Arrowroot Family Office, LLC

Family Office

Arrowroot Family Office, LLC is a Family Office based in Marina Del Rey, CA led by Roberto Francisco Santos, reporting $373.9M in AUM as of Q3 2025 with 82% ETF concentration.

CEORoberto Francisco Santos

Portfolio Value: $242.6M
Positions: 140
Top Holding: VONG at 8.92%
Last Reported: Q3 2025

Address4553 Glencoe Avenue, Suite 201, Marina Del Rey, CA, 90292, United States

Top Holdings

Largest long holdings in Arrowroot Family Office, LLC's portfolio (40.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$21.7M	8.92%	+$921.1K Bought	— 179.7K shares	Q2 2025 Held for 5 months
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$13.8M	5.68%	+$1.4M Bought	— 137.5K shares	Q2 2025 Held for 5 months
3 Vanguard Russell 1000 Value ETF VONV	ETF ETF	$13.3M	5.48%	+$726.0K Bought	— 148.7K shares	Q2 2025 Held for 5 months
4 Vanguard Total Stock Market VTI	ETF ETF	$9.2M	3.77%	+$455.8K Bought	— 27.9K shares	Q2 2025 Held for 5 months
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$7.6M	3.15%	+$393.0K Bought	— 117.1K shares	Q2 2025 Held for 5 months
6 MarketDesk Focused U.S. Dividend FDIV	ETF ETF	$7.6M	3.12%	+$81.9K Bought	— 282.0K shares	Q2 2025 Held for 5 months
7 Schwab US Dividend Equity SCHD	ETF ETF	$7.1M	2.94%	-$22.4K Sold	— 261.7K shares	Q2 2025 Held for 5 months
8 Vanguard FTSE Developed Markets VEA	ETF ETF	$6.9M	2.84%	+$1.2M Bought	— 115.2K shares	Q2 2025 Held for 5 months
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$5.9M	2.41%	-$1.2M Sold	— 8.8K shares	Q2 2025 Held for 5 months
10 Vanguard FTSE Emerging Markets VWO	ETF ETF	$5.6M	2.31%	+$509.7K Bought	— 103.5K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Arrowroot Family Office, LLC's latest filing

See all changes

GthenC

Market Value

$242.6M

Prior: $221.6M

Q/Q Change

+9.47%

+$21.0M

Net Flows % of MV

+3.32%

Turnover Ratio

6.42%

New Purchases

7 stocks

$1.7M

Added To

86 stocks

+$17.7M

Sold Out Of

8 stocks

$7.3M

Reduced Holdings

35 stocks

-$4.0M

Increased Positions

Position	Shares Δ	Change
1 Coinbase Global, Inc. COIN	New	0 → 1.4K +$456.6K
2 Verizon Communications VZ	New	0 → 5.5K +$241.5K
3 Accenture ACN	New	0 → 945.0 +$233.1K
4 Avantis International Equity AVDE	New	0 → 2.9K +$226.9K
5 Micron Technology MU	New	0 → 1.3K +$222.5K

Decreased Positions

Position	Shares Δ	Change
1 Invesco QQQ Trust QQQ	Sold	10.0K → 0 −$5.5M
2 Global X Lithium & Battery Tech LIT	Sold	9.4K → 0 −$362.5K
3 FedEx FDX	Sold	1.4K → 0 −$308.1K
4 T Rowe Price Group TROW	Sold	2.3K → 0 −$224.4K
5 Avery Dennison AVY	Sold	1.2K → 0 −$217.5K