Capitol Family Office, Inc.

Est. AUM

$84.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$43.1M	128485	50.87%	SOLE
2	ISHARES TR	CORE S&P SCP ETF	$5.9M	49503	7.02%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.0M	34642	5.89%	SOLE
4	ISHARES TR	RUSSELL 2000 ETF	$3.5M	14244	4.14%	SOLE
5	APPLE INC	COM	$3.5M	12846	4.12%	SOLE
6	MICROSOFT CORP	COM	$2.8M	5804	3.31%	SOLE
7	NIKE INC	CL B	$2.5M	39616	2.98%	SOLE
8	ELI LILLY & CO	COM	$2.3M	2174	2.76%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4325	2.57%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET IND	$1.7M	11020	2.02%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET COM	$1.5M	12507	1.74%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET CON	$1.4M	11807	1.66%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.4M	25669	1.66%	SOLE
14	ISHARES TR	IBOXX INV CP ETF	$991K	8994	1.17%	SOLE
15	AMAZON COM INC	COM	$913K	3957	1.08%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$740K	3865	0.87%	SOLE
17	JPMORGAN CHASE & CO.	COM	$690K	2140	0.81%	SOLE
18	ALPHABET INC	CAP STK CL C	$664K	2116	0.78%	SOLE
19	META PLATFORMS INC	CL A	$499K	756	0.59%	SOLE
20	LULULEMON ATHLETICA INC	COM	$436K	2096	0.51%	SOLE
21	CATERPILLAR INC	COM	$396K	692	0.47%	SOLE
22	AMGEN INC	COM	$380K	1160	0.45%	SOLE
23	DELL TECHNOLOGIES INC	CL C	$359K	2855	0.42%	SOLE
24	INTEL CORP	COM	$266K	7208	0.31%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$230K	2288	0.27%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET HEA	$151K	972	0.18%	SOLE
27	DICKS SPORTING GOODS INC	COM	$142K	719	0.17%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$137K	715	0.16%	SOLE
29	TESLA INC	COM	$119K	265	0.14%	SOLE
30	VANGUARD WORLD FD	ESG US STK ETF	$114K	945	0.13%	SOLE
31	DISNEY WALT CO	COM	$110K	965	0.13%	SOLE
32	AFLAC INC	COM	$91K	828	0.11%	SOLE
33	EXXON MOBIL CORP	COM	$79K	655	0.09%	SOLE
34	ADOBE INC	COM	$73K	210	0.09%	SOLE
35	HOME DEPOT INC	COM	$63K	183	0.07%	SOLE
36	AT&T INC	COM	$48K	1913	0.06%	SOLE
37	ISHARES TR	ESG AWARE MSCI	$27K	589	0.03%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$21K	269	0.02%	SOLE
39	ISHARES TR	US CONSM STAPLES	$20K	297	0.02%	SOLE
40	ISHARES TR	ESG MSCI LEADR	$19K	155	0.02%	SOLE
41	NVIDIA CORPORATION	COM	$13K	70	0.02%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET UTI	$12K	289	0.01%	SOLE
43	UNDER ARMOUR INC	CL C	$9K	1960	0.01%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$6K	94	0.01%	SOLE
45	ISHARES TR	ESG AWR MSCI USA	$6K	41	0.01%	SOLE
46	NUSHARES ETF TR	NUVEEN ESG LRGVL	$6K	134	0.01%	SOLE
47	DBX ETF TR	XTRACKERS MSCI	$6K	99	0.01%	SOLE
48	SPDR S&P 500 ETF TR	TR UNIT	$1K	1	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.