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Q3 2026 13F · SEC CIK 1863768

Capitol Family Office, Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$92.9M
Reported positions
37
Top holdings a year, 3 yrs
+13.9%
Assets under management
$136.1M

Capitol Family Office, Inc. is a wealth manager that reported 37 positions worth $92.9M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VTI, 53.3%), Ishares Tr (IWM, 11.0%), Select Sector Spdr Tr (XLK, 7.9%). 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 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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 valueShare changeReported value
VTIVanguard Index Fds53.3%+1.0%$49.5M
IWMIshares Tr11.0%+72.1%$10.3M
XLKSelect Sector Spdr Tr7.9%+3.9%$7.3M
AAPLApple Inc4.8%+7.0%$4.4M
MSFTMicrosoft Corp3.0%-2.8%$2.8M
LLYEli Lilly & Co2.2%-12.4%$2.1M
BRK-BBerkshire Hathaway Inc Del2.2%+4.7%$2.1M
XLISelect Sector Spdr Tr2.1%-0.7%$2.0M
XLVSelect Sector Spdr Tr1.7%+1632.3%$1.6M
XLFSelect Sector Spdr Tr1.6%-4.9%$1.5M
DELLDell Technologies Inc1.3%+0.0%$1.2M
GOOGAlphabet Inc1.1%+27.3%$1.0M
AMZNAmazon Com Inc1.1%-6.2%$1.0M
METAMeta Platforms Inc0.9%+27.4%$877K
JPMJpmorgan Chase & Co0.9%-3.7%$808K
NKENike Inc0.8%-33.9%$772K
INTCIntel Corp0.6%+33.5%$602K
IJRIshares Tr0.6%-89.5%$511K
AMGNAmgen Inc0.5%+0.0%$489K
RSPInvesco Exchange Traded Fd T0.5%+0.0%$451K
CATCaterpillar Inc0.5%-33.3%$443K
SGOVIshares Tr0.3%+7.2%$262K
DKSDicks Sporting Goods Inc0.2%+71.6%$166K
ESGVVanguard World Fd0.2%+18.5%$154K
TSLATesla Inc0.1%+0.0%$94K
DISDisney Walt Co0.1%+11.4%$93K
XOMExxonmobil Holdings Corp0.1%—$60K
HDHome Depot Inc0.1%+0.0%$52K
USBUS Bancorp0.1%+0.0%$51K
TAt&t Inc0.1%+0.0%$47K
AFLAflac Inc0.1%-50.0%$46K
TRVTravelers Companies Inc0.0%—$45K
XLYSelect Sector Spdr Tr0.0%-97.5%$36K
ESMLIshares Tr0.0%-6.1%$29K
SUSLIshares Tr0.0%-52.3%$10K
UAUnder Armour Inc0.0%+0.0%$9K
NULVNushares ETF Tr0.0%-2.2%$7K

What Capitol Family Office, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter13F valuePositions
Q3 2026$92.9M37
Q2 2026$94.7M46
Q1 2026$84.7M48
Q4 2025$84.7M48
Q3 2025$82.4M47
Q2 2025$76.7M48
Q1 2025$70.7M48
Q4 2024$74.9M17
Q3 2024$80.7M18
Q2 2024$74.8M15
Q1 2024$77.3M15
Q4 2023$59.4M16

Questions about Capitol Family Office, Inc.'s portfolio

What stocks does Capitol Family Office, Inc. own?

Capitol Family Office, Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 37 positions worth $92.9M. The largest are Vanguard Index Fds (VTI) at 53.3%, Ishares Tr (IWM) at 11.0%, Select Sector Spdr Tr (XLK) at 7.9%, Apple Inc (AAPL) at 4.8% and Microsoft Corp (MSFT) at 3.0%.

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

In Q3 2026, Capitol Family Office, Inc. added a new position in Exxonmobil Holdings Corp (XOM), a new position in Travelers Companies Inc (TRV), Select Sector Spdr Tr (XLV) (+1632.3% shares), Ishares Tr (IWM) (+72.1% shares) and Dicks Sporting Goods Inc (DKS) (+71.6% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Capitol Family Office, Inc. sold all of Select Sector Spdr Tr (XLC), sold all of Ishares Tr (LQD), sold all of Vanguard Index Fds (VTV), sold all of Exxon Mobil Corp (XOM), sold all of Select Sector Spdr Tr (XLP), Select Sector Spdr Tr (XLY) (-97.5% shares), Ishares Tr (IJR) (-89.5% shares) and Ishares Tr (SUSL) (-52.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $92.9M.