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Capitol Family Office, Inc. Historic Quarter Change: USA ETF, New

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Capitol Family Office, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Capitol Family Office, Inc. opened 39 positions, added to 34, reduced 36 and sold out of 23.

  • Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
  • Q2 2026: Stock XLI; Country of operation —; Class ST STR INDL ETF; Shares before 0.
  • Q2 2026: Stock XLF; Country of operation —; Class ST STR FINL ETF; Shares before 0.
  • Q2 2026: Stock XLY; Country of operation —; Class ST STR DISCR ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1863768), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF036,094+36,094$0$6,876,652+$6,876,6522026-07-31
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF011,825+11,825$0$2,190,260+$2,190,2602026-07-31
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF029,586+29,586$0$1,586,117+$1,586,1172026-07-31
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF013,449+13,449$0$1,577,338+$1,577,3382026-07-31
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF014,097+14,097$0$1,510,193+$1,510,1932026-07-31
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY02,426+2,426$0$244,254+$244,2542026-07-31
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF0532+532$0$84,453+$84,4532026-07-31
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF0269+269$0$22,323+$22,3232026-07-31
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF0289+289$0$13,126+$13,1262026-07-31
Q2 2026EFIV
SPDR SERIES TRUST		SPDR S&P 500 ESG094+94$0$6,855+$6,8552026-07-31
Q4 2025XLK
SELECT SECTOR SPDR TR		STATE STREET TEC034,642+34,642$0$4,987,376+$4,987,3762026-01-26
Q4 2025XLI
SELECT SECTOR SPDR TR		STATE STREET IND011,020+11,020$0$1,709,409+$1,709,4092026-01-26
Q4 2025XLC
SELECT SECTOR SPDR TR		STATE STREET COM012,507+12,507$0$1,472,333+$1,472,3332026-01-26
Q4 2025XLY
SELECT SECTOR SPDR TR		STATE STREET CON011,807+11,807$0$1,409,818+$1,409,8182026-01-26
Q4 2025XLF
SELECT SECTOR SPDR TR		STATE STREET FIN025,669+25,669$0$1,405,902+$1,405,9022026-01-26
Q4 2025XLV
SELECT SECTOR SPDR TR		STATE STREET HEA0972+972$0$150,510+$150,5102026-01-26
Q4 2025XLP
SELECT SECTOR SPDR TR		STATE STREET CON0269+269$0$20,875+$20,8752026-01-26
Q4 2025XLU
SELECT SECTOR SPDR TR		STATE STREET UTI0289+289$0$12,359+$12,3592026-01-26
Q4 2025EFIV
SPDR SERIES TRUST		STATE STREET SPD094+94$0$6,218+$6,2182026-01-26
Q1 2025IJR
ISHARES TR		CORE S&P SCP ETF064,013+64,013$0$6,693,849+$6,693,8492025-04-24
Q1 2025XLF
SELECT SECTOR SPDR TR		FINANCIAL023,548+23,548$0$1,172,928+$1,172,9282025-04-24
Q1 2025XLC
SELECT SECTOR SPDR TR		COMMUNICATION011,646+11,646$0$1,123,222+$1,123,2222025-04-24
Q1 2025XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR05,394+5,394$0$1,065,036+$1,065,0362025-04-24
Q1 2025LQD
ISHARES TR		IBOXX INV CP ETF07,997+7,997$0$869,200+$869,2002025-04-24
Q1 2025VTV
VANGUARD INDEX FDS		VALUE ETF0715+715$0$123,457+$123,4572025-04-24
Q1 2025ESGV
VANGUARD WORLD FD		ESG US STK ETF0990+990$0$96,971+$96,9712025-04-24
Q1 2025ESML
ISHARES TR		ESG AWARE MSCI0605+605$0$23,238+$23,2382025-04-24
Q1 2025XLU
SELECT SECTOR SPDR TR		SBI INT-UTILS0289+289$0$22,827+$22,8272025-04-24
Q1 2025XLP
SELECT SECTOR SPDR TR		SBI CONS STPLS0269+269$0$21,947+$21,9472025-04-24
Q1 2025IYK
ISHARES TR		US CONSM STAPLES0297+297$0$21,256+$21,2562025-04-24
Q1 2025SUSL
ISHARES TR		ESG MSCI LEADR0164+164$0$15,713+$15,7132025-04-24
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT017+17$0$9,510+$9,5102025-04-24
Q1 2025NULV
NUSHARES ETF TR		NUVEEN ESG LRGVL0139+139$0$5,628+$5,6282025-04-24
Q1 2025EFIV
SPDR SER TR		S&P 500 ESG ETF099+99$0$5,297+$5,2972025-04-24
Q1 2025USSG
DBX ETF TR		XTRACKERS MSCI0104+104$0$5,238+$5,2382025-04-24
Q1 2025ESGU
ISHARES TR		ESG AWR MSCI USA042+42$0$5,120+$5,1202025-04-24
Q3 2024MMKT
TEXAS CAP TEX EQUITY INDEX E		GOVT MONEY MKT0581,951+581,951$0$581,951+$581,9512024-10-29
Q3 2024XLI
SELECT SECTOR SPDR TR		INDL01,585+1,585$0$214,672+$214,6722024-10-29
Q3 2024SGOV
ISHARES TR		0-3 MNTH TREASRY02,020+2,020$0$203,410+$203,4102024-10-29

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