Institutional Fund
Arrowroot Family Office, LLC
Marina Del Rey, CACIK 20177445 filings on record
Portfolio Value
$302.50M
Q1 2026
Holdings
156
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+10.0%
from $274.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds7.5%
- Vanguard Scottsdale Fds5.4%
- Ishares Tr5.2%
- Vanguard Tax-Managed Fds4.6%
- Vanguard Intl Equity Index F3.4%
- Vanguard Index Fds3.1%
- Other70.8%
Portfolio Holdings
156 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 206.7K | $22.67M | 7.5% | +13.2K | Added |
| 2 | Vanguard Scottsdale Fds | 174.0K | $16.31M | 5.4% | +8.0K | Added |
| 3 | Ishares Tr | 159.4K | $15.82M | 5.2% | −11.4K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 216.4K | $13.87M | 4.6% | +58.4K | Added |
| 5 | Vanguard Intl Equity Index F | 191.9K | $10.37M | 3.4% | +50.5K | Added |
| 6 | Vanguard Index Fds | 29.2K | $9.36M | 3.1% | +191 | Added |
| 7 | Ishares Tr | 127.3K | $8.60M | 2.8% | +2.9K | Added |
| 8 | Schwab Strategic Tr | 249.7K | $7.66M | 2.5% | −8.7K | Reduced |
| 9 | Ea Series Trust | 267.5K | $7.15M | 2.4% | −17.5K | Reduced |
| 10 | Ishares Tr | 303.7K | $6.96M | 2.3% | +160.7K | Added |
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