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Roberto Santos

Arrowroot Family Office, Llc

Assets Managed
$302.499M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
10.04%(2Q avg: 9.88%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Arrowroot Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Arrowroot Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 302.499M in assets, with a quarterly growth rate of 10.04% and a 2-quarter average growth rate of 9.88%. The portfolio is managed by Roberto Santos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 6.85%
7.5%
$22.67M
206,674 shares@ $109.69 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Increased 4.83%
5.4%
$16.308M
173,975 shares@ $93.75 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -6.68%
5.24%
$15.823M
159,393 shares@ $99.28 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 36.93%
4.59%
$13.869M
216,425 shares@ $64.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 35.71%
3.43%
$10.371M
191,869 shares@ $54.06 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.66%
3.1%
$9.363M
29,184 shares@ $320.82 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.35%
2.85%
$8.599M
127,341 shares@ $67.54 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -3.36%
2.54%
$7.662M
249,738 shares@ $30.69 avg price
FDIV
Marketdsk Focused Us Dvd Etf
Recent Activity
Decreased -6.14%
2.37%
$7.149M
267,483 shares@ $26.73 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 112.4%
2.31%
$6.958M
303,697 shares@ $22.92 avg price

1-10 of 156