Capitol Family Office, Inc.
Follow13F filer, CIK 1863768, BEAVERTON, OR
Capitol Family Office, Inc. reported $92,897,467 across 37 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 89.84% of the portfolio.
Accepted , ingested 13F-HR 0001863768-26-000007
- Period
- 2026-09-30
- Reported value
- $92.9M
- Holdings
- 37
- Top 10 weight
- 89.84%
- New
- 2
- Sold out
- 11
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWMadded | +15,455 | $4.29M |
| XLVadded | +8,684 | $1.46M |
| VTIadded | +1,313 | $491K |
| AAPLadded | +864 | $288K |
| XLKadded | +1,409 | $276K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJRreduced | -32,078 | -$4.36M |
| XLCexited | -14,097 | -$1.51M |
| XLYreduced | -13,118 | -$1.43M |
| LQDexited | -11,701 | -$1.28M |
| NKEreduced | -11,159 | -$395K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0001863768-26-000007, largest first. % of portfolio is the value over $92,897,467, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VTIVANGUARD INDEX FDS | 132,202 | $49.5M | 53.26% | +1,313 | Timeline | ||
| IWMISHARES TR | 36,902 | $10.3M | 11.04% | +15,455 | Timeline | ||
| XLKSELECT SECTOR SPDR TR | 37,503 | $7.34M | 7.9% | +1,409 | Timeline | ||
| AAPLAPPLE INC | 13,249 | $4.41M | 4.75% | +864 | Timeline | ||
| MSFTMICROSOFT CORP | 5,451 | $2.8M | 3.01% | -159 | Timeline | ||
| LLYELI LILLY & CO | 1,804 | $2.09M | 2.25% | -256 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 4,173 | $2.08M | 2.24% | +189 | Timeline | ||
| XLISELECT SECTOR SPDR TR | 11,738 | $1.96M | 2.11% | -87 | Timeline | ||
| XLVSELECT SECTOR SPDR TR | 9,216 | $1.55M | 1.67% | +8,684 | Timeline | ||
| XLFSELECT SECTOR SPDR TR | 28,135 | $1.5M | 1.62% | -1,451 | Timeline | ||
| DELLDELL TECHNOLOGIES INC | 2,309 | $1.24M | 1.34% | 0 | Timeline | ||
| GOOGALPHABET INC | 3,064 | $1.04M | 1.12% | +657 | Timeline | ||
| AMZNAMAZON COM INC | 4,173 | $1.04M | 1.12% | -277 | Timeline | ||
| METAMETA PLATFORMS INC | 1,210 | $877K | 0.94% | +260 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 2,442 | $808K | 0.87% | -93 | Timeline | ||
| NKENIKE INC | 21,807 | $772K | 0.83% | -11,159 | Timeline | ||
| INTCINTEL CORP | 5,009 | $602K | 0.65% | +1,258 | Timeline | ||
| IJRISHARES TR | 3,757 | $511K | 0.55% | -32,078 | Timeline | ||
| AMGNAMGEN INC | 1,160 | $489K | 0.53% | 0 | Timeline | ||
| RSPINVESCO EXCHANGE TRADED FD T | 2,169 | $451K | 0.49% | 0 | Timeline | ||
| CATCATERPILLAR INC | 546 | $443K | 0.48% | -273 | Timeline | ||
| SGOVISHARES TR | 2,600 | $262K | 0.28% | +174 | Timeline | ||
| DKSDICKS SPORTING GOODS INC | 1,234 | $166K | 0.18% | +515 | Timeline | ||
| ESGVVANGUARD WORLD FD | 1,133 | $154K | 0.17% | +177 | Timeline | ||
| TSLATESLA INC | 265 | $94K | 0.1% | 0 | Timeline | ||
| DISDISNEY WALT CO | 889 | $93.3K | 0.1% | +91 | Timeline | ||
| XOMEXXONMOBIL HOLDINGS CORP | 368 | $59.9K | 0.06% | new | Timeline | ||
| HDHOME DEPOT INC | 183 | $52.1K | 0.06% | 0 | Timeline | ||
| USBUS BANCORP | 884 | $51.1K | 0.05% | 0 | Timeline | ||
| TAT&T INC | 1,913 | $46.7K | 0.05% | 0 | Timeline | ||
| AFLAFLAC INC | 414 | $46.3K | 0.05% | -414 | Timeline | ||
| TRVTRAVELERS COMPANIES INC | 125 | $44.6K | 0.05% | new | Timeline | ||
| XLYSELECT SECTOR SPDR TR | 331 | $36K | 0.04% | -13,118 | Timeline | ||
| ESMLISHARES TR | 554 | $28.8K | 0.03% | -36 | Timeline | ||
| SUSLISHARES TR | 74 | $10.1K | 0.01% | -81 | Timeline | ||
| UAUNDER ARMOUR INC | 1,960 | $8.53K | 0.01% | 0 | Timeline | ||
| NULVNUSHARES ETF TR | 131 | $6.9K | 0.01% | -3 | Timeline |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XLCSELECT SECTOR SPDR TR | 14,097 | $1.51M | shares |
| LQDISHARES TR | 11,701 | $1.28M | shares |
| VTVVANGUARD INDEX FDS | 715 | $156K | shares |
| XOMEXXON MOBIL CORP | 368 | $50.3K | shares |
| XLPSELECT SECTOR SPDR TR | 269 | $22.3K | shares |
| IYKISHARES TR | 297 | $21.6K | shares |
| NVDANVIDIA CORPORATION | 70 | $14K | shares |
| XLUSELECT SECTOR SPDR TR | 289 | $13.1K | shares |
| USSGDBX ETF TR | 99 | $6.88K | shares |
| ESGUISHARES TR | 42 | $6.87K | shares |
| EFIVSPDR SERIES TRUST | 94 | $6.86K | shares |
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001863768-26-000007 | base | 2026-10-13 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001863768-26-000007 | Quarter ended 2026-09-30 | 2026-10-13 | ||
| 13F-HR 0001863768-26-000005 | Quarter ended 2026-06-30 | 2026-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-26-000004 | Quarter ended 2026-03-31 | 2026-04-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-26-000001 | Quarter ended 2025-12-31 | 2026-01-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-25-000007 | Quarter ended 2025-09-30 | 2025-10-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-25-000006 | Quarter ended 2025-06-30 | 2025-08-07 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001863768-25-000003 | Quarter ended 2025-03-31 | 2025-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-25-000002 | Quarter ended 2025-03-31 | 2025-04-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001667731-25-000113 | Quarter ended 2024-12-31 | 2025-01-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-24-000009 | Quarter ended 2024-09-30 | 2024-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-24-000004 | Quarter ended 2024-06-30 | 2024-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-24-000003 | Quarter ended 2024-03-31 | 2024-04-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-24-000001 | Quarter ended 2023-12-31 | 2024-01-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-23-000007 | Quarter ended 2023-09-30 | 2023-10-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-23-000005 | Quarter ended 2023-06-30 | 2023-07-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-23-000004 | Quarter ended 2023-03-31 | 2023-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-23-000003 | Quarter ended 2022-12-31 | 2023-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-22-000005 | Quarter ended 2022-09-30 | 2022-10-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-22-000004 | Quarter ended 2022-06-30 | 2022-07-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-22-000003 | Quarter ended 2022-03-31 | 2022-04-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001863768-22-000002 | Quarter ended 2021-12-31 | 2022-02-09 | acceptance time not in the bulk data set |