Arrowroot Family Office, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Arrowroot Family Office, LLC reported 137 stock positions worth $223.1 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 8.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 5.5%) and Vanguard Russell 1000 Value (VONV, 5.4%).

Most Recent 13F
Q2 2026
Location
MARINA DEL REY, CA
CIK
0002017744
Portfolio Value
$223.1M (Q2 2025)
SEC Filing
0001420506-25-001708 ↗ filed Aug 5, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $156.1M Q1 2024 Q2 2024: $156.3M Q2 2024 Q3 2024: $171.6M Q3 2024 Q4 2024: $192.3M Q4 2024 Q2 2025: $223.1M $223.1M Q2 2025 Q3 2025: $250.6M Q3 2025 Q4 2025: $274.9M Q4 2025 Q1 2026: $302.5M Q1 2026 Q2 2026: $349.3M Q2 2026

Holdings 137 stocks · $223.1M

VONG Vanguard Russell 1000 Growth 8.42% 172,043 $18.8M —
AGG iShares Core U.S. Aggregate 5.47% 123,028 $12.2M —
VONV Vanguard Russell 1000 Value 5.37% 140,557 $12.0M —
VTI VG Morningstar TS MKT ETF-US 3.61% 26,508 $8.1M —
FDIV Marketdsk Focused US DVD ETF 3.25% 278,911 $7.3M —
SCHD Schwab US DVD Equity ETF 3.12% 262,507 $7.0M —
IJH iShares Core S&P Midcap ETF 3.09% 111,090 $6.9M —
SPY SS SPDR S&P 500 ETF Trust-US 2.94% 10,611 $6.6M —
QQQ Invesco QQQ Trust Series 1 2.48% 10,037 $5.5M —
VEA Vanguard Ftse Developed ETF 2.44% 95,643 $5.5M —
JQUA JPMorgan US Quality Factor 2.20% 81,602 $4.9M —
VOO Vanguard S&P 500 ETF 2.13% 8,367 $4.8M —
VWO Vanguard Ftse Emerging Marke 2.09% 94,061 $4.7M —
BSV Vanguard Short-Term Bond ETF 1.90% 53,812 $4.2M —
VIG Vanguard Dividend Apprec ETF 1.89% 20,619 $4.2M —
IJR iShares Core S&P Small-Cap E 1.69% 34,443 $3.8M —
STOT SS DL St Dur TR Tact ETF 1.68% 79,075 $3.7M —
AAPL Apple Inc. 1.56% 16,964 $3.5M —
JPST JPMorgan Ultra-Short Income 1.40% 61,539 $3.1M —
MUNI PIMCO Intermediate Municipal 1.33% 57,654 $3.0M —
BRK.B Berkshire Hathaway Inc. Class B 1.30% 5,970 $2.9M —
MSFT Microsoft Corp. 1.30% 5,819 $2.9M —
VYM Vanguard High DVD Yield ETF 1.28% 21,479 $2.9M —
VMBS Vanguard Mortgage-Backed Sec 1.16% 55,740 $2.6M —
SCHI Schwab 5-10 Year Corporate B 1.14% 111,809 $2.5M —
SCHM Schwab US Mid Cap ETF 0.95% 75,562 $2.1M —
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.94% 78,747 $2.1M —
VIGI Vanguard Int Div App Indx FD 0.89% 22,056 $2.0M —
QQQM Invesco Nasdaq 100 ETF 0.81% 7,990 $1.8M —
BIL SS SPDR BB 1-3M T-Bill ETF 0.80% 19,399 $1.8M —
IEFA iShares Core MSCI Eafe ETF 0.78% 20,867 $1.7M —
SPMO Invesco S&P 500 Momentum ETF 0.78% 15,429 $1.7M —
COST Costco Wholesale Corp. 0.75% 1,697 $1.7M —
AMZN Amazon.com Inc. 0.74% 7,529 $1.7M —
BND Vanguard Total Bond Market 0.73% 22,252 $1.6M —
IXUS iShares Core Intl Stock ETF 0.71% 20,388 $1.6M —
CRM Salesforce Inc. 0.68% 5,555 $1.5M —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.66% 13,518 $1.5M —
MINO PIMCO Municipal Income Oppor 0.66% 33,043 $1.5M —
FMTM Mrktdsk Foc US Mmntm ETF 0.65% 54,315 $1.4M —
IBB iShares Biotechnology ETF 0.64% 11,337 $1.4M —
GLD SPDR Gold Shares 0.63% 4,584 $1.4M —
CL Colgate-Palmolive Co. 0.61% 14,961 $1.4M —
V Visa Inc. Class A 0.61% 3,818 $1.4M —
BOND PIMCO Active Bond Exchange-T 0.55% 13,282 $1.2M —
VB Vanguard Most SM-Cap ETF-Usd 0.55% 5,135 $1.2M —
