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Latest Capitol Family Office, Inc. Stock Portfolio

$84.69Million | No. of Holdings #48

About Capitol Family Office, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Capitol Family Office, Inc. reported an equity portfolio of $84.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Capitol Family Office, Inc. are VB, IJR, XLB. The fund has invested 50.9% of it's portfolio in VANGUARD INDEX FDS and 7% of portfolio in ISHARES TR. <br><br>
Capitol Family Office, Inc. Equity Portfolio Value
Last Reported on: 15 Apr, 2026
$84.69Million
  as of Apr 15, 2026

Capitol Family Office, Inc. Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by Capitol Family Office, Inc.

Additions

No additions were made to existing positions by Capitol Family Office, Inc.

Reductions

None of the existing positions were reduced by Capitol Family Office, Inc.

Sold off

None of the stocks were completely sold off by Capitol Family Office, Inc.

Sector Distribution

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Communication Services
Sector%
Others80.5
Technology8.3
Consumer Cyclical5
Healthcare3.2
Communication Services1.6

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.5
MEGA-CAP14.6
LARGE-CAP4.9

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others81.1
S&P 50018.9
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Capitol Family Office, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Capitol Family Office, Inc.

$84.69MTotal Value
48.00Positions
15 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Capitol Family Office, Inc., last reported on 15 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Capitol Family Office, Inc.'s holding in Dbx Etf Tr over time
0.01%99.00
$6.3K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.01%41.00
$6.1K
0.01%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.03%589
$27.1K
0.03%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.02%155
$18.8K
0.02%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Capitol Family Office, Inc.'s holding in Spdr Series Trust over time
0.01%94.00
$6.2K
0.01%
unchanged 0 percentunchanged
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Capitol Family Office, Inc.'s holding in Invesco Exchange Traded Fd T over time
0.87%3,865
$740.4K
0.87%
unchanged 0 percentunchanged
DMXF
Ishares Tr

Ishares Tr

DMXF
Capitol Family Office, Inc.'s holding in Ishares Tr over time
0.27%2,288
$229.6K
0.27%
unchanged 0 percentunchanged
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Capitol Family Office, Inc.'s holding in Vanguard World Fd over time
0.14%945
$114.3K
0.14%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Capitol Family Office, Inc.'s holding in Ishares Tr over time
7.03%49,503
$5.95M
7.03%
unchanged 0 percentunchanged