Data as of Q4 2025 (Dec 31, 2025)

Arrowroot Family Office, LLC

โ€ขCIK: 2017744โ€ขFiling: Q4 2025

**Arrowroot Family Office, LLC** manages $275M across a diversified portfolio of 140 positions. The strategy exhibits significant allocations to fixed income and broad market exposure, notably holding VONG at $23.6M and AGG at $17.1M. Further concentration is evident in core equity themes, with VONV ($15.3M), VEA ($9.9M), and VTI ($9.7M) representing substantial weights. The portfolio maintains a balanced tilt across global and dividend-focused assets, including SCHD ($7.1M) and VWO ($7.6M).

Total AUM
$274.9M
QoQ Performance
+9.7%
Positions
77
Top 10 Concentration
40.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VONG
AGG
VONV
VONG8.6%
AGG6.2%
VONV5.6%
VEA3.6%
VTI3.5%
IJH3.0%
FDIV2.8%
VWO2.8%

๐Ÿ“ˆ Biggest Buys

NDQ
INVESCO QQQ TR
NEW
2.1% of portfolio
AGG
ISHARES TR
+24.3%
6.2% of portfolio
GOVT
ISHARES TR
NEW
1.2% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+37.2%
3.6% of portfolio
ALLW
SSGA ACTIVE TR
NEW
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

VIG
VANGUARD SPECIALIZED FUNDS
-19.4%
1.4% of portfolio
VOO
VANGUARD INDEX FDS
-13.3%
1.8% of portfolio
COST
COSTCO WHSL CORP NEW
-47.6%
0.3% of portfolio
VYM
VANGUARD WHITEHALL FDS
-18.4%
1.0% of portfolio
VTV
VANGUARD INDEX FDS
-57.4%
0.1% of portfolio

Sector Breakdown

Other84.6%
Technology4.8%
ETF4.2%
Financial3.0%
Consumer1.6%
Industrial0.8%
Healthcare0.8%
Energy0.2%

๐Ÿšช Exited Positionssold since Q3 2025

IVZ
INVESCO QQQ TR
SOLD
$6.1M
AVGO
BROADCOM INC
SOLD
$396.4K
ARWR
ARROWHEAD PHARMACEUTICALS IN
SOLD
$389.7K
CRWD
CROWDSTRIKE HLDGS INC
SOLD
$331.0K
ABBV
ABBVIE INC
SOLD
$318.3K
+11 more exited positions

Changes from Q3 2025

NEW14 new positions
โ†‘64 increased
โ†“57 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024