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CIK: 0002017744
Total reported value
$349.3M
$349.3M
156 檔
22.6%
In Q1 2026, Arrowroot Family Office, LLC's U.S. equity holdings reached a combined market value of $349.3M, distributed across 156 disclosed stock positions.
In Q1 2026, Arrowroot Family Office, LLC displayed an active expansion posture, initiating 23 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.49% | +0.51% | +6.84% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.39% | +0.13% | +4.82% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.23% | -0.73% | -6.69% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.58% | +0.19% | +36.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.43% | +0.10% | +35.70% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.10% | +0.01% | +0.66% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.84% | +0.10% | +2.34% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.53% | -0.30% | -3.37% | |
| 9 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 2.36% | -0.16% | -6.15% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.30% | -0.16% | +112.40% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.21% | +0.01% | +46.13% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.97% | +0.13% | +6.11% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.86% | +0.10% | +5.07% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.02% | -3.24% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.04% | +17.20% | |
| 16 | FMTM | Mrktdsk Foc US Mmntm ETF | ETF-Other | 1.68% | +0.23% | +46.00% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.51% | +0.12% | -2.04% | |
| 18 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.46% | — | +31.40% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.22% | -19.17% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.35% | -0.18% | -11.76% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.01% | -17.63% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.04% | -0.51% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | -0.09% | -11.41% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.06% | -0.12% | -0.03% | |
| 25 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.03% | -0.17% | -35.00% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.02% | +0.13% | -28.44% | |
| 27 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 0.96% | -0.15% | +34.06% | |
| 28 | HFND | Unltd Hfnd Mult St Ret Track | ETF-Other | 0.95% | -0.42% | +46.46% | |
| 29 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.88% | -0.13% | — | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.85% | +0.03% | +45.83% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.85% | -0.09% | +17.75% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.84% | -0.01% | +3.01% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | -0.02% | +123.81% | |
| 34 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.76% | -0.09% | +8.05% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.06% | +185.35% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.76% | -0.14% | -14.81% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.10% | +4.25% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.27% | +1.61% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | +0.04% | -0.23% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.65% | -0.04% | -5.73% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.61% | +0.15% | +7.90% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.09% | -4.72% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.58% | -0.03% | -0.33% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.54% | +0.13% | +8.47% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.12% | -37.99% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | +20.95% | |
| 47 | CTA | Simplify Managed Futures St | ETF-Other | 0.49% | -0.04% | — | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.49% | +0.01% | -19.80% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.21% | +18.51% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.02% | +5.62% |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 156 disclosed positions in Q1 2026.
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, VONV, AGG) accounted for 22.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBIL
市值: $2.7M
Top Position Liquidated / Trimmed
XOP
前期市值: $1.1M
During Q1 2026, Arrowroot Family Office, LLC's top holdings by market value included VONG (7.5%)、VONV (5.4%)、AGG (5.2%). The largest single position, VONG, represented 7.5% of total portfolio value.
In Q1 2026, Arrowroot Family Office, LLC made 158 total portfolio adjustments, initiating 23 new buys, adding to 72 positions, trimming 56 holdings, and fully liquidating 7 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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