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Arrowroot Family Office

Latest statistics and disclosures from Arrowroot Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, AGG, VONV, VEA, VTI, and represent 27.47% of Arrowroot Family Office's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$5.7M), AGG, GOVT, VEA, ALLW, VWO, VMBS, HFND, VONG, VONV.
Started 14 new stock positions in BA, VCSH, QQQ, ISRG, ALLW, SLV, HFGM, AVEM, BAC, HFND. FTMU, GOVT, MA, FDX.
Reduced shares in these 10 stocks: Powershares Qqq Trust (-$6.1M), VIG, VOO, COST, VYM, VTV, AAPL, IWM, AVGO, ARWR.
Sold out of its positions in ABBV, ARWR, BITB, AVGO, CRWD, DIS, QDEF, HL, Powershares Qqq Trust, PEP. TTD, UNP, VNQ, VZ, Amcor, ACN.
Arrowroot Family Office was a net buyer of stock by $20M.
Arrowroot Family Office has $275M in assets under management (AUM), dropping by 9.71%.
Central Index Key (CIK): 0002017744

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Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 140 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.6	$24M	+7%	193k	121.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$17M	+24%	171k	99.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	5.6	$15M	+11%	166k	92.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$9.9M	+37%	158k	62.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$9.7M	+3%	29k	335.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$8.2M	+6%	124k	66.00	View chart
Ea Series Trust Marketdesk Focus (FDIV)	2.8	$7.7M		285k	27.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$7.6M	+36%	141k	53.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$7.1M		258k	27.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$5.9M	-2%	8.6k	681.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.1	$5.8M	+4%	92k	63.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$5.7M	NEW	9.3k	614.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$5.4M	+3%	68k	78.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$4.9M	-13%	7.9k	627.14	View chart
Ssga Active Tr State Street Dou (STOT)	1.8	$4.8M	+4%	102k	47.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$4.7M	+8%	9.4k	502.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$4.6M	+12%	91k	50.59	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.7	$4.6M	+74%	98k	47.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$4.5M	+4%	38k	120.18	View chart
Spdr Series Trust State Street Spd (BIL)	1.6	$4.3M	-3%	47k	91.38	View chart
Apple (AAPL)	1.4	$3.9M	-9%	14k	271.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$3.7M	-19%	17k	219.78	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.2	$3.4M	+31%	148k	22.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$3.3M	NEW	143k	23.02	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.2	$3.2M		62k	52.41	View chart
Ea Series Trust Marketdesk Focus (FMTM)	1.2	$3.2M	+61%	100k	32.14	View chart
Microsoft Corporation (MSFT)	1.0	$2.8M		5.9k	483.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.6M	-18%	18k	143.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.6M	+45%	35k	74.07	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.5M	+22%	28k	91.45	View chart
Spdr Series Trust State Street Spd (SPTL)	0.8	$2.2M	+6%	83k	26.47	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.8	$2.1M	+12%	47k	45.32	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	0.8	$2.1M	NEW	75k	27.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$2.0M	+10%	5.2k	396.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$2.0M	-10%	67k	30.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$2.0M		22k	89.46	View chart
Tidal Trust I Unlimited Hfnd (HFND)	0.7	$1.9M	NEW	85k	22.55	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$1.8M	-10%	11k	168.77	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.8M		15k	119.32	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$1.7M	+67%	38k	45.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.7M		20k	84.64	View chart
Eli Lilly & Co. (LLY)	0.6	$1.6M	+2%	1.5k	1074.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.5M		14k	110.19	View chart
Caterpillar (CAT)	0.5	$1.5M	-3%	2.6k	572.83	View chart
Visa Com Cl A (V)	0.5	$1.5M	+2%	4.2k	350.75	View chart
Amazon (AMZN)	0.5	$1.5M	-15%	6.3k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.4M	-7%	4.3k	313.80	View chart
salesforce (CRM)	0.5	$1.4M	-14%	5.1k	264.90	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$1.3M	+2%	14k	93.08	View chart
Colgate-Palmolive Company (CL)	0.4	$1.2M	-10%	15k	79.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.2M	+10%	21k	57.24	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.4	$1.2M		9.8k	120.01	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	+2%	6.1k	186.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.1M	-4%	5.8k	191.57	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.4	$1.1M	+37%	23k	47.13	View chart
Spdr Series Trust State Street Spd (XOP)	0.4	$1.1M	-2%	8.4k	126.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.1M	+7%	11k	96.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.1M	-19%	4.1k	257.98	View chart
Vanguard World Energy Etf (VDE)	0.4	$1.0M	+7%	8.3k	125.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$973k		10k	94.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$953k	-5%	3.8k	252.92	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$898k		13k	67.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$889k	+4%	11k	81.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.3	$882k		16k	57.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$872k	+8%	1.3k	684.75	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$839k		22k	37.40	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$830k	+3%	8.5k	97.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$824k		12k	71.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$812k	NEW	10k	79.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$809k	+28%	9.8k	82.82	View chart
