Arrowroot Family Office, LLC Top Holdings and 13F Report (2025) About Arrowroot Family Office, LLCInvestment ActivityArrowroot Family Office, LLC has $302.50 million in total holdings as of September 30, 2025.Arrowroot Family Office, LLC owns shares of 156 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 15.24% of the portfolio was purchased this quarter.About 5.07% of the portfolio was sold this quarter.This quarter, Arrowroot Family Office, LLC has purchased 140 new stocks and bought additional shares in 72 stocks.Arrowroot Family Office, LLC sold shares of 56 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $22,670,048Vanguard Russell 1000 Value ETF $16,308,435iShares Core U.S. Aggregate Bond ETF $15,822,949Vanguard FTSE Developed Markets ETF $13,868,509Vanguard FTSE Emerging Markets ETF $10,370,523 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $2,675,060 Holding82889N699 - Simplify Managed Futures Strategy ETF $1,480,629 Holding77926X882 - ROUNDHILL ETF TRUST $1,218,391 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $1,184,974 Holding37960A529 - GLOBAL X FDS $1,096,320 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 58,362 shares (about $3.74M)iShares U.S. Treasury Bond ETF 160,711 shares (about $3.68M)Vanguard FTSE Emerging Markets ETF 50,482 shares (about $2.73M)VANGUARD INSTL INDEX FD 35,361 shares (about $2.68M)Vanguard Mortgage-Backed Securities ETF 44,996 shares (about $2.11M) Largest Sales this Quarter State Street DoubleLine Short Duration Total Return Tactical ETF 35,736 shares (about $1.68M)SPDR Bloomberg 1-3 Month T-Bill ETF 13,363 shares (about $1.22M)iShares Core U.S. Aggregate Bond ETF 11,427 shares (about $1.13M)Vanguard Energy ETF 6,513 shares (about $1.13M)Vanguard Short-Term Bond ETF 13,044 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArrowroot Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$22,670,048$1,451,636 â–²6.8%206,6747.5%ETFVONVVanguard Russell 1000 Value ETF$16,308,435$750,296 â–²4.8%173,9755.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,822,949$1,134,359 â–¼-6.7%159,3935.2%FinanceVEAVanguard FTSE Developed Markets ETF$13,868,509$3,739,836 â–²36.9%216,4254.6%ETFVWOVanguard FTSE Emerging Markets ETF$10,370,523$2,728,553 â–²35.7%191,8693.4%ETFVTIVanguard Total Stock Market ETF$9,362,585$61,275 â–²0.7%29,1843.1%ETFIJHiShares Core S&P Mid-Cap ETF$8,599,339$196,715 â–²2.3%127,3412.8%ETFSCHDSchwab US Dividend Equity ETF$7,661,972$267,192 â–¼-3.4%249,7382.5%ETFEA SERIES TRUST$7,148,917$468,090 â–¼-6.1%267,4832.4%MARKETDESK FOCUSGOVTiShares U.S. Treasury Bond ETF$6,957,699$3,681,889 â–²112.4%303,6972.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,692,553$2,112,568 â–²46.1%142,5462.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$5,955,719$342,780 â–²6.1%97,1252.0%ETFQQQInvesco QQQ$5,611,845$270,694 â–²5.1%9,7231.9%FinanceSPYSPDR S&P 500 ETF Trust$5,410,638$181,438 â–¼-3.2%8,3201.8%FinanceBRK.BBerkshire Hathaway$5,273,117$773,908 â–²17.2%11,0041.7%FinanceEA SERIES TRUST$5,092,279$1,604,421 â–²46.0%146,4821.7%MARKETDESK FOCUSIJRiShares Core S&P Small-Cap ETF$4,573,443$95,469 â–¼-2.0%36,7911.5%ETFSCHISchwab 5-10 Year Corporate Bond ETF$4,401,882$1,051,918 â–²31.4%194,0871.5%ETFBSVVanguard Short-Term Bond ETF$4,311,630$1,022,785 â–¼-19.2%54,9881.4%ETFJPSTJPMorgan Ultra-Short Income ETF$4,082,658$544,108 â–¼-11.8%80,6691.3%ETFVOOVanguard S&P 500 ETF$3,863,886$827,037 â–¼-17.6%6,4661.3%ETFAAPLApple$3,640,396$18,527 â–¼-0.5%14,3441.