Arrowroot Family Office, LLC

Family Office

CIK

2017744

Location

MARINA DEL REY, CA

Portfolio Value

Micro $47,909,033

Diversification

Diversified

Filing Date

Global Rank

#6,903 / 8,605 ▲ 115 · as of Mar 2026

Top Industry

Insurance - Diversified 16.0%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed May 15, 2026 · 56d

12 quarters · since Mar 2023

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.2%

SPY

+75.5%

Annualised alpha

-0.1%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−0.5 pts

Top 5

46.3%

−1.5 pts

Top 10

63.2%

−1.3 pts

HHI

575

Diversified−14

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.2%	$14,932,144	6
Technology	21.2%	$10,166,599	9
Financial Services	15.8%	$7,580,356	6
Consumer Cyclical	6.9%	$3,282,790	7
Industrials	6.7%	$3,214,769	7
Consumer Defensive	6.6%	$3,157,633	4
Healthcare	4.8%	$2,283,536	3
Communication Services	4.0%	$1,895,080	3
Energy	2.9%	$1,396,126	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+2,257	5,420	$521,133
BRK-B	Berkshire Hathaway Inc	+1,615	11,004	$5,273,116
NVDA	Nvidia Corp	+1,046	7,176	$1,251,494
IBIT	iShares Bitcoin Trust ETF	+816	8,598	$330,335
GOOGL	Alphabet Inc.	+761	3,238	$931,119
QQQ	Invesco Qqq Trust, Series 1	+469	9,723	$5,611,921
AMZN	Amazon Com Inc	+355	6,668	$1,388,744
MSFT	Microsoft Corp	+250	6,129	$2,268,771
IBM	International Business Machines Corp	+228	2,072	$502,232
MCD	Mcdonalds Corp	+214	1,139	$353,989
YUM	Yum Brands Inc	+189	1,678	$260,895
JPM	Jpmorgan Chase & Co	+163	1,037	$305,043
TSLA	Tesla, Inc.	+153	1,670	$620,822
XOM	ExxonMobil Holdings Corp	+137	3,690	$626,045
GLD	Spdr Gold Trust	+83	5,244	$2,256,440
META	Meta Platforms, Inc.	+80	774	$442,828
LLY	ELI LILLY & Co	+46	1,502	$1,381,494
COST	Costco Wholesale Corp /New	+15	952	$948,601
BA	Boeing Co	+14	1,155	$229,879
AZO	Autozone Inc	+3	62	$209,422
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−708	4,418	$824,708
NKE	NIKE, Inc.	−638	4,047	$213,762
V	Visa Inc.	−451	3,774	$1,140,653
PG	PROCTER & GAMBLE Co	−320	3,841	$554,794
SPY	Spdr S&P 500 ETF Trust	−279	8,320	$5,410,828
IAU	Ishares Gold Trust	−212	10,742	$947,014
CVX	Chevron Corp	−197	3,722	$770,081
MU	Micron Technology Inc	−188	1,142	$385,813
LMT	Lockheed Martin Corp	−166	355	$214,558
AMD	Advanced Micro Devices Inc	−164	2,046	$416,217
CL	Colgate Palmolive Co	−163	15,195	$1,295,069
INTC	Intel Corp	−159	5,355	$236,316
CAT	Caterpillar Inc	−123	2,485	$1,760,523
WM	Waste Management Inc	−120	1,304	$299,646
MDY	Spdr S&P Midcap 400 ETF Trust	−114	609	$375,606
HD	Home Depot, Inc.	−112	715	$235,156
BAC	Bank Of America Corp /De/	−110	4,415	$215,231
AAPL	Apple Inc.	−73	14,344	$3,640,363
WMT	Walmart Inc.	−38	2,890	$359,169
JNJ	Johnson & Johnson	−34	2,748	$671,721
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NET	Cloudflare, Inc.	3,105	$640,685
RTX	RTX Corp	1,405	$271,024
MIY	Blackrock Muniyield Michigan Quality Fund, Inc.	20,278	$240,902
ABBV	AbbVie Inc.	1,059	$230,321
GEV	GE Vernova Inc.	243	$212,114
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
COIN	Coinbase Global, Inc.	1,347	$304,610
UBER	Uber Technologies, Inc	3,531	$288,518
SLV	iShares Silver Trust	3,774	$243,121
MA	Mastercard Inc	374	$213,509
ISRG	Intuitive Surgical Inc	363	$205,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $47,909,033 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	9,723	+469	$5,611,921	−1.3%	11.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,320	-279	$5,410,828	−7.7%	11.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,004	+1,615	$5,273,116	+11.7%	11.01%
