Q2 2026 13F · SEC CIK 1863768

Capitol Family Office, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $94.7M
Reported positions: 46
Top holdings a year, 3 yrs: +13.9%
Assets under management: $136.1M

Capitol Family Office, Inc. is a wealth manager that reported 46 positions worth $94.7M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Index Fds (VTI, 51.2%), State Street Technology Select Sector Sp (XLK, 7.3%), Ishares (IWM, 6.8%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.

Capitol Family Office, Inc. holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Capitol Family Office, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	51.2%	50.9%	130,889	+1.9%	$48.4M
XLKState Street Technology Select Sector Sp	7.3%	5.9%	36,094	+4.2%	$6.9M
IWMIshares	6.8%	4.1%	21,447	+50.6%	$6.4M
IJRIshares Core S&p Small Cap ETF	5.6%	7.0%	35,835	-27.6%	$5.3M
AAPLApple Inc	3.8%	4.1%	12,385	-3.6%	$3.6M
LLYLilly Eli & Co	2.6%	2.8%	2,060	-5.2%	$2.5M
XLISelect Sector Spdr Tr	2.3%	2.0%	11,825	+7.3%	$2.2M
MSFTMicrosoft Corp	2.2%	3.3%	5,610	-3.3%	$2.1M
BRK-BBerkshire Hathaway Inc Del	2.1%	2.6%	3,984	-7.9%	$2.0M
XLFSelect Sector Spdr Tr	1.7%	1.7%	29,586	+15.3%	$1.6M
XLYConsumer Discretionary Select S	1.7%	1.7%	13,449	+13.9%	$1.6M
XLCSelect Sector Spdr Tr	1.6%	1.7%	14,097	+12.7%	$1.5M
NKENike Inc Cl B	1.4%	3.0%	32,966	-16.8%	$1.4M
LQDIshares Tr	1.3%	1.2%	11,701	+30.1%	$1.3M
AMZNAmazon Com Inc Com	1.1%	1.1%	4,450	+12.5%	$1.1M
DELLDell Technologies Inc	1.1%	0.4%	2,309	-19.1%	$996K
CATCaterpillar Inc Com	0.9%	0.5%	819	+18.4%	$872K
GOOGAlphabet Inc	0.9%	0.8%	2,407	+13.8%	$851K
JPMJpmorgan Chase & Co	0.9%	0.8%	2,535	+18.5%	$830K
METAMeta Platforms Inc Class A	0.6%	0.6%	950	+25.7%	$535K
INTCIntel Corp	0.6%	0.3%	3,751	-48.0%	$524K
RSPInvesco S&p 500 Equal Weight ETF	0.5%	0.9%	2,169	-43.9%	$461K
AMGNAmgen Inc Com	0.4%	0.4%	1,160	+0.0%	$420K
SGOViShares 0-3 Month Treasury Bon	0.3%	0.3%	2,426	+6.0%	$244K
DKSDicks Sporting Goods Inc Com	0.2%	0.2%	719	+0.0%	$163K
VTVVanguard Value ETF	0.2%	0.2%	715	+0.0%	$156K
ESGVVanguard World Fd	0.1%	0.1%	956	+1.2%	$126K
TSLATesla Inc Com	0.1%	0.1%	265	+0.0%	$111K
AFLAflac Inc	0.1%	0.1%	828	+0.0%	$97K
XLVSelect Sector Spdr Tr	0.1%	0.2%	532	-45.3%	$84K
DISDisney Walt Co	0.1%	0.1%	798	-17.3%	$77K
HDHome Depot Inc Com	0.1%	0.1%	183	+0.0%	$65K
USBUS Bancorp Del	0.1%	New	884	—	$53K
XOMExxon Mobil Corp	0.1%	0.1%	368	-43.8%	$50K
TAt&t Inc Com	0.0%	0.1%	1,913	+0.0%	$40K
ESMLIshares Tr	0.0%	0.0%	590	+0.2%	$33K
XLPState Street Consumer Staples Select Sec	0.0%	0.0%	269	+0.0%	$22K
IYKIshares Tr	0.0%	0.0%	297	+0.0%	$22K
SUSLIshares Tr	0.0%	0.0%	155	+0.0%	$21K
NVDANvidia Corporation Com	0.0%	0.0%	70	+0.0%	$14K
XLUSpdr	0.0%	0.0%	289	+0.0%	$13K
UAUnder Armour Inc	0.0%	0.0%	1,960	+0.0%	$12K
USSGDbx ETF Tr	0.0%	0.0%	99	+0.0%	$7K
ESGUIshares Msci Usa Esg	0.0%	0.0%	42	+2.4%	$7K
EFIVSpdr S and P 500 Esg ETF	0.0%	0.0%	94	+0.0%	$7K
NULVNushares ETF Tr	0.0%	0.0%	134	+0.0%	$7K

What Capitol Family Office, Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +18.6% /yr; S&P 500 +20.1%
3 years: +13.9% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$94.7M	46
Q1 2026	$84.7M	48
Q4 2025	$84.7M	48
Q3 2025	$82.4M	47
Q2 2025	$76.7M	48
Q1 2025	$70.7M	48
Q4 2024	$74.9M	17
Q3 2024	$80.7M	18
Q2 2024	$74.8M	15
Q1 2024	$77.3M	15
Q4 2023	$59.4M	16
Q3 2023	$53.1M	16

Questions about Capitol Family Office, Inc.'s portfolio

What stocks does Capitol Family Office, Inc. own?

Capitol Family Office, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 46 positions worth $94.7M. The largest are Vanguard Index Fds (VTI) at 51.2%, State Street Technology Select Sector Sp (XLK) at 7.3%, Ishares (IWM) at 6.8%, Ishares Core S&p Small Cap ETF (IJR) at 5.6% and Apple Inc (AAPL) at 3.8%.

What did Capitol Family Office, Inc. buy last quarter?

In Q2 2026, Capitol Family Office, Inc. added a new position in US Bancorp Del (USB), Ishares (IWM) (+50.6% shares), Ishares Tr (LQD) (+30.1% shares) and Meta Platforms Inc Class A (META) (+25.7% shares), compared with its Q1 2026 filing.

What did Capitol Family Office, Inc. sell last quarter?

In Q2 2026, Capitol Family Office, Inc. sold all of Lululemon Athletica Inc Com (LULU), sold all of Adobe Inc (ADBE), sold all of Spdr S&p 500 ETF Tr (SPY), Intel Corp (INTC) (-48.0% shares), Select Sector Spdr Tr (XLV) (-45.3% shares) and Invesco S&p 500 Equal Weight ETF (RSP) (-43.9% shares), compared with its Q1 2026 filing.

How has Capitol Family Office, Inc.'s portfolio performed?

A portfolio copying Capitol Family Office, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.6% against +20.1%. Over 5 years: +6.8% a year against +13.0%.

When is Capitol Family Office, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Capitol Family Office, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Capitol Family Office, Inc. manage?

Capitol Family Office, Inc. reported $136.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $94.7M.