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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
+9.72%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$76.7M
AUM Growth
+$6.01M
Cap. Flow
-$326K
Cap. Flow %
-0.43%
Top 10 Hldgs %
86%
Holding
48
New
–
Increased
11
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$303K
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$193K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$17.3K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.3K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.22K

Top Sells

Rank Stock Value
1
NKE icon
Nike
NKE
+$278K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$123K
3
ADBE icon
Adobe
ADBE
+$117K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$113K
5
MSFT icon
Microsoft
MSFT
+$79K

Sector Composition

Rank Sector Weight
1 Technology 8.77%
2 Consumer Discretionary 4.92%
3 Financials 3.77%
4 Healthcare 2.74%
5 Communication Services 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
26
Adobe
ADBE
$105B
$181K 0.24%
467
-304
-39% -$117K
VTV icon
27
Vanguard Morningstar Value ETF
VTV
$191B
$126K 0.16%
715
– –
ESGV icon
28
Vanguard ESG US Stock ETF
ESGV
$13.6B
$109K 0.14%
990
– –
AFL icon
29
Aflac
AFL
$62.6B
$87.3K 0.11%
828
– –
TSLA icon
30
Tesla
TSLA
$1.3T
$84.2K 0.11%
265
– –
XOM icon
31
ExxonMobil
XOM
$634B
$70.6K 0.09%
655
– –
HD icon
32
Home Depot
HD
$355B
$67.1K 0.09%
183
– –
DIS icon
33
Walt Disney
DIS
$181B
$65.6K 0.09%
529
– –
T icon
34
AT&T
T
$163B
$55.4K 0.07%
1,913
– –
INTC icon
35
Intel
INTC
$513B
$50K 0.07%
2,232
-70
-3% -$1.45K
ESML icon
36
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$25K 0.03%
605
– –
XLU icon
37
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$23.6K 0.03%
578
– –
XLP icon
38
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$21.8K 0.03%
269
– –
IYK icon
39
iShares US Consumer Staples ETF
IYK
$1.41B
$20.9K 0.03%
297
– –
SUSL icon
40
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$17.8K 0.02%
164
– –
MRK icon
41
Merck
MRK
$318B
$15.8K 0.02%
200
– –
UA icon
42
Under Armour Class C
UA
$2.53B
$12.7K 0.02%
1,960
– –
NVDA icon
43
NVIDIA
NVDA
$5.42T
$11.1K 0.01%
70
– –
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$10.5K 0.01%
17
– –
USSG icon
45
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$590M
$5.92K 0.01%
104
– –
NULV icon
46
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$5.83K 0.01%
139
– –
EFIV icon
47
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$5.8K 0.01%
99
– –
ESGU icon
48
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$5.68K 0.01%
42
– –
1
2

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PPWM
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GDCM
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BV
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NVIM
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FCM
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FFS
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Capitol Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Capitol Family Office held 48 positions worth $76.7M, up 8.5% from $70.7M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Capitol Family Office opened no new positions and made no exits, leaving the 48-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Capitol Family Office added most to Apple in Q2 2025, an estimated $303K increase.
  • Capitol Family Office's biggest Q2 2025 reduction was Nike, cutting an estimated $278K.
  • Capitol Family Office's ten largest holdings make up 86% of its $76.7M portfolio in Q2 2025.
  • Capitol Family Office opened 0 new positions and closed 0 in Q2 2025.
  • Capitol Family Office's portfolio value rose 8.5% quarter-over-quarter to $76.7M.

Based on Capitol Family Office's 13F filing for Q2 2025, filed 7 Aug 2025.