Arrowroot Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.85M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$3.7M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.83M |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$2.67M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
|
+$1.69M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.22M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.14M |
| 4 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$1.05M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.03M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.36% |
| 2 | Financials | 2.66% |
| 3 | Communication Services | 1.13% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Industrials | 1.08% |
Similar funds
Arrowroot Family Office's Q1 2026 Portfolio in Review
As of Q1 2026, Arrowroot Family Office held 163 positions worth $302M, up 10% from $275M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Arrowroot Family Office deployed $31.6M of net new capital in Q1 2026, opening 23 new positions and adding to 72 existing holdings. Its largest new stake was Vanguard 0-3 Month Treasury Bill ETF: 35,361 shares worth $2.68M.
By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 4.1% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was State Street DoubleLine Short Duration Total Return Tactical ETF, an estimated $1.69M trimmed.
- Arrowroot Family Office's largest Q1 2026 buy was Vanguard 0-3 Month Treasury Bill ETF: 35,361 shares worth $2.68M.
- Arrowroot Family Office added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $3.85M increase.
- Arrowroot Family Office's biggest Q1 2026 reduction was State Street DoubleLine Short Duration Total Return Tactical ETF, cutting an estimated $1.69M.
- Arrowroot Family Office fully exited State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2026, selling an estimated $1.05M.
- Arrowroot Family Office's ten largest holdings make up 39% of its $302M portfolio in Q1 2026.
- Arrowroot Family Office opened 23 new positions and closed 7 in Q1 2026.
- Arrowroot Family Office's portfolio value rose 10% quarter-over-quarter to $302M.
Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.