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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
VTV icon
26
Vanguard Morningstar Value ETF
VTV
$191B
$156K 0.16%
715
– –
ESGV icon
27
Vanguard ESG US Stock ETF
ESGV
$13.6B
$126K 0.13%
956
+11
+1% +$1.4K
TSLA icon
28
Tesla
TSLA
$1.26T
$111K 0.12%
265
– –
AFL icon
29
Aflac
AFL
$64.2B
$97.1K 0.1%
828
– –
XLV icon
30
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
$84.5K 0.09%
532
-440
-45% -$65.5K
DIS icon
31
Walt Disney
DIS
$179B
$76.8K 0.08%
798
-167
-17% -$17K
HD icon
32
Home Depot
HD
$349B
$64.5K 0.07%
183
– –
USB icon
33
US Bancorp
USB
$101B
$53.4K 0.06%
+884
New +$49.5K
XOM icon
34
ExxonMobil
XOM
$630B
$50.3K 0.05%
368
-287
-44% -$43K
T icon
35
AT&T
T
$160B
$39.6K 0.04%
1,913
– –
ESML icon
36
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
$33K 0.03%
590
+1
+0.2% +$52
XLP icon
37
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
$22.3K 0.02%
269
– –
IYK icon
38
iShares US Consumer Staples ETF
IYK
$1.42B
$21.6K 0.02%
297
– –
SUSL icon
39
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$20.6K 0.02%
155
– –
NVDA icon
40
NVIDIA
NVDA
$5.39T
$14K 0.01%
70
– –
XLU icon
41
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$13.1K 0.01%
289
– –
UA icon
42
Under Armour Class C
UA
$2.79B
$12.2K 0.01%
1,960
– –
USSG icon
43
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$589M
$6.88K 0.01%
99
– –
ESGU icon
44
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$6.87K 0.01%
42
+1
+2% +$158
EFIV icon
45
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
$6.86K 0.01%
94
– –
NULV icon
46
Nuveen ESG Large-Cap Value ETF
NULV
$2.27B
$6.7K 0.01%
134
– –
ADBE icon
47
Adobe
ADBE
$101B
– –
-210
Closed -$73.5K
LULU icon
48
lululemon athletica
LULU
$14B
– –
-2,096
Closed -$436K
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$820B
– –
-1
Closed -$682
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.