CIK: 0001863768
Total reported value
$84.7M
Reporting period: 2026-03-31 · Number of holdings: 48
Capitol Family Office, Inc. disclosed 48 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $84.7M and a quarterly turnover rate of 0.0%.
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Capitol Family Office, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.276 — mathematically equivalent to about 4 equally-sized positions, well below its 48 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.54), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 22% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Unchanged XLP
0.0% $0.0
Unchanged EFIV
0.0% $0.0
Unchanged DELL
0.0% $0.0
Unchanged JPM
0.0% $0.0
Unchanged IYK
0.0% $0.0
Unchanged NVDA
0.0% $0.0
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.87% | — | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.02% | — | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.89% | — | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.14% | — | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 4.12% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | — | — | |
| 7 | NKE | Nike INC -cl B | Stock-Consumer Disc | 2.98% | — | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.76% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | — | — | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.02% | — | — | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.74% | — | — | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.66% | — | — | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.66% | — | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.17% | — | — | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.08% | — | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | — | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | — | — | |
| 20 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.51% | — | — | |
| 21 | CAT | Caterpillar INC | Stock-Industrials | 0.47% | — | — | |
| 22 | AMGN | Amgen INC | Stock-Healthcare | 0.45% | — | — | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 0.42% | — | — | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.31% | — | — | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.27% | — | — | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.18% | — | — | |
| 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% | — | — | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | — | — | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.13% | — | — | |
| 32 | AFL | Aflac INC | Stock-Financials | 0.11% | — | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | — | — | |
| 34 | ADBE | Adobe INC | Stock-Tech | 0.09% | — | — | |
| 35 | HD | Home Depot INC | Stock-Consumer Disc | 0.07% | — | — | |
| 36 | T | At&t INC | Stock-Comm Services | 0.06% | — | — | |
| 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% | — | — | |
| 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 | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 30% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 48 | $84.7M | 0 | |
| 2025-12-31 | 48 | $84.7M | 8 | |
| 2025-09-30 | 47 | $82.4M | 17 | |
| 2025-06-30 | 48 | $76.7M | 0 | |
| 2025-03-31 | 48 | $70.7M | 0 | |
| 2024-12-31 | 17 | $74.9M | 0 | |
| 2024-09-30 | 18 | $80.7M | 0 | |
| 2024-06-30 | 15 | $74.8M | 0 | |
| 2024-03-31 | 15 | $77.3M | 0 | |
| 2023-12-31 | 16 | $59.4M | 0 | |
| 2023-09-30 | 16 | $53.1M | 0 | |
| 2023-06-30 | 14 | $43.8M | 0 | |
| 2023-03-31 | 16 | $50.7M | 0 | |
| 2022-12-31 | 14 | $49.4M | 0 | |
| 2022-09-30 | 15 | $66.7M | 0 | |
| 2022-06-30 | 19 | $97.1M | 0 | |
| 2022-03-31 | 21 | $124.2M | 0 | |
| 2021-12-31 | 24 | $145.8M | 0 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-26 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | Amendment | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-23 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-29 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-24 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-10 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-13 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-18 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-18 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
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