Capitol Family Office, Inc.

Q2 2025 13F Holdings

  • Location
    beaverton, OR
  • Num holdings

    48

  • Value ($000)

    $76,687

  • Date Filed
    08/06/2025
  • Form type
    13F-HR
  • CIK
    0001863768
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$38.53M
50 %

126,759

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$7.00M
9 %

64,085

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$4.16M
5 %

16,424

MSFT
MSFT

MICROSOFT CORP

COM
$3.29M
4 %

6,614

AAPL
AAPL

APPLE INC

COM
$2.80M
4 %

13,654

NKE
NKE

NIKE INC

CL B
$2.57M
3 %

36,238

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$2.21M
3 %

4,557

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$2.08M
3 %

9,624

LLY
LLY

ELI LILLY & CO

COM
$1.76M
2 %

2,261

XLI
XLI

SELECT SECTOR SPDR TR

INDL
$1.54M
2 %

10,447

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