Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Capitol Family Office, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Capitol Family Office, Inc. (CIK 1863768) reported $94.7M across 46 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($48.4M, 51.15%), XLK ($6.9M, 7.26%), IWM ($6.4M, 6.81%), IJR ($5.3M, 5.61%), AAPL ($3.6M, 3.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$48.4M51.15%130,889Added
2XLKSELECT SECTOR SPDR TR$6.9M7.26%36,094Added
3IWMISHARES TR$6.4M6.81%21,447Added
4IJRISHARES TR$5.3M5.61%35,835Trimmed
5AAPLAPPLE INC$3.6M3.78%12,385Trimmed
6LLYELI LILLY & CO$2.5M2.61%2,060Trimmed
7XLISELECT SECTOR SPDR TR$2.2M2.31%11,825Added
8MSFTMICROSOFT CORP$2.1M2.21%5,610Trimmed
9BRKBBERKSHIRE HATHAWAY INC DEL$2.0M2.11%3,984Trimmed
10XLFSELECT SECTOR SPDR TR$1.6M1.68%29,586Added
11XLYSELECT SECTOR SPDR TR$1.6M1.67%13,449Added
12XLCSELECT SECTOR SPDR TR$1.5M1.59%14,097Added
13NKENIKE INC$1.4M1.43%32,966Trimmed
14LQDISHARES TR$1.3M1.35%11,701Added
15AMZNAMAZON COM INC$1.1M1.12%4,450Added
16DELLDELL TECHNOLOGIES INC$996,2411.05%2,309Trimmed
17CATCATERPILLAR INC$872,1530.92%819Added
18GOOGALPHABET INC$850,5470.90%2,407Added
19JPMJPMORGAN CHASE & CO$829,7820.88%2,535Added
20METAMETA PLATFORMS INC$535,1260.57%950Added
21INTCINTEL CORP$523,7520.55%3,751Trimmed
22RSPINVESCO EXCHANGE TRADED FD T$461,4980.49%2,169Trimmed
23AMGNAMGEN INC$420,0590.44%1,160Hold
24SGOVISHARES TR$244,2540.26%2,426Added
25DKSDICKS SPORTING GOODS INC$163,0760.17%719Hold

Source: SEC Form 13F filings · as of 2026-06-30