Arrowroot Family Office

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

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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 156 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.5 $23M +6% 207k 109.69
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.4 $16M +4% 174k 93.74
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Ishares Tr Core Us Aggbd Et (AGG) 5.2 $16M -6% 159k 99.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $14M +36% 216k 64.08
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $10M +35% 192k 54.05
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Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $9.4M 29k 320.81
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $8.6M +2% 127k 67.53
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $7.7M -3% 250k 30.68
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Ea Series Trust Marketdesk Focus (FDIV) 2.4 $7.1M -6% 268k 26.73
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Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $7.0M +112% 304k 22.91
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.2 $6.7M +46% 143k 46.95
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.0 $6.0M +6% 97k 61.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $5.6M +5% 9.7k 577.17
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $5.4M -3% 8.3k 650.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $5.3M +17% 11k 479.20
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Ea Series Trust Marketdesk Focus (FMTM) 1.7 $5.1M +46% 147k 34.76
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $4.6M -2% 37k 124.31
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.5 $4.4M +31% 194k 22.68
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $4.3M -19% 55k 78.41
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $4.1M -11% 81k 50.61
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.9M -17% 6.5k 597.57
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Apple (AAPL) 1.2 $3.6M 14k 253.79
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Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.2M -11% 15k 215.06
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.1 $3.2M 62k 52.19
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Ssga Active Tr State Street Dou (STOT) 1.0 $3.1M -35% 66k 47.13
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Spdr Series Trust State Street Spd (BIL) 1.0 $3.1M -28% 34k 91.64
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Ssga Active Tr Sst Bridgewater (ALLW) 1.0 $2.9M +34% 101k 28.85
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Tidal Trust I Unlimited Hfnd (HFND) 0.9 $2.9M +46% 124k 23.21
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.9 $2.7M NEW 35k 75.65
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Ishares Tr Msci Intl Qualty (IQLT) 0.9 $2.6M +45% 56k 46.23
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Spdr Series Trust State Street Spd (SPTL) 0.9 $2.6M +17% 98k 26.30
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $2.5M +3% 29k 88.46
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $2.5M +123% 13k 191.92
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Pimco Etf Tr Muni Income Opp (MINO) 0.8 $2.3M +8% 51k 45.17
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.3M +185% 29k 79.27
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Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $2.3M -14% 16k 148.10
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Microsoft Corporation (MSFT) 0.7 $2.3M +4% 6.1k 370.16
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Spdr Gold Tr Gold Shs (GLD) 0.7 $2.3M 5.2k 430.29
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.0M 22k 90.53
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.0M -5% 63k 30.96
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $1.9M +7% 17k 112.11
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Caterpillar (CAT) 0.6 $1.8M -4% 2.5k 708.41
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Ishares Tr Core Msci Total (IXUS) 0.6 $1.8M 20k 86.64
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.6M +8% 15k 108.99
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.6M -37% 22k 73.64
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Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M +20% 5.3k 286.87
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.5 $1.5M NEW 49k 30.22
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Ishares Tr Ishares Biotech (IBB) 0.5 $1.5M -19% 8.7k 168.85
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.4M +18% 25k 56.68
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Amazon (AMZN) 0.5 $1.4M +5% 6.7k 208.26
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Eli Lilly & Co. (LLY) 0.5 $1.4M +3% 1.5k 919.68
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Ishares Tr Bb Rat Corp Bd (HYBB) 0.4 $1.3M +23% 28k 46.49
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Colgate-Palmolive Company (CL) 0.4 $1.3M 15k 85.23
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Pimco Etf Tr Active Bd Etf (BOND) 0.4 $1.3M 14k 92.28
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NVIDIA Corporation (NVDA) 0.4 $1.3M +17% 7.2k 174.40
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Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.2M +15% 13k 97.23
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Roundhill Etf Trust Glp 1 & Weight L (OZEM) 0.4 $1.2M NEW 39k 31.20
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.4 $1.2M NEW 7.2k 163.58
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Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.4 $1.2M 9.8k 118.23
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Visa Com Cl A (V) 0.4 $1.1M -10% 3.8k 302.27
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M +4% 4.2k 261.90
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Global X Fds Defense Tech Etf (SHLD) 0.4 $1.1M NEW 16k 70.84
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Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.4 $1.1M NEW 38k 28.75
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Ishares Us Power Infrast (POWR) 0.3 $1.0M NEW 39k 26.23
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.0M +26% 12k 82.57
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Tidal Trust Ii Defiance Ai & Pw (AIPO) 0.3 $1.0M NEW 41k 24.96
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $996k NEW 21k 48.05
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $993k +3% 11k 92.74
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $966k NEW 15k 65.69
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Costco Wholesale Corporation (COST) 0.3 $949k 952.00 996.64
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Ishares Gold Tr Ishares New (IAU) 0.3 $947k 11k 88.16
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $931k +30% 3.2k 287.55
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Spdr Series Trust State Street Spd (XAR) 0.3 $931k NEW 3.7k 253.98
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Ishares Core Msci Emkt (IEMG) 0.3 $927k 13k 69.75
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Invesco Exch Traded Fd Tr Ii S&p 500 Concentr (QVMT) 0.3 $924k 16k 59.45
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Ishares Tr Broad Usd High (USHY) 0.3 $883k +6% 24k 36.84
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $845k 12k 73.14
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $841k 1.3k 653.03
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salesforce (CRM) 0.3 $825k -13% 4.4k 186.66
