Filed: 1/26/2026ACC: 0001863768-26-000001
📋 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 $84.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$84.69M
Total AUM (reported)
403.14K
Total Shares
Allocation by class
TOTAL STK MKT$43.08M50.9%
COM$12.45M14.7%
CORE S&P SCP ETF$5.95M7.0%
STATE STREET TEC$4.99M5.9%
RUSSELL 2000 ETF$3.51M4.1%
CL B$2.52M3.0%
CL B NEW$2.17M2.6%
Portfolio Concentration
Top 3$54.01M63.8%
4–10$18.55M21.9%
11–25$10.85M12.8%
Rest$1.27M1.5%
Top 3 weight
63.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 403.14K
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
403.14K
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
SOLEShares128.49K
TypeSH
Market value$43.08M
50.87%
Sole
0.00
Shared
0.00
None
128.49K
ISHARES TR
SOLEShares49.50K
TypeSH
Market value$5.95M
7.02%
Sole
0.00
Shared
0.00
None
49.50K
SELECT SECTOR SPDR TR
SOLEShares34.64K
TypeSH
Market value$4.99M
5.89%
Sole
0.00
Shared
0.00
None
34.64K
ISHARES TR
SOLEShares14.24K
TypeSH
Market value$3.51M
4.14%
Sole
0.00
Shared
0.00
None
14.24K
APPLE INC
SOLEShares12.85K
TypeSH
Market value$3.49M
4.12%
Sole
0.00
Shared
0.00
None
12.85K
MICROSOFT CORP
SOLEShares5.80K
TypeSH
Market value$2.81M
3.31%
Sole
0.00
Shared
0.00
None
5.80K
NIKE INC
SOLEShares39.62K
TypeSH
Market value$2.52M
2.98%
Sole
0.00
Shared
0.00
None
39.62K
ELI LILLY & CO
SOLEShares2.17K
TypeSH
Market value$2.34M
2.76%
Sole
0.00
Shared
0.00
None
2.17K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.33K
TypeSH
Market value$2.17M
2.57%
Sole
0.00
Shared
0.00
None
4.33K
SELECT SECTOR SPDR TR
SOLEShares11.02K
TypeSH
Market value$1.71M
2.02%
Sole
0.00
Shared
0.00
None
11.02K
SELECT SECTOR SPDR TR
SOLEShares12.51K
TypeSH
Market value$1.47M
1.74%
Sole
0.00
Shared
0.00
None
12.51K
SELECT SECTOR SPDR TR
SOLEShares11.81K
TypeSH
Market value$1.41M
1.66%
Sole
0.00
Shared
0.00
None
11.81K
SELECT SECTOR SPDR TR
SOLEShares25.67K
TypeSH
Market value$1.41M
1.66%
Sole
0.00
Shared
0.00
None
25.67K
ISHARES TR
SOLEShares8.99K
TypeSH
Market value$991.0K
1.17%
Sole
0.00
Shared
0.00
None
8.99K
AMAZON COM INC
SOLEShares3.96K
TypeSH
Market value$913.4K
1.08%
Sole
0.00
Shared
0.00
None
3.96K
INVESCO EXCHANGE TRADED FD T
SOLEShares3.87K
TypeSH
Market value$740.4K
0.87%
Sole
0.00
Shared
0.00
None
3.87K
JPMORGAN CHASE & CO.
