Arrowroot Family Office
MARINA DEL REY, CAfiles as Arrowroot Family Office, LLC
$349m in 174 US stocks at the end of 30 June 2026. The top 10 are 39.0% of the money. It changed about 6.9% of the portfolio this quarter.
Value
$349m
Stocks
174
Top 10 share
39.0%
Turnover
6.9%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchange-Traded FDCIBR0.3% of the fund
- Vaneck ETF TrustNLR0.2% of the fund
- Procure ETF Trust IIUFO0.2% of the fund
- Ishares TRIWF0.2% of the fund
- Ishares TRIVW0.2% of the fund
- Cambria ETF TRTAIL0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- Invesco DB Multi-Sector CommDBA0.1% of the fund
- Lam ResearchLRCX0.1% of the fund
- Ishares TRSTIP0.1% of the fund
- Neos ETF TrustQQQI<0.1% of the fund
- KLAKLAC<0.1% of the fund
- General ElectricGE<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Select Sector Spdr TRXLF<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Ishares TRIGV<0.1% of the fund
- BroadcomAVGO<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Howmet AerospaceHWM<0.1% of the fund
- Vertex PharmaceuticalsVRTX<0.1% of the fund
- American Centy ETF TRAVUV<0.1% of the fund
- Vaneck ETF TrustMOAT<0.1% of the fund
- EcolabECL<0.1% of the fund
- First TR Exchange Traded FDRDVY<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSVONG8.0% of the fund+6%
- Vanguard Scottsdale FDSVONV5.5% of the fund+4%
- Vanguard Tax-Managed FDSVEA4.8% of the fund+8%
- Vanguard Intl Equity Index FVWO3.5% of the fund+8%
- Ishares TRIJH2.9% of the fund+5%
- Vanguard Scottsdale FDSVMBS2.2% of the fund+16%
- EA Series TrustFDIV2.2% of the fund+3%
- Ishares TRGOVT2.1% of the fund+8%
- J P Morgan Exchange Traded FJQUA2.1% of the fund+4%
- EA Series TrustFMTM1.9% of the fund+4%
- Berkshire HathawayBRK-B1.7% of the fund+8%
- Ishares TRIJR1.6% of the fund+4%
- Schwab Strategic TRSCHI1.5% of the fund+16%
- AppleAAPL1.2% of the fund+4%
- Spdr Series TrustBIL1.2% of the fund+31%
- Ishares TRIQLT0.9% of the fund+12%
- Vanguard Whitehall FDSVIGI0.8% of the fund+9%
- Spdr Series TrustSPTL0.8% of the fund+4%
- Ishares TRIEFA0.7% of the fund+14%
- Vanguard Scottsdale FDSVCSH0.7% of the fund+6%
- Ishares TRLQD0.7% of the fund+44%
- NvidiaNVDA0.6% of the fund+45%
- Eli LillyLLY0.5% of the fund+5%
- Tidal Trust IHFGM0.5% of the fund+252%
- Ishares TRIBB0.5% of the fund+3%
Cut
Sold some of their stake.
- Invesco QQQ TRQQQ2.0% of the fund-4%
- Vanguard Specialized FundsVIG1.0% of the fund-4%
- Ssga Active TRSTOT0.9% of the fund-4%
- Ssga Active TRALLW0.8% of the fund-4%
- CaterpillarCAT0.7% of the fund-12%
- Vanguard Whitehall FDSVYM0.6% of the fund-11%
- Schwab Strategic TRSCHM0.6% of the fund-8%
- Tidal Trust IHFND0.5% of the fund-39%
- Spdr Gold TRGLD0.5% of the fund-12%
- Vanguard BD Index FDSBND0.4% of the fund-10%
- VisaV0.3% of the fund-13%
- AlphabetGOOGL0.3% of the fund-4%
- Pimco ETF TRBOND0.3% of the fund-15%
- Ishares TRUSMV0.3% of the fund-6%
- Tidal Trust IIAIPO0.3% of the fund-29%
- IsharesPOWR0.3% of the fund-12%
- J P Morgan Exchange Traded FJEPI0.3% of the fund-35%
- American Centy ETF TRAVDE0.2% of the fund-5%
- Advanced Micro DevicesAMD0.2% of the fund-42%
- Ishares TRSOXX0.2% of the fund-7%
- SalesforceCRM0.2% of the fund-9%
- Pimco ETF TRPYLD0.2% of the fund-18%
- IntelINTC0.2% of the fund-25%
- International Business MachinesIBM0.2% of the fund-5%
- Invesco Exch Traded FD TR IIQQQM0.2% of the fund-8%
Sold out
Sold their entire stake.