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.3 $788k -4% 8.1k 96.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $772k 3.6k 217.25
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Chevron Corporation (CVX) 0.3 $770k -5% 3.7k 206.91
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $760k +9% 9.0k 84.84
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $754k 3.0k 247.98
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $733k +35% 28k 26.20
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $718k 1.00 718140.00
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Simplify Exchange Traded Fun Dbi Cta Managed (SDMF) 0.2 $696k NEW 28k 25.30
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $695k 4.7k 146.60
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Vanguard Index Fds Growth Etf (VUG) 0.2 $677k +2% 1.5k 436.81
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Ishares Tr Core Div Grwth (DGRO) 0.2 $676k +17% 9.6k 70.18
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Johnson & Johnson (JNJ) 0.2 $672k 2.7k 244.43
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Cloudflare Cl A Com (NET) 0.2 $641k NEW 3.1k 206.34
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Vanguard Wellington Us Quality (VFQY) 0.2 $633k +2% 4.2k 149.24
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Exxon Mobil Corporation (XOM) 0.2 $626k +3% 3.7k 169.65
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Tesla Motors (TSLA) 0.2 $621k +10% 1.7k 371.75
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $604k -24% 7.0k 86.70
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Tidal Trust I Unlimited Hfgm (HFGM) 0.2 $563k +131% 18k 32.06
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Procter & Gamble Company (PG) 0.2 $555k -7% 3.8k 144.45
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Vanguard World Inf Tech Etf (VGT) 0.2 $533k +10% 763.00 697.99
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Netflix (NFLX) 0.2 $521k +71% 5.4k 96.15
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International Business Machines (IBM) 0.2 $502k +12% 2.1k 242.38
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $476k 6.3k 75.19
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Ishares Tr Select Divid Etf (DVY) 0.2 $466k 3.1k 151.42
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $451k -49% 1.9k 237.62
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $450k +80% 5.5k 82.43
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Meta Platforms Cl A (META) 0.1 $443k +11% 774.00 572.28
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $426k 1.8k 240.05
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Advanced Micro Devices (AMD) 0.1 $416k -7% 2.0k 203.43
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $409k -14% 9.0k 45.62
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Aon Shs Cl A (AON) 0.1 $405k 1.3k 322.70
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Ishares Tr Esg Optimized (SUSA) 0.1 $397k 3.0k 132.10
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Global X Fds Global X Uranium (URA) 0.1 $394k NEW 8.1k 48.43
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Micron Technology (MU) 0.1 $386k -14% 1.1k 337.84
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Vanguard World Financials Etf (VFH) 0.1 $381k 3.2k 120.81
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $380k -4% 4.2k 91.37
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $376k -15% 609.00 617.08
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $363k -2% 1.1k 328.59
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Wal-Mart Stores (WMT) 0.1 $359k 2.9k 124.28
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Vanguard Index Fds Value Etf (VTV) 0.1 $354k -8% 1.8k 196.17
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McDonald's Corporation (MCD) 0.1 $354k +23% 1.1k 310.66
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $330k +10% 8.6k 38.42
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $330k 5.4k 61.64
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Ishares Tr National Mun Etf (MUB) 0.1 $321k +13% 3.0k 106.15
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American Centy Etf Tr Diversified Mu (TAXF) 0.1 $319k +2% 6.4k 50.05
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $314k 7.0k 44.85
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Vanguard World Energy Etf (VDE) 0.1 $312k -78% 1.8k 173.06
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JPMorgan Chase & Co. (JPM) 0.1 $305k +18% 1.0k 294.13
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $300k -8% 3.0k 100.57
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Waste Management (WM) 0.1 $300k -8% 1.3k 229.80
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First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $295k 1.9k 158.81
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Spdr Series Trust State Street Spd (SPYM) 0.1 $294k -27% 3.8k 76.54
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $293k 8.7k 33.79
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $287k 6.1k 47.37
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FedEx Corporation (FDX) 0.1 $282k 791.00 356.19
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Raytheon Technologies Corp (RTX) 0.1 $271k NEW 1.4k 192.88
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $269k 3.0k 89.33
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Yum! Brands (YUM) 0.1 $261k +12% 1.7k 155.48
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $257k NEW 5.1k 50.14
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Spdr Series Trust State Street Spd (SPYV) 0.1 $256k -5% 4.5k 56.59
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Select Sector Spdr Tr State Street Uti (XLU) 0.1 $243k NEW 5.3k 45.89
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BlackRock MuniYield Michigan Insured Fnd (MIY) 0.1 $241k NEW 20k 11.88
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Sprott Fds Tr Sprott Critical (SETM) 0.1 $237k NEW 7.2k 33.08
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Intel Corporation (INTC) 0.1 $236k -2% 5.4k 44.13
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Home Depot (HD) 0.1 $235k -13% 715.00 328.93
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Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $233k NEW 11k 22.02
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Abbvie (ABBV) 0.1 $230k NEW 1.1k 217.39
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Boeing Company (BA) 0.1 $230k 1.2k 199.03
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Bank of America Corporation (BAC) 0.1 $215k -2% 4.4k 48.75
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $215k 2.7k 80.57
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Lockheed Martin Corporation (LMT) 0.1 $215k -31% 355.00 604.17
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Nike CL B (NKE) 0.1 $214k -13% 4.0k 52.82
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Vanguard World Consum Stp Etf (VDC) 0.1 $212k 945.00 224.56
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Ge Vernova (GEV) 0.1 $212k NEW 243.00 872.98
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AutoZone (AZO) 0.1 $209k +5% 62.00 3377.77
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $206k NEW 2.7k 75.10
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Putnam Etf Trust Franklin Muni (FTMU) 0.0 $97k 12k 7.79
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Past Filings by Arrowroot Family Office

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