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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
-4.95%
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
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
85.68%
Holding
48
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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 Morningstar Total Stock Market ETF
VTI
$681B
$43.1M 50.87%
128,485
– –
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$112B
$5.95M 7.02%
49,503
– –
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$121B
$4.99M 5.89%
34,642
– –
IWM icon
4
iShares Russell 2000 ETF
IWM
$82.4B
$3.51M 4.14%
14,244
– –
AAPL icon
5
Apple
AAPL
$4.59T
$3.49M 4.12%
12,846
– –
MSFT icon
6
Microsoft
MSFT
$3.66T
$2.81M 3.31%
5,804
– –
NKE icon
7
Nike
NKE
$62.8B
$2.52M 2.98%
39,616
– –
LLY icon
8
Eli Lilly
LLY
$1.06T
$2.34M 2.76%
2,174
– –
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.17M 2.57%
4,325
– –
XLI icon
10
State Street Industrial Select Sector SPDR ETF
XLI
$34B
$1.71M 2.02%
11,020
– –
XLC icon
11
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$1.47M 1.74%
12,507
– –
XLY icon
12
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$1.41M 1.66%
11,807
– –
XLF icon
13
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$1.41M 1.66%
25,669
– –
LQD icon
14
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$991K 1.17%
8,994
– –
AMZN icon
15
Amazon
AMZN
$2.96T
$913K 1.08%
3,957
– –
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$740K 0.87%
3,865
– –
JPM icon
17
JPMorgan Chase
JPM
$959B
$690K 0.81%
2,140
– –
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.39T
$664K 0.78%
2,116
– –
META icon
19
Meta Platforms (Facebook)
META
$1.5T
$499K 0.59%
756
– –
LULU icon
20
lululemon athletica
LULU
$14B
$436K 0.51%
2,096
– –
CAT icon
21
Caterpillar
CAT
$401B
$396K 0.47%
692
– –
AMGN icon
22
Amgen
AMGN
$223B
$380K 0.45%
1,160
– –
DELL icon
23
Dell
DELL
$280B
$359K 0.42%
2,855
– –
INTC icon
24
Intel
INTC
$494B
$266K 0.31%
7,208
– –
SGOV icon
25
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$230K 0.27%
2,288
– –
1
2

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Capitol Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Capitol Family Office held 48 positions worth $84.7M, unchanged from the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Trading was light in Q1 2026: 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 8.3% of assets, unchanged from a quarter earlier, followed by Consumer Discretionary and Financials.

  • Capitol Family Office's ten largest holdings make up 86% of its $84.7M portfolio in Q1 2026.
  • Capitol Family Office opened 0 new positions and closed 0 in Q1 2026.
  • Capitol Family Office's portfolio value was unchanged quarter-over-quarter at $84.7M.

Based on Capitol Family Office's 13F filing for Q1 2026, filed 15 Apr 2026.