13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001863768
Total reported value
$92.9M
$92.9M
46 檔
76.1%
In Q2 2026, Capitol Family Office, Inc.'s U.S. equity holdings reached a combined market value of $92.9M, distributed across 46 disclosed stock positions.
Capitol Family Office, Inc. executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 3 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 51.15% | +2.11% | +1.87% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 7.26% | +0.64% | +4.19% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.81% | +4.23% | +50.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.61% | -5.06% | -27.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.97% | -3.59% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | -0.36% | -5.24% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.31% | -0.20% | +7.30% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | +0.80% | -3.34% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | +0.13% | -7.88% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.68% | -0.06% | +15.26% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.67% | -1.63% | +13.91% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.59% | -1.60% | EXIT | |
| 13 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.43% | -0.60% | -16.79% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.35% | -1.35% | EXIT | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | — | +12.46% | |
| 16 | DELL | Dell Technologies -c | Stock-Tech | 1.05% | +0.29% | -19.12% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | -0.44% | +18.35% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.22% | +13.75% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +18.46% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.37% | +25.66% | |
| 21 | INTC | Intel CORP | Stock-Tech | 0.55% | +0.10% | -47.96% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | -43.88% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | +0.09% | — | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.26% | +0.02% | +6.03% | |
| 25 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | +0.04% | +1.16% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | -0.02% | — | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.10% | -0.05% | — | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.09% | +1.58% | -45.27% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | +0.02% | -17.31% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 33 | USB | US Bancorp | Stock-Financials | 0.06% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.05% | EXIT | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.04% | +0.01% | — | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.03% | — | +0.17% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | -0.02% | EXIT | |
| 38 | IYK | Ishares US Consumer Staples | ETF-Other | 0.02% | -0.02% | EXIT | |
| 39 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.02% | -0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.01% | -0.01% | EXIT | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.01% | -0.01% | EXIT | |
| 42 | UA | Under Armour Inc-class C | Stock-Consumer Disc | 0.01% | — | — | |
| 43 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.01% | -0.01% | EXIT | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.01% | -0.01% | EXIT | |
| 45 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.01% | -0.01% | EXIT | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +2.7% | +50.57% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.4% | +4.19% | Add |
| 3 | DELL | Dell Technologies -c | +0.6% | -19.12% | Trim |
| 4 | CAT | Caterpillar Inc | +0.5% | +18.35% | Add |
| 5 | XLI | Ss Industrial Select Sector | +0.3% | +7.30% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +1.87% | Add |
| 7 | INTC | Intel CORP | +0.2% | -47.96% | Trim |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +30.10% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +13.75% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +18.46% | Add |
| 11 | USB | US Bancorp | +0.1% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | 0% | +12.46% | Add |
| 13 | XLF | Ss Financial Select Sector | 0% | +15.26% | Add |
| 14 | XLY | Ss Consumer Disc Select Sect | 0% | +13.91% | Add |
| 15 | DKS | Dick's Sporting Goods Inc | — | — | Unchanged |
| 16 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 17 | ESML | Ishares Esg Aware Msci USA S | — | +0.17% | Add |
| 18 | UA | Under Armour Inc-class C | — | — | Unchanged |
| 19 | SUSL | Ishares Esg Msci USA Leaders | — | — | Unchanged |
| 20 | IYK | Ishares US Consumer Staples | — | — | Unchanged |
| 21 | HD | Home Depot Inc | — | — | Unchanged |
| 22 | XLP | Ss Consumer Staples Sel Sect | — | — | Unchanged |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | — | Unchanged |
| 24 | ESGU | Ishares Esg Aware Msci USA | — | +2.44% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 26 | NULV | Nuveen Esg Large-cap Val ETF | — | — | Unchanged |
| 27 | EFIV | Ss Spdr S&p 500 Esg ETF | — | — | Unchanged |
| 28 | USSG | Xtrackers Msci USA Sele Eqty | — | — | Unchanged |
| 29 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 30 | SGOV | Ishares 0-3 Month Treasury B | 0% | +6.03% | Add |
| 31 | ESGV | Vanguard Esg US Stock ETF | 0% | +1.16% | Add |
| 32 | AFL | Aflac Inc | 0% | — | Unchanged |
| 33 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 34 | META | Meta Platforms Inc-class A | 0% | +25.66% | Add |
| 35 | T | At&t Inc | 0% | — | Unchanged |
| 36 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 37 | XOM | Exxon Mobil CORP | 0% | -43.82% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.1% | -17.31% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 40 | XLV | Ss Health Care Select Sector | -0.1% | -45.27% | Trim |
| 41 | XLC | Ss Comm Select Sector Spdr | -0.1% | +12.71% | Add |
| 42 | LLY | Eli Lilly & Co | -0.2% | -5.24% | Trim |
| 43 | AAPL | Apple Inc | -0.3% | -3.59% | Trim |
| 44 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -43.88% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -7.88% | Trim |
| 46 | LULU | Lululemon Athletica Inc | -0.5% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -1.1% | -3.34% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -1.4% | -27.61% | Trim |
| 49 | NKE | Nike Inc -cl B | -1.6% | -16.79% | Trim |
According to official SEC Form 13F filings, Capitol Family Office, Inc. reported a total U.S. public equity portfolio value of $92.9M across 46 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, XLK, IWM) accounted for 76.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
USB
市值: $53.4K
Top Position Liquidated / Trimmed
LULU
前期市值: $435.6K
During Q2 2026, Capitol Family Office, Inc.'s top holdings by market value included VTI (51.1%)、XLK (7.3%)、IWM (6.8%). The largest single position, VTI, represented 51.1% of total portfolio value.
In Q2 2026, Capitol Family Office, Inc. made 33 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 12 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.