CAT Caterpillar Inc. 0.50% 2,859 $1.1M —
RSP Invesco S&P 500 Equal Weight 0.49% 5,961 $1.1M —
GRPM Invesco S&P Midcap 400 Garp 0.48% 9,720 $1.1M —
LLY Eli Lilly & Co. 0.47% 1,350 $1.1M —
JEPI JPMorgan Equity Premium Inco 0.47% 18,496 $1.1M —
IWM iShares Russell 2000 ETF 0.46% 4,718 $1.0M —
XOP SS SPDR S&P Og Exp & Prod 0.44% 7,837 $986K —
USMV iShares MSCI USA Min Vol Fac 0.43% 10,225 $960K —
TLT iShares 20+ Year Treasury BD 0.43% 10,838 $956K —
IWR iShares Russell Mid-Cap ETF 0.42% 10,189 $937K —
NVDA Nvidia Corp. 0.41% 5,820 $920K —
VUG Vanguard Mrngstar GR ETF-Sui 0.38% 1,944 $852K —
GOOG Alphabet Inc. Class C 0.38% 4,777 $847K —
IQLT iShares MSCI International Q 0.38% 19,383 $838K —
USHY iShares Broad Usd High Yield 0.37% 22,191 $832K —
HYBB iShares BB Rated Corp. Bond 0.37% 17,363 $816K —
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 4,608 $814K —
SPLV Invesco S&P 500 Low Volatili 0.36% 11,128 $810K —
VDE Vanguard Energy ETF 0.36% 6,769 $806K —
QVMT Invesco S&P 500 Concentrated 0.36% 15,481 $805K —
CORP PIMCO Inv Grade Corp. BD ETF 0.35% 8,110 $789K —
IEMG iShares Core MSCI Emerging 0.34% 12,742 $765K —
BRK.A Berkshire Hathaway Inc. Class A 0.33% 1 $729K —
IVV iShares Core S&P 500 ETF 0.33% 1,169 $726K —
GOOGL Alphabet Inc. Class A 0.31% 3,908 $689K —
VBR Vngrd Mrngst SL-CP Val ETF-U 0.31% 3,527 $688K —
IAU iShares Gold Trust 0.29% 10,493 $654K —
XLV SS Health Care Select Sector 0.28% 4,713 $635K —
CVX Chevron Corp. 0.28% 4,376 $627K —
SHY iShares 1-3 Year Treasury Bo 0.28% 7,470 $619K —
VFQY Vanguard U.S. Quality Factor 0.25% 3,901 $561K —
AON Aon PLC Class A 0.24% 1,516 $541K —
SOXX iShares Semiconductor ETF 0.24% 2,255 $538K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 1,825 $538K —
PG The Procter & Gamble Co. 0.24% 3,356 $535K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 4,177 $518K —
JNJ Johnson & Johnson 0.23% 3,369 $515K —
FBND Fidelity Total Bond ETF 0.22% 10,806 $494K —
NKE Nike Inc. Class B 0.22% 6,925 $492K —
DGRO iShares Core Dividend Growth 0.20% 7,023 $449K —
MDY State Street SPDR S&P Midcap 0.20% 770 $436K —
SPHQ Invesco S&P 500 Quality ETF 0.19% 6,004 $428K —
PEP Pepsico Inc. 0.19% 3,191 $421K —
VFH Vanguard Financials ETF 0.19% 3,293 $419K —
VGT Vanguard Info Tech ETF 0.18% 620 $411K —
MINT PIMCO Enhanced Short Maturit 0.18% 4,089 $411K —
MTUM iShares MSCI USA Momentum Fa 0.18% 1,685 $405K —
TSLA Tesla Inc. 0.18% 1,247 $396K —
SPYM Ste STR SPDR PT S&P 500 ETF 0.18% 5,413 $393K —
IYH iShares U.S. Healthcare ETF 0.17% 6,799 $384K —
DVY iShares Select Dividend ETF 0.17% 2,876 $382K —
SUSA iShares ESG Optimized MSCI U 0.16% 2,879 $365K —
LIT Global X Lithium & Battery T 0.16% 9,441 $363K —
EFAV iShares MSCI Eafe Min Vol Fa 0.16% 4,303 $362K —

Show all 137 holdings

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$349.3MVONG, VONV, VEA, AGG, VWO
Q1 2026Amended 156$302.5MVONG, VONV, AGG, VEA, VWO
Q4 2025 140$274.9MVONG, AGG, VONV, VEA, VTI
Q3 2025 142$250.6MVONG, AGG, VONV, VTI, IJH
Q2 2025 137$223.1MVONG, AGG, VONV, VTI, FDIV
Q4 2024 133$192.3MVONG, VONV, AGG, VTI, FDIV
Q3 2024 127$171.6MVONG, VONV, VTI, FDIV, AGG
Q2 2024 119$156.3MVONG, VONV, VTI, FDIV, VOO
Q1 2024 124$156.1MVONG, VONV, VTI, SCHD, VOO