Arrowroot Family Office, LLC

MARINA DEL REY, CA · CIK 2017744 · 13F filing filed 2025-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityARROWROOT FAMILY OFFICE, LLC (US)

$223.1m reported value

137positions

40.2%in top 10

—no comparable previous quarter

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	172,043	$18.8m8.42%	8.42%	First filing
2	ISHARES TR CORE US AGGBD ET AGG	AGG	123,028	$12.2m5.47%	5.47%	First filing
3	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	140,557	$12.0m5.37%	5.37%	First filing
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	26,508	$8.1m3.61%	3.61%	First filing
5	EA SERIES TRUST MARKETDESK FOCUS FDIV	FDIV	278,911	$7.3m3.25%	3.25%	First filing
6	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	262,507	$7.0m3.12%	3.12%	First filing
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	111,090	$6.9m3.09%	3.09%	First filing
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,611	$6.6m2.94%	2.94%	First filing
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10,037	$5.5m2.48%	2.48%	First filing
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	95,643	$5.5m2.44%	2.44%	First filing
11	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	81,602	$4.9m2.20%	2.20%	First filing
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,367	$4.8m2.13%	2.13%	First filing
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	94,061	$4.7m2.09%	2.09%	First filing
14	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	53,812	$4.2m1.90%	1.90%	First filing
15	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	20,619	$4.2m1.89%	1.89%	First filing
16	ISHARES TR CORE S&P SCP ETF IJR	IJR	34,443	$3.8m1.69%	1.69%	First filing
17	SSGA ACTIVE TR SPDR DBLELN SHRT STOT	STOT	79,075	$3.7m1.68%	1.68%	First filing
18	APPLE INC COM AAPL	AAPL	16,964	$3.5m1.56%	1.56%	First filing
19	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	61,539	$3.1m1.40%	1.40%	First filing
20	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	57,654	$3.0m1.33%	1.33%	First filing
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,970	$2.9m1.30%	1.30%	First filing
22	MICROSOFT CORP COM MSFT	MSFT	5,819	$2.9m1.30%	1.30%	First filing
23	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	21,479	$2.9m1.28%	1.28%	First filing
24	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	55,740	$2.6m1.16%	1.16%	First filing
25	SCHWAB STRATEGIC TR 5 10YR CORP BD SCHI	SCHI	111,809	$2.5m1.14%	1.14%	First filing
26	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	75,562	$2.1m0.95%	0.95%	First filing
27	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	78,747	$2.1m0.94%	0.94%	First filing
28	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	22,056	$2.0m0.89%	0.89%	First filing
29	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	7,990	$1.8m0.81%	0.81%	First filing
30	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	19,399	$1.8m0.80%	0.80%	First filing
31	ISHARES TR CORE MSCI EAFE IEFA	IEFA	20,867	$1.7m0.78%	0.78%	First filing
32	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	15,429	$1.7m0.78%	0.78%	First filing
33	COSTCO WHSL CORP NEW COM COST	COST	1,697	$1.7m0.75%	0.75%	First filing
34	AMAZON COM INC COM AMZN	AMZN	7,529	$1.7m0.74%	0.74%	First filing
35	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	22,252	$1.6m0.73%	0.73%	First filing
36	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	20,388	$1.6m0.71%	0.71%	First filing
37	SALESFORCE INC COM CRM	CRM	5,555	$1.5m0.68%	0.68%	First filing
38	ISHARES TR IBOXX INV CP ETF LQD	LQD	13,518	$1.5m0.66%	0.66%	First filing
39	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	33,043	$1.5m0.66%	0.66%	First filing
40	EA SERIES TRUST MARK FO MOME ETF FMTM	FMTM	54,315	$1.4m0.65%	0.65%	First filing
41	ISHARES TR ISHARES BIOTECH IBB	IBB	11,337	$1.4m0.64%	0.64%	First filing
42	SPDR GOLD TR GOLD SHS GLD	GLD	4,584	$1.4m0.63%	0.63%	First filing
43	COLGATE PALMOLIVE CO COM CL	CL	14,961	$1.4m0.61%	0.61%	First filing
44	VISA INC COM CL A V	V	3,818	$1.4m0.61%	0.61%	First filing
45	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	13,282	$1.2m0.55%	0.55%	First filing
46	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,135	$1.2m0.55%	0.55%	First filing
47	CATERPILLAR INC COM CAT	CAT	2,859	$1.1m0.50%	0.50%	First filing
48	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,961	$1.1m0.49%	0.49%	First filing