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,237,952$417,218 â–¼-11.4%15,0561.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,219,675$992 â–¼0.0%61,6911.1%ETFSTOTState Street DoubleLine Short Duration Total Return Tactical ETF$3,127,580$1,684,230 â–¼-35.0%66,3611.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,081,499$1,224,590 â–¼-28.4%33,6261.0%ETFSSGA ACTIVE TR$2,902,835$737,465 â–²34.1%100,6181.0%SST BRIDGEWATERHFNDUnlimited HFND Multi-Strategy Return Tracker ETF$2,872,852$911,290 â–²46.5%123,7770.9%ETFVANGUARD INSTL INDEX FD$2,675,060$2,675,060 â–²New Holding35,3610.9%0-3 MO TREAS BILIQLTiShares MSCI Intl Quality Factor ETF$2,582,599$811,616 â–²45.8%55,8640.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,579,454$388,820 â–²17.7%98,0780.9%ETFVIGIVanguard International Dividend Appreciation ETF$2,534,547$74,129 â–²3.0%28,6520.8%ETFRSPInvesco S&P 500 Equal Weight ETF$2,511,068$1,389,110 â–²123.8%13,0840.8%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,309,209$172,051 â–²8.1%51,1230.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,304,904$1,497,153 â–²185.3%29,0770.8%ETFVYMVanguard High Dividend Yield ETF$2,303,672$400,606 â–¼-14.8%15,5550.8%Financial ServicesMSFTMicrosoft$2,268,731$92,541 â–²4.3%6,1290.7%Computer and TechnologyGLDSPDR Gold Shares$2,256,441$35,714 â–²1.6%5,2440.7%FinanceIEFAiShares Core MSCI EAFE ETF$2,001,950$4,617 â–¼-0.2%22,1140.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,958,077$119,042 â–¼-5.7%63,2450.6%ETFSPMOInvesco S&P 500 Momentum ETF$1,850,764$135,545 â–²7.9%16,5080.6%ETFCATCaterpillar$1,760,390$87,134 â–¼-4.7%2,4850.6%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$1,753,047$5,891 â–¼-0.3%20,2340.6%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,631,437$127,407 â–²8.5%14,9690.5%FinanceBNDVanguard Total Bond Market ETF$1,600,761$980,501 â–¼-38.0%21,7380.5%ETFGOOGAlphabet$1,508,911$261,334 â–²20.9%5,2600.5%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$1,480,629$1,480,629 â–²New Holding48,9950.5%ETFIBBiShares Biotechnology ETF$1,467,138$362,183 â–¼-19.8%8,6890.5%FinanceJEPIJPMorgan Equity Premium Income ETF$1,414,351$220,941 â–²18.5%24,9530.5%ETFAMZNAmazon.com$1,388,689$73,933 â–²5.6%6,6680.5%Retail/WholesaleLLYEli Lilly and Company$1,381,364$42,305 â–²3.2%1,5020.5%MedicalHYBBiShares BB Rated Corporate Bond ETF$1,304,082$246,070 â–²23.3%28,0510.4%ETFCLColgate-Palmolive$1,295,037$13,892 â–¼-1.1%15,1950.4%Consumer StaplesPIMCO ETF TR$1,271,562$5,168 â–²0.4%13,7790.4%ACTIVE BD ETFNVDANVIDIA$1,251,464$182,418 â–²17.1%7,1760.