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Capitol Family Office, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $92,897,467
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $49,475,124
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $10,254,578
- SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $7,341,242
- APPLE INC · COM · 037833100 · shares: $4,412,184
- MICROSOFT CORP · COM · 594918104 · shares: $2,795,699
- ELI LILLY & CO · COM · 532457108 · shares: $2,087,208
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $2,078,122
- SELECT SECTOR SPDR TR · ST STR INDL ETF · 81369Y704 · shares: $1,959,945
- SELECT SECTOR SPDR TR · ST STR CARE ETF · 81369Y209 · shares: $1,552,221
- SELECT SECTOR SPDR TR · ST STR FINL ETF · 81369Y605 · shares: $1,502,432
Reported holdings
37 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 132,202 shares | $49,475,124 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 36,902 shares | $10,254,578 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 37,503 shares | $7,341,242 |
| APPLE INC | COM | 037833100 | — | 13,249 shares | $4,412,184 |
| MICROSOFT CORP | COM | 594918104 | — | 5,451 shares | $2,795,699 |
| ELI LILLY & CO | COM | 532457108 | — | 1,804 shares | $2,087,208 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,173 shares | $2,078,122 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 11,738 shares | $1,959,945 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 9,216 shares | $1,552,221 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 28,135 shares | $1,502,432 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 2,309 shares | $1,242,127 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,064 shares | $1,043,967 |
| AMAZON COM INC | COM | 023135106 | — | 4,173 shares | $1,039,779 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,210 shares | $877,263 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,442 shares | $807,968 |
| NIKE INC | CL B | 654106103 | — | 21,807 shares | $771,952 |
| INTEL CORP | COM | 458140100 | — | 5,009 shares | $602,232 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 3,757 shares | $511,102 |
| AMGEN INC | COM | 031162100 | — | 1,160 shares | $488,952 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 2,169 shares | $451,195 |
| CATERPILLAR INC | COM | 149123101 | — | 546 shares | $442,983 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 2,600 shares | $261,768 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 1,234 shares | $165,714 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 1,133 shares | $153,555 |
| TESLA INC | COM | 88160R101 | — | 265 shares | $94,025 |
| DISNEY WALT CO | COM | 254687106 | — | 889 shares | $93,256 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 368 shares | $59,892 |
| HOME DEPOT INC | COM | 437076102 | — | 183 shares | $52,062 |
| US BANCORP | COM NEW | 902973304 | — | 884 shares | $51,060 |
| AT&T INC | COM | 00206R102 | — | 1,913 shares | $46,677 |
| AFLAC INC | COM | 001055102 | — | 414 shares | $46,277 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 125 shares | $44,564 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 331 shares | $36,026 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 554 shares | $28,808 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 | — | 74 shares | $10,085 |
| UNDER ARMOUR INC | CL C | 904311206 | — | 1,960 shares | $8,526 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 131 shares | $6,897 |