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CIK: 0002017744
Total reported value
$349.3M
$349.3M
140 檔
21.6%
The Q4 2025 SEC filing reveals that Arrowroot Family Office, LLC held a total portfolio value of $349.3M, covering 140 public equity positions.
In Q4 2025, Arrowroot Family Office, LLC displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.57% | +0.51% | +7.65% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.21% | -0.73% | +24.26% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.57% | +0.13% | +11.63% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.59% | +0.19% | +37.21% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.54% | +0.01% | +3.93% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.99% | +0.10% | +6.25% | |
| 7 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 2.81% | -0.16% | +1.08% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.76% | +0.10% | +36.65% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.58% | -0.30% | -1.24% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | +0.02% | -2.24% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.10% | +0.13% | +4.75% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.07% | +0.10% | — | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.95% | -0.22% | +3.59% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.01% | -13.28% | |
| 15 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.76% | -0.17% | +4.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.04% | +8.98% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.68% | -0.18% | +12.68% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.67% | +0.01% | +74.33% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.12% | +4.96% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.56% | +0.13% | -3.17% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.04% | -9.88% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.36% | -0.09% | -19.41% | |
| 23 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.23% | — | +31.84% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.20% | -0.16% | — | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.18% | -0.12% | +0.49% | |
| 26 | FMTM | Mrktdsk Foc US Mmntm ETF | ETF-Other | 1.17% | +0.23% | +61.35% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.10% | -1.31% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.14% | -18.40% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.94% | -0.12% | +45.12% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.93% | -0.01% | +22.07% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.80% | -0.09% | +6.84% | |
| 32 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.78% | -0.09% | +12.90% | |
| 33 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 0.75% | -0.15% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.27% | +10.11% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | -0.04% | -10.48% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | +0.04% | +1.91% | |
| 37 | HFND | Unltd Hfnd Mult St Ret Track | ETF-Other | 0.69% | -0.42% | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | +0.01% | -10.30% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.66% | +0.15% | +0.24% | |
| 40 | IQLT | Ishares Msci International Q | ETF-Other | 0.63% | +0.03% | +67.71% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | -0.03% | -0.30% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.08% | +2.03% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.55% | +0.13% | -0.68% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.09% | -3.08% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.06% | +2.80% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.02% | -15.53% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | -7.63% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.09% | -14.51% | |
| 49 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | -0.11% | +2.26% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.44% | -0.01% | -10.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +37.21% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.7% | +24.26% | Add |
| 3 | VMBS | Vanguard Mortgage-backed Sec | +0.6% | +74.33% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +36.65% | Add |
| 5 | FMTM | Mrktdsk Foc US Mmntm ETF | +0.4% | +61.35% | Add |
| 6 | VONV | Vanguard Russell 1000 Value | +0.3% | +11.63% | Add |
| 7 | IQLT | Ishares Msci International Q | +0.2% | +67.71% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.2% | +45.12% | Add |
| 9 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | +31.84% | Add |
| 10 | AVDE | Avantis International Equity | +0.2% | +183.97% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +2.03% | Add |
| 12 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +22.07% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +10.11% | Add |
| 14 | HYBB | Ishares Bb Rated CORP Bond | +0.1% | +37.80% | Add |
| 15 | JPST | Jpmorgan Ultra-short Income | 0% | +12.68% | Add |
| 16 | MINO | Pimco Municipal Income Oppor | 0% | +12.90% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.98% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +6.25% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.96% | Add |
| 20 | VONG | Vanguard Russell 1000 Growth | -0.1% | +7.65% | Add |
| 21 | JQUA | Jpmorgan US Quality Factor | -0.1% | +4.75% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +3.93% | Add |
| 23 | VB | Vanguard Small-cap ETF | -0.1% | -19.27% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | -0.2% | -35.07% | Trim |
| 25 | MSFT | Microsoft CORP | -0.2% | -1.31% | Trim |
| 26 | VTV | Vanguard Value ETF | -0.2% | -57.36% | Trim |
| 27 | VYM | Vanguard High Dvd Yield ETF | -0.3% | -18.40% | Trim |
| 28 | COST | Costco Wholesale CORP | -0.4% | -47.57% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.4% | -13.28% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -19.41% | Trim |
| 31 | ✓ | Invesco Qqq Trust | — | EXIT | Sold out |
| 32 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 33 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 34 | ALLW | State Street Brgwtr All Wthr | — | NEW | New buy |
| 35 | HFND | Unltd Hfnd Mult St Ret Track | — | NEW | New buy |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 37 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 38 | ARWR | Arrowhead Pharmaceuticals In | — | EXIT | Sold out |
| 39 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
| 40 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 41 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 42 | QDEF | Flexshares Quality Dividend | — | EXIT | Sold out |
| 43 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 44 | BAC | Bank Of America CORP | — | NEW | New buy |
| 45 | BA | Boeing Co/the | — | NEW | New buy |
| 46 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 47 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 48 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 49 | ACN | Accenture plc | — | EXIT | Sold out |
| 50 | FDX | Fedex CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 140 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, AGG, VONV) accounted for 21.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQ
市值: $5.7M
Top Position Liquidated / Trimmed
INVESCO QQQ TRUST
前期市值: $6.1M
During Q4 2025, Arrowroot Family Office, LLC's top holdings by market value included VONG (8.6%)、AGG (6.2%)、VONV (5.6%). The largest single position, VONG, represented 8.6% of total portfolio value.
In Q4 2025, Arrowroot Family Office, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 8 holdings, and fully liquidating 11 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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