1,160 | $380K | No change |
| DELL Dell Technologies -C | 0.42% | 2,855 | $359K | No change |
| INTC Intel Corp. | 0.31% | 7,208 | $266K | Add +12.1% |
| SGOV iShares 0-3 Month Treasury B | 0.27% | 2,288 | $230K | Reduce -30.4% |
| XLV SS Health Care Select Sector | 0.18% | 972 | $151K | Reduce -33.8% |
| DKS Dick's Sporting Goods Inc. | 0.17% | 719 | $142K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 715 | $137K | No change |
| TSLA Tesla Inc. | 0.14% | 265 | $119K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.14% | 945 | $114K | Reduce -4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 965 | $110K | Add +82.4% |
| AFL Aflac Inc. | 0.11% | 828 | $91K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 655 | $79K | No change |
| ADBE Adobe Inc. | 0.09% | 210 | $73K | Reduce -55.0% |
| HD Home Depot Inc. | 0.07% | 183 | $63K | No change |
| T AT&T Inc. | 0.06% | 1,913 | $48K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.03% | 589 | $27K | Reduce -2.6% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 269 | $21K | No change |
| IYK iShares US Consumer Staples | 0.02% | 297 | $20K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.02% | 155 | $19K | Reduce -5.5% |
| NVDA Nvidia Corp. | 0.02% | 70 | $13K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 289 | $12K | Reduce -50.0% |
| UA Under Armour Inc. Class C | 0.01% | 1,960 | $9K | No change |
| USSG Xtrackers MSCI USA Sele Eqty | 0.01% | 99 | $6K | Reduce -4.8% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 94 | $6K | Reduce -5.0% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 41 | $6K | Reduce -2.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.01% | 134 | $6K | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.00% | 1 | $682 | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IJR iShares Core S&P Small-Cap E | Reduce -15.3% | 7.02% | −1.40 |
| MSFT Microsoft Corp. | Reduce -11.9% | 3.31% | −0.83 |
| RSP Invesco S&P 500 Equal Weight | Reduce -27.4% | 0.87% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 2.57% | −0.22 |
| SGOV iShares 0-3 Month Treasury B | Reduce -30.4% | 0.27% | −0.13 |
| ADBE Adobe Inc. | Reduce -55.0% | 0.09% | −0.11 |
| AAPL Apple Inc. | Reduce -5.9% | 4.12% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -33.8% | 0.18% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -50.0% | 0.01% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.5% | 0.14% | −0.01 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -5.5% | 0.02% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -2.6% | 0.03% | −0.00 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -4.8% | 0.01% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -3.6% | 0.01% | −0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -5.0% | 0.01% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.4% | 0.01% | −0.00 |
| LULU Lululemon Athletica Inc. | Reduce -1.8% | 0.51% | +0.05 |
| CAT Caterpillar Inc. | Reduce -1.3% | 0.47% | +0.06 |
| LLY Eli Lilly & Co. | Reduce -5.1% | 2.76% | +0.64 |
Portfolio Buys Q3 2025 → Q4 2025
| IWM iShares Russell 2000 ETF | Add +29.1% | 4.14% | +0.90 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 50.87% | +0.67 |
| XLK SS Technology Select Sector | Add +4.3% | 5.89% | +0.21 |
| DKS Dick's Sporting Goods Inc. | New | 0.17% | +0.17 |
| XLF SS Financial Select Sector | Add +7.4% | 1.66% | +0.10 |
| AMZN Amazon.com Inc. | Add +4.7% | 1.08% | +0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +9.8% | 1.17% | +0.06 |
| DIS The Walt Disney Co. | Add +82.4% | 0.13% | +0.06 |
| XLY SS Consumer Disc Select Sect | Add +6.6% | 1.66% | +0.06 |
| XLI SS Industrial Select Sector | Add +5.0% | 2.02% | +0.06 |
| INTC Intel Corp. | Add +12.1% | 0.31% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +6.3% | 1.74% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +4.6% | 0.81% | +0.03 |
| META Meta Platforms Inc. Class A | Add +9.1% | 0.59% | −0.03 |
| NKE Nike Inc. Class B | Add +9.2% | 2.98% | −0.09 |
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 |