MondegarAI
Arrowroot Family Office, LLC

Q2 2025 · 13F-HR

Arrowroot Family Office, LLCholdings as filed

Filed 2025-08-05 · accession 0001420506-25-001708

$223.1M
Reported value
137
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C680VONGVANGUARD SCOTTSDALE FDS$18.8M8.42%172,043CommonNONE
464287226AGGISHARES TR$12.2M5.47%123,028CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$12.0M5.37%140,557CommonNONE
922908769VTIVANGUARD INDEX FDS$8.1M3.61%26,508CommonNONE
02072L417FDIVEA SERIES TRUST$7.3M3.25%278,911CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.0M3.12%262,507CommonNONE
464287507IJHISHARES TR$6.9M3.09%111,090CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.6M2.94%10,611CommonNONE
46090E103QQQINVESCO QQQ TR$5.5M2.48%10,037CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.5M2.44%95,643CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.9M2.20%81,602CommonNONE
922908363VOOVANGUARD INDEX FDS$4.8M2.13%8,367CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.7M2.09%94,061CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.2M1.90%53,812CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.2M1.89%20,619CommonNONE
464287804IJRISHARES TR$3.8M1.69%34,443CommonNONE
78470P200STOTSSGA ACTIVE TR$3.7M1.68%79,075CommonNONE
037833100AAPLAPPLE INC$3.5M1.56%16,964CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.1M1.40%61,539CommonNONE
72201R866MUNIPIMCO ETF TR$3.0M1.33%57,654CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M1.30%5,970CommonNONE
594918104MSFTMICROSOFT CORP$2.9M1.30%5,819CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.9M1.28%21,479CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M1.16%55,740CommonNONE
808524698SCHISCHWAB STRATEGIC TR$2.5M1.14%111,809CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.95%75,562CommonNONE
78464A664SPTLSPDR SERIES TRUST$2.1M0.94%78,747CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$2.0M0.89%22,056CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.8M0.81%7,990CommonNONE
78468R663BILSPDR SERIES TRUST$1.8M0.80%19,399CommonNONE
46432F842IEFAISHARES TR$1.7M0.78%20,867CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.7M0.78%15,429CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.7M0.75%1,697CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.74%7,529CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.73%22,252CommonNONE
46432F834IXUSISHARES TR$1.6M0.71%20,388CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.68%5,555CommonNONE
464287242LQDISHARES TR$1.5M0.66%13,518CommonNONE
72201R635MINOPIMCO ETF TR$1.5M0.66%33,043CommonNONE
02072Q762FMTMEA SERIES TRUST$1.4M0.65%54,315CommonNONE
464287556IBBISHARES TR$1.4M0.64%11,337CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.63%4,584CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.61%14,961CommonNONE
92826C839VVISA INC$1.4M0.61%3,818CommonNONE
72201R775BONDPIMCO ETF TR$1.2M0.55%13,282CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.55%5,135CommonNONE
149123101CATCATERPILLAR INC$1.1M0.50%2,859CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.49%5,961CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$1.1M0.48%9,720CommonNONE
532457108LLYELI LILLY & CO$1.1M0.47%1,350CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.1M0.47%18,496CommonNONE
464287655IWMISHARES TR$1.0M0.46%4,718CommonNONE
78468R556XOPSPDR SERIES TRUST$985,8570.44%7,837CommonNONE
46429B697USMVISHARES TR$959,8570.43%10,225CommonNONE
464287432TLTISHARES TR$956,4770.43%10,838CommonNONE
464287499IWRISHARES TR$937,0430.42%10,189CommonNONE
67066G104NVDANVIDIA CORPORATION$919,5600.41%5,820CommonNONE
922908736VUGVANGUARD INDEX FDS$852,3580.38%1,944CommonNONE
02079K107GOOGALPHABET INC$847,3920.38%4,777CommonNONE
46434V456IQLTISHARES TR$837,7150.38%19,383CommonNONE
46435U853USHYISHARES TR$832,3950.37%22,191CommonNONE
46435U473HYBBISHARES TR$816,0650.37%17,363CommonNONE
922908744VTVVANGUARD INDEX FDS$814,4580.37%4,608CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$810,3060.36%11,128CommonNONE
92204A306VDEVANGUARD WORLD FD$806,3080.36%6,769CommonNONE
46138E396QVMTINVESCO EXCH TRADED FD TR II$805,3900.36%15,481CommonNONE
72201R817CORPPIMCO ETF TR$789,2170.35%8,110CommonNONE
