ETF Holders

Capitol Family Office, Inc. ETF holdings

Beaverton, OR

Reported $76.4M in 23 ETFs in its Form 13F for June 30, 2026.

ETF value
$76.4M
ETFs held
23
Change from prior quarter
+15.8%
With price moves
ETFs as a share of its 13F
80.7%
of $94.7M

Top 10 of 23 ETF holdings

TickerFundValueSharesChange
VTIVanguard Morningstar Total Stock Market ETF$48.4M130,889+2,404 shares
XLKState Street Technology Select Sector SPDR ETF$6.9M36,094+1,452 shares
IWMiShares Russell 2000 ETF$6.4M21,447+7,203 shares
IJRiShares Core S&P Small-Cap ETF$5.3M35,835−13,668 shares
XLIState Street Industrial Select Sector SPDR ETF$2.2M11,825+805 shares
XLFState Street Financial Select Sector SPDR ETF$1.6M29,586+3,917 shares
XLYState Street Consumer Discretionary Select Sector SPDR ETF$1.6M13,449+1,642 shares
XLCState Street Communication Services Select Sector SPDR ETF$1.5M14,097+1,590 shares
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1.3M11,701+2,707 shares
RSPInvesco S&P 500 Equal Weight ETF$461K2,169−1,696 shares
13 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001863768. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Capitol Family Office, Inc. own?

Capitol Family Office, Inc. reported 23 ETF positions worth $76.4M in its Form 13F for June 30, 2026. The largest was VTI, at $48.4M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.