AAPL	Apple Inc. Technology	Reduced	14,344	-73	$3,640,363	−7.1%	7.60%
MSFT	Microsoft Corp Technology	Added	6,129	+250	$2,268,771	−20.2%	4.74%
GLD	Spdr Gold Trust	Added	5,244	+83	$2,256,440	+10.3%	4.71%
CAT	Caterpillar Inc Industrials	Reduced	2,485	-123	$1,760,523	+17.8%	3.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,668	+355	$1,388,744	−4.7%	2.90%
LLY	ELI LILLY & Co Healthcare	Added	1,502	+46	$1,381,494	−11.7%	2.88%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	15,195	-163	$1,295,069	+6.7%	2.70%
NVDA	Nvidia Corp Technology	Added	7,176	+1,046	$1,251,494	+9.5%	2.61%
V	Visa Inc. Financial Services	Reduced	3,774	-451	$1,140,653	−23.0%	2.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	952	+15	$948,601	+17.4%	1.98%
IAU	Ishares Gold Trust	Reduced	10,742	-212	$947,014	+6.5%	1.98%
GOOGL	Alphabet Inc. Communication Services	Added	3,238	+761	$931,119	+20.1%	1.94%
CRM	Salesforce, Inc. Technology	Reduced	4,418	-708	$824,708	−39.3%	1.72%
CVX	Chevron Corp Energy	Reduced	3,722	-197	$770,081	+28.9%	1.61%
JNJ	Johnson & Johnson Healthcare	Reduced	2,748	-34	$671,721	+16.7%	1.40%
NET	Cloudflare, Inc. Technology	NEW	3,105	NEW	$640,685	NEW	1.34%
XOM	ExxonMobil Holdings Corp Energy	Added	3,690	+137	$626,045	+46.4%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,670	+153	$620,822	−9.0%	1.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,841	-320	$554,794	−7.0%	1.16%
NFLX	Netflix Inc Communication Services	Added	5,420	+2,257	$521,133	+75.7%	1.09%
IBM	International Business Machines Corp Technology	Added	2,072	+228	$502,232	−8.1%	1.05%
META	Meta Platforms, Inc. Communication Services	Added	774	+80	$442,828	−3.3%	0.92%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,046	-164	$416,217	−12.1%	0.87%
AON	Aon plc Financial Services	Held	1,256	0	$405,411	−8.5%	0.85%
MU	Micron Technology Inc Technology	Reduced	1,142	-188	$385,813	+1.6%	0.81%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	609	-114	$375,606	−13.9%	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,890	-38	$359,169	+10.1%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,139	+214	$353,989	+25.2%	0.74%
IBIT	iShares Bitcoin Trust ETF	Added	8,598	+816	$330,335	−14.5%	0.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,037	+163	$305,043	+8.3%	0.64%
WM	Waste Management Inc Industrials	Reduced	1,304	-120	$299,646	−4.2%	0.63%
RTX	RTX Corp Industrials	NEW	1,405	NEW	$271,024	NEW	0.57%
YUM	Yum Brands Inc Consumer Cyclical	Added	1,678	+189	$260,895	+15.8%	0.54%
MIY	Blackrock Muniyield Michigan Quality Fund, Inc. Financial Services	NEW	20,278	NEW	$240,902	NEW	0.50%
INTC	Intel Corp Technology	Reduced	5,355	-159	$236,316	+16.1%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	715	-112	$235,156	−17.4%	0.49%
ABBV	AbbVie Inc. Healthcare	NEW	1,059	NEW	$230,321	NEW	0.48%
BA	Boeing Co Industrials	Added	1,155	+14	$229,879	−7.2%	0.48%
FDX	Fedex Corp Industrials	Held	791	0	$227,025	+23.3%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,415	-110	$215,231	−13.5%	0.45%
LMT	Lockheed Martin Corp Industrials	Reduced	355	-166	$214,558	−14.9%	0.45%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	4,047	-638	$213,762	−28.4%	0.45%
GEV	GE Vernova Inc. Industrials	NEW	243	NEW	$212,114	NEW	0.44%
AZO	Autozone Inc Consumer Cyclical	Added	62	+3	$209,422	+4.7%	0.44%