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 58.75% of Mine & Arao Wealth Creation & Management's stock portfolio.
- Added to shares of these 10 stocks: AMD, SDY, NOBL, V, UNP, VNQ, BE, PEP, JPM, NVDA.
- Started 5 new stock positions in AMD, BE, PEP, VNQ, UNP.
- Reduced shares in these 10 stocks: QQQ, , , AAPL, LRCX, MU, GOOGL, SPY, GOOG, ORCL.
- Sold out of its positions in T, CRM.
- Mine & Arao Wealth Creation & Management was a net buyer of stock by $454k.
- Mine & Arao Wealth Creation & Management has $276M in assets under management (AUM), dropping by 15.77%.
- Central Index Key (CIK): 0001802994
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Portfolio Holdings for Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.6 | $51M | -3% | 70k | 736.39 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 15.1 | $42M | 56k | 746.77 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 9.9 | $27M | 52k | 522.39 |
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| Apple (AAPL) | 9.1 | $25M | 87k | 289.36 |
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| NVIDIA Corporation (NVDA) | 6.1 | $17M | 84k | 200.09 |
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| Amazon (AMZN) | 5.5 | $15M | 64k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $13M | 36k | 353.33 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $8.5M | +2% | 26k | 327.33 |
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| Spdr Series Trust St Str Sp Div (SDY) | 2.5 | $6.9M | +6% | 45k | 152.18 |
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| Visa Com Cl A (V) | 2.0 | $5.5M | +5% | 16k | 343.10 |
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| Ishares Tr Select Divid Etf (DVY) | 1.7 | $4.6M | 29k | 156.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $4.0M | 11k | 357.36 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 1.1 | $3.0M | +2% | 44k | 67.01 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.0M | 20k | 148.31 |
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| Wells Fargo & Company (WFC) | 1.0 | $2.7M | +2% | 33k | 82.64 |
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| Ishares Tr Select Us Reit (ICF) | 1.0 | $2.7M | 40k | 67.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $2.6M | 32k | 83.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.0M | 26k | 77.11 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.7 | $1.9M | 11k | 182.28 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $1.9M | -7% | 4.4k | 433.33 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.8M | +2% | 4.9k | 373.01 |
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| Caterpillar (CAT) | 0.6 | $1.8M | 1.7k | 1064.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.7M | 3.5k | 500.39 |
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| Waste Management (WM) | 0.5 | $1.3M | +8% | 5.7k | 222.90 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.3M | 2.5k | 513.66 |
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| Merck & Co (MRK) | 0.4 | $1.1M | 8.9k | 128.49 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | +2% | 14k | 81.27 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $1.1M | 12k | 90.47 |
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| Micron Technology (MU) | 0.4 | $1.1M | -7% | 925.00 | 1154.29 |
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| Procter & Gamble Company (PG) | 0.4 | $987k | 6.7k | 146.64 |
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| Meta Platforms Cl A (META) | 0.3 | $963k | 1.7k | 563.39 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $927k | 15k | 60.79 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $917k | 1.8k | 509.31 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $903k | 15k | 58.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $834k | 8.0k | 103.88 |
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| Norfolk Southern (NSC) | 0.3 | $777k | 2.5k | 314.54 |
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| Netflix (NFLX) | 0.3 | $749k | 11k | 71.40 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $744k | 3.9k | 190.52 |
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| Oracle Corporation (ORCL) | 0.3 | $734k | -3% | 5.0k | 146.54 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $721k | 6.1k | 117.50 |
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| Bank of America Corporation (BAC) | 0.3 | $695k | 12k | 56.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $674k | 900.00 | 749.12 |
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| Tesla Motors (TSLA) | 0.2 | $652k | 1.6k | 420.60 |
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| Cisco Systems (CSCO) | 0.2 | $649k | 5.5k | 117.46 |
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| Eli Lilly & Co. (LLY) | 0.2 | $638k | 532.00 | 1198.67 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $612k | 13k | 48.25 |
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| Johnson & Johnson (JNJ) | 0.2 | $606k | 2.4k | 253.94 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $600k | 5.5k | 109.44 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $595k | +93% | 11k | 56.16 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $540k | 6.5k | 83.07 |
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| Walt Disney Company (DIS) | 0.2 | $507k | 5.3k | 96.24 |
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| International Business Machines (IBM) | 0.2 | $492k | 1.7k | 281.21 |
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| Goldman Sachs (GS) | 0.2 | $470k | 465.00 | 1011.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $467k | 6.6k | 71.24 |
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| Advanced Micro Devices (AMD) | 0.2 | $464k | NEW | 799.00 | 580.91 |
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| Marriott Intl Cl A (MAR) | 0.1 | $410k | 1.1k | 370.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $383k | 1.3k | 300.38 |
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| Verizon Communications (VZ) | 0.1 | $357k | 8.4k | 42.34 |
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| American Express Company (AXP) | 0.1 | $343k | 1.0k | 338.31 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $339k | 3.3k | 102.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $328k | -2% | 351.00 | 935.36 |
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| American Tower Reit (AMT) | 0.1 | $313k | 1.9k | 163.55 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $311k | 4.2k | 73.41 |
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| CSX Corporation (CSX) | 0.1 | $306k | 6.4k | 47.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $296k | 2.9k | 102.20 |
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| Huntington Ingalls Inds (HII) | 0.1 | $287k | 1.0k | 279.89 |
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| Clorox Company (CLX) | 0.1 | $267k | 2.8k | 95.44 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $264k | 3.4k | 76.70 |
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| Intapp (INTA) | 0.1 | $262k | -8% | 10k | 25.21 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $245k | 2.1k | 116.67 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $244k | 478.00 | 509.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $241k | NEW | 888.00 | 271.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $223k | NEW | 2.3k | 96.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $220k | 1.9k | 113.27 |
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| Pfizer (PFE) | 0.1 | $218k | 9.0k | 24.08 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $212k | NEW | 700.00 | 302.70 |
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| Pepsi (PEP) | 0.1 | $211k | NEW | 1.6k | 135.41 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $208k | 414.00 | 501.72 |
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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 2026 Q2 filed July 23, 2026
- Mine & Arao Wealth Creation & Management 2026 Q1 filed April 29, 2026
- 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