Mine & Arao Wealth Creation & Management
Latest statistics and disclosures from Mine & Arao Wealth Creation & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, DIA, AAPL, NVDA, and represent 58.96% of Mine & Arao Wealth Creation & Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, INTA, SDY, MU, XLK, AMD, WM, DIA, AAPL, COST.
- Started 3 new stock positions in AMD, MU, INTA.
- Reduced shares in these 10 stocks: QQQ, K, NVDA, , BLK, CCI, GOOG, GOOGL, CAT, BRK.B.
- Sold out of its positions in BLK, CCI, K, XLY.
- Mine & Arao Wealth Creation & Management was a net buyer of stock by $1.2M.
- Mine & Arao Wealth Creation & Management has $256M in assets under management (AUM), dropping by 3.82%.
- Central Index Key (CIK): 0001802994
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Portfolio Holdings for Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management holds 76 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.8 | $46M | 74k | 614.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.3 | $39M | 57k | 681.93 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 10.0 | $26M | 53k | 480.57 |
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| Apple (AAPL) | 9.5 | $24M | 90k | 271.86 |
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| NVIDIA Corporation (NVDA) | 6.3 | $16M | 87k | 186.50 |
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| Amazon (AMZN) | 5.8 | $15M | 64k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $11M | 36k | 313.80 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $8.0M | 25k | 322.22 |
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| Spdr Series Trust State Street Spd (SDY) | 2.2 | $5.7M | +8% | 41k | 139.16 |
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| Visa Com Cl A (V) | 2.1 | $5.3M | 15k | 350.71 |
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| Ishares Tr Select Divid Etf (DVY) | 1.6 | $4.1M | 29k | 141.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.7M | -4% | 12k | 312.99 |
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| Wells Fargo & Company (WFC) | 1.2 | $3.0M | 32k | 93.20 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 1.1 | $2.8M | 43k | 65.10 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.4M | 5.0k | 483.64 |
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| Ishares Tr Select Us Reit (ICF) | 0.9 | $2.4M | 40k | 59.67 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $2.4M | 20k | 120.18 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $2.3M | 31k | 73.56 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.7 | $1.8M | 11k | 165.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | -3% | 3.5k | 502.65 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.7M | 26k | 66.00 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | 2.5k | 570.86 |
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| Meta Platforms Cl A (META) | 0.4 | $1.1M | 1.7k | 660.17 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $1.1M | 12k | 92.25 |
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| Waste Management (WM) | 0.4 | $1.1M | +16% | 5.0k | 219.73 |
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| Oracle Corporation (ORCL) | 0.4 | $1.0M | 5.3k | 194.92 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.0M | 1.8k | 570.21 |
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| Procter & Gamble Company (PG) | 0.4 | $970k | 6.8k | 143.30 |
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| Coca-Cola Company (KO) | 0.4 | $949k | +5% | 14k | 69.91 |
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| Caterpillar (CAT) | 0.4 | $948k | -6% | 1.7k | 572.96 |
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| Merck & Co (MRK) | 0.4 | $929k | 8.8k | 105.26 |
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| Netflix (NFLX) | 0.4 | $925k | +901% | 9.9k | 93.76 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $865k | 15k | 56.81 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $858k | 5.0k | 171.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $769k | 8.0k | 96.03 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $737k | 15k | 47.79 |
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| Norfolk Southern (NSC) | 0.3 | $708k | 2.5k | 288.75 |
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| Bank of America Corporation (BAC) | 0.3 | $656k | 12k | 55.00 |
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| Tesla Motors (TSLA) | 0.3 | $654k | 1.5k | 449.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $616k | 900.00 | 684.92 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $614k | -7% | 13k | 48.75 |
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| Intapp (INTA) | 0.2 | $614k | NEW | 13k | 45.82 |
