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CFO

Capitol Family Office Portfolio holdings

AUM $94.7M
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
+19.2%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.7M
AUM Growth
+$10M
Cap. Flow
+$640K
Cap. Flow %
0.68%
Top 10 Hldgs %
85.53%
Holding
49
New
1
Increased
17
Reduced
12
Closed
3

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$2.02M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$860K
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$295K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$248K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$204K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.88M
2
LULU icon
lululemon athletica
LULU
+$436K
3
INTC icon
Intel
INTC
+$350K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$347K
5
NKE icon
Nike
NKE
+$293K

Sector Composition

Rank Sector Weight
1 Technology 7.62%
2 Financials 3.14%
3 Healthcare 3.05%
4 Consumer Discretionary 2.92%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$48.4M 51.15%
130,889
+2,404
+2% +$860K
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$122B
$6.88M 7.26%
36,094
+1,452
+4% +$248K
IWM icon
3
iShares Russell 2000 ETF
IWM
$82.5B
$6.44M 6.81%
21,447
+7,203
+51% +$2.02M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.31M 5.61%
35,835
-13,668
-28% -$1.88M
AAPL icon
5
Apple
AAPL
$4.54T
$3.58M 3.78%
12,385
-461
-4% -$132K
LLY icon
6
Eli Lilly
LLY
$1.04T
$2.47M 2.61%
2,060
-114
-5% -$116K
XLI icon
7
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$2.19M 2.31%
11,825
+805
+7% +$140K
MSFT icon
8
Microsoft
MSFT
$3.62T
$2.09M 2.21%
5,610
-194
-3% -$78.5K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.99M 2.11%
3,984
-341
-8% -$164K
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$1.59M 1.68%
29,586
+3,917
+15% +$204K
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$1.58M 1.67%
13,449
+1,642
+14% +$192K
XLC icon
12
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$1.51M 1.6%
14,097
+1,590
+13% +$181K
NKE icon
13
Nike
NKE
$63B
$1.35M 1.43%
32,966
-6,650
-17% -$293K
LQD icon
14
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$1.28M 1.35%
11,701
+2,707
+30% +$295K
AMZN icon
15
Amazon
AMZN
$2.94T
$1.06M 1.12%
4,450
+493
+12% +$124K
DELL icon
16
Dell
DELL
$299B
$996K 1.05%
2,309
-546
-19% -$158K
CAT icon
17
Caterpillar
CAT
$401B
$872K 0.92%
819
+127
+18% +$112K
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.4T
$851K 0.9%
2,407
+291
+14% +$104K
JPM icon
19
JPMorgan Chase
JPM
$955B
$830K 0.88%
2,535
+395
+18% +$123K
META icon
20
Meta Platforms (Facebook)
META
$1.5T
$535K 0.57%
950
+194
+26% +$119K
INTC icon
21
Intel
INTC
$510B
$524K 0.55%
3,751
-3,457
-48% -$350K
RSP icon
22
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$461K 0.49%
2,169
-1,696
-44% -$347K
AMGN icon
23
Amgen
AMGN
$221B
$420K 0.44%
1,160
– –
SGOV icon
24
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$244K 0.26%
2,426
+138
+6% +$13.9K
DKS icon
25
Dick's Sporting Goods
DKS
$17.9B
$163K 0.17%
719
– –
1
2

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Capitol Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Capitol Family Office held 49 positions worth $94.7M, up 12% from $84.7M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Capitol Family Office's Q2 2026 filing shows 1 new, 17 increased, 12 reduced and 3 closed positions. Its largest new stake was US Bancorp: 884 shares worth $53.4K. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $1.88M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8.3% a quarter earlier, followed by Financials and Healthcare.

  • Capitol Family Office's largest Q2 2026 buy was US Bancorp: 884 shares worth $53.4K.
  • Capitol Family Office added most to iShares Russell 2000 ETF in Q2 2026, an estimated $2.02M increase.
  • Capitol Family Office's biggest Q2 2026 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.88M.
  • Capitol Family Office fully exited lululemon athletica in Q2 2026, selling an estimated $436K.
  • Capitol Family Office's ten largest holdings make up 86% of its $94.7M portfolio in Q2 2026.
  • Capitol Family Office opened 1 new position and closed 3 in Q2 2026.
  • Capitol Family Office's portfolio value rose 12% quarter-over-quarter to $94.7M.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.