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AFO
Arrowroot Family Office Portfolio holdings
AUM
$302M
1-Year Est. Return
14.21%
This Fund
S&P 500
This Quarter
Est. Return
+6.25%
1 Year Est. Return
+14.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
95.23%
Top 10 Holdings %
Top 10 Hldgs %
40.2%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$16.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$12.1M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$11.4M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$7.46M |
| 5 |
MarketDesk Focused US Dividend ETF
FDIV
|
+$7.14M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.68% |
| 2 | Financials | 2.72% |
| 3 | Consumer Staples | 2.01% |
| 4 | Consumer Discretionary | 1.47% |
| 5 | Communication Services | 1.34% |
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Arrowroot Family Office's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Arrowroot Family Office, which disclosed 137 positions worth $223M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Vanguard Russell 1000 Growth ETF: 172,043 shares worth $18.8M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, followed by Financials and Consumer Staples.
- Arrowroot Family Office's largest Q2 2025 buy was Vanguard Russell 1000 Growth ETF: 172,043 shares worth $18.8M.
- Arrowroot Family Office's ten largest holdings make up 40% of its $223M portfolio in Q2 2025.
- Arrowroot Family Office disclosed 137 positions in Q2 2025, its first 13F filing on record.
Based on Arrowroot Family Office's 13F filing for Q2 2025, filed 5 Aug 2025.