Capitol Family Office, Inc. — 13F Holdings

2026 Q1  ·  48 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Capitol Family Office, Inc. maintained a portfolio of 48 distinct positions.
Position History hover any row below to update
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Capitol Family Office, Inc. Winter Park, FL Multi-Family Office / RIA AUM $85M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
48
Quarter
2026 Q1
Top Holding
VTI (50.9%)
Top 10 Concentration
85.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-48 of 48
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 50.87% 50.87% #1
Prev: #1
7.0
—
no change no change
P
S
128,485 $43,077,109
$216.98 +67.5%
$320.81 +13.3%
2022 Q4 13F Filing 2026-03-31 2026-04-15
IJR
ISHARES TR
ETF 7.02% 7.02% #2
Prev: #2
5.3
—
no change no change
P
S
49,503 $5,949,287
$108.21 +27.2%
$124.31 +10.8%
2025 Q2 13F Filing 2026-03-31 2026-04-15
XLK
SELECT SECTOR S...
Unknown 5.89% 5.89% #3
Prev: #3
4.4
—
no change no change
P
S
34,642 $4,987,376
$99.14 +86.4%
$132.90 +39.0%
2021 Q4 13F Filing 2026-03-31 2026-04-15
IWM
ISHARES TR
ETF 4.14% 4.14% #4
Prev: #4
3.2
—
no change no change
P
S
14,244 $3,506,226 2023 Q3 13F Filing 2026-03-31 2026-04-15
AAPL
APPLE INC
Technology 4.12% 4.12% #5
Prev: #5
3.1
—
no change no change
P
S
12,846 $3,492,314 2021 Q4 13F Filing 2026-03-31 2026-04-15
MSFT
MICROSOFT CORP
Technology 3.31% 3.31% #6
Prev: #6
2.3
—
no change no change
P
S
5,804 $2,807,021 2021 Q4 13F Filing 2026-03-31 2026-04-15
NKE
NIKE INC
Consumer Cyclical 2.98% 2.98% #7
Prev: #7
2.2
—
no change no change
P
S
39,616 $2,523,954 2021 Q4 13F Filing 2026-03-31 2026-04-15
LLY
ELI LILLY & CO
Healthcare 2.76% 2.76% #8
Prev: #8
2.1
—
no change no change
P
S
2,174 $2,336,354 2023 Q3 13F Filing 2026-03-31 2026-04-15
BRK/B
BERKSHIRE HATHA...
Financial Services 2.57% 2.57% #9
Prev: #9
2.0
—
no change no change
P
S
4,325 $2,173,961 2021 Q4 13F Filing 2026-03-31 2026-04-15
XLI
SELECT SECTOR S...
Unknown 2.02% 2.02% #10
Prev: #10
1.8
—
no change no change
P
S
11,020 $1,709,409 2021 Q4 13F Filing 2026-03-31 2026-04-15
XLC
SELECT SECTOR S...
ETF 1.74% 1.74% #11
Prev: #11
1.7
—
no change no change
P
S
12,507 $1,472,333 2025 Q1 13F Filing 2026-03-31 2026-04-15
XLY
SELECT SECTOR S...
Unknown 1.66% 1.66% #12
Prev: #12
1.7
—
no change no change
P
S
11,807 $1,409,818 2021 Q4 13F Filing 2026-03-31 2026-04-15
XLF
SELECT SECTOR S...
Unknown 1.66% 1.66% #13
Prev: #13
1.7
—
no change no change
P
S
25,669 $1,405,902 2025 Q2 13F Filing 2026-03-31 2026-04-15
LQD
ISHARES TR
ETF 1.17% 1.17% #14
Prev: #14
1.5
—
no change no change
P
S
8,994 $991,033 2025 Q2 13F Filing 2026-03-31 2026-04-15
AMZN
AMAZON COM INC
Consumer Cyclical 1.08% 1.08% #15
Prev: #15
1.4
—
no change no change
P
S
3,957 $913,355 2021 Q4 13F Filing 2026-03-31 2026-04-15
RSP
INVESCO EXCHANG...
Unknown 0.87% 0.87% #16
Prev: #16
1.3
—
no change no change
P
S
3,865 $740,379 2023 Q2 13F Filing 2026-03-31 2026-04-15
JPM
JPMORGAN CHASE ...
Financial Services 0.81% 0.81% #17
Prev: #17
1.3
—
no change no change
P
S
2,140 $689,551 2025 Q2 13F Filing 2026-03-31 2026-04-15
GOOG
ALPHABET INC
Communication Services 0.78% 0.78% #18
Prev: #18
1.3
—
no change no change
P
S
2,116 $664,073 2021 Q4 13F Filing 2026-03-31 2026-04-15
META
META PLATFORMS ...
Communication Services 0.59% 0.59% #19
Prev: #19
1.2
—
no change no change
P
S
756 $499,028 2025 Q2 13F Filing 2026-03-31 2026-04-15
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.51% 0.51% #20
Prev: #20
1.2
—
no change no change
P
S
2,096 $435,570 2023 Q3 13F Filing 2026-03-31 2026-04-15
CAT
CATERPILLAR INC
Industrials 0.47% 0.47% #21
Prev: #21
1.2
—
no change no change
P
S
692 $396,426 2025 Q2 13F Filing 2026-03-31 2026-04-15
AMGN
AMGEN INC
Healthcare 0.45% 0.45% #22
Prev: #22
1.2
—
no change no change
P
S
1,160 $379,680 2021 Q4 13F Filing 2026-03-31 2026-04-15
DELL
DELL TECHNOLOGI...
