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 59.63% of Mine & Arao Wealth Creation & Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, XLY, BLK, JPM, AMZN, TMO, WMT, SDY, WM, IBM.
- Started 4 new stock positions in XLY, BLK, TMO, WMT.
- Reduced shares in these 10 stocks: QQQ, NVDA, MSFT, Lucid Group, IYY, GOOGL, PG, DIS, PAVE, BND.
- Sold out of its position in Lucid Group.
- Mine & Arao Wealth Creation & Management was a net buyer of stock by $875k.
- Mine & Arao Wealth Creation & Management has $246M in assets under management (AUM), dropping by 9.84%.
- Central Index Key (CIK): 0001802994
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Portfolio Holdings for Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management holds 77 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.3 | $45M | 75k | 600.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.5 | $38M | 57k | 666.18 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 10.0 | $25M | 53k | 463.74 |
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| Apple (AAPL) | 9.2 | $23M | 89k | 254.63 |
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| NVIDIA Corporation (NVDA) | 6.7 | $16M | -2% | 88k | 186.58 |
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| Amazon (AMZN) | 5.7 | $14M | 64k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $9.0M | 37k | 243.55 |
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| JPMorgan Chase & Co. (JPM) | 3.2 | $7.8M | +2% | 25k | 315.43 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 2.2 | $5.3M | +2% | 38k | 140.05 |
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| Visa Com Cl A (V) | 2.1 | $5.1M | 15k | 341.38 |
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| Ishares Tr Select Divid Etf (DVY) | 1.7 | $4.1M | 29k | 142.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.0M | 12k | 243.09 |
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| Wells Fargo & Company (WFC) | 1.1 | $2.7M | 32k | 83.82 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.6M | 5.0k | 517.96 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 1.0 | $2.6M | 44k | 58.72 |
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| Ishares Tr Select Us Reit (ICF) | 1.0 | $2.5M | 40k | 61.62 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.3M | 20k | 118.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $2.2M | 31k | 71.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | 3.6k | 502.74 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.7 | $1.8M | 11k | 162.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.7M | 26k | 65.26 |
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| Oracle Corporation (ORCL) | 0.6 | $1.5M | 5.3k | 281.22 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | 2.5k | 568.80 |
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| Meta Platforms Cl A (META) | 0.5 | $1.3M | 1.7k | 734.21 |
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| Netflix (NFLX) | 0.5 | $1.2M | 985.00 | 1198.92 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.1M | 1.8k | 609.32 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $1.1M | 12k | 89.64 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | 6.9k | 153.65 |
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| Waste Management (WM) | 0.4 | $954k | +13% | 4.3k | 220.82 |
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| Coca-Cola Company (KO) | 0.3 | $854k | +7% | 13k | 66.32 |
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| Caterpillar (CAT) | 0.3 | $848k | 1.8k | 477.11 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.3 | $845k | 15k | 55.33 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $739k | 16k | 47.63 |
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| Merck & Co (MRK) | 0.3 | $738k | 8.8k | 83.93 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $738k | 7.9k | 93.37 |
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| Norfolk Southern (NSC) | 0.3 | $734k | 2.4k | 300.43 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $670k | 5.0k | 133.90 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $666k | 14k | 48.84 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $650k | 2.3k | 281.90 |
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| Tesla Motors (TSLA) | 0.3 | $647k | 1.5k | 444.72 |
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| Bank of America Corporation (BAC) | 0.2 | $615k | 12k | 51.59 |
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| Walt Disney Company (DIS) | 0.2 | $607k | 5.3k | 114.50 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $605k | 5.4k | 111.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $604k | 903.00 | 669.19 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $582k | 6.1k | 95.89 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $562k | 5.5k | 103.08 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $503k | 6.4k | 78.37 |
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| International Business Machines (IBM) | 0.2 | $494k | +24% | 1.7k | 282.16 |
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| Johnson & Johnson (JNJ) | 0.2 | $438k | 2.4k | 185.41 |
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| Clorox Company (CLX) | 0.2 | $413k | 3.3k | 123.31 |
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| Eli Lilly & Co. (LLY) | 0.2 | $405k | 531.00 | 763.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $388k | 6.5k | 59.92 |
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| American Tower Reit (AMT) | 0.2 | $387k | 2.0k | 192.33 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $385k | 2.1k | 182.40 |
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| Cisco Systems (CSCO) | 0.2 | $378k | 5.5k | 68.43 |
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| Goldman Sachs (GS) | 0.2 | $369k | 464.00 | 795.96 |
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| Verizon Communications (VZ) | 0.1 | $362k | 8.2k | 43.95 |
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| American Express Company (AXP) | 0.1 | $336k | 1.0k | 332.13 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $335k | 3.2k | 103.36 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $315k | -2% | 4.2k | 74.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $307k | 1.3k | 241.89 |
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| Kellogg Company (K) | 0.1 | $298k | 3.6k | 82.03 |
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| Huntington Ingalls Inds (HII) | 0.1 | $295k | 1.0k | 287.91 |
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| Marriott Intl Cl A (MAR) | 0.1 | $287k | 1.1k | 260.53 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $277k | 3.5k | 78.10 |
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| salesforce (CRM) | 0.1 | $271k | +4% | 1.1k | 237.04 |
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| At&t (T) | 0.1 | $270k | 9.5k | 28.24 |
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| Starbucks Corporation (SBUX) | 0.1 | $255k | 3.0k | 84.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $239k | 478.00 | 499.56 |
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| CSX Corporation (CSX) | 0.1 | $228k | 6.4k | 35.51 |
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| Pfizer (PFE) | 0.1 | $223k | 8.8k | 25.48 |
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| Costco Wholesale Corporation (COST) | 0.1 | $222k | 240.00 | 924.31 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $216k | NEW | 900.00 | 239.64 |
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| Blackrock (BLK) | 0.1 | $213k | NEW | 183.00 | 1165.87 |
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| Crown Castle Intl (CCI) | 0.1 | $208k | 2.2k | 96.49 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $201k | NEW | 414.00 | 485.37 |
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| Wal-Mart Stores (WMT) | 0.1 | $200k | NEW | 1.9k | 103.06 |
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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 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
- Mine & Arao Wealth Creation & Management 2021 Q4 filed Feb. 7, 2022