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 58.17% of Mine & Arao Wealth Creation & Management's stock portfolio.
- Added to shares of these 10 stocks: SDY, JPM, NFLX, WM, TSLA, V, BAC, DVY, PG, VZ.
- Reduced shares in these 10 stocks: QQQ, SPY, NVDA, DIA, AAPL, GOOG, AMD, AMZN, MSFT, GOOGL.
- Sold out of its position in AMD.
- Mine & Arao Wealth Creation & Management was a net seller of stock by $-4.2M.
- Mine & Arao Wealth Creation & Management has $238M in assets under management (AUM), dropping by -6.73%.
- Central Index Key (CIK): 0001802994
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Portfolio Holdings for Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.4 | $41M | -3% | 72k | 577.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 15.3 | $36M | -2% | 56k | 650.34 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 10.1 | $24M | -2% | 52k | 463.19 |
|
| Apple (AAPL) | 9.3 | $22M | -2% | 88k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $15M | -4% | 83k | 174.40 |
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| Amazon (AMZN) | 5.6 | $13M | 64k | 208.27 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $10M | -2% | 36k | 286.86 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $7.4M | 25k | 294.16 |
|
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| Spdr Series Trust State Street Spd (SDY) | 2.6 | $6.2M | +3% | 43k | 145.94 |
|
| Visa Com Cl A (V) | 1.9 | $4.6M | 15k | 302.23 |
|
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| Ishares Tr Select Divid Etf (DVY) | 1.8 | $4.4M | 29k | 151.41 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.3M | -2% | 11k | 287.55 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 1.1 | $2.7M | 43k | 61.64 |
|
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| Wells Fargo & Company (WFC) | 1.1 | $2.6M | 32k | 79.61 |
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| Ishares Tr Select Us Reit (ICF) | 1.0 | $2.5M | 40k | 61.89 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $2.5M | 20k | 124.31 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $2.4M | 31k | 75.10 |
|
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| Microsoft Corporation (MSFT) | 0.7 | $1.8M | -3% | 4.8k | 370.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.8M | 26k | 67.53 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.7 | $1.7M | 11k | 158.44 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.7M | 3.5k | 479.20 |
|
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.2M | 2.5k | 499.75 |
|
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.2M | 1.8k | 682.24 |
|
|
| Waste Management (WM) | 0.5 | $1.2M | +5% | 5.3k | 229.81 |
|
| Caterpillar (CAT) | 0.5 | $1.2M | 1.7k | 708.48 |
|
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| Merck & Co (MRK) | 0.4 | $1.1M | 8.9k | 120.29 |
|
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| Coca-Cola Company (KO) | 0.4 | $1.0M | 14k | 76.05 |
|
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| Netflix (NFLX) | 0.4 | $1.0M | +7% | 11k | 96.15 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.0M | -5% | 4.7k | 213.66 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $998k | 12k | 82.84 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $982k | 6.8k | 144.44 |
|
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| Meta Platforms Cl A (META) | 0.4 | $974k | 1.7k | 572.11 |
|
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| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $861k | 15k | 56.58 |
|
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $778k | 15k | 50.81 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $768k | 7.9k | 97.13 |
|
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| Oracle Corporation (ORCL) | 0.3 | $766k | 5.2k | 147.11 |
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| Norfolk Southern (NSC) | 0.3 | $706k | 2.5k | 287.05 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $617k | 6.1k | 100.62 |
|
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $612k | 13k | 48.46 |
|
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $602k | 5.5k | 110.36 |
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| Bank of America Corporation (BAC) | 0.2 | $594k | +2% | 12k | 48.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $588k | 900.00 | 653.30 |
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| Johnson & Johnson (JNJ) | 0.2 | $581k | 2.4k | 244.39 |
|
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $581k | 5.5k | 106.01 |
|
|
| Tesla Motors (TSLA) | 0.2 | $576k | +6% | 1.6k | 371.75 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $530k | 6.5k | 81.98 |
|
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $519k | 3.9k | 132.90 |
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| Walt Disney Company (DIS) | 0.2 | $508k | 5.3k | 96.37 |
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| Eli Lilly & Co. (LLY) | 0.2 | $488k | 531.00 | 919.85 |
|
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| Cisco Systems (CSCO) | 0.2 | $429k | 5.5k | 77.59 |
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| International Business Machines (IBM) | 0.2 | $424k | 1.7k | 242.39 |
|
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| Verizon Communications (VZ) | 0.2 | $420k | 8.4k | 50.20 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $418k | 6.5k | 64.08 |
|
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| Goldman Sachs (GS) | 0.2 | $393k | 464.00 | 845.98 |
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| Huntington Ingalls Inds (HII) | 0.2 | $389k | 1.0k | 379.90 |
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| Marriott Intl Cl A (MAR) | 0.2 | $361k | 1.1k | 327.05 |
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| Costco Wholesale Corporation (COST) | 0.2 | $359k | 360.00 | 997.69 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $338k | 3.3k | 103.43 |
|
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| Micron Technology (MU) | 0.1 | $338k | 1.0k | 337.84 |
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| American Tower Reit (AMT) | 0.1 | $328k | 1.9k | 172.59 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $315k | 1.3k | 248.09 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $311k | 4.2k | 73.64 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $309k | 2.1k | 146.26 |
|
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| American Express Company (AXP) | 0.1 | $307k | 1.0k | 302.53 |
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| Intapp (INTA) | 0.1 | $293k | -14% | 11k | 25.69 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $289k | 478.00 | 604.81 |
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| Clorox Company (CLX) | 0.1 | $287k | -3% | 2.8k | 103.62 |
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| At&t (T) | 0.1 | $277k | 9.5k | 28.99 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $267k | -2% | 3.5k | 77.17 |
|
| CSX Corporation (CSX) | 0.1 | $264k | 6.4k | 41.05 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $259k | 2.9k | 89.60 |
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| Pfizer (PFE) | 0.1 | $251k | 8.9k | 28.08 |
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| Wal-Mart Stores (WMT) | 0.1 | $241k | 1.9k | 124.25 |
|
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| salesforce (CRM) | 0.1 | $214k | 1.1k | 186.74 |
|
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| Thermo Fisher Scientific (TMO) | 0.1 | $204k | 414.00 | 491.88 |
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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 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
- Mine & Arao Wealth Creation & Management 2022 Q2 filed Aug. 16, 2022