SOLEShares2.14K
TypeSH
Market value$689.6K
0.81%
Sole
0.00
Shared
0.00
None
2.14K
ALPHABET INC
SOLEShares2.12K
TypeSH
Market value$664.1K
0.78%
Sole
0.00
Shared
0.00
None
2.12K
META PLATFORMS INC
SOLEShares756.00
TypeSH
Market value$499.0K
0.59%
Sole
0.00
Shared
0.00
None
756.00
LULULEMON ATHLETICA INC
SOLEShares2.10K
TypeSH
Market value$435.6K
0.51%
Sole
0.00
Shared
0.00
None
2.10K
CATERPILLAR INC
SOLEShares692.00
TypeSH
Market value$396.4K
0.47%
Sole
0.00
Shared
0.00
None
692.00
AMGEN INC
SOLEShares1.16K
TypeSH
Market value$379.7K
0.45%
Sole
0.00
Shared
0.00
None
1.16K
DELL TECHNOLOGIES INC
SOLEShares2.85K
TypeSH
Market value$359.4K
0.42%
Sole
0.00
Shared
0.00
None
2.85K
INTEL CORP
SOLEShares7.21K
TypeSH
Market value$266.0K
0.31%
Sole
0.00
Shared
0.00
None
7.21K
ISHARES TR
SOLEShares2.29K
TypeSH
Market value$229.6K
0.27%
Sole
0.00
Shared
0.00
None
2.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.49K | SH | $43.08M 50.87% | 0.00 | 0.00 | 128.49K |
ISHARES TRSOLE | CORE S&P SCP ETF | 49.50K | SH | $5.95M 7.02% | 0.00 | 0.00 | 49.50K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 34.64K | SH | $4.99M 5.89% | 0.00 | 0.00 | 34.64K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 14.24K | SH | $3.51M 4.14% | 0.00 | 0.00 | 14.24K |
APPLE INCSOLE | COM | 12.85K | SH | $3.49M 4.12% | 0.00 | 0.00 | 12.85K |
MICROSOFT CORPSOLE | COM | 5.80K | SH | $2.81M 3.31% | 0.00 | 0.00 | 5.80K |
NIKE INCSOLE | CL B | 39.62K | SH | $2.52M 2.98% | 0.00 | 0.00 | 39.62K |
ELI LILLY & COSOLE | COM | 2.17K | SH | $2.34M 2.76% | 0.00 | 0.00 | 2.17K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.33K | SH | $2.17M 2.57% | 0.00 | 0.00 | 4.33K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 11.02K | SH | $1.71M 2.02% | 0.00 | 0.00 | 11.02K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 12.51K | SH | $1.47M 1.74% | 0.00 | 0.00 | 12.51K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 11.81K | SH | $1.41M 1.66% | 0.00 | 0.00 | 11.81K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 25.67K | SH | $1.41M 1.66% | 0.00 | 0.00 | 25.67K |
ISHARES TRSOLE | IBOXX INV CP ETF | 8.99K | SH | $991.0K 1.17% | 0.00 | 0.00 | 8.99K |
AMAZON COM INCSOLE | COM | 3.96K | SH | $913.4K 1.08% | 0.00 | 0.00 | 3.96K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 3.87K | SH | $740.4K 0.87% | 0.00 | 0.00 | 3.87K |
JPMORGAN CHASE & CO.SOLE | COM | 2.14K | SH | $689.6K 0.81% | 0.00 | 0.00 | 2.14K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $664.1K 0.78% | 0.00 | 0.00 | 2.12K |
META PLATFORMS INCSOLE | CL A | 756.00 | SH | $499.0K 0.59% | 0.00 | 0.00 | 756.00 |
LULULEMON ATHLETICA INCSOLE | COM | 2.10K | SH | $435.6K 0.51% | 0.00 | 0.00 | 2.10K |
CATERPILLAR INCSOLE | COM | 692.00 | SH | $396.4K 0.47% | 0.00 | 0.00 | 692.00 |
AMGEN INCSOLE | COM | 1.16K | SH | $379.7K 0.45% | 0.00 | 0.00 | 1.16K |
DELL TECHNOLOGIES INCSOLE | CL C | 2.85K | SH | $359.4K 0.42% | 0.00 | 0.00 | 2.85K |
INTEL CORPSOLE | COM | 7.21K | SH | $266.0K 0.31% | 0.00 | 0.00 | 7.21K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 2.29K | SH | $229.6K 0.27% | 0.00 | 0.00 | 2.29K |
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