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| Walt Disney Company (DIS) | 0.2 | $604k | 5.3k | 113.77 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $600k | 5.5k | 109.91 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $599k | 6.2k | 96.88 |
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| Eli Lilly & Co. (LLY) | 0.2 | $571k | 531.00 | 1074.75 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $570k | 5.5k | 104.07 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $563k | +69% | 3.9k | 143.98 |
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| International Business Machines (IBM) | 0.2 | $518k | 1.7k | 296.21 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $501k | 6.4k | 77.68 |
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| Johnson & Johnson (JNJ) | 0.2 | $491k | 2.4k | 206.94 |
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| Cisco Systems (CSCO) | 0.2 | $426k | 5.5k | 77.03 |
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| Goldman Sachs (GS) | 0.2 | $409k | 465.00 | 878.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $407k | 6.5k | 62.47 |
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| American Express Company (AXP) | 0.1 | $376k | 1.0k | 370.01 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $375k | 2.1k | 177.73 |
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| Huntington Ingalls Inds (HII) | 0.1 | $349k | 1.0k | 340.07 |
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| Marriott Intl Cl A (MAR) | 0.1 | $342k | 1.1k | 310.30 |
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| Verizon Communications (VZ) | 0.1 | $338k | 8.3k | 40.73 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $335k | 3.3k | 102.39 |
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| American Tower Reit (AMT) | 0.1 | $332k | -5% | 1.9k | 175.58 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $313k | 4.2k | 74.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $313k | 1.3k | 246.12 |
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| Costco Wholesale Corporation (COST) | 0.1 | $310k | +50% | 360.00 | 862.33 |
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| salesforce (CRM) | 0.1 | $303k | 1.1k | 264.98 |
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| Clorox Company (CLX) | 0.1 | $290k | -13% | 2.9k | 100.83 |
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| Micron Technology (MU) | 0.1 | $285k | NEW | 1.0k | 285.41 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $277k | 3.6k | 77.89 |
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| Starbucks Corporation (SBUX) | 0.1 | $242k | -4% | 2.9k | 84.22 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $240k | 414.00 | 579.86 |
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| At&t (T) | 0.1 | $237k | 9.5k | 24.84 |
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| CSX Corporation (CSX) | 0.1 | $233k | 6.4k | 36.25 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $231k | 478.00 | 484.01 |
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| Pfizer (PFE) | 0.1 | $220k | 8.8k | 24.90 |
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| Wal-Mart Stores (WMT) | 0.1 | $216k | 1.9k | 111.42 |
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| Advanced Micro Devices (AMD) | 0.1 | $215k | NEW | 1.0k | 214.16 |
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Past Filings by Mine & Arao Wealth Creation & Management
SEC 13F filings are viewable for Mine & Arao Wealth Creation & Management going back to 2019
- Mine & Arao Wealth Creation & Management 2025 Q4 filed Jan. 27, 2026
- Mine & Arao Wealth Creation & Management 2025 Q3 filed Oct. 24, 2025
- Mine & Arao Wealth Creation & Management 2025 Q2 filed July 29, 2025
- Mine & Arao Wealth Creation & Management 2025 Q1 filed May 2, 2025
- Mine & Arao Wealth Creation & Management 2024 Q4 filed Jan. 23, 2025
- Mine & Arao Wealth Creation & Management 2024 Q3 filed Oct. 31, 2024
- Mine & Arao Wealth Creation & Management 2024 Q2 filed Aug. 6, 2024
- Mine & Arao Wealth Creation & Management 2024 Q1 filed May 9, 2024
- Mine & Arao Wealth Creation & Management 2023 Q4 filed Feb. 6, 2024
- Mine & Arao Wealth Creation & Management 2023 Q3 filed Nov. 16, 2023
- Mine & Arao Wealth Creation & Management 2023 Q2 filed Aug. 8, 2023
- Mine & Arao Wealth Creation & Management 2023 Q1 filed May 10, 2023
- Mine & Arao Wealth Creation & Management 2022 Q4 filed Feb. 6, 2023
- Mine & Arao Wealth Creation & Management 2022 Q3 filed Oct. 21, 2022
- Mine & Arao Wealth Creation & Management 2022 Q2 filed Aug. 16, 2022
- Mine & Arao Wealth Creation & Management 2022 Q1 filed May 13, 2022