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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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
$38.5M 50.24%
126,759
+685
+0.5% +$193K
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$112B
$7M 9.13%
64,085
+72
+0.1% +$7.44K
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.16M 5.42%
32,848
+156
+0.5% +$17.3K
MSFT icon
4
Microsoft
MSFT
$3.66T
$3.29M 4.29%
6,614
-182
-3% -$79K
AAPL icon
5
Apple
AAPL
$4.61T
$2.8M 3.65%
13,654
+1,500
+12% +$303K
NKE icon
6
Nike
NKE
$62.8B
$2.57M 3.36%
36,238
-4,623
-11% -$278K
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.21M 2.89%
4,557
-242
-5% -$123K
IWM icon
8
iShares Russell 2000 ETF
IWM
$82.5B
$2.08M 2.71%
9,624
-563
-6% -$113K
LLY icon
9
Eli Lilly
LLY
$1.07T
$1.76M 2.3%
2,261
-67
-3% -$52.1K
XLI icon
10
State Street Industrial Select Sector SPDR ETF
XLI
$34B
$1.54M 2.01%
10,447
+17
+0.2% +$2.32K
XLC icon
11
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$1.27M 1.66%
11,709
+63
+0.5% +$6.21K
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$1.24M 1.62%
23,714
+166
+0.7% +$8.22K
XLY icon
13
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$1.18M 1.54%
10,862
+74
+0.7% +$7.57K
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.02M 1.33%
5,614
-325
-5% -$56.1K
LQD icon
15
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$888K 1.16%
8,102
+105
+1% +$11.3K
JPM icon
16
JPMorgan Chase
JPM
$958B
$589K 0.77%
2,033
-75
-4% -$19.1K
AMZN icon
17
Amazon
AMZN
$2.95T
$532K 0.69%
2,426
+21
+0.9% +$4.16K
META icon
18
Meta Platforms (Facebook)
META
$1.5T
$505K 0.66%
684
-5
-0.7% -$3.09K
LULU icon
19
lululemon athletica
LULU
$14.1B
$499K 0.65%
2,099
-30
-1% -$8.26K
DELL icon
20
Dell
DELL
$283B
$394K 0.51%
3,212
– –
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.4T
$375K 0.49%
2,116
– –
SGOV icon
22
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$331K 0.43%
3,291
+42
+1% +$4.22K
AMGN icon
23
Amgen
AMGN
$222B
$324K 0.42%
1,160
– –
CAT icon
24
Caterpillar
CAT
$400B
$272K 0.35%
700
-28
-4% -$9.33K
XLV icon
25
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
$238K 0.31%
1,766
-233
-12% -$31.5K
1
2

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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.