Costco Wholesale Corporation (COST)	0.3	$808k	-47%	937.00	862.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$806k	-11%	9.2k	87.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$775k	-31%	2.5k	313.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$756k	-35%	3.1k	246.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$753k		3.6k	211.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$742k		4.8k	154.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$734k	-22%	1.5k	487.84	View chart
Tesla Motors (TSLA)	0.2	$682k	-6%	1.5k	449.72	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$672k	+183%	8.2k	82.32	View chart
Vanguard Wellington Us Quality (VFQY)	0.2	$635k		4.1k	153.41	View chart
Chevron Corporation (CVX)	0.2	$597k	-2%	3.9k	152.42	View chart
Procter & Gamble Company (PG)	0.2	$596k	-2%	4.2k	143.32	View chart
Johnson & Johnson (JNJ)	0.2	$576k	-11%	2.8k	206.97	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$569k	-9%	8.2k	69.42	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$551k	+64%	21k	26.68	View chart
International Business Machines (IBM)	0.2	$546k	-18%	1.8k	296.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$519k	+6%	688.00	753.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$482k	-3%	11k	46.04	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$473k		6.3k	75.05	View chart
Advanced Micro Devices (AMD)	0.2	$473k	-11%	2.2k	214.16	View chart
Meta Platforms Cl A (META)	0.2	$458k	+13%	694.00	660.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$443k		1.8k	250.25	View chart
Aon Shs Cl A (AON)	0.2	$443k	-17%	1.3k	352.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$437k	-5%	723.00	603.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$430k	+3%	3.0k	141.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$428k	+11%	3.6k	120.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$423k	-2%	5.3k	80.22	View chart
Vanguard World Financials Etf (VFH)	0.2	$419k	-4%	3.1k	133.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$419k	+4%	3.0k	139.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$386k	+12%	7.8k	49.65	View chart
Micron Technology (MU)	0.1	$380k		1.3k	285.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$378k	-57%	2.0k	190.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$374k		4.3k	86.25	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$352k	-22%	5.4k	65.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$343k	-3%	1.1k	301.21	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$327k	-21%	3.3k	100.33	View chart
Wal-Mart Stores (WMT)	0.1	$326k		2.9k	111.42	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$316k	-4%	7.1k	44.50	View chart
Waste Management (WM)	0.1	$313k	+8%	1.4k	219.73	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$312k	+12%	6.2k	50.38	View chart
Coinbase Global Com Cl A (COIN)	0.1	$305k		1.3k	226.14	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$304k		1.9k	163.59	View chart
Nike CL B (NKE)	0.1	$299k		4.7k	63.71	View chart
Netflix (NFLX)	0.1	$297k	+1102%	3.2k	93.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$289k		6.1k	47.72	View chart
Uber Technologies (UBER)	0.1	$289k	+5%	3.5k	81.71	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$287k	+7%	2.7k	107.12	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.1	$286k		9.6k	29.72	View chart
Home Depot (HD)	0.1	$285k	+37%	827.00	344.19	View chart
McDonald's Corporation (MCD)	0.1	$283k	-23%	925.00	305.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$282k	-22%	874.00	322.31	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$280k		8.7k	32.25	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$272k		4.8k	56.80	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$266k		3.0k	88.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$253k	-3%	3.0k	83.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$252k	-10%	521.00	483.61	View chart
Bank of America Corporation (BAC)	0.1	$249k	NEW	4.5k	55.00	View chart
Boeing Company (BA)	0.1	$248k	NEW	1.1k	217.12	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$243k	NEW	3.8k	64.42	View chart
FedEx Corporation (FDX)	0.1	$228k	NEW	791.00	288.80	View chart
Yum! Brands (YUM)	0.1	$225k	-35%	1.5k	151.28	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$219k	NEW	7.6k	28.84	View chart
Mastercard Incorporated Cl A (MA)	0.1	$214k	NEW	374.00	570.94	View chart
Intuitive Surgical Com New (ISRG)	0.1	$206k	NEW	363.00	566.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$205k	NEW	2.7k	77.02	View chart
Intel Corporation (INTC)	0.1	$204k	-14%	5.5k	36.90	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$203k	-33%	959.00	211.14	View chart
AutoZone (AZO)	0.1	$200k	+5%	59.00	3391.51	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.0	$97k	NEW	12k	7.81	View chart

Past Filings by Arrowroot Family Office

SEC 13F filings are viewable for Arrowroot Family Office going back to 2023

Arrowroot Family Office 2025 Q4 filed Feb. 11, 2026
Arrowroot Family Office 2025 Q3 filed Nov. 12, 2025
Arrowroot Family Office 2025 Q2 filed Aug. 5, 2025
Arrowroot Family Office 2024 Q4 filed Feb. 14, 2025
Arrowroot Family Office 2024 Q3 filed Nov. 14, 2024
Arrowroot Family Office 2024 Q2 filed Aug. 13, 2024
Arrowroot Family Office 2024 Q1 filed May 14, 2024
Arrowroot Family Office 2023 Q1 filed April 17, 2024
Arrowroot Family Office 2023 Q2 filed April 17, 2024
Arrowroot Family Office 2023 Q3 filed April 17, 2024
Arrowroot Family Office 2023 Q4 filed April 17, 2024

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