- Simplify Exchange Traded FUNSDMF-100%
- Global X FDSURA-100%
- Micron TechnologyMU-100%
- Pimco ETF TRMINT-100%
- RTXRTX-100%
- Lockheed MartinLMT-100%
- NikeNKE-100%
- Vanguard Intl Equity Index FVEU-100%
Holdings
- Vanguard Scottsdale FDSVONG
- Share
- 8.0%
- Value
- $28m
- Shares
- 218,720
+6%
- Vanguard Scottsdale FDSVONV
- Share
- 5.5%
- Value
- $19m
- Shares
- 181,373
+4%
- Vanguard Tax-Managed FDSVEA
- Share
- 4.8%
- Value
- $17m
- Shares
- 234,045
+8%
- Ishares TRAGG
- Share
- 4.5%
- Value
- $16m
- Shares
- 158,730
Held
- Vanguard Intl Equity Index FVWO
- Share
- 3.5%
- Value
- $12m
- Shares
- 206,771
+8%
- Vanguard Index FDSVTI
- Share
- 3.1%
- Value
- $11m
- Shares
- 29,356
Held
- Ishares TRIJH
- Share
- 2.9%
- Value
- $10m
- Shares
- 133,243
+5%
- Schwab Strategic TRSCHD
- Share
- 2.2%
- Value
- $8m
- Shares
- 246,074
Held
- Vanguard Scottsdale FDSVMBS
- Share
- 2.2%
- Value
- $8m
- Shares
- 165,388
+16%
- EA Series TrustFDIV
- Share
- 2.2%
- Value
- $8m
- Shares
- 276,563
+3%
- Ishares TRGOVT
- Share
- 2.1%
- Value
- $7m
- Shares
- 327,477
+8%
- J P Morgan Exchange Traded FJQUA
- Share
- 2.1%
- Value
- $7m
- Shares
- 101,283
+4%
- Invesco QQQ TRQQQ
- Share
- 2.0%
- Value
- $7m
- Shares
- 9,304
-4%
- EA Series TrustFMTM
- Share
- 1.9%
- Value
- $7m
- Shares
- 152,820
+4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.8%
- Value
- $6m
- Shares
- 8,479
Held
- Ishares TRIJR
- Share
- 1.6%
- Value
- $6m
- Shares
- 38,279
+4%
- Schwab Strategic TRSCHI
- Share
- 1.5%
- Value
- $5m
- Shares
- 225,877
+16%
- Vanguard Index FDSVOO
- Share
- 1.3%
- Value
- $4m
- Shares
- 6,470
Held
- Vanguard BD Index FDSBSV
- Share
- 1.2%
- Value
- $4m
- Shares
- 54,282
Held
- J P Morgan Exchange Traded FJPST
- Share
- 1.2%
- Value
- $4m
- Shares
- 80,939
Held
- Spdr Series TrustBIL
- Share
- 1.2%
- Value
- $4m
- Shares
- 43,985
+31%
- Vanguard Specialized FundsVIG
- Share
- 1.0%
- Value
- $3m
- Shares
- 14,459
-4%
- Pimco ETF TRMUNI
- Share
- 0.9%
- Value
- $3m
- Shares
- 62,137
Held
- Ishares TRIQLT
- Share
- 0.9%
- Value
- $3m
- Shares
- 62,287
+12%
- Ssga Active TRSTOT
- Share
- 0.9%
- Value
- $3m
- Shares
- 63,655
-4%
- Vanguard Whitehall FDSVIGI
- Share
- 0.8%
- Value
- $3m
- Shares
- 31,131
+9%
- Invesco Exchange Traded FD TRSP
- Share
- 0.8%
- Value
- $3m
- Shares
- 13,257
Held
- Ssga Active TRALLW
- Share
- 0.8%
- Value
- $3m
- Shares
- 96,147
-4%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.8%
- Value
- $3m
- Shares
- 16,534
Held
- Spdr Series TrustSPTL
- Share
- 0.8%
- Value
- $3m
- Shares
- 101,763
+4%
- Vanguard Instl Index FDVBIL
- Share
- 0.8%
- Value
- $3m
- Shares
- 34,822
Held
- Ishares TRIEFA
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,315
+14%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.7%
- Value
- $2m
- Shares
- 30,901
+6%
- Pimco ETF TRMINO
- Share
- 0.7%
- Value
- $2m
- Shares
- 51,415
Held
- Ishares TRLQD
- Share
- 0.7%
- Value
- $2m
- Shares
- 21,528
+44%
- Vanguard Whitehall FDSVYM
- Share
- 0.6%
- Value
- $2m
- Shares
- 13,777
-11%
- Schwab Strategic TRSCHM
- Share
- 0.6%
- Value
- $2m
- Shares
- 58,192
-8%
- Ishares TRIXUS
- Share
