Filed: 8/7/2025ACC: 0001863768-25-000006
📋 What this filing means
CAPITOL FAMILY OFFICE, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $76.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$76.69M
Total AUM (reported)
377.75K
Total Shares
Allocation by class
TOTAL STK MKT$38.53M50.2%
COM$10.76M14.0%
CORE S&P SCP ETF$7.00M9.1%
TECHNOLOGY$4.16M5.4%
CL B$2.57M3.4%
CL B NEW$2.21M2.9%
RUSSELL 2000 ETF$2.08M2.7%
Portfolio Concentration
Top 3$49.69M64.8%
4–10$16.26M21.2%
11–25$9.66M12.6%
Rest$1.08M1.4%
Top 3 weight
64.8%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 377.75K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
377.75K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
VANGUARD INDEX FDS
SOLEShares126.76K
TypeSH
Market value$38.53M
50.24%
Sole
0.00
Shared
0.00
None
126.76K
ISHARES TR
SOLEShares64.08K
TypeSH
Market value$7.00M
9.13%
Sole
0.00
Shared
0.00
None
64.08K
SELECT SECTOR SPDR TR
SOLEShares16.42K
TypeSH
Market value$4.16M
5.42%
Sole
0.00
Shared
0.00
None
16.42K
MICROSOFT CORP
SOLEShares6.61K
TypeSH
Market value$3.29M
4.29%
Sole
0.00
Shared
0.00
None
6.61K
APPLE INC
SOLEShares13.65K
TypeSH
Market value$2.80M
3.65%
Sole
0.00
Shared
0.00
None
13.65K
NIKE INC
SOLEShares36.24K
TypeSH
Market value$2.57M
3.36%
Sole
0.00
Shared
0.00
None
36.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.56K
TypeSH
Market value$2.21M
2.89%
Sole
0.00
Shared
0.00
None
4.56K
ISHARES TR
SOLEShares9.62K
TypeSH
Market value$2.08M
2.71%
Sole
0.00
Shared
0.00
None
9.62K
ELI LILLY & CO
SOLEShares2.26K
TypeSH
Market value$1.76M
2.30%
Sole
0.00
Shared
0.00
None
2.26K
SELECT SECTOR SPDR TR
SOLEShares10.45K
TypeSH
Market value$1.54M
2.01%
Sole
0.00
Shared
0.00
None
10.45K
SELECT SECTOR SPDR TR
SOLEShares11.71K
TypeSH
Market value$1.27M
1.66%
Sole
0.00
Shared
0.00
None
11.71K
SELECT SECTOR SPDR TR
SOLEShares23.71K
TypeSH
Market value$1.24M
1.62%
Sole
0.00
Shared
0.00
None
23.71K
SELECT SECTOR SPDR TR
SOLEShares5.43K
TypeSH
Market value$1.18M
1.54%
Sole
0.00
Shared
0.00
None
5.43K
INVESCO EXCHANGE TRADED FD T
SOLEShares5.61K
TypeSH
Market value$1.02M
1.33%
Sole
0.00
Shared
0.00
None
5.61K
ISHARES TR
SOLEShares8.10K
TypeSH
Market value$888.1K
1.16%
Sole
0.00
Shared
0.00
None
8.10K
JPMORGAN CHASE & CO.
