Capitol Family Office, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $76.7 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $38.5M, Ishares Core S&P Sm Cap ETF with a value of $7M, Technology Sector Spdr with a value of $4.16M, Microsoft Corp with a value of $3.29M, and Apple Inc. with a value of $2.8M.

Examining the 13F form we can see an increase of $6.01M in the current position value, from $70.6M to 76.7M.

Below you can find more details about Capitol Family Office, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $76.7 Million
ETFs: $59.8 Million
Technology: $6.72 Million
Consumer Cyclical: $3.77 Million
Financial Services: $2.89 Million
Healthcare: $2.1 Million
Communication Services: $999,000
Industrials: $271,000
Energy: $70,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $76.7 Million
  • Prior Value $70.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Capitol Family Office, Inc. Portfolio

Follow Capitol Family Office, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capitol Family Office, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capitol Family Office, Inc. with notifications on news.