Arrowroot Family Office, LLC

CIK 0002017744 • 6 13F filings • Aug 5, 2025 – Aug 6, 2026

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Filer information

Filed by: Arrowroot Family Office, LLC, CEO
Address: 4553 GLENCOE AVENUE, SUITE 200, MARINA DEL REY, CA, 90292
Phone: 310.341.4774
AUM: $274.9M

AUM over time

$349.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $274.9M135 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$473K	0.2%Prev: 0.2%	2,210 SH	Increased-287 SH
ALPHABET INC	CAP STK CL A	$775K	0.3%Prev: 0.3%	2,477 SH	Decreased-1,120 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.5%Prev: 0.5%	4,349 SH	Increased-359 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.7%	6,313 SH	Decreased-1,161 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$205K	0.1%	2,659 SH	New
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$312K	0.1%Prev: 0.1%	6,200 SH	Increased+700 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$672K	0.2%Prev: 0.1%	8,167 SH	Increased+5,291 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$316K	0.1%Prev: 0.1%	7,090 SH	Decreased-322 SH
AON PLC	SHS CL A	$443K	0.2%Prev: 0.2%	1,256 SH	Decreased-260 SH
APPLE INC	COM	$3.9M	1.4%Prev: 1.6%	14,417 SH	Decreased-1,581 SH
AUTOZONE INC	COM	$200K	0.1%Prev: 0.1%	59 SH	Decreased+3 SH
BANK AMERICA CORP	COM	$249K	0.1%	4,525 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	1.7%Prev: 1.7%	9,389 SH	Increased+774 SH
BOEING CO	COM	$248K	0.1%	1,141 SH	New
CATERPILLAR INC	COM	$1.5M	0.5%Prev: 0.5%	2,608 SH	Increased-83 SH
CHEVRON CORP NEW	COM	$597K	0.2%Prev: 0.2%	3,919 SH	Decreased-100 SH
COINBASE GLOBAL INC	COM CL A	$305K	0.1%Prev: 0.2%	1,347 SH	Decreased-6 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.4%Prev: 0.5%	15,358 SH	Decreased-1,846 SH
COSTCO WHSL CORP NEW	COM	$808K	0.3%Prev: 0.7%	937 SH	Decreased-850 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$280K	0.1%Prev: 0.1%	8,669 SH	Increased+24 SH
EA SERIES TRUST	MARKETDESK FOCUS	$10.9M	4.0%Prev: 3.8%	385,327 SH	Increased+41,186 SH
ELI LILLY & CO	COM	$1.6M	0.6%Prev: 0.4%	1,456 SH	Increased+29 SH
EXXON MOBIL CORP	COM	$428K	0.2%Prev: 0.1%	3,553 SH	Increased+370 SH
FEDEX CORP	COM	$228K	0.1%	791 SH	New
FIDELITY COVINGTON TRUST	CLOUD COMPUTNG	$286K	0.1%Prev: 0.1%	9,625 SH	Increased
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$482K	0.2%Prev: 0.2%	10,466 SH	Decreased-340 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$303K	0.1%Prev: 0.1%	1,855 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$289K	0.1%Prev: 0.1%	6,054 SH	Increased
HOME DEPOT INC	COM	$285K	0.1%Prev: 0.1%	827 SH	Increased+227 SH
INTEL CORP	COM	$203K	0.1%Prev: 0.1%	5,514 SH	Decreased-904 SH
INTERNATIONAL BUSINESS MACHS	COM	$546K	0.2%Prev: 0.3%	1,844 SH	Decreased-427 SH
INTUITIVE SURGICAL INC	COM NEW	$206K	0.1%	363 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$952K	0.3%Prev: 0.4%	3,766 SH	Decreased-236 SH