SOLEShares2.03K
TypeSH
Market value$589.4K
0.77%
Sole
0.00
Shared
0.00
None
2.03K
AMAZON COM INC
SOLEShares2.43K
TypeSH
Market value$532.2K
0.69%
Sole
0.00
Shared
0.00
None
2.43K
META PLATFORMS INC
SOLEShares684.00
TypeSH
Market value$504.9K
0.66%
Sole
0.00
Shared
0.00
None
684.00
LULULEMON ATHLETICA INC
SOLEShares2.10K
TypeSH
Market value$498.7K
0.65%
Sole
0.00
Shared
0.00
None
2.10K
DELL TECHNOLOGIES INC
SOLEShares3.21K
TypeSH
Market value$393.8K
0.51%
Sole
0.00
Shared
0.00
None
3.21K
ALPHABET INC
SOLEShares2.12K
TypeSH
Market value$375.4K
0.49%
Sole
0.00
Shared
0.00
None
2.12K
ISHARES TR
SOLEShares3.29K
TypeSH
Market value$331.4K
0.43%
Sole
0.00
Shared
0.00
None
3.29K
AMGEN INC
SOLEShares1.16K
TypeSH
Market value$323.9K
0.42%
Sole
0.00
Shared
0.00
None
1.16K
CATERPILLAR INC
SOLEShares700.00
TypeSH
Market value$271.7K
0.35%
Sole
0.00
Shared
0.00
None
700.00
SELECT SECTOR SPDR TR
SOLEShares1.77K
TypeSH
Market value$238.1K
0.31%
Sole
0.00
Shared
0.00
None
1.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 126.76K | SH | $38.53M 50.24% | 0.00 | 0.00 | 126.76K |
ISHARES TRSOLE | CORE S&P SCP ETF | 64.08K | SH | $7.00M 9.13% | 0.00 | 0.00 | 64.08K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 16.42K | SH | $4.16M 5.42% | 0.00 | 0.00 | 16.42K |
MICROSOFT CORPSOLE | COM | 6.61K | SH | $3.29M 4.29% | 0.00 | 0.00 | 6.61K |
APPLE INCSOLE | COM | 13.65K | SH | $2.80M 3.65% | 0.00 | 0.00 | 13.65K |
NIKE INCSOLE | CL B | 36.24K | SH | $2.57M 3.36% | 0.00 | 0.00 | 36.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.56K | SH | $2.21M 2.89% | 0.00 | 0.00 | 4.56K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.62K | SH | $2.08M 2.71% | 0.00 | 0.00 | 9.62K |
ELI LILLY & COSOLE | COM | 2.26K | SH | $1.76M 2.30% | 0.00 | 0.00 | 2.26K |
SELECT SECTOR SPDR TRSOLE | INDL | 10.45K | SH | $1.54M 2.01% | 0.00 | 0.00 | 10.45K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 11.71K | SH | $1.27M 1.66% | 0.00 | 0.00 | 11.71K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 23.71K | SH | $1.24M 1.62% | 0.00 | 0.00 | 23.71K |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 5.43K | SH | $1.18M 1.54% | 0.00 | 0.00 | 5.43K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 5.61K | SH | $1.02M 1.33% | 0.00 | 0.00 | 5.61K |
ISHARES TRSOLE | IBOXX INV CP ETF | 8.10K | SH | $888.1K 1.16% | 0.00 | 0.00 | 8.10K |
JPMORGAN CHASE & CO.SOLE | COM | 2.03K | SH | $589.4K 0.77% | 0.00 | 0.00 | 2.03K |
AMAZON COM INCSOLE | COM | 2.43K | SH | $532.2K 0.69% | 0.00 | 0.00 | 2.43K |
META PLATFORMS INCSOLE | CL A | 684.00 | SH | $504.9K 0.66% | 0.00 | 0.00 | 684.00 |
LULULEMON ATHLETICA INCSOLE | COM | 2.10K | SH | $498.7K 0.65% | 0.00 | 0.00 | 2.10K |
DELL TECHNOLOGIES INCSOLE | CL C | 3.21K | SH | $393.8K 0.51% | 0.00 | 0.00 | 3.21K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $375.4K 0.49% | 0.00 | 0.00 | 2.12K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 3.29K | SH | $331.4K 0.43% | 0.00 | 0.00 | 3.29K |
AMGEN INCSOLE | COM | 1.16K | SH | $323.9K 0.42% | 0.00 | 0.00 | 1.16K |
CATERPILLAR INCSOLE | COM | 700.00 | SH | $271.7K 0.35% | 0.00 | 0.00 | 700.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 1.77K | SH | $238.1K 0.31% | 0.00 | 0.00 | 1.77K |
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