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CIK: 0001863768
Total reported value
$94.7M
$94.7M
48 檔
64.4%
As reported in its official Q1 2026 Form 13F filing, Capitol Family Office, Inc.'s tracked investment portfolio stood at $94.7M with 48 total positions.
During Q1 2026, Capitol Family Office, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.87% | +0.28% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.02% | -1.41% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.89% | +1.37% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.14% | +2.67% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.12% | -0.34% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -1.10% | — | |
| 7 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.98% | -1.55% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.76% | -0.15% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.46% | — | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.02% | +0.29% | — | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.74% | -0.14% | — | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.66% | +0.01% | — | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.66% | +0.02% | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.17% | +0.18% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.04% | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | -0.38% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.07% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.12% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.02% | — | |
| 20 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.51% | -0.51% | EXIT | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.45% | — | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.01% | — | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 0.42% | +0.63% | — | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.24% | — | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.27% | -0.01% | — | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.18% | -0.09% | — | |
| 27 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.02% | — | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | -0.01% | — | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.13% | -0.05% | — | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.11% | -0.01% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.04% | — | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.09% | -0.09% | EXIT | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.06% | -0.02% | — | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.03% | — | — | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | — | — | |
| 39 | IYK | Ishares US Consumer Staples | ETF-Other | 0.02% | — | — | |
| 40 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.02% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | -0.01% | — | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.01% | — | — | |
| 43 | UA | Under Armour Inc-class C | Stock-Consumer Disc | 0.01% | — | — | |
| 44 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.01% | — | — | |
| 45 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.01% | — | — | |
| 47 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.01% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | — | — | EXIT |
According to official SEC Form 13F filings, Capitol Family Office, Inc. reported a total U.S. public equity portfolio value of $94.7M across 48 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IJR, XLK) accounted for 64.4% of total reported equity market value during Q1 2026.
During Q1 2026, Capitol Family Office, Inc.'s top holdings by market value included VTI (50.9%)、IJR (7.0%)、XLK (5.9%). The largest single position, VTI, represented 50.9% of total portfolio value.
In Q1 2026, Capitol Family Office, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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