Institutional Manager · CIK 0001802994
Mine & Arao Wealth Creation & Management, LLC.
CAMPBELL, CA · File #028-19861
Latest AUM
$255.5M
Positions
76
Top-10 Concentration
79.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202576 pos · $255.5M
- 13F HOLDINGS REPORTQ/E Sep 202577 pos · $246.1M
- 13F HOLDINGS REPORTQ/E Jun 202574 pos · $224.0M
- 13F HOLDINGS REPORTQ/E Mar 202575 pos · $205.1M
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $218.2M
- 13F HOLDINGS REPORTQ/E Sep 202475 pos · $215.4M
- 13F HOLDINGS REPORTQ/E Jun 202474 pos · $205.5M
- 13F HOLDINGS REPORTQ/E Mar 2024385 pos · $202.1M
- 13F HOLDINGS REPORTQ/E Dec 2023318 pos · $164.4M
- 13F HOLDINGS REPORTQ/E Sep 2023330 pos · $171.0M
- 13F HOLDINGS REPORTQ/E Jun 2023326 pos · $155.8M
- 13F HOLDINGS REPORTQ/E Mar 2023321 pos · $135.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 74,150 | $45.6M | 18.41% |
| 2 | SPDR S&P 500 ETF TR | SPY | 57,232 | $39.0M | 15.78% |
| 3 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 53,189 | $25.6M | 10.33% |
| 4 | APPLE INC | AAPL | 89,461 | $24.3M | 9.83% |
| 5 | NVIDIA CORPORATION | NVDA | 86,804 | $16.2M | 6.54% |
| 6 | AMAZON COM INC | AMZN | 63,896 | $14.7M | 5.96% |
| 7 | ALPHABET INC | GOOG | 36,416 | $11.4M | 4.62% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 24,940 | $8.0M | 3.25% |
| 9 | SPDR SERIES TRUST | 78464A763 | 41,259 | $5.7M | 2.32% |
| 10 | VISA INC | V | 15,119 | $5.3M | 2.14% |
| 11 | ISHARES TR | 464287168 | 28,908 | $4.1M | 1.65% |
| 12 | ALPHABET INC | GOOG | 11,685 | $3.7M | 1.48% |
| 13 | WELLS FARGO CO NEW | 949746101 | 32,410 | $3.0M | 1.22% |
| 14 | ISHARES TR | 464287762 | 43,423 | $2.8M | 1.14% |
| 15 | MICROSOFT CORP | MSFT | 4,994 | $2.4M | 0.98% |
| 16 | ISHARES TR | 464287564 | 40,243 | $2.4M | 0.97% |
| 17 | ISHARES TR | 464287804 | 19,811 | $2.4M | 0.96% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042775 | 31,342 | $2.3M | 0.93% |
| 19 | ISHARES TR | 464287846 | 10,697 | $1.8M | 0.72% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,513 | $1.8M | 0.71% |