First seen by DFX
Sep 13, 2026
date not stated
Arrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (The firm's family office practice says it serves founders who have exited and families with generational wealth.)
First seen by DFX
Sep 12, 2026
date not stated
Arrowroot Family Office, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Arrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
First seen by DFX
Sep 12, 2026
date not stated
Arrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))
Arrowroot Family Office, LLC reported $302,499,111 across 156 13(f) positions for the quarter ended 2026-03-31
Arrowroot Family Office, LLC reduced Spdr Series Trust 46,989 -> 33,626 shares ($4,293,847 -> $3,081,499)
Arrowroot Family Office, LLC reduced Ssga Active Tr 102,097 -> 66,361 shares ($4,827,150 -> $3,127,580)
Arrowroot Family Office, LLC reduced Vanguard Bd Index Fds 35,053 -> 21,738 shares ($2,596,381 -> $1,600,761)
Arrowroot Family Office, LLC opened a $2,675,060 position in Vanguard Instl Index Fd (35,361 shares)
Arrowroot Family Office, LLC increased EA Series Trust 100,330 -> 146,482 shares ($3,224,339 -> $5,092,279)
Arrowroot Family Office, LLC increased Invesco Exchange Traded Fd T 5,846 -> 13,084 shares ($1,119,946 -> $2,511,068)
Arrowroot Family Office, LLC increased Ishares Tr 142,986 -> 303,697 shares ($3,292,253 -> $6,957,699)
Arrowroot Family Office, LLC increased Ishares Tr 38,308 -> 55,864 shares ($1,741,104 -> $2,582,599)
Arrowroot Family Office, LLC increased Schwab Strategic Tr 147,706 -> 194,087 shares ($3,392,796 -> $4,401,882)
Arrowroot Family Office, LLC increased Ssga Active Tr 75,056 -> 100,618 shares ($2,063,289 -> $2,902,835)
Arrowroot Family Office, LLC increased Tidal Trust I 84,514 -> 123,777 shares ($1,905,791 -> $2,872,852)
Arrowroot Family Office, LLC increased Vanguard Intl Equity Index F 141,387 -> 191,869 shares ($7,600,947 -> $10,370,523)
Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 97,550 -> 142,546 shares ($4,592,664 -> $6,692,553)
Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 10,190 -> 29,077 shares ($812,449 -> $2,304,904)
Arrowroot Family Office, LLC increased Vanguard Tax-Managed Fds 158,063 -> 216,425 shares ($9,874,225 -> $13,868,509)
Arrowroot Family Office, LLC reported $274,917,523 across 140 13(f) positions for the quarter ended 2025-12-31
Arrowroot Family Office, LLC increased EA Series Trust 62,182 -> 100,330 shares ($1,861,107 -> $3,224,339)
Arrowroot Family Office, LLC opened a $3,292,253 position in Ishares Tr (142,986 shares)
Arrowroot Family Office, LLC increased Schwab Strategic Tr 112,032 -> 147,706 shares ($2,585,690 -> $3,392,796)
Arrowroot Family Office, LLC opened a $2,063,289 position in Ssga Active Tr (75,056 shares)
Arrowroot Family Office, LLC opened a $5,684,733 position in Invesco Qqq Tr (9,254 shares)
Arrowroot Family Office, LLC increased Vanguard Bd Index Fds 24,155 -> 35,053 shares ($1,796,426 -> $2,596,381)
Arrowroot Family Office, LLC exited Invesco Qqq Tr (was $6,087,480, 10,140 shares)
Arrowroot Family Office, LLC increased Vanguard Intl Equity Index F 103,469 -> 141,387 shares ($5,605,963 -> $7,600,947)
Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 55,958 -> 97,550 shares ($2,627,789 -> $4,592,664)
Arrowroot Family Office, LLC increased Vanguard Tax-Managed Fds 115,200 -> 158,063 shares ($6,902,792 -> $9,874,225)
Arrowroot Family Office, LLC reported $250,589,340 across 142 13(f) positions for the quarter ended 2025-09-30
Arrowroot Family Office, LLC increased Berkshire Hathaway Inc Del 5,970 -> 8,615 shares ($2,900,047 -> $4,331,105)
Arrowroot Family Office, LLC opened a $6,087,480 position in Invesco Qqq Tr (10,140 shares)
Arrowroot Family Office, LLC exited Invesco Qqq Tr (was $5,536,805, 10,037 shares)
Arrowroot Family Office, LLC increased J P Morgan Exchange Traded F 61,539 -> 81,132 shares ($3,118,797 -> $4,115,826)
Arrowroot Family Office, LLC increased Spdr Series Trust 19,399 -> 48,528 shares ($1,779,459 -> $4,452,421)
Arrowroot Family Office, LLC reported $223,093,109 across 137 13(f) positions for the quarter ended 2025-06-30
Arrowroot Family Office, LLC reduced Spdr Gold Tr 9,507 -> 4,584 shares ($2,301,930 -> $1,397,341)
Arrowroot Family Office, LLC increased Invesco Qqq Tr 7,803 -> 10,037 shares ($3,989,048 -> $5,536,805)