INVESCO EXCH TRADED FD TR II	S&P 500 ENHNCD	$882K	0.3%Prev: 0.3%	15,452 SH	Increased-28 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.8M	0.7%Prev: 0.7%	15,299 SH	Decreased+37 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$824K	0.3%Prev: 0.3%	11,541 SH	Decreased+42 SH
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$1.2M	0.4%Prev: 0.5%	9,753 SH	Decreased+7 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	0.4%Prev: 0.5%	5,846 SH	Decreased-276 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$473K	0.2%Prev: 0.2%	6,308 SH	Increased+16 SH
INVESCO QQQ TR	UNIT SER 1	$5.7M	2.1%Prev: 2.4%	9,254 SH	Decreased-886 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$386K	0.1%Prev: 0.2%	7,782 SH	Decreased+848 SH
ISHARES GOLD TR	ISHARES NEW	$889K	0.3%Prev: 0.3%	10,954 SH	Increased+439 SH
ISHARES INC	CORE MSCI EMKT	$898K	0.3%Prev: 0.4%	13,362 SH	Increased+35 SH
ISHARES SILVER TR	ISHARES	$243K	0.1%	3,774 SH	New
ISHARES TR	1 3 YR TREAS BD	$809K	0.3%Prev: 0.3%	9,771 SH	Increased+2,173 SH
ISHARES TR	20 YR TR BD ETF	$806K	0.3%Prev: 0.4%	9,249 SH	Decreased-1,194 SH
ISHARES TR	BB RAT CORP BD	$1.1M	0.4%Prev: 0.3%	22,758 SH	Increased+6,243 SH
ISHARES TR	BROAD USD HIGH	$839K	0.3%Prev: 0.3%	22,425 SH	Decreased-397 SH
ISHARES TR	CORE DIV GRWTH	$569K	0.2%Prev: 0.2%	8,191 SH	Decreased-891 SH
ISHARES TR	CORE MSCI EAFE	$2.0M	0.7%Prev: 0.8%	22,165 SH	Increased+416 SH
ISHARES TR	CORE MSCI TOTAL	$1.7M	0.6%Prev: 0.7%	20,302 SH	Increased-61 SH
ISHARES TR	CORE S&P MCP ETF	$8.2M	3.0%Prev: 3.0%	124,428 SH	Increased+7,316 SH
ISHARES TR	CORE S&P SCP ETF	$4.5M	1.6%Prev: 1.7%	37,559 SH	Increased+1,775 SH
ISHARES TR	CORE S&P500 ETF	$872K	0.3%Prev: 0.3%	1,274 SH	Increased+105 SH
ISHARES TR	CORE US AGGBD ET	$17.1M	6.2%Prev: 5.5%	170,820 SH	Increased+33,353 SH
ISHARES TR	ESG OPTIMIZED	$418K	0.2%Prev: 0.2%	3,003 SH	Increased+124 SH
ISHARES TR	IBOXX INV CP ETF	$1.5M	0.6%Prev: 0.6%	13,800 SH	Decreased-95 SH
ISHARES TR	ISHARES BIOTECH	$1.8M	0.7%Prev: 0.7%	10,834 SH	Increased-1,244 SH
ISHARES TR	ISHARES SEMICDTR	$342K	0.1%Prev: 0.1%	1,137 SH	Increased-36 SH
ISHARES TR	MSCI EAFE MIN VL	$374K	0.1%Prev: 0.1%	4,341 SH	Increased+41 SH
ISHARES TR	MSCI INTL QUALTY	$1.7M	0.6%Prev: 0.4%	38,308 SH	Increased+15,466 SH
ISHARES TR	MSCI USA MIN VOL	$973K	0.4%Prev: 0.4%	10,334 SH	Decreased+39 SH
ISHARES TR	MSCI USA MMENTM	$443K	0.2%Prev: 0.2%	1,771 SH	Decreased-28 SH
ISHARES TR	NATIONAL MUN ETF	$287K	0.1%Prev: 0.1%	2,675 SH	Increased+185 SH
ISHARES TR	RUS MID CAP ETF	$1.1M	0.4%Prev: 0.4%	10,949 SH	Increased+726 SH
ISHARES TR	RUSSELL 2000 ETF	$756K	0.3%Prev: 0.5%	3,071 SH	Decreased-1,659 SH
ISHARES TR	SELECT DIVID ETF	$430K	0.2%Prev: 0.2%	3,048 SH	Increased+104 SH
ISHARES TR	US HLTHCARE ETF	$352K	0.1%Prev: 0.2%	5,407 SH	Decreased-1,566 SH
