Arrowroot Family Office, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $14B, Vanguard Russell 1000 Value Et with a value of $9.04B, Vanguard Total Stock Market Et with a value of $7.04B, Ea Series Trust with a value of $6.65B, and Ishares Core U.S. Aggregate Bo with a value of $5.86B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $156B to 172B.

Arrowroot Family Office, LLC is based out at Marina Del Rey, CA

Below you can find more details about Arrowroot Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $141 Billion
Technology: $6.35 Billion
Consumer Defensive: $3.83 Billion
Financial Services: $3.32 Billion
Consumer Cyclical: $3.11 Billion
Communication Services: $1.6 Billion
Healthcare: $1.59 Billion
Industrials: $1.55 Billion
Other: $1.73 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $172 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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