- 0.6%
- Value
- $2m
- Shares
- 20,246
Held
- Tidal Trust IHFGM
- Share
- 0.5%
- Value
- $2m
- Shares
- 61,750
+252%
- Tidal Trust IHFND
- Share
- 0.5%
- Value
- $2m
- Shares
- 75,272
-39%
- Ishares TRIBB
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,951
+3%
- Spdr Gold TRGLD
- Share
- 0.5%
- Value
- $2m
- Shares
- 4,595
-12%
- First TR Exchange-Traded FDGRID
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,208
+13%
- Simplify Exchange Traded FUNCTA
- Share
- 0.4%
- Value
- $2m
- Shares
- 60,203
+23%
- Vanguard BD Index FDSBND
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,559
-10%
- IsharesIEMG
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,191
+29%
- Ishares TRIWR
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,564
Held
- Ishares TRHYBB
- Share
- 0.4%
- Value
- $1m
- Shares
- 29,530
+5%
- Ishares TRSHY
- Share
- 0.4%
- Value
- $1m
- Shares
- 16,600
+34%
- Invesco Exchange Traded FD TGRPM
- Share
- 0.4%
- Value
- $1m
- Shares
- 9,786
Held
- Vanguard Index FDSVB
- Share
- 0.4%
- Value
- $1m
- Shares
- 4,167
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,612
+25%
- First TR Exchange-Traded FDCIBR
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,045
New
- Invesco Exch Traded FD TR IIQVMT
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,583
Held
- Franklin Templeton ETF TRINCM
- Share
- 0.3%
- Value
- $1m
- Shares
- 37,543
Held
- Pimco ETF TRBOND
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,742
-15%
- Spdr Series TrustXAR
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,745
+2%
- Ishares TRDGRO
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,597
+41%
- Global X FDSSHLD
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,058
+10%
- Vanguard Charlotte FDSBNDX
- Share
- 0.3%
- Value
- $1m
- Shares
- 20,894
Held
- Vanguard Whitehall FDSVWOB
- Share
- 0.3%
- Value
- $988,616
- Shares
- 14,703
Held
- Ishares TRUSMV
- Share
- 0.3%
- Value
- $968,123
- Shares
- 10,037
-6%
- Tidal Trust IIAIPO
- Share
- 0.3%
- Value
- $966,084
- Shares
- 28,916
-29%
- IsharesPOWR
- Share
- 0.3%
- Value
- $962,691
- Shares
- 34,431
-12%
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.3%
- Value
- $940,116
- Shares
- 12,552
+9%
- Ishares TRUSHY
- Share
- 0.3%
- Value
- $926,600
- Shares
- 25,030
+4%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $917,312
- Shares
- 10,649
+15%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.3%
- Value
- $911,046
- Shares
- 16,130
-35%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $898,102
- Shares
- 2,989
Held
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $898,049
- Shares
- 19,807
+274%
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $862,937
- Shares
- 3,551
Held
- Vaneck ETF TrustNLR
- Share
- 0.2%
- Value
- $816,035
- Shares
- 7,036
New
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $804,937
- Shares
- 10,660
Held
- Pimco ETF TRCORP
- Share
- 0.2%
- Value
- $796,470
- Shares
- 8,220
Held
- American Centy ETF TRAVDE
- Share
- 0.2%
- Value
- $762,065
- Shares
- 8,543
-5%
- Select Sector Spdr TRXLV
- Share
- 0.2%
- Value
- $758,006
- Shares
- 4,778