ISHARES TR	US TREAS BD ETF	$3.3M	1.2%	142,986 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.4%Prev: 0.4%	21,055 SH	Increased+1,989 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.6M	1.7%Prev: 1.6%	91,420 SH	Increased+10,288 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$5.8M	2.1%Prev: 2.2%	91,535 SH	Increased+4,154 SH
JOHNSON & JOHNSON	COM	$576K	0.2%Prev: 0.2%	2,782 SH	Decreased-364 SH
JPMORGAN CHASE & CO.	COM	$282K	0.1%Prev: 0.1%	874 SH	Decreased-259 SH
LOCKHEED MARTIN CORP	COM	$252K	0.1%Prev: 0.1%	521 SH	Decreased-60 SH
MASTERCARD INCORPORATED	CL A	$214K	0.1%	374 SH	New
MCDONALDS CORP	COM	$283K	0.1%Prev: 0.1%	925 SH	Decreased-277 SH
META PLATFORMS INC	CL A	$458K	0.2%Prev: 0.2%	694 SH	Increased+83 SH
MICRON TECHNOLOGY INC	COM	$380K	0.1%Prev: 0.1%	1,330 SH	Increased
MICROSOFT CORP	COM	$2.8M	1.0%Prev: 1.2%	5,879 SH	Decreased-78 SH
NETFLIX INC	COM	$297K	0.1%Prev: 0.1%	3,163 SH	Decreased+2,900 SH
NIKE INC	CL B	$298K	0.1%Prev: 0.1%	4,685 SH	Decreased+38 SH
NVIDIA CORPORATION	COM	$1.1M	0.4%Prev: 0.4%	6,130 SH	Increased+131 SH
PIMCO ETF TR	ACTIVE BD ETF	$1.3M	0.5%Prev: 0.5%	13,723 SH	Increased+303 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$326K	0.1%Prev: 0.2%	3,254 SH	Decreased-869 SH
PIMCO ETF TR	INTER MUN BD ACT	$3.2M	1.2%Prev: 1.3%	61,710 SH	Increased+298 SH
PIMCO ETF TR	INV GRD CRP BD	$830K	0.3%Prev: 0.3%	8,483 SH	Increased+293 SH
PIMCO ETF TR	MULTISECTOR BD	$551K	0.2%Prev: 0.1%	20,638 SH	Increased+8,055 SH
PIMCO ETF TR	MUNI INCOME OPP	$2.1M	0.8%Prev: 0.8%	47,314 SH	Increased+5,406 SH
PROCTER AND GAMBLE CO	COM	$596K	0.2%Prev: 0.3%	4,161 SH	Decreased-115 SH
PUTNAM ETF TRUST	FRANKLIN MUNI	$96K	0.0%	12,345 SH	New
SALESFORCE INC	COM	$1.4M	0.5%Prev: 0.6%	5,126 SH	Decreased-870 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$3.4M	1.2%Prev: 1.0%	147,706 SH	Increased+35,674 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	2.6%Prev: 2.9%	258,447 SH	Decreased-3,238 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.0M	0.7%Prev: 0.9%	67,090 SH	Decreased-7,857 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$742K	0.3%	4,792 SH	New
SPDR GOLD TR	GOLD SHS	$2.0M	0.7%Prev: 0.7%	5,161 SH	Increased+474 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.9M	2.1%Prev: 2.3%	8,599 SH	Increased-197 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$436K	0.2%Prev: 0.2%	723 SH	Decreased-45 SH
SPDR SERIES TRUST	STATE STREET SPD	$8.2M	3.0%	148,693 SH	New
SSGA ACTIVE TR	SPDR BRIDGEWATER	$2.1M	0.8%	75,056 SH	New
SSGA ACTIVE TR	STATE STREET DOU	$4.8M	1.8%	102,097 SH	New
TESLA INC	COM	$682K	0.2%Prev: 0.3%	1,517 SH	Decreased-103 SH
TIDAL TRUST I	UNLIMITED HFGM	$219K	0.1%	7,602 SH	New
TIDAL TRUST I	UNLIMITED HFND	$1.9M	0.7%	84,514 SH	New
UBER TECHNOLOGIES INC	COM	$289K	0.1%Prev: 0.1%	3,531 SH	Decreased+190 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.4M	2.0%Prev: 2.1%	68,032 SH	Increased+2,357 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.6M	0.9%Prev: 0.7%	35,053 SH	Increased+10,898 SH