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,226,422$161,883 â–²15.2%12,6140.4%ETFROUNDHILL ETF TRUST$1,218,391$1,218,391 â–²New Holding39,0510.4%GLP 1 & WEIGHT LGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,184,974$1,184,974 â–²New Holding7,2440.4%ETFGRPMInvesco S&P MidCap 400 GARP ETF$1,155,196$2,128 â–²0.2%9,7710.4%ETFVVisa$1,140,752$136,322 â–¼-10.7%3,7740.4%Business ServicesVBVanguard Small-Cap ETF$1,112,567$46,095 â–²4.3%4,2480.4%ETFGLOBAL X FDS$1,096,320$1,096,320 â–²New Holding15,4760.4%DEFENSE TECH ETFINCMFranklin Income Focus ETF$1,095,260$1,095,260 â–²New Holding38,0960.4%ETFFILLiShares MSCI Global Energy Producers ETF$1,028,347$1,028,347 â–²New Holding39,2050.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,023,005$216,243 â–²26.8%12,3900.3%ManufacturingTIDAL TRUST II$1,020,015$1,020,015 â–²New Holding40,8660.3%DEFIANCE AI & PWBNDXVanguard Total International Bond ETF$995,972$995,972 â–²New Holding20,7280.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$992,961$34,592 â–²3.6%10,7070.3%ETFVWOBVanguard Emerging Markets Government Bond ETF$965,790$965,790 â–²New Holding14,7020.3%ETFCOSTCostco Wholesale$948,802$14,950 â–²1.6%9520.3%Retail/WholesaleIAUiShares Gold Trust$947,015$18,690 â–¼-1.9%10,7420.3%FinanceGOOGLAlphabet$931,091$218,827 â–²30.7%3,2380.3%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$930,583$930,583 â–²New Holding3,6640.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$927,257$4,743 â–¼-0.5%13,2940.3%ETFSPVUInvesco S&P 500 Enhanced Value ETF$923,804$5,231 â–²0.6%15,5400.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$883,005$56,880 â–²6.9%23,9690.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$845,184$1,097 â–²0.1%11,5560.3%ETFIVViShares Core S&P 500 ETF$840,456$8,489 â–²1.0%1,2870.3%ETFCRMSalesforce$824,682$132,158 â–¼-13.8%4,4180.3%Computer and TechnologyCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$787,500$33,688 â–¼-4.1%8,1350.3%ETFVBRVanguard Small-Cap Value ETF$771,892$652 â–¼-0.1%3,5530.3%ETFCVXChevron$770,103$40,760 â–¼-5.0%3,7220.3%EnergyAVDEAvantis International Equity ETF$760,276$67,365 â–²9.7%8,9610.3%ETFIWMiShares Russell 2000 ETF$754,106$7,439 â–¼-1.0%3,0410.2%FinancePYLDPIMCO Multi Sector Bond Active ETF$733,194$192,469 â–²35.6%27,9840.2%ETFBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceSIMPLIFY EXCHANGE TRADED FUN$696,155$696,155 â–²New Holding27,5160.2%DBI CTA MANAGEDXLVHealth Care Select Sector SPDR Fund$694,759$7,770 â–¼-1.1%4,7390.2%ETFVUGVanguard Growth ETF$676,612$19,219 â–²2.9%1,5490.2%ETFDGROiShares Core Dividend Growth ETF$676,156$101,336 â–²17.6%9,6350.2%ETFJNJJohnson & Johnson$671,707$8,311 â–¼-1.2%2,7480.2%MedicalNETCloudflare$640,686$640,686 â–²New Holding3,1050.2%Computer and TechnologyVFQYVanguard U.S. Quality Factor ETF$633,072$15,073 â–²2.4%4,2420.2%ETFXOMExxonMobil$626,022$23,243 â–²3.9%3,6900.2%EnergyTSLATesla$620,823$56,878 â–²10.1%1,6700.2%Auto/Tires/TrucksTLTiShares 20+ Year Treasury Bond ETF$604,097$197,753 â–¼-24.7%6,9680.2%ETFTIDAL TRUST I$563,070$319,350 â–²131.0%17,5630.2%UNLIMITED HFGMPGProcter & Gamble$554,836$46,224 â–¼-7.7%3,8410.2%Consumer StaplesVGTVanguard Information Technology ETF$532,568$52,349 â–²10.9%7630.2%ETFNFLXNetflix$521,133$217,011 â–²71.4%5,4200.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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