account_balance

Investment manager · 13F filer · SEC CIK 2017744

Arrowroot Family Office, LLC

Reported value$349Mas of Jun 30, 2026
Positions174 45 new, 11 sold out
Top 10 weight39.0%VONG alone is 8%
FiledAug 637 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VONG Vanguard Scottsdale FDS 8.0% Added +13%
VONV Vanguard Scottsdale FDS 5.5% Added +9%
VEA Vanguard Tax-Managed FDS 4.8% Added +48%
AGG iShares Tr 4.5% Trimmed −7%
VWO Vanguard Intl Equity Index F 3.5% Added +46%
VTI Vanguard Index FDS 3.1% Held
IJH iShares Tr 2.9% Added +7%
SCHD Schwab Strategic Tr 2.2% Trimmed −5%
VMBS Vanguard Scottsdale FDS 2.2% Added +70%
FDIV Ea Series Trust 2.2% Trimmed −3%
GOVT iShares Tr 2.1% Added +129%
JQUA J P Morgan Exchange Traded F 2.1% Added +11%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 6, 2026, compared with the May 14, 2026 filing
add_circleNew
  • VBIL $2.64M
  • GRID $1.57M
  • CTA $1.56M
  • CIBR $1.17M
arrow_upwardAdded
  • HFGM +712%
  • VCSH +203%
  • GOVT +129%
  • RSP +127%
arrow_downwardTrimmed
  • BND −44%
  • STOT −38%
  • VYM −25%
  • JEPI −23%
remove_circleSold out
  • XOP $1.05M
  • MU $380K
  • MINT $326K
  • COIN $305K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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