Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $48.4M | 51.2% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $6.88M | 7.3% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $6.44M | 6.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $5.31M | 5.6% |
| Apple Inc.COM | COM | $3.58M | 3.8% |
| Eli Lilly & COCOM | COM | $2.47M | 2.6% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $2.19M | 2.3% |
| Microsoft Corp.COM | COM | $2.09M | 2.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.99M | 2.1% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $1.59M | 1.7% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $1.58M | 1.7% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $1.51M | 1.6% |
| Nike Inc.CL B | CL B | $1.35M | 1.4% |
| iShares TRIBOXX INV CP ETF | IBOXX INV CP ETF | $1.28M | 1.3% |
| Amazon Com Inc.COM | COM | $1.06M | 1.1% |
| Dell Technologies Inc.CL C | CL C | $996K | 1.1% |
| Caterpillar Inc.COM | COM | $872K | 0.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $851K | 0.9% |
| JPMORGAN Chase & COCOM | COM | $830K | 0.9% |
| Meta Platforms Inc.CL A | CL A | $535K | 0.6% |
| Intel Corp.COM | COM | $524K | 0.6% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $461K | 0.5% |
| Amgen Inc.COM | COM | $420K | 0.4% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $244K | 0.3% |
| Dicks Sporting Goods Inc.COM | COM | $163K | 0.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $156K | 0.2% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $126K | 0.1% |
| Tesla Inc.COM | COM | $111K | 0.1% |
| Aflac Inc.COM | COM | $97.1K | 0.1% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $84.5K | 0.1% |
| Disney Walt COCOM | COM | $76.8K | 0.1% |
| Home Depot Inc.COM | COM | $64.5K | 0.1% |
| US BancorpCOM NEW | COM NEW | $53.4K | 0.1% |
| Exxon Mobil Corp.COM | COM | $50.3K | 0.1% |
| AT&T Inc.COM | COM | $39.6K | 0.0% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $33K | 0.0% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $22.3K | 0.0% |
| iShares TRUS CONSM STAPLES | US CONSM STAPLES | $21.6K | 0.0% |
| iShares TRESG MSCI LEADR | ESG MSCI LEADR | $20.6K | 0.0% |
| Nvidia CorporationCOM | COM | $14K | 0.0% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $13.1K | 0.0% |
| Under Armour Inc.CL C | CL C | $12.2K | 0.0% |
| Dbx ETF TRXTRACKERS MSCI | XTRACKERS MSCI | $6.88K | 0.0% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $6.87K | 0.0% |
| SPDR Series TrustSPDR S&P 500 ESG | SPDR S&P 500 ESG | $6.86K | 0.0% |
| Nushares ETF TRNUVEEN ESG LRGVL | NUVEEN ESG LRGVL | $6.7K | 0.0% |
Vanguard Index FdsTOTAL STK MKT$48.4M
- Class
- TOTAL STK MKT
- Share
- 51.2%
Select Sector SPDR TRST STR TECHN ETF$6.88M
- Class
- ST STR TECHN ETF
- Share
- 7.3%
iShares TRRUSSELL 2000 ETF$6.44M
- Class
- RUSSELL 2000 ETF
- Share
- 6.8%
iShares TRCORE S&P SCP ETF$5.31M
- Class
- CORE S&P SCP ETF
- Share
- 5.6%
Apple Inc.COM$3.58M
- Class
- COM
- Share
- 3.8%
Eli Lilly & COCOM$2.47M
- Class
- COM
- Share
- 2.6%
Select Sector SPDR TRST STR INDL ETF$2.19M
- Class
- ST STR INDL ETF
- Share
- 2.3%
Microsoft Corp.COM$2.09M
- Class
- COM
- Share
- 2.2%
Berkshire Hathaway Inc. DelCL B NEW$1.99M
- Class
- CL B NEW
- Share
- 2.1%
Select Sector SPDR TRST STR FINL ETF$1.59M
- Class
- ST STR FINL ETF
- Share
- 1.7%
Select Sector SPDR TRST STR DISCR ETF$1.58M