46434G103IEMGISHARES INC$764,9090.34%12,742CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$728,8000.33%1CommonNONE
464287200IVVISHARES TR$725,9050.33%1,169CommonNONE
02079K305GOOGLALPHABET INC$688,6990.31%3,908CommonNONE
922908611VBRVANGUARD INDEX FDS$687,8790.31%3,527CommonNONE
464285204IAUISHARES GOLD TR$654,3430.29%10,493CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$635,2550.28%4,713CommonNONE
166764100CVXCHEVRON CORP NEW$626,6630.28%4,376CommonNONE
464287457SHYISHARES TR$618,9550.28%7,470CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$560,6940.25%3,901CommonNONE
G0403H108AONAON PLC$540,7410.24%1,516CommonNONE
464287523SOXXISHARES TR$538,2830.24%2,255CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$538,0410.24%1,825CommonNONE
742718109PGPROCTER AND GAMBLE CO$534,6690.24%3,356CommonNONE
254687106DISDISNEY WALT CO$517,9690.23%4,177CommonNONE
478160104JNJJOHNSON & JOHNSON$514,6880.23%3,369CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$494,3750.22%10,806CommonNONE
654106103NKENIKE INC$491,9560.22%6,925CommonNONE
46434V621DGROISHARES TR$449,0240.20%7,023CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$436,2330.20%770CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$427,8660.19%6,004CommonNONE
713448108PEPPEPSICO INC$421,3960.19%3,191CommonNONE
92204A405VFHVANGUARD WORLD FD$419,1990.19%3,293CommonNONE
92204A702VGTVANGUARD WORLD FD$411,1900.18%620CommonNONE
72201R833MINTPIMCO ETF TR$411,0900.18%4,089CommonNONE
46432F396MTUMISHARES TR$405,0390.18%1,685CommonNONE
88160R101TSLATESLA INC$396,1220.18%1,247CommonNONE
78464A854SPYMSPDR SERIES TRUST$393,4590.18%5,413CommonNONE
464287762IYHISHARES TR$384,0080.17%6,799CommonNONE
464287168DVYISHARES TR$382,0060.17%2,876CommonNONE
464288802SUSAISHARES TR$364,9130.16%2,879CommonNONE
37954Y855LITGLOBAL X FDS$362,5340.16%9,441CommonNONE
46429B689EFAVISHARES TR$361,7340.16%4,303CommonNONE
30303M102METAMETA PLATFORMS INC$361,2890.16%489CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$351,4240.16%690CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$343,0820.15%5,605CommonNONE
72201R585PYLDPIMCO ETF TR$329,7580.15%12,425CommonNONE
30231G102XOMEXXON MOBIL CORP$325,7190.15%3,022CommonNONE
92204A207VDCVANGUARD WORLD FD$315,7670.14%1,442CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$309,8030.14%1,069CommonNONE
88339J105TTDTHE TRADE DESK INC$308,3330.14%4,283CommonNONE
032108409DIVOAMPLIFY ETF TR$308,1240.14%7,241CommonNONE
31428X106FDXFEDEX CORP$308,0980.14%1,355CommonNONE
464288414MUBISHARES TR$305,3670.14%2,923CommonNONE
437076102HDHOME DEPOT INC$300,2140.13%819CommonNONE
94106L109WMWASTE MGMT INC DEL$296,4370.13%1,296CommonNONE
931142103WMTWALMART INC$285,5790.13%2,921CommonNONE
539830109LMTLOCKHEED MARTIN CORP$276,7950.12%598CommonNONE
316092246FCLDFIDELITY COVINGTON TRUST$273,4940.12%9,625CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$271,4550.12%1,913CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$270,2780.12%6,054CommonNONE
922908553VNQVANGUARD INDEX FDS$268,9430.12%3,020CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$268,8080.12%1,855CommonNONE
64110L106NFLXNETFLIX INC$263,8090.12%197CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$263,1930.12%5,379CommonNONE
78464A508SPYVSPDR SERIES TRUST$257,9440.12%4,928CommonNONE
11135F101AVGOBROADCOM INC$254,4650.11%923CommonNONE
33939L845QDEFFLEXSHARES TR$251,5510.11%3,397CommonNONE
97717W307DLNWISDOMTREE TR$247,4770.11%3,013CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$240,6380.11%3,105CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$240,1980.11%8,579CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$224,3630.10%2,325CommonNONE
988498101YUMYUM BRANDS INC$224,0480.10%1,512CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$222,8000.10%2,388CommonNONE
053611109AVYAVERY DENNISON CORP$217,4550.10%1,239CommonNONE
58933Y105MRKMERCK & CO INC$214,6760.10%2,712CommonNONE
47103U845JAAAJANUS DETROIT STR TR$203,8370.09%4,017CommonNONE
189054109CLXCLOROX CO DEL$200,0370.09%1,666CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$178,5400.08%11,300CommonNONE
422704106HLHECLA MNG CO$68,6990.03%11,469CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.