Technology 0.42% 0.42% #23
Prev: #23
1.2
—
no change no change
P
S
2,855 $359,387 2024 Q1 13F Filing 2026-03-31 2026-04-15
INTC
INTEL CORP
Technology 0.31% 0.31% #24
Prev: #24
1.1
—
no change no change
P
S
7,208 $265,975 2021 Q4 13F Filing 2026-03-31 2026-04-15
SGOV
ISHARES TR
Bond/Debt 0.27% 0.27% #25
Prev: #25
1.1
—
no change no change
P
S
2,288 $229,622 2023 Q1 13F Filing 2026-03-31 2026-04-15
XLV
SELECT SECTOR S...
Unknown 0.18% 0.18% #26
Prev: #26
1.1
—
no change no change
P
S
972 $150,510 2021 Q4 13F Filing 2026-03-31 2026-04-15
DKS
DICKS SPORTING ...
Consumer Cyclical 0.17% 0.17% #27
Prev: #27
1.1
—
no change no change
P
S
719 $142,340 2025 Q4 13F Filing 2026-03-31 2026-04-15
VTV
VANGUARD INDEX ...
ETF 0.16% 0.16% #28
Prev: #28
1.1
—
no change no change
P
S
715 $136,500 2025 Q1 13F Filing 2026-03-31 2026-04-15
TSLA
TESLA INC
Consumer Cyclical 0.14% 0.14% #29
Prev: #29
1.1
—
no change no change
P
S
265 $119,176 2025 Q1 13F Filing 2026-03-31 2026-04-15
ESGV
VANGUARD WORLD ...
ETF 0.13% 0.13% #30
Prev: #30
1.1
—
no change no change
P
S
945 $114,307 2025 Q2 13F Filing 2026-03-31 2026-04-15
DIS
DISNEY WALT CO
Communication Services 0.13% 0.13% #31
Prev: #31
1.1
—
no change no change
P
S
965 $109,788 2025 Q1 13F Filing 2026-03-31 2026-04-15
AFL
AFLAC INC
Financial Services 0.11% 0.11% #32
Prev: #32
1.0
—
no change no change
P
S
828 $91,304 2025 Q1 13F Filing 2026-03-31 2026-04-15
XOM
EXXON MOBIL COR...
Energy 0.09% 0.09% #33
Prev: #33
1.0
—
no change no change
P
S
655 $78,823 2025 Q1 13F Filing 2026-03-31 2026-04-15
ADBE
ADOBE INC
Technology 0.09% 0.09% #34
Prev: #34
1.0
—
no change no change
P
S
210 $73,498 2023 Q2 13F Filing 2026-03-31 2026-04-15
HD
HOME DEPOT INC
Consumer Cyclical 0.07% 0.07% #35
Prev: #35
1.0
—
no change no change
P
S
183 $62,970 2021 Q4 13F Filing 2026-03-31 2026-04-15
T
AT&T INC
Communication Services 0.06% 0.06% #36
Prev: #36
1.0
—
no change no change
P
S
1,913 $47,519 2025 Q1 13F Filing 2026-03-31 2026-04-15
ESML
ISHARES TR
ETF 0.03% 0.03% #37
Prev: #37
1.0
—
no change no change
P
S
589 $27,082 2025 Q2 13F Filing 2026-03-31 2026-04-15
XLP
SELECT SECTOR S...
Unknown 0.02% 0.02% #38
Prev: #38
1.0
—
no change no change
P
S
269 $20,875 2025 Q1 13F Filing 2026-03-31 2026-04-15
IYK
ISHARES TR
ETF 0.02% 0.02% #39
Prev: #39
1.0
—
no change no change
P
S
297 $19,875 2022 Q4 13F Filing 2026-03-31 2026-04-15
SUSL
ISHARES TR
ETF 0.02% 0.02% #40
Prev: #40
1.0
—
no change no change
P
S
155 $18,796 2025 Q2 13F Filing 2026-03-31 2026-04-15
NVDA
NVIDIA CORPORAT...
Technology 0.02% 0.02% #41
Prev: #41
1.0
—
no change no change
P
S
70 $13,055 2025 Q1 13F Filing 2026-03-31 2026-04-15
XLU
SELECT SECTOR S...
Unknown 0.01% 0.01% #42
Prev: #42
1.0
—
no change no change
P
S
289 $12,359 2022 Q4 13F Filing 2026-03-31 2026-04-15
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.01% 0.01% #43
Prev: #43
1.0
—
no change no change
P
S
1,960 $9,408 2025 Q1 13F Filing 2026-03-31 2026-04-15
USSG
DBX ETF TR
ETF 0.01% 0.01% #44
Prev: #44
1.0
—
no change no change
P
S
99 $6,287 2025 Q2 13F Filing 2026-03-31 2026-04-15
EFIV
SPDR SERIES TRU...
ETF 0.01% 0.01% #45
Prev: #45
1.0
—
no change no change
P
S
94 $6,218 2025 Q2 13F Filing 2026-03-31 2026-04-15
ESGU
ISHARES TR
ETF 0.01% 0.01% #46
Prev: #46
1.0
—
no change no change
P
S
41 $6,108 2025 Q2 13F Filing 2026-03-31 2026-04-15
NULV
NUSHARES ETF TR
ETF 0.01% 0.01% #47
Prev: #47
1.0
—
no change no change
P
S
134 $6,037 2025 Q2 13F Filing 2026-03-31 2026-04-15
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.00% #48
Prev: #48
1.0
—
no change no change
P
S
1 $682 2025 Q1 13F Filing 2026-03-31 2026-04-15
Showing 1-48 of 48 holdings

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