VANGUARD INDEX FDS	GROWTH ETF	$734K	0.3%Prev: 0.4%	1,505 SH	Decreased-432 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	1.8%Prev: 2.2%	7,850 SH	Decreased-1,202 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$753K	0.3%Prev: 0.3%	3,556 SH	Increased+14 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.4%Prev: 0.5%	4,072 SH	Decreased-972 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$9.7M	3.5%Prev: 3.7%	28,993 SH	Increased+1,096 SH
VANGUARD INDEX FDS	VALUE ETF	$378K	0.1%Prev: 0.3%	1,980 SH	Decreased-2,663 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.6M	2.8%Prev: 2.2%	141,387 SH	Increased+37,918 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$253K	0.1%Prev: 0.1%	3,023 SH	Increased-100 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.6M	1.7%Prev: 1.0%	97,550 SH	Increased+41,592 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$812K	0.3%	10,190 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$23.6M	8.6%Prev: 8.6%	193,440 SH	Increased+13,753 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$15.3M	5.6%Prev: 5.3%	165,971 SH	Increased+17,290 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	1.4%Prev: 1.8%	16,996 SH	Decreased-4,093 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.9M	3.6%Prev: 2.8%	158,063 SH	Increased+42,863 SH
VANGUARD WELLINGTON FD	US QUALITY	$635K	0.2%Prev: 0.3%	4,141 SH	Increased-59 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	1.0%Prev: 1.3%	18,260 SH	Decreased-4,118 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.5M	0.9%Prev: 0.8%	27,814 SH	Increased+5,028 SH
VANGUARD WORLD FD	CONSUM STP ETF	$202K	0.1%Prev: 0.1%	959 SH	Decreased-486 SH
VANGUARD WORLD FD	ENERGY ETF	$1.0M	0.4%Prev: 0.4%	8,314 SH	Increased+574 SH
VANGUARD WORLD FD	FINANCIALS ETF	$419K	0.2%Prev: 0.2%	3,140 SH	Decreased-153 SH
VANGUARD WORLD FD	INF TECH ETF	$518K	0.2%Prev: 0.2%	688 SH	Increased+40 SH
VISA INC	COM CL A	$1.5M	0.5%Prev: 0.6%	4,225 SH	Increased+115 SH
WALMART INC	COM	$326K	0.1%Prev: 0.1%	2,928 SH	Increased-17 SH
WASTE MGMT INC DEL	COM	$313K	0.1%Prev: 0.1%	1,424 SH	Increased+116 SH
WISDOMTREE TR	US LARGECAP DIVD	$266K	0.1%Prev: 0.1%	3,019 SH	Increased-7 SH
YUM BRANDS INC	COM	$225K	0.1%Prev: 0.1%	1,489 SH	Decreased-822 SH

Sold (vs prior filing)

ABBVIE INC — $318K
ACCENTURE PLC IRELAND — $233K
AMCOR PLC — $106K
ARROWHEAD PHARMACEUTICALS IN — $390K
BITWISE BITCOIN ETF TR — $221K
BROADCOM INC — $396K
CROWDSTRIKE HLDGS INC — $331K
DISNEY WALT CO — $235K
FLEXSHARES TR — $269K
HECLA MNG CO — $134K
PEPSICO INC — $220K
SELECT SECTOR SPDR TR — $665K
SPDR SERIES TRUST — $4.5M
SPDR SERIES TRUST — $2.1M
SPDR SERIES TRUST — $424K
SPDR SERIES TRUST — $264K
SPDR SERIES TRUST — $1.1M
SSGA ACTIVE TR — $4.6M
THE TRADE DESK INC — $204K
UNION PAC CORP — $259K
… and 2 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001420506-26-000271	$274.9M	View
Nov 12, 2025	Q3 2025	13F-HR	0002017744-25-000003	$250.6M	View
Aug 6, 2026	Q2 2026