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $748,850
- Shares
- 1
Held
- Vanguard Wellington FDVFQY
- Share
- 0.2%
- Value
- $737,107
- Shares
- 4,329
+2%
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $715,474
- Shares
- 5,986
Held
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $658,142
- Shares
- 1,027
-7%
- Procure ETF Trust IIUFO
- Share
- 0.2%
- Value
- $642,293
- Shares
- 12,676
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVONG | 8.0% | $28m | 218,720 | +6% |
| Vanguard Scottsdale FDSVONV | 5.5% | $19m | 181,373 | +4% |
| Vanguard Tax-Managed FDSVEA | 4.8% | $17m | 234,045 | +8% |
| Ishares TRAGG | 4.5% | $16m | 158,730 | Held |
| Vanguard Intl Equity Index FVWO | 3.5% | $12m | 206,771 | +8% |
| Vanguard Index FDSVTI | 3.1% | $11m | 29,356 | Held |
| Ishares TRIJH | 2.9% | $10m | 133,243 | +5% |
| Schwab Strategic TRSCHD | 2.2% | $8m | 246,074 | Held |
| Vanguard Scottsdale FDSVMBS | 2.2% | $8m | 165,388 | +16% |
| EA Series TrustFDIV | 2.2% | $8m | 276,563 | +3% |
| Ishares TRGOVT | 2.1% | $7m | 327,477 | +8% |
| J P Morgan Exchange Traded FJQUA | 2.1% | $7m | 101,283 | +4% |
| Invesco QQQ TRQQQ | 2.0% | $7m | 9,304 | -4% |
| EA Series TrustFMTM | 1.9% | $7m | 152,820 | +4% |
| State STR Spdr S&P 500 ETF TSPY | 1.8% | $6m | 8,479 | Held |
| Berkshire HathawayBRK-B | 1.7% | $6m | 11,834 | +8% |
| Ishares TRIJR | 1.6% | $6m | 38,279 | +4% |
| Schwab Strategic TRSCHI | 1.5% | $5m | 225,877 | +16% |
| Vanguard Index FDSVOO | 1.3% | $4m | 6,470 | Held |
| AppleAAPL | 1.2% | $4m | 14,927 | +4% |
| Vanguard BD Index FDSBSV | 1.2% | $4m | 54,282 | Held |
| J P Morgan Exchange Traded FJPST | 1.2% | $4m | 80,939 | Held |
| Spdr Series TrustBIL | 1.2% | $4m | 43,985 | +31% |
| Vanguard Specialized FundsVIG | 1.0% | $3m | 14,459 | -4% |
| Pimco ETF TRMUNI | 0.9% | $3m | 62,137 | Held |
| Ishares TRIQLT | 0.9% | $3m | 62,287 | +12% |
| Ssga Active TRSTOT | 0.9% | $3m | 63,655 | -4% |
| Vanguard Whitehall FDSVIGI | 0.8% | $3m | 31,131 | +9% |
| Invesco Exchange Traded FD TRSP | 0.8% | $3m | 13,257 | Held |
| Ssga Active TRALLW | 0.8% | $3m | 96,147 | -4% |
| Invesco Exch Traded FD TR IISPMO | 0.8% | $3m | 16,534 | Held |
| Spdr Series TrustSPTL | 0.8% | $3m | 101,763 | +4% |
| Vanguard Instl Index FDVBIL | 0.8% | $3m | 34,822 | Held |
| Ishares TRIEFA | 0.7% | $2m | 25,315 | +14% |
| Vanguard Scottsdale FDSVCSH | 0.7% | $2m | 30,901 | +6% |
| Pimco ETF TRMINO | 0.7% | $2m | 51,415 | Held |
| Ishares TRLQD | 0.7% | $2m | 21,528 | +44% |
| CaterpillarCAT | 0.7% | $2m | 2,199 | -12% |
| MicrosoftMSFT | 0.6% | $2m | 6,081 | Held |
| Vanguard Whitehall FDSVYM | 0.6% | $2m | 13,777 | -11% |
| Schwab Strategic TRSCHM | 0.6% | $2m | 58,192 | -8% |
| NvidiaNVDA | 0.6% | $2m | 10,375 | +45% |
| Ishares TRIXUS | 0.6% | $2m | 20,246 | Held |
| Eli LillyLLY | 0.5% | $2m | 1,580 | +5% |
| Tidal Trust IHFGM | 0.5% | $2m | 61,750 | +252% |
| AlphabetGOOG | 0.5% | $2m | 5,228 | Held |
| Tidal Trust IHFND | 0.5% | $2m | 75,272 | -39% |
| Ishares TRIBB | 0.5% | $2m | 8,951 | +3% |
| Spdr Gold TRGLD | 0.5% | $2m | 4,595 | -12% |
| Amazon.comAMZN | 0.5% | $2m | 7,098 | +6% |
