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CIK: 0002017744
Total reported value
$349.3M
$349.3M
142 檔
18.8%
During the Q3 2025 filing period, Arrowroot Family Office, LLC (CIK: 0002017744) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $349.3M across 142 reported positions.
During Q3 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 | 8.64% | +0.51% | +4.44% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.50% | -0.73% | +11.74% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.30% | +0.13% | +5.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.65% | +0.01% | +5.24% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.05% | +0.10% | +5.42% | |
| 6 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 3.02% | -0.16% | +1.09% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.85% | -0.30% | -0.31% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.75% | +0.19% | +20.45% | |
| 9 | ✓ | Invesco Qqq Trust | Stock-Other | 2.43% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | +0.02% | -17.10% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.24% | +0.10% | +10.00% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | -0.01% | +8.19% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.19% | +0.13% | +7.08% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.07% | -0.22% | +22.05% | |
| 15 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.85% | -0.17% | +24.00% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | -0.09% | +2.28% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.78% | +0.13% | +150.16% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.04% | +44.30% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | +0.12% | +3.89% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.18% | +31.84% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.04% | -5.69% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.28% | -0.12% | +6.52% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | -0.14% | +4.19% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.10% | +2.37% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.05% | +0.01% | +0.39% | |
| 26 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.03% | — | +0.20% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.89% | -0.04% | -0.81% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.84% | -0.09% | -0.99% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.81% | -0.01% | +3.31% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | +0.04% | +4.23% | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.76% | -0.09% | +26.83% | |
| 32 | FMTM | Mrktdsk Foc US Mmntm ETF | ETF-Other | 0.74% | +0.23% | +14.48% | |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.74% | +0.15% | -1.08% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | -0.12% | +8.55% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.70% | +0.01% | +6.54% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | -0.03% | -0.12% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.27% | +2.25% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.05% | +5.30% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.02% | -0.73% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.62% | +0.13% | +2.79% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.09% | +7.94% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.06% | +7.65% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | -0.01% | +14.99% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.09% | -5.88% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | -0.01% | -1.77% | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | -0.11% | +1.04% | |
| 47 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.47% | -0.02% | +0.27% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.02% | +2.70% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.03% | -1.44% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.01% | +0.25% |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 142 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, AGG, VONV) accounted for 18.8% of total reported equity market value during Q3 2025.
During Q3 2025, Arrowroot Family Office, LLC's top holdings by market value included VONG (8.6%)、AGG (5.5%)、VONV (5.3%). The largest single position, VONG, represented 8.6% of total portfolio value.
In Q3 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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