Capitol Family Office, Inc. — 13F Holdings & Portfolio
CIK 1863768 · latest 13F-HR filed 2026-04-15
Capitol Family Office, Inc. manages $84.7M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (50.87%), IJR (7.02%), XLK (5.89%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$84.7M
Long-equity book
48
Distinct positions
2026-03-31
Filed 2026-04-15
+0 / −0 / ↑0 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $43.1M | 50.87% | 128,485 | SH |
| 2 | ISHARES TR | IJR | 464287804 | $5.9M | 7.02% | 49,503 | SH |
| 3 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $5.0M | 5.89% | 34,642 | SH |
| 4 | ISHARES TR | IWM | 464287655 | $3.5M | 4.14% | 14,244 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $3.5M | 4.12% | 12,846 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $2.8M | 3.31% | 5,804 | SH |
| 7 | NIKE INC | NKE | 654106103 | $2.5M | 2.98% | 39,616 | SH |
| 8 | ELI LILLY & CO | LLY | 532457108 | $2.3M | 2.76% | 2,174 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 2.57% | 4,325 | SH |
| 10 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $1.7M | 2.02% | 11,020 | SH |
| 11 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $1.5M | 1.74% | 12,507 | SH |
| 12 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.4M | 1.66% | 11,807 | SH |
| 13 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.4M | 1.66% | 25,669 | SH |
| 14 | ISHARES TR | LQD | 464287242 | $991.0K | 1.17% | 8,994 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $913.4K | 1.08% | 3,957 | SH |
| 16 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $740.4K | 0.87% | 3,865 | SH |
| 17 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $689.6K | 0.81% | 2,140 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $664.1K | 0.78% | 2,116 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $499.0K | 0.59% | 756 | SH |
| 20 | LULULEMON ATHLETICA INC | LULU | 550021109 | $435.6K | 0.51% | 2,096 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $396.4K | 0.47% | 692 | SH |
| 22 | AMGEN INC | AMGN | 031162100 | $379.7K | 0.45% | 1,160 | SH |
| 23 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $359.4K | 0.42% | 2,855 | SH |
| 24 | INTEL CORP | INTC | 458140100 | $266.0K | 0.31% | 7,208 | SH |
| 25 | ISHARES TR | SGOV | 46436E718 | $229.6K | 0.27% | 2,288 | SH |
| 26 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $150.5K | 0.18% | 972 | SH |
| 27 | DICKS SPORTING GOODS INC | DKS | 253393102 | $142.3K | 0.17% | 719 | SH |
| 28 | VANGUARD INDEX FDS | VTV | 922908744 | $136.5K | 0.16% | 715 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $119.2K | 0.14% | 265 | SH |
| 30 | VANGUARD WORLD FD | ESGV | 921910733 | $114.3K | 0.13% | 945 | SH |
| 31 | DISNEY WALT CO | DIS | 254687106 | $109.8K | 0.13% | 965 | SH |
| 32 | AFLAC INC | AFL | 001055102 | $91.3K | 0.11% | 828 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $78.8K | 0.09% | 655 | SH |
| 34 | ADOBE INC | ADBE | 00724F101 | $73.5K | 0.09% | 210 | SH |
| 35 | HOME DEPOT INC | HD | 437076102 | $63.0K | 0.07% | 183 | SH |
| 36 | AT&T INC | T | 00206R102 | $47.5K | 0.06% | 1,913 | SH |
| 37 | ISHARES TR | ESML | 46435U663 | $27.1K | 0.03% | 589 | SH |
| 38 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $20.9K | 0.02% | 269 | SH |
| 39 | ISHARES TR | IYK | 464287812 | $19.9K | 0.02% | 297 | SH |
| 40 | ISHARES TR | SUSL | 46435U218 | $18.8K | 0.02% | 155 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.1K | 0.02% | 70 | SH |
| 42 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $12.4K | 0.01% | 289 | SH |
| 43 | UNDER ARMOUR INC | UA | 904311206 | $9.4K | 0.01% | 1,960 | SH |
| 44 | DBX ETF TR | USSG | 233051150 | $6.3K | 0.01% | 99 | SH |
| 45 | SPDR SERIES TRUST | EFIV | 78468R531 | $6.2K | 0.01% | 94 | SH |
| 46 | ISHARES TR | ESGU | 46435G425 | $6.1K | 0.01% | 41 | SH |
| 47 | NUSHARES ETF TR | NULV | 67092P300 | $6.0K | 0.01% | 134 | SH |
| 48 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $682 | 0.00% | 1 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $84.7M | 48 | 0001863768-26-000004 |
| 2025-12-31 | 2026-01-26 | $84.7M | 48 | 0001863768-26-000001 |