Filed: 10/10/2025ACC: 0001863768-25-000007
📋 What this filing means
CAPITOL FAMILY OFFICE, INC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $82.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$82.44M
Total AUM (reported)
378.04K
Total Shares
Allocation by class
TOTAL STK MKT$41.39M50.2%
COM$12.02M14.6%
CORE S&P SCP ETF$6.94M8.4%
TECHNOLOGY$4.68M5.7%
RUSSELL 2000 ETF$2.67M3.2%
CL B$2.53M3.1%
CL B NEW$2.30M2.8%
Portfolio Concentration
Top 3$53.01M64.3%
4–10$17.75M21.5%
11–25$10.42M12.6%
Rest$1.25M1.5%
Top 3 weight
64.3%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 378.04K
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
378.04K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD INDEX FDS
SOLEShares126.11K
TypeSH
Market value$41.39M
50.20%
Sole
0.00
Shared
0.00
None
126.11K
ISHARES TR
SOLEShares58.43K
TypeSH
Market value$6.94M
8.42%
Sole
0.00
Shared
0.00
None
58.43K
SELECT SECTOR SPDR TR
SOLEShares16.61K
TypeSH
Market value$4.68M
5.68%
Sole
0.00
Shared
0.00
None
16.61K
APPLE INC
SOLEShares13.65K
TypeSH
Market value$3.48M
4.22%
Sole
0.00
Shared
0.00
None
13.65K
MICROSOFT CORP
SOLEShares6.59K
TypeSH
Market value$3.41M
4.14%
Sole
0.00
Shared
0.00
None
6.59K
ISHARES TR
SOLEShares11.03K
TypeSH
Market value$2.67M
3.24%
Sole
0.00
Shared
0.00
None
11.03K
NIKE INC
SOLEShares36.27K
TypeSH
Market value$2.53M
3.07%
Sole
0.00
Shared
0.00
None
36.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.57K
TypeSH
Market value$2.30M
2.79%
Sole
0.00
Shared
0.00
None
4.57K
ELI LILLY & CO
SOLEShares2.29K
TypeSH
Market value$1.75M
2.12%
Sole
0.00
Shared
0.00
None
2.29K
SELECT SECTOR SPDR TR
SOLEShares10.49K
TypeSH
Market value$1.62M
1.96%
Sole
0.00
Shared
0.00
None
10.49K
SELECT SECTOR SPDR TR
SOLEShares11.77K
TypeSH
Market value$1.39M
1.69%
Sole
0.00
Shared
0.00
None
11.77K
SELECT SECTOR SPDR TR
SOLEShares5.54K
TypeSH
Market value$1.33M
1.61%
Sole
0.00
Shared
0.00
None
5.54K
SELECT SECTOR SPDR TR
SOLEShares23.90K
TypeSH
Market value$1.29M
1.56%
Sole
0.00
Shared
0.00
None
23.90K
INVESCO EXCHANGE TRADED FD T
SOLEShares5.32K
TypeSH
Market value$1.01M
1.22%
Sole
0.00
Shared
0.00
None
5.32K
ISHARES TR
SOLEShares8.19K
TypeSH
Market value$912.9K
1.11%
Sole
0.00
Shared
0.00
None
8.19K
AMAZON COM INC
SOLEShares3.78K
TypeSH
Market value$830.2K
1.01%
Sole
0.00
Shared
0.00
None
3.78K
JPMORGAN CHASE & CO.
