Arrowroot Family Office, LLC

CIK 0002017744 · Q2 2026

13F Equity AUM

$349.3M

+14.5% QoQ

Positions

174

+11 QoQ

AUM Rank

#6,056

Top 48%

Skill Alpha (FF)

-3.2%/yr^ns

No Clear Edge

Rank #6,999 · Top 84%

vs S&P -5.5%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 26.3%Top 10: 39.0%Top 20: 56.2%

VONG8.0%

VONV5.5%

VEA4.8%

AGG4.5%

VWO3.5%

VTI3.1%

IJH2.9%

SCHD2.2%

VMBS2.2%

FDIV2.2%

Others (164)61.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.9%

Technology4.0%

Other6.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 174Median: 0.22%Avg: 0.57%

0–0.5%

127(23.3%)

0.5–1%

24(17.0%)

1–3%

17(30.3%)

3–5%

4(15.9%)

5%+

2(13.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 174vs 20 funds

0%Low

174

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New26Increased89Decreased50Exited15

New Positions

CIBR0.3%

+13K

NLR0.2%

+7K

IWF0.2%

+5K

UFO0.2%

+13K

IVW0.2%

+4K

TAIL0.1%

+49K

PANW0.1%

+1K

DBA0.1%

+15K

LRCX0.1%

+862

KLAC0.1%

+1K

Increased

HFGM0.5%

+44K(+252%)

SCHI1.5%

+32K(+16%)

GOVT2.1%

+24K(+8%)

VMBS2.2%

+23K(+16%)

VEA4.8%

+18K(+8%)

VWO3.5%

+15K(+8%)

XLU0.3%

+15K(+274%)

VONG8.0%

+12K(+6%)

CTA0.5%

+11K(+23%)

BIL1.1%

+10K(+31%)

Decreased

HFND0.5%

-48,505(-39%)

OZEM0.1%

-28,342(-73%)

AIPO0.3%

-11,950(-29%)

JEPI0.3%

-8,823(-35%)

PYLD0.2%

-5,090(-18%)

SCHM0.6%

-5,053(-8%)

POWR0.3%

-4,774(-12%)

ALLW0.8%

-4,471(-4%)

SCHD2.2%

-3,664(-1%)

STOT0.9%

-2,706(-4%)

Exited

XOP

-8,355

SIMPLIFY EXCHANGE TR…

-27,516

-1,142

-8,127

-2,987

-1,347

-3,531

-1,405

-9,625

-3,774

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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