Arrowroot Family Office, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$302.5M
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VONG
VANGUARD SCOTTSDALE FDS
Q4 2025: New position (193.4k shares)
7.5%
02
$VONV
VANGUARD SCOTTSDALE FDS
Q4 2025: New position (166.0k shares)
5.4%
03
$AGG
ISHARES TR
Q4 2025: New position (170.8k shares)
5.2%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: New position (158.1k shares)
4.6%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: New position (141.4k shares)
3.4%
06
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (29.0k shares)
3.1%
07
$IJH
ISHARES TR
Q4 2025: New position (124.4k shares)
2.8%
08
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: New position (258.4k shares)
2.5%
09
$FDIV
EA SERIES TRUST
Q4 2025: New position (285.0k shares)
2.4%
10
$GOVT
ISHARES TR
Q4 2025: New position (143.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:30 UTC.