SOLEShares2.05K
TypeSH
Market value$645.4K
0.78%
Sole
0.00
Shared
0.00
None
2.05K
ALPHABET INC
SOLEShares2.12K
TypeSH
Market value$515.4K
0.63%
Sole
0.00
Shared
0.00
None
2.12K
META PLATFORMS INC
SOLEShares693.00
TypeSH
Market value$508.9K
0.62%
Sole
0.00
Shared
0.00
None
693.00
DELL TECHNOLOGIES INC
SOLEShares2.85K
TypeSH
Market value$404.8K
0.49%
Sole
0.00
Shared
0.00
None
2.85K
LULULEMON ATHLETICA INC
SOLEShares2.13K
TypeSH
Market value$379.9K
0.46%
Sole
0.00
Shared
0.00
None
2.13K
CATERPILLAR INC
SOLEShares701.00
TypeSH
Market value$334.5K
0.41%
Sole
0.00
Shared
0.00
None
701.00
ISHARES TR
SOLEShares3.29K
TypeSH
Market value$331.1K
0.40%
Sole
0.00
Shared
0.00
None
3.29K
AMGEN INC
SOLEShares1.16K
TypeSH
Market value$327.4K
0.40%
Sole
0.00
Shared
0.00
None
1.16K
INTEL CORP
SOLEShares6.43K
TypeSH
Market value$215.8K
0.26%
Sole
0.00
Shared
0.00
None
6.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 126.11K | SH | $41.39M 50.20% | 0.00 | 0.00 | 126.11K |
ISHARES TRSOLE | CORE S&P SCP ETF | 58.43K | SH | $6.94M 8.42% | 0.00 | 0.00 | 58.43K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 16.61K | SH | $4.68M 5.68% | 0.00 | 0.00 | 16.61K |
APPLE INCSOLE | COM | 13.65K | SH | $3.48M 4.22% | 0.00 | 0.00 | 13.65K |
MICROSOFT CORPSOLE | COM | 6.59K | SH | $3.41M 4.14% | 0.00 | 0.00 | 6.59K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.03K | SH | $2.67M 3.24% | 0.00 | 0.00 | 11.03K |
NIKE INCSOLE | CL B | 36.27K | SH | $2.53M 3.07% | 0.00 | 0.00 | 36.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.57K | SH | $2.30M 2.79% | 0.00 | 0.00 | 4.57K |
ELI LILLY & COSOLE | COM | 2.29K | SH | $1.75M 2.12% | 0.00 | 0.00 | 2.29K |
SELECT SECTOR SPDR TRSOLE | INDL | 10.49K | SH | $1.62M 1.96% | 0.00 | 0.00 | 10.49K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 11.77K | SH | $1.39M 1.69% | 0.00 | 0.00 | 11.77K |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 5.54K | SH | $1.33M 1.61% | 0.00 | 0.00 | 5.54K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 23.90K | SH | $1.29M 1.56% | 0.00 | 0.00 | 23.90K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 5.32K | SH | $1.01M 1.22% | 0.00 | 0.00 | 5.32K |
ISHARES TRSOLE | IBOXX INV CP ETF | 8.19K | SH | $912.9K 1.11% | 0.00 | 0.00 | 8.19K |
AMAZON COM INCSOLE | COM | 3.78K | SH | $830.2K 1.01% | 0.00 | 0.00 | 3.78K |
JPMORGAN CHASE & CO.SOLE | COM | 2.05K | SH | $645.4K 0.78% | 0.00 | 0.00 | 2.05K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $515.4K 0.63% | 0.00 | 0.00 | 2.12K |
META PLATFORMS INCSOLE | CL A | 693.00 | SH | $508.9K 0.62% | 0.00 | 0.00 | 693.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 2.85K | SH | $404.8K 0.49% | 0.00 | 0.00 | 2.85K |
LULULEMON ATHLETICA INCSOLE | COM | 2.13K | SH | $379.9K 0.46% | 0.00 | 0.00 | 2.13K |
CATERPILLAR INCSOLE | COM | 701.00 | SH | $334.5K 0.41% | 0.00 | 0.00 | 701.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 3.29K | SH | $331.1K 0.40% | 0.00 | 0.00 | 3.29K |
AMGEN INCSOLE | COM | 1.16K | SH | $327.4K 0.40% | 0.00 | 0.00 | 1.16K |
INTEL CORPSOLE | COM | 6.43K | SH | $215.8K 0.26% | 0.00 | 0.00 | 6.43K |
Page 1 of 2