49	INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 GRPM	GRPM	9,720	$1.1m0.48%	0.48%	First filing
50	ELI LILLY & CO COM LLY	LLY	1,350	$1.1m0.47%	0.47%	First filing
51	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	18,496	$1.1m0.47%	0.47%	First filing
52	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,718	$1.0m0.46%	0.46%	First filing
53	SPDR SER TR S&P OILGAS EXP XOP	XOP	7,837	$985.9k0.44%	0.44%	First filing
54	ISHARES TR MSCI USA MIN VOL USMV	USMV	10,225	$959.9k0.43%	0.43%	First filing
55	ISHARES TR 20 YR TR BD ETF TLT	TLT	10,838	$956.5k0.43%	0.43%	First filing
56	ISHARES TR RUS MID CAP ETF IWR	IWR	10,189	$937.0k0.42%	0.42%	First filing
57	NVIDIA CORPORATION COM NVDA	NVDA	5,820	$919.6k0.41%	0.41%	First filing
58	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,944	$852.4k0.38%	0.38%	First filing
59	ALPHABET INC CAP STK CL C GOOG	GOOG	4,777	$847.4k0.38%	0.38%	First filing
60	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	19,383	$837.7k0.38%	0.38%	First filing
61	ISHARES TR BROAD USD HIGH USHY	USHY	22,191	$832.4k0.37%	0.37%	First filing
62	ISHARES TR BB RAT CORP BD HYBB	HYBB	17,363	$816.1k0.37%	0.37%	First filing
63	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,608	$814.5k0.37%	0.37%	First filing
64	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	11,128	$810.3k0.36%	0.36%	First filing
65	VANGUARD WORLD FD ENERGY ETF VDE	VDE	6,769	$806.3k0.36%	0.36%	First filing
66	INVESCO EXCH TRADED FD TR II S&P 500 ENHNCD QVMT	QVMT	15,481	$805.4k0.36%	0.36%	First filing
67	PIMCO ETF TR INV GRD CRP BD CORP	CORP	8,110	$789.2k0.35%	0.35%	First filing
68	ISHARES INC CORE MSCI EMKT IEMG	IEMG	12,742	$764.9k0.34%	0.34%	First filing
69	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$728.8k0.33%	0.33%	First filing
70	ISHARES TR CORE S&P500 ETF IVV	IVV	1,169	$725.9k0.33%	0.33%	First filing
71	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,908	$688.7k0.31%	0.31%	First filing
72	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,527	$687.9k0.31%	0.31%	First filing
73	ISHARES GOLD TR ISHARES NEW IAU	IAU	10,493	$654.3k0.29%	0.29%	First filing
74	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	4,713	$635.3k0.28%	0.28%	First filing
75	CHEVRON CORP NEW COM CVX	CVX	4,376	$626.7k0.28%	0.28%	First filing
76	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,470	$619.0k0.28%	0.28%	First filing
77	VANGUARD WELLINGTON FD US QUALITY VFQY	VFQY	3,901	$560.7k0.25%	0.25%	First filing
78	AON PLC SHS CL A AON	AON	1,516	$540.7k0.24%	0.24%	First filing
79	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	2,255	$538.3k0.24%	0.24%	First filing
80	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,825	$538.0k0.24%	0.24%	First filing
81	PROCTER AND GAMBLE CO COM PG	PG	3,356	$534.7k0.24%	0.24%	First filing
82	DISNEY WALT CO COM DIS	DIS	4,177	$518.0k0.23%	0.23%	First filing
83	JOHNSON & JOHNSON COM JNJ	JNJ	3,369	$514.7k0.23%	0.23%	First filing
84	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	10,806	$494.4k0.22%	0.22%	First filing
85	NIKE INC CL B NKE	NKE	6,925	$492.0k0.22%	0.22%	First filing
86	ISHARES TR CORE DIV GRWTH DGRO	DGRO	7,023	$449.0k0.20%	0.20%	First filing
87	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	770	$436.2k0.20%	0.20%	First filing
88	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	6,004	$427.9k0.19%	0.19%	First filing
89	PEPSICO INC COM PEP	PEP	3,191	$421.4k0.19%	0.19%	First filing
90	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	3,293	$419.2k0.19%	0.19%	First filing
91	VANGUARD WORLD FD INF TECH ETF VGT	VGT	620	$411.2k0.18%	0.18%	First filing
92	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	4,089	$411.1k0.18%	0.18%	First filing
93	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,685	$405.0k0.18%	0.18%	First filing
94	TESLA INC COM TSLA	TSLA	1,247	$396.1k0.18%	0.18%	First filing
95	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	5,413	$393.5k0.18%	0.18%	First filing
96	ISHARES TR US HLTHCARE ETF IYH	IYH	6,799	$384.0k0.17%	0.17%	First filing
97	ISHARES TR SELECT DIVID ETF DVY	DVY	2,876	$382.0k0.17%	0.17%	First filing
98	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	2,879	$364.9k0.16%	0.16%	First filing
99	GLOBAL X FDS LITHIUM BTRY ETF LIT	LIT	9,441	$362.5k0.16%	0.16%	First filing
100	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	4,303	$361.7k0.16%	0.16%	First filing