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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, VTI, IJH, and represent 26.15% of Arrowroot Family Office's stock portfolio.
Added to shares of these 10 stocks: Powershares Qqq Trust (+$6.1M), BIL, AGG, BRK.B, VEA, JPST, BSV, VONG, STOT, VONV.
Started 13 new stock positions in ACN, MU, AMCR, BITB, INTC, ABBV, AZO, AVDE, VZ, UNP. COIN, MCD, Powershares Qqq Trust.
Reduced shares in these 10 stocks: QQQ (-$5.5M), SPY, QQQM, LIT, , SOXX, AAPL, DIS, PEP, .
Sold out of its positions in AVY, CLX, FDX, LIT, QQQ, JAAA, MRK, TROW.
Arrowroot Family Office was a net buyer of stock by $16M.
Arrowroot Family Office has $251M in assets under management (AUM), dropping by 12.33%.
Central Index Key (CIK): 0002017744

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Positions held by Arrowroot Family Office consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 142 positions in its portfolio as reported in the September 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	$22M	+4%	180k	120.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.5	$14M	+11%	138k	100.25	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	5.3	$13M	+5%	149k	89.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$9.2M	+5%	28k	328.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$7.6M	+5%	117k	65.26	View chart
Ea Series Trust Marketdesk Focus (FDIV)	3.0	$7.6M		282k	26.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.9	$7.1M		262k	27.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$6.9M	+20%	115k	59.92	View chart
Invesco Qqq Tr Unit Ser 1	2.4	$6.1M	NEW	10k	600.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$5.9M	-17%	8.8k	666.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$5.6M	+10%	104k	54.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$5.5M	+8%	9.1k	612.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.2	$5.5M	+7%	87k	62.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$5.2M	+22%	66k	78.91	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	1.9	$4.6M	+23%	98k	47.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$4.6M	+2%	21k	215.79	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.8	$4.5M	+150%	49k	91.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$4.3M	+44%	8.6k	502.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$4.3M	+3%	36k	118.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$4.1M	+31%	81k	50.73	View chart
Apple (AAPL)	1.6	$4.1M	-5%	16k	254.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.3	$3.2M	+6%	61k	52.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$3.2M	+4%	22k	140.95	View chart
Microsoft Corporation (MSFT)	1.2	$3.1M	+2%	6.0k	517.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$2.6M		56k	46.96	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.0	$2.6M		112k	23.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$2.2M		75k	29.64	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.8	$2.1M		78k	26.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$2.0M	+3%	23k	89.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.9M	+4%	22k	87.31	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.8	$1.9M	+26%	42k	45.31	View chart
Ea Series Trust Marketdesk Focus (FMTM)	0.7	$1.9M	+14%	62k	29.93	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.8M		15k	121.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.8M	+8%	24k	74.37	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$1.7M	+6%	12k	144.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$1.7M		20k	82.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.7M	+2%	4.7k	355.47	View chart
Costco Wholesale Corporation (COST)	0.7	$1.7M	+5%	1.8k	925.56	View chart
Amazon (AMZN)	0.7	$1.6M		7.5k	219.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.5M	+2%	14k	111.47	View chart
salesforce (CRM)	0.6	$1.4M	+7%	6.0k	236.98	View chart
Visa Com Cl A (V)	0.6	$1.4M	+7%	4.1k	341.36	View chart
Colgate-Palmolive Company (CL)	0.5	$1.4M	+14%	17k	79.94	View chart
Caterpillar (CAT)	0.5	$1.3M	-5%	2.7k	477.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.3M		5.0k	254.26	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$1.3M		13k	93.35	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.5	$1.2M		9.7k	120.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.2M	+2%	6.1k	189.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M		4.7k	243.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.1M		4.7k	241.95	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.5	$1.1M	+9%	8.6k	132.21	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	+3%	6.0k	186.57	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M	+5%	1.4k	762.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.1M	+3%	19k	57.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$1.0M	+17%	23k	44.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$989k	-49%	4.0k	247.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$987k		10k	96.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$980k		10k	95.14	View chart