- Class
- ST STR DISCR ETF
- Share
- 1.7%
Select Sector SPDR TRST STR SVC ETF$1.51M
- Class
- ST STR SVC ETF
- Share
- 1.6%
Nike Inc.CL B$1.35M
- Class
- CL B
- Share
- 1.4%
iShares TRIBOXX INV CP ETF$1.28M
- Class
- IBOXX INV CP ETF
- Share
- 1.3%
Amazon Com Inc.COM$1.06M
- Class
- COM
- Share
- 1.1%
Dell Technologies Inc.CL C$996K
- Class
- CL C
- Share
- 1.1%
Caterpillar Inc.COM$872K
- Class
- COM
- Share
- 0.9%
Alphabet Inc.CAP STK CL C$851K
- Class
- CAP STK CL C
- Share
- 0.9%
JPMORGAN Chase & COCOM$830K
- Class
- COM
- Share
- 0.9%
Meta Platforms Inc.CL A$535K
- Class
- CL A
- Share
- 0.6%
Intel Corp.COM$524K
- Class
- COM
- Share
- 0.6%
Invesco Exchange Traded FD TS&P500 EQL WGT$461K
- Class
- S&P500 EQL WGT
- Share
- 0.5%
Amgen Inc.COM$420K
- Class
- COM
- Share
- 0.4%
iShares TR0-3 MTH TREASURY$244K
- Class
- 0-3 MTH TREASURY
- Share
- 0.3%
Dicks Sporting Goods Inc.COM$163K
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsVALUE ETF$156K
- Class
- VALUE ETF
- Share
- 0.2%
Vanguard World FDESG US STK ETF$126K
- Class
- ESG US STK ETF
- Share
- 0.1%
Tesla Inc.COM$111K
- Class
- COM
- Share
- 0.1%
Aflac Inc.COM$97.1K
- Class
- COM
- Share
- 0.1%
Select Sector SPDR TRST STR CARE ETF$84.5K
- Class
- ST STR CARE ETF
- Share
- 0.1%
Disney Walt COCOM$76.8K
- Class
- COM
- Share
- 0.1%
Home Depot Inc.COM$64.5K
- Class
- COM
- Share
- 0.1%
US BancorpCOM NEW$53.4K
- Class
- COM NEW
- Share
- 0.1%
Exxon Mobil Corp.COM$50.3K
- Class
- COM
- Share
- 0.1%
AT&T Inc.COM$39.6K
- Class
- COM
- Share
- 0.0%
iShares TRESG AWARE MSCI$33K
- Class
- ESG AWARE MSCI
- Share
- 0.0%
Select Sector SPDR TRST STR STAPL ETF$22.3K
- Class
- ST STR STAPL ETF
- Share
- 0.0%
iShares TRUS CONSM STAPLES$21.6K
- Class
- US CONSM STAPLES
- Share
- 0.0%
iShares TRESG MSCI LEADR$20.6K
- Class
- ESG MSCI LEADR
- Share
- 0.0%
Nvidia CorporationCOM$14K
- Class
- COM
- Share
- 0.0%
Select Sector SPDR TRST STR UTIL ETF$13.1K
- Class
- ST STR UTIL ETF
- Share
- 0.0%
Under Armour Inc.CL C$12.2K
- Class
- CL C
- Share
- 0.0%
Dbx ETF TRXTRACKERS MSCI$6.88K
- Class
- XTRACKERS MSCI
- Share
- 0.0%
iShares TRESG AWR MSCI USA$6.87K
- Class
- ESG AWR MSCI USA
- Share
- 0.0%
SPDR Series TrustSPDR S&P 500 ESG$6.86K
- Class
- SPDR S&P 500 ESG
- Share
- 0.0%
Nushares ETF TRNUVEEN ESG LRGVL$6.7K
- Class
- NUVEEN ESG LRGVL
- Share
- 0.0%
The share class is shown on a wider screen.
The 46 largest of 46 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1863768
- File number
- 028-21696
- Options
- 0 call, 0 put
- In the 25 largest
- 98.9%
- Prior quarter
- $84.7M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 3
Common questions
What are Capitol Family Office’s 13F holdings worth?
$94.7 million across 46 positions for the quarter ended 30 June 2026.
What is Capitol Family Office’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $48.4 million, or 51.2% of reported 13F value, as of 30 June 2026.
How concentrated is Capitol Family Office’s 13F portfolio?
The ten largest positions accounted for 85.5% of reported value and the twenty-five largest for 98.9%, across 46 positions as of 30 June 2026.
Does Form 13F show everything Capitol Family Office manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Capitol Family Office file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.