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Livermore
Livermore
ZHEN

Capitol Family Office, Inc.

SEC CIK
0001863768
Latest filing
Jul 31, 2026

The latest 13F from Capitol Family Office, Inc. covers Q2 2026 (filed Jul 31, 2026): 46 long positions worth $94.7M. The top 10 holdings make up 85.5% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 51.2%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$53.4K
Added
17
Est. +$4.96M
Reduced
12
Est. −$4.02M
Sold out
3
Est. −$509.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    51.2%$48.4M
  2. State Street Technology Select Sector SPDR ETF81369Y803
    7.3%$6.88M
  3. iShares Russell 2000 ETF464287655
    6.8%$6.44M
  4. iShares Core S&P Small Cap ETF464287804
    5.6%$5.31M
  5. AAPLApple Inc.
    3.8%$3.58MHistory

Share of portfolio

Top 5 holdings and the other 41 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF51.2%
  2. State Street Technology Select Sector SPDR ETF7.3%
  3. iShares Russell 2000 ETF6.8%
  4. iShares Core S&P Small Cap ETF5.6%
  5. AAPL3.8%
  6. Other 41 positions25.4%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Russell 2000 ETF464287655
    +$2.16MAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$889.6KAdded
  3. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    +$295.2KAdded
  4. State Street Technology Select Sector SPDR ETF81369Y803
    +$276.6KAdded
  5. State Street Financial Select Sector SPDR ETF81369Y605
    +$210.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Russell 2000 ETF464287655
    +2.67 pp4.1% → 6.8%
  2. State Street Technology Select Sector SPDR ETF81369Y803
    +1.37 pp5.9% → 7.3%
  3. CATCaterpillar Inc
    +0.45 pp0.5% → 0.9%History
  4. State Street Industrial Select Sector SPDR ETF81369Y704
    +0.29 pp2.0% → 2.3%
  5. Vanguard Morningstar Total Stock Market ETF922908769
    +0.29 pp50.9% → 51.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P Small Cap ETF464287804
    −$2.03MReduced
  2. INTCIntel Corp
    −$482.7KReducedHistory
  3. LULUlululemon athletica inc.
    −$435.6KSold outHistory
  4. Invesco Exchange Traded FD T46137V357
    −$360.9KReduced
  5. NKENIKE, Inc.
    −$273.0KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NKENIKE, Inc.
    −1.55 pp3.0% → 1.4%History
  2. iShares Core S&P Small Cap ETF464287804
    −1.41 pp7.0% → 5.6%
  3. MSFTMicrosoft Corp
    −1.10 pp3.3% → 2.2%History
  4. LULUlululemon athletica inc.
    −0.51 pp0.5% → 0.0%History
  5. BRK.BBerkshire Hathaway Inc
    −0.46 pp2.6% → 2.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$94.7M
+$10.0M (+11.8%) vs. prior quarter
Positions
46
−2 vs. prior quarter
Top 10 concentration
85.5%
Top 10 as share of value
Turnover
5.0%
Q2 2026, one quarter
Average holding period
13.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $145.8M (Q4 2021)

Q4 2021: $145.8MQ1 2022: $124.2MQ2 2022: $97.1MQ3 2022: $66.7MQ4 2022: $49.4MQ1 2023: $50.7MQ2 2023: $43.8MQ3 2023: $53.1MQ4 2023: $59.4MQ1 2024: $77.3MQ2 2024: $74.8MQ3 2024: $80.7MQ4 2024: $74.9MQ1 2025: $70.7MQ2 2025: $76.7MQ3 2025: $82.4MQ4 2025: $84.7MQ1 2026: $84.7MQ2 2026: $94.7M
Q4 2021Q2 2026
13F filings of Capitol Family Office, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 202646$94.7MVanguard Morningstar Total Stock Market ETFState Street Technology Select Sector SPDR ETFiShares Russell 2000 ETFvs. Q1 2026SEC
Q1 2026Apr 15, 202648$84.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFState Street Technology Select Sector SPDR ETFvs. Q4 2025SEC
Q4 2025Jan 26, 202648$84.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFState Street Technology Select Sector SPDR ETFvs. Q3 2025SEC
Q3 2025Oct 10, 202547$82.4MVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFState Street Technology Select Sector SPDR ETFvs. Q2 2025SEC
Q2 2025Aug 7, 202548$76.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFState Street Technology Select Sector SPDR ETFvs. Q1 2025SEC
Q1 2025Apr 24, 2025Amended48$70.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFState Street Technology Select Sector SPDR ETFvs. Q4 2024SEC
Q4 2024Jan 23, 202517$74.9MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFInvesco Exchange Traded FD Tvs. Q3 2024SEC
Q3 2024Oct 29, 202418$80.7MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFNKEvs. Q2 2024SEC
Q2 2024Jul 24, 202415$74.8MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFNKEvs. Q1 2024SEC
Q1 2024Apr 15, 202415$77.3MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFNKEvs. Q4 2023SEC
Q4 2023Jan 9, 202416$59.4MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFNKEvs. Q3 2023SEC
Q3 2023Oct 10, 202316$53.1MVanguard Morningstar Total Stock Market ETFiShares Russell 2000 ETFNKEvs. Q2 2023SEC
Q2 2023Jul 17, 202314$43.8MVanguard Morningstar Total Stock Market ETFNKEBRK.Bvs. Q1 2023SEC
Q1 2023Apr 13, 202316$50.7MVanguard Morningstar Total Stock Market ETFNKEBRK.Bvs. Q4 2022SEC
Q4 2022Jan 20, 202314$49.4MVanguard Morningstar Total Stock Market ETFNKEBRK.Bvs. Q3 2022SEC
Q3 2022Oct 14, 202215$66.7MSPDR Series TrustSsga Active TrNKEvs. Q2 2022SEC
Q2 2022Jul 18, 202219$97.1MSPDR Series TrustState Street SPDR Portfolio Aggregate Bond ETFSsga Active Trvs. Q1 2022SEC
Q1 2022Apr 18, 202221$124.2MSPDR Series TrustState Street SPDR Portfolio Aggregate Bond ETFState Street Technology Select Sector SPDR ETFvs. Q4 2021SEC
Q4 2021Feb 9, 202224$145.8MSPDR Series TrustState Street Consumer Discretionary Select Sector SPDR ETFState Street Technology Select Sector SPDR ETF–SEC