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CIK: 0002017744
Total reported value
$349.3M
$349.3M
137 檔
16.7%
According to the latest 13F quarterly dataset, Arrowroot Family Office, LLC managed an equity portfolio of $349.3M at the end of Q2 2025, spanning 137 distinct U.S. exchange-listed positions.
During Q2 2025, Arrowroot Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.42% | +0.51% | +12.65% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.47% | -0.73% | +45.09% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.37% | +0.13% | +19.34% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.61% | +0.01% | +3.92% | |
| 5 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 3.25% | -0.16% | +11.09% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.12% | -0.30% | +34.21% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.09% | +0.10% | +13.39% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.94% | +0.02% | +40.90% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.48% | +0.10% | +28.63% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.44% | +0.19% | +18.36% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.20% | +0.13% | +13.03% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.01% | -5.56% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.09% | +0.10% | +17.89% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.90% | -0.22% | +8.32% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.89% | -0.09% | -9.39% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.69% | +0.12% | +17.71% | |
| 17 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.68% | -0.17% | +17.47% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.04% | -7.33% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.40% | -0.18% | +10.55% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.33% | -0.12% | +9.81% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.04% | -9.31% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.10% | +4.58% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.28% | -0.14% | +9.36% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.16% | +0.01% | +36.20% | |
| 25 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.14% | — | +73.95% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.95% | -0.04% | -23.22% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.94% | -0.09% | — | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | -0.01% | +20.38% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.81% | — | +0.88% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | +0.13% | +234.47% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | +0.04% | -5.23% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.78% | +0.15% | +2.55% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | +47.44% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.02% | -1.74% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | -0.12% | +311.69% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.71% | -0.03% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.09% | -0.48% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.66% | +0.13% | +19.00% | |
| 39 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.66% | -0.09% | +0.55% | |
| 40 | FMTM | Mrktdsk Foc US Mmntm ETF | ETF-Other | 0.65% | +0.23% | — | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.64% | +0.01% | -0.51% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.27% | -51.78% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.61% | -0.01% | +1.56% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.06% | -3.05% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.55% | -0.11% | +1.17% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.01% | -26.30% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.09% | -9.18% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.02% | +30.12% | |
| 49 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.48% | -0.02% | -6.51% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.08% | +1.50% |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 137 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, AGG, VONV) accounted for 16.7% of total reported equity market value during Q2 2025.
During Q2 2025, Arrowroot Family Office, LLC's top holdings by market value included VONG (8.4%)、AGG (5.5%)、VONV (5.4%). The largest single position, VONG, represented 8.4% of total portfolio value.
In Q2 2025, Arrowroot Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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