Vanguard World Energy Etf (VDE)	0.4	$974k	+14%	7.7k	125.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$933k	-3%	10k	89.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$929k		1.9k	479.52	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$879k	+4%	13k	65.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$874k	-7%	3.6k	243.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$866k		4.6k	186.50	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$862k	+2%	23k	37.78	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.3	$849k		16k	54.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$845k	+3%	12k	73.48	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$808k		8.2k	98.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$783k		1.2k	669.51	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.3	$781k	-4%	17k	47.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$765k		11k	72.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$739k		3.5k	208.68	View chart
Tesla Motors (TSLA)	0.3	$720k	+29%	1.6k	444.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$665k		4.8k	139.16	View chart
Procter & Gamble Company (PG)	0.3	$657k	+27%	4.3k	153.64	View chart
International Business Machines (IBM)	0.3	$641k	+24%	2.3k	282.21	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$634k	+7%	4.2k	150.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$630k		7.6k	82.96	View chart
Chevron Corporation (CVX)	0.2	$624k	-8%	4.0k	155.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$618k	+29%	9.1k	68.08	View chart
Johnson & Johnson (JNJ)	0.2	$583k	-6%	3.1k	185.43	View chart
Aon Shs Cl A (AON)	0.2	$541k		1.5k	356.51	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$500k		11k	46.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$484k	+4%	648.00	747.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$462k	+6%	1.8k	256.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$461k	+4%	6.3k	73.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$458k		768.00	595.90	View chart
Coinbase Global Com Cl A (COIN)	0.2	$457k	NEW	1.4k	337.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$451k	+23%	6.9k	65.00	View chart
Meta Platforms Cl A (META)	0.2	$448k	+24%	611.00	733.88	View chart
Vanguard World Financials Etf (VFH)	0.2	$432k		3.3k	131.24	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$424k		5.4k	78.34	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$418k	+2%	2.9k	142.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$415k		4.1k	100.69	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$410k	+2%	7.0k	58.72	View chart
Advanced Micro Devices (AMD)	0.2	$404k	+30%	2.5k	161.79	View chart
Broadcom (AVGO)	0.2	$396k	+30%	1.2k	329.78	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$391k		2.9k	135.65	View chart
Arrowhead Pharmaceuticals (ARWR)	0.2	$390k		11k	34.49	View chart
McDonald's Corporation (MCD)	0.1	$365k	NEW	1.2k	304.01	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$365k		4.3k	84.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$359k	+5%	3.2k	112.74	View chart
JPMorgan Chase & Co. (JPM)	0.1	$357k	+5%	1.1k	315.41	View chart
Yum! Brands (YUM)	0.1	$351k	+52%	2.3k	152.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$338k		13k	26.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$331k	-2%	675.00	490.38	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$330k	+2%	7.4k	44.57	View chart
Uber Technologies (UBER)	0.1	$327k	+39%	3.3k	97.97	View chart
Nike CL B (NKE)	0.1	$324k	-32%	4.6k	69.73	View chart
Abbvie (ABBV)	0.1	$318k	NEW	1.4k	231.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$318k	-47%	1.2k	271.11	View chart
Netflix (NFLX)	0.1	$315k	+33%	263.00	1198.92	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$309k		1.4k	213.75	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$308k		1.9k	166.16	View chart
Wal-Mart Stores (WMT)	0.1	$304k		2.9k	103.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$290k	-2%	581.00	498.99	View chart
Waste Management (WM)	0.1	$289k		1.3k	220.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$282k		6.1k	46.54	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.1	$281k		9.6k	29.23	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$276k	+2%	5.5k	50.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$276k		3.0k	91.42	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.1	$269k		3.4k	79.98	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$265k	-14%	2.5k	106.49	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$264k	-3%	4.8k	55.34	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$264k		8.6k	30.54	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$263k		3.0k	87.04	View chart
Union Pacific Corporation (UNP)	0.1	$259k	NEW	1.1k	236.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$249k		3.1k	79.80	View chart
Home Depot (HD)	0.1	$243k	-26%	600.00	404.91	View chart
Verizon Communications (VZ)	0.1	$242k	NEW	5.5k	43.95	View chart
AutoZone (AZO)	0.1	$240k	NEW	56.00	4290.23	View chart
Walt Disney Company (DIS)	0.1	$235k	-50%	2.1k	114.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$233k	NEW	945.00	246.64	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$227k	NEW	2.9k	78.90	View chart
Micron Technology (MU)	0.1	$223k	NEW	1.3k	167.32	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$221k	NEW	3.5k	62.22	View chart
Pepsi (PEP)	0.1	$221k	-50%	1.6k	140.42	View chart
Intel Corporation (INTC)	0.1	$215k	NEW	6.4k	33.55	View chart
The Trade Desk Com Cl A (TTD)	0.1	$204k	-3%	4.2k	49.01	View chart
Hecla Mining Company (HL)	0.1	$134k	-3%	11k	12.10	View chart
Amcor Ord (AMCR)	0.0	$106k	NEW	13k	8.18	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 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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