Skip to content
Disclosery

Capitol Family Office, Inc.

Follow

13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,849 shares; 2025Q1: 126,074 shares; 2025Q2: 126,759 shares; 2025Q3: 126,114 shares; 2025Q4: 128,485 shares; 2026Q1: 128,485 shares; 2026Q2: 130,889 shares; 2026Q3: 132,202 shares 132,202$49.5M53.26%+1,313Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,459 shares; 2025Q1: 10,187 shares; 2025Q2: 9,624 shares; 2025Q3: 11,031 shares; 2025Q4: 14,244 shares; 2026Q1: 14,244 shares; 2026Q2: 21,447 shares; 2026Q3: 36,902 shares 36,902$10.3M11.04%+15,455Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,398 shares; 2025Q1: 16,346 shares; 2025Q2: 16,424 shares; 2025Q3: 16,615 shares; 2025Q4: 34,642 shares; 2026Q1: 34,642 shares; 2026Q2: 36,094 shares; 2026Q3: 37,503 shares 37,503$7.34M7.9%+1,409Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,212 shares; 2025Q1: 12,154 shares; 2025Q2: 13,654 shares; 2025Q3: 13,654 shares; 2025Q4: 12,846 shares; 2026Q1: 12,846 shares; 2026Q2: 12,385 shares; 2026Q3: 13,249 shares 13,249$4.41M4.75%+864Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,927 shares; 2025Q1: 6,796 shares; 2025Q2: 6,614 shares; 2025Q3: 6,590 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares; 2026Q2: 5,610 shares; 2026Q3: 5,451 shares 5,451$2.8M3.01%-159Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,064 shares; 2025Q1: 2,328 shares; 2025Q2: 2,261 shares; 2025Q3: 2,291 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,060 shares; 2026Q3: 1,804 shares 1,804$2.09M2.25%-256Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,173 shares; 2025Q1: 4,799 shares; 2025Q2: 4,557 shares; 2025Q3: 4,574 shares; 2025Q4: 4,325 shares; 2026Q1: 4,325 shares; 2026Q2: 3,984 shares; 2026Q3: 4,173 shares 4,173$2.08M2.24%+189Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,585 shares; 2025Q1: 10,430 shares; 2025Q2: 10,447 shares; 2025Q3: 10,493 shares; 2025Q4: 11,020 shares; 2026Q1: 11,020 shares; 2026Q2: 11,825 shares; 2026Q3: 11,738 shares 11,738$1.96M2.11%-87Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,096 shares; 2025Q1: 1,999 shares; 2025Q2: 1,766 shares; 2025Q3: 1,468 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 532 shares; 2026Q3: 9,216 shares 9,216$1.55M1.67%+8,684Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 23,548 shares; 2025Q2: 23,714 shares; 2025Q3: 23,903 shares; 2025Q4: 25,669 shares; 2026Q1: 25,669 shares; 2026Q2: 29,586 shares; 2026Q3: 28,135 shares 28,135$1.5M1.62%-1,451Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,309 shares; 2026Q3: 2,309 shares 2,309$1.24M1.34%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares; 2026Q2: 2,407 shares; 2026Q3: 3,064 shares 3,064$1.04M1.12%+657Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,426 shares; 2025Q3: 3,781 shares; 2025Q4: 3,957 shares; 2026Q1: 3,957 shares; 2026Q2: 4,450 shares; 2026Q3: 4,173 shares 4,173$1.04M1.12%-277Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 684 shares; 2025Q3: 693 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 950 shares; 2026Q3: 1,210 shares 1,210$877K0.94%+260Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 2,033 shares; 2025Q3: 2,046 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,535 shares; 2026Q3: 2,442 shares 2,442$808K0.87%-93Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,132 shares; 2025Q1: 40,861 shares; 2025Q2: 36,238 shares; 2025Q3: 36,275 shares; 2025Q4: 39,616 shares; 2026Q1: 39,616 shares; 2026Q2: 32,966 shares; 2026Q3: 21,807 shares 21,807$772K0.83%-11,159Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,302 shares; 2025Q2: 2,232 shares; 2025Q3: 6,433 shares; 2025Q4: 7,208 shares; 2026Q1: 7,208 shares; 2026Q2: 3,751 shares; 2026Q3: 5,009 shares 5,009$602K0.65%+1,258Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 64,013 shares; 2025Q2: 64,085 shares; 2025Q3: 58,427 shares; 2025Q4: 49,503 shares; 2026Q1: 49,503 shares; 2026Q2: 35,835 shares; 2026Q3: 3,757 shares 3,757$511K0.55%-32,078Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares; 2026Q3: 1,160 shares 1,160$489K0.53%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,851 shares; 2025Q1: 5,939 shares; 2025Q2: 5,614 shares; 2025Q3: 5,322 shares; 2025Q4: 3,865 shares; 2026Q1: 3,865 shares; 2026Q2: 2,169 shares; 2026Q3: 2,169 shares 2,169$451K0.49%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 700 shares; 2025Q3: 701 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 819 shares; 2026Q3: 546 shares 546$443K0.48%-273Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,520 shares; 2025Q1: 3,249 shares; 2025Q2: 3,291 shares; 2025Q3: 3,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares; 2026Q2: 2,426 shares; 2026Q3: 2,600 shares 2,600$262K0.28%+174Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares; 2026Q3: 1,234 shares 1,234$166K0.18%+515Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 956 shares; 2026Q3: 1,133 shares 1,133$154K0.17%+177Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265$94K0.1%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 798 shares; 2026Q3: 889 shares 889$93.3K0.1%+91Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 368 shares 368$59.9K0.06%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares; 2026Q3: 183 shares 183$52.1K0.06%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares; 2026Q3: 884 shares 884$51.1K0.05%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares; 2026Q3: 1,913 shares 1,913$46.7K0.05%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares; 2026Q3: 414 shares 414$46.3K0.05%-414Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 125 shares 125$44.6K0.05%newTimeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,394 shares; 2025Q2: 5,431 shares; 2025Q3: 5,536 shares; 2025Q4: 11,807 shares; 2026Q1: 11,807 shares; 2026Q2: 13,449 shares; 2026Q3: 331 shares 331$36K0.04%-13,118Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 590 shares; 2026Q3: 554 shares 554$28.8K0.03%-36Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 74 shares 74$10.1K0.01%-81Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares; 2026Q3: 1,960 shares 1,960$8.53K0.01%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 131 shares 131$6.9K0.01%-3Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLCSELECT SECTOR SPDR TR14,097$1.51Mshares
LQDISHARES TR11,701$1.28Mshares
VTVVANGUARD INDEX FDS715$156Kshares
XOMEXXON MOBIL CORP368$50.3Kshares
XLPSELECT SECTOR SPDR TR269$22.3Kshares
IYKISHARES TR297$21.6Kshares
NVDANVIDIA CORPORATION70$14Kshares
XLUSELECT SECTOR SPDR TR289$13.1Kshares
USSGDBX ETF TR99$6.88Kshares
ESGUISHARES TR42$6.87Kshares
EFIVSPDR SERIES TRUST94$6.86Kshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001863768-26-000007 base2026-10-13