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CFO

Capitol Family Office Portfolio holdings

AUM $84.7M
1-Year Est. Return 15.85%
This Fund
S&P 500
This Quarter Est. Return
+2.8%
1 Year Est. Return
+15.85%
3 Year Est. Return
+42.65%
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 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
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$656B
$43.1M 50.87%
128,485
+2,371
+2% +$789K
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$110B
$5.95M 7.02%
49,503
-8,924
-15% -$1.07M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$112B
$4.99M 5.89%
34,642
+1,412
+4% +$204K
IWM icon
4
iShares Russell 2000 ETF
IWM
$80.4B
$3.51M 4.14%
14,244
+3,213
+29% +$790K
AAPL icon
5
Apple
AAPL
$4.99T
$3.49M 4.12%
12,846
-808
-6% -$217K
MSFT icon
6
Microsoft
MSFT
$2.92T
$2.81M 3.31%
5,804
-786
-12% -$394K
NKE icon
7
Nike
NKE
$63.9B
$2.52M 2.98%
39,616
+3,341
+9% +$218K
LLY icon
8
Eli Lilly
LLY
$1.09T
$2.34M 2.76%
2,174
-117
-5% -$112K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.11T
$2.17M 2.57%
4,325
-249
-5% -$124K
XLI icon
10
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$1.71M 2.02%
11,020
+527
+5% +$81.1K
XLC icon
11
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$1.47M 1.74%
12,507
+738
+6% +$84.9K
XLY icon
12
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$1.41M 1.66%
11,807
+735
+7% +$87.1K
XLF icon
13
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$1.41M 1.66%
25,669
+1,766
+7% +$94.1K
LQD icon
14
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$991K 1.17%
8,994
+804
+10% +$89.4K
AMZN icon
15
Amazon
AMZN
$2.48T
$913K 1.08%
3,957
+176
+5% +$40.3K
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$740K 0.87%
3,865
-1,457
-27% -$277K
JPM icon
17
JPMorgan Chase
JPM
$950B
$690K 0.81%
2,140
+94
+5% +$29.1K
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.07T
$664K 0.78%
2,116
– –
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$499K 0.59%
756
+63
+9% +$42.1K
LULU icon
20
lululemon athletica
LULU
$13.7B
$436K 0.51%
2,096
-39
-2% -$7.07K
CAT icon
21
Caterpillar
CAT
$387B
$396K 0.47%
692
-9
-1% -$5K
AMGN icon
22
Amgen
AMGN
$212B
$380K 0.45%
1,160
– –
DELL icon
23
Dell
DELL
$253B
$359K 0.42%
2,855
– –
INTC icon
24
Intel
INTC
$435B
$266K 0.31%
7,208
+775
+12% +$29.3K
SGOV icon
25
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$230K 0.27%
2,288
-1,000
-30% -$100K
1
2

Similar funds

SA
Stonebridge Advisors Wilton, Connecticut $84.5M AUM 2.66% 1-Year Est. Return
MIPU
Man Investment Partners (US) New York $84.3M AUM
CAN
Capital Advisor Network Lafayette, Indiana $85.1M AUM
SAM
Sunstone Asset Management New York $85.2M AUM
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
CWM
Contango Wealth Management Oakland, California $85.6M AUM
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
CL
CPWA LLC Hood River, Oregon $83.7M AUM

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.