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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
+2.8%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$84.7M
AUM Growth
+$2.24M
Cap. Flow
+$297K
Cap. Flow %
0.35%
Top 10 Hldgs %
85.68%
Holding
48
New
1
Increased
14
Reduced
19
Closed
–

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$790K
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$789K
3
NKE icon
Nike
NKE
+$218K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$204K
5
DKS icon
Dick's Sporting Goods
DKS
+$157K

Top Sells

Rank Stock Value
1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M
2
MSFT icon
Microsoft
MSFT
+$394K
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$277K
4
AAPL icon
Apple
AAPL
+$217K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$124K

Sector Composition

Rank Sector Weight
1 Technology 8.28%
2 Consumer Discretionary 4.97%
3 Financials 3.49%
4 Healthcare 3.21%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
26
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$151K 0.18%
972
-496
-34% -$74.3K
DKS icon
27
Dick's Sporting Goods
DKS
$18.7B
$142K 0.17%
+719
New +$157K
VTV icon
28
Vanguard Morningstar Value ETF
VTV
$191B
$137K 0.16%
715
– –
TSLA icon
29
Tesla
TSLA
$1.3T
$119K 0.14%
265
– –
ESGV icon
30
Vanguard ESG US Stock ETF
ESGV
$13.6B
$114K 0.14%
945
-45
-5% -$5.4K
DIS icon
31
Walt Disney
DIS
$181B
$110K 0.13%
965
+436
+82% +$48K
AFL icon
32
Aflac
AFL
$62.6B
$91.3K 0.11%
828
– –
XOM icon
33
ExxonMobil
XOM
$634B
$78.8K 0.09%
655
– –
ADBE icon
34
Adobe
ADBE
$105B
$73.5K 0.09%
210
-257
-55% -$87.4K
HD icon
35
Home Depot
HD
$355B
$63K 0.07%
183
– –
T icon
36
AT&T
T
$163B
$47.5K 0.06%
1,913
– –
ESML icon
37
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$27.1K 0.03%
589
-16
-3% -$729
XLP icon
38
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$20.9K 0.02%
269
– –
IYK icon
39
iShares US Consumer Staples ETF
IYK
$1.41B
$19.9K 0.02%
297
– –
SUSL icon
40
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$18.8K 0.02%
155
-9
-5% -$1.08K
NVDA icon
41
NVIDIA
NVDA
$5.42T
$13.1K 0.02%
70
– –
XLU icon
42
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$12.4K 0.01%
289
-289
-50% -$12.8K
UA icon
43
Under Armour Class C
UA
$2.53B
$9.41K 0.01%
1,960
– –
USSG icon
44
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$590M
$6.29K 0.01%
99
-5
-5% -$313
EFIV icon
45
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$6.22K 0.01%
94
-5
-5% -$325
ESGU icon
46
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$6.11K 0.01%
41
-1
-2% -$148
NULV icon
47
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$6.04K 0.01%
134
-5
-4% -$223
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$682 ﹤0.01%
1
– –
1
2

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Capitol Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Capitol Family Office held 48 positions worth $84.7M, up 2.7% from $82.4M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.1%. Capitol Family Office opened 1 new position and made no exits, leaving the 48-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Capitol Family Office's largest Q4 2025 buy was Dick's Sporting Goods: 719 shares worth $142K.
  • Capitol Family Office added most to iShares Russell 2000 ETF in Q4 2025, an estimated $790K increase.
  • Capitol Family Office's biggest Q4 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.07M.
  • Capitol Family Office's ten largest holdings make up 86% of its $84.7M portfolio in Q4 2025.
  • Capitol Family Office opened 1 new position and closed 0 in Q4 2025.
  • Capitol Family Office's portfolio value rose 2.7% quarter-over-quarter to $84.7M.

Based on Capitol Family Office's 13F filing for Q4 2025, filed 26 Jan 2026.