| First TR Exchange-Traded FDGRID | 0.5% | $2m | 8,208 | +13% |
| Simplify Exchange Traded FUNCTA | 0.4% | $2m | 60,203 | +23% |
| Colgate-PalmoliveCL | 0.4% | $1m | 15,943 | +5% |
| Vanguard BD Index FDSBND | 0.4% | $1m | 19,559 | -10% |
| IsharesIEMG | 0.4% | $1m | 17,191 | +29% |
| Ishares TRIWR | 0.4% | $1m | 12,564 | Held |
| Ishares TRHYBB | 0.4% | $1m | 29,530 | +5% |
| Ishares TRSHY | 0.4% | $1m | 16,600 | +34% |
| Invesco Exchange Traded FD TGRPM | 0.4% | $1m | 9,786 | Held |
| Vanguard Index FDSVB | 0.4% | $1m | 4,167 | Held |
| Ishares TRIVV | 0.3% | $1m | 1,612 | +25% |
| First TR Exchange-Traded FDCIBR | 0.3% | $1m | 13,045 | New |
| VisaV | 0.3% | $1m | 3,298 | -13% |
| AlphabetGOOGL | 0.3% | $1m | 3,108 | -4% |
| Invesco Exch Traded FD TR IIQVMT | 0.3% | $1m | 15,583 | Held |
| Franklin Templeton ETF TRINCM | 0.3% | $1m | 37,543 | Held |
| Pimco ETF TRBOND | 0.3% | $1m | 11,742 | -15% |
| Spdr Series TrustXAR | 0.3% | $1m | 3,745 | +2% |
| Ishares TRDGRO | 0.3% | $1m | 13,597 | +41% |
| Global X FDSSHLD | 0.3% | $1m | 17,058 | +10% |
| Vanguard Charlotte FDSBNDX | 0.3% | $1m | 20,894 | Held |
| Vanguard Whitehall FDSVWOB | 0.3% | $988,616 | 14,703 | Held |
| Ishares TRUSMV | 0.3% | $968,123 | 10,037 | -6% |
| Tidal Trust IIAIPO | 0.3% | $966,084 | 28,916 | -29% |
| IsharesPOWR | 0.3% | $962,691 | 34,431 | -12% |
| Invesco Exch Traded FD TR IISPLV | 0.3% | $940,116 | 12,552 | +9% |
| Ishares TRUSHY | 0.3% | $926,600 | 25,030 | +4% |
| Vanguard Index FDSVUG | 0.3% | $917,312 | 10,649 | +15% |
| Costco WholesaleCOST | 0.3% | $915,342 | 978 | +3% |
| J P Morgan Exchange Traded FJEPI | 0.3% | $911,046 | 16,130 | -35% |
| Ishares TRIWM | 0.3% | $898,102 | 2,989 | Held |
| Select Sector Spdr TRXLU | 0.3% | $898,049 | 19,807 | +274% |
| Vanguard Index FDSVBR | 0.2% | $862,937 | 3,551 | Held |
| Vaneck ETF TrustNLR | 0.2% | $816,035 | 7,036 | New |
| Ishares Gold TRIAU | 0.2% | $804,937 | 10,660 | Held |
| Pimco ETF TRCORP | 0.2% | $796,470 | 8,220 | Held |
| Meta PlatformsMETA | 0.2% | $785,382 | 1,394 | +80% |
| TeslaTSLA | 0.2% | $772,222 | 1,836 | +10% |
| American Centy ETF TRAVDE | 0.2% | $762,065 | 8,543 | -5% |
| CloudflareNET | 0.2% | $761,594 | 3,105 | Held |
| Select Sector Spdr TRXLV | 0.2% | $758,006 | 4,778 | Held |
| Johnson & JohnsonJNJ | 0.2% | $754,633 | 2,971 | +8% |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $748,850 | 1 | Held |
| Vanguard Wellington FDVFQY | 0.2% | $737,107 | 4,329 | +2% |
| ExxonMobil HoldingsXOM | 0.2% | $726,677 | 5,315 | +44% |
| Vanguard World FDVGT | 0.2% | $715,474 | 5,986 | Held |
| Advanced Micro DevicesAMD | 0.2% | $689,540 | 1,187 | -42% |
| Ishares TRSOXX | 0.2% | $658,142 | 1,027 | -7% |
| Procure ETF Trust IIUFO | 0.2% | $642,293 | 12,676 | New |
| SalesforceCRM | 0.2% | $632,462 | 4,037 | -9% |
Showing the largest 100 of 174.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 56.6% since 30 June 2025.
Where the money is
Technology4.0%
Financial services2.3%
Media & telecom1.2%
Industrials1.1%
Retail & consumer1.0%
Everyday goods0.9%
Health care0.9%
Energy0.4%
Materials0.1%
Other88.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.