13F Filings History of Capitol Family Office, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$84,688,660
Signature - Title
Erica Nortman - CCO
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by Capitol Family Office, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capitol Family Office, Inc. reported 48 stock holdings with total value $84,688,660 as of Q4 2025. Top holdings included VTI, IJR, XLK, IWM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $84,688,660 +$5,829,778 -$2,490,955 +$3,338,823 VTI, IJR, XLK, IWM, AAPL 13F-HR 26 Jan 2026, 15:29
Q3 2025 47 $82,444,056 +$943,693 -$1,070,710 -$127,017 VTI, IJR, XLK, AAPL, MSFT 13F-HR 09 Oct 2025, 19:51
Q2 2025 48 $76,687,397 +$589,994 -$963,300 -$373,306 VTI, IJR, XLK, MSFT, AAPL 13F-HR 06 Aug 2025, 18:18
Q1 2025 48 $70,672,611 +$17,639,654 -$17,874,651 -$234,997 VTI, IJR, XLK, AAPL, NKE Restatement 24 Apr 2025, 16:31
Q4 2024 17 $74,904,016 +$553,511 -$6,000,670 -$5,447,159 VTI, IWM, RSP, MSFT, NKE 13F-HR 23 Jan 2025, 16:35
Q3 2024 18 $80,741,527 +$2,478,182 -$883,903 +$1,594,279 VTI, IWM, NKE, RSP, MSFT 13F-HR 29 Oct 2024, 12:25
Q2 2024 15 $74,762,905 +$679 -$2,638,754 -$2,638,075 VTI, IWM, NKE, MSFT, RSP 13F-HR 24 Jul 2024, 16:09
Q1 2024 15 $77,293,081 +$19,551,941 -$3,870,317 +$15,681,624 VTI, IWM, NKE, RSP, MSFT 13F-HR 15 Apr 2024, 10:41
Q4 2023 16 $59,386,600 +$826,834 -$1,186,956 -$360,122 VTI, IWM, NKE, RSP, MSFT 13F-HR 09 Jan 2024, 16:47
Q3 2023 16 $53,111,471 +$16,899,667 -$5,239,817 +$11,659,850 VTI, IWM, NKE, RSP, MSFT 13F-HR 10 Oct 2023, 16:05
Q2 2023 14 $43,809,541 +$3,718,187 -$12,147,941 -$8,429,754 VTI, NKE, BRKB, XLV, XLU 13F-HR 17 Jul 2023, 16:27
Q1 2023 16 $50,678,252 +$841,368 -$606,574 +$234,794 VTI, NKE, BRKB, XLU, IYK 13F-HR 13 Apr 2023, 13:44
Q4 2022 14 $49,363,519 +$25,373,576 -$46,222,633 -$20,849,057 VTI, NKE, BRKB, XLV, PG 13F-HR 20 Jan 2023, 13:05
Q3 2022 15 $66,659,000 +$2,104,534 -$26,175,172 -$24,070,638 SPTS, XLSR, NKE, AAPL, BRKB 13F-HR 14 Oct 2022, 13:23
Q2 2022 19 $97,107,000 +$20,237,136 -$33,416,834 -$13,179,698 SPTS, SPAB, XLSR, NKE, XLRE 13F-HR 18 Jul 2022, 15:00
Q1 2022 21 $124,206,000 +$57,414,317 -$72,218,323 -$14,804,006 SPTS, SPAB, XLK, XLY, SPTL 13F-HR 18 Apr 2022, 15:02
Q4 2021 24 $145,752,000 $0 $0 $0 SPIP, XLY, XLK, SPMB, XLV 13F-HR 09 Feb 2022, 15:53