Q2 2026 13F · SEC CIK 1802994

Mine & Arao Wealth Creation & Management, LLC.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $275.9M
Reported positions: 78
Top holdings a year, 3 yrs: +22.9%
Assets under management: $338.1M

Mine & Arao Wealth Creation & Management, LLC. is a wealth manager that reported 78 positions worth $275.9M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Invesco Qqq Tr (QQQ, 18.6%), Spdr S&p 500 ETF Tr (SPY, 15.1%), State Street Spdr Dow Jones Industrial A (DIA, 9.9%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.

Mine & Arao Wealth Creation & Management, LLC. holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mine & Arao Wealth Creation & Management, LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	18.6%	17.4%	69,519	-3.1%	$51.2M
SPYSpdr S&p 500 ETF Tr	15.1%	15.3%	55,886	-0.1%	$41.7M
DIAState Street Spdr Dow Jones Industrial A	9.9%	10.1%	52,051	-0.0%	$27.2M
AAPLApple Inc	9.1%	9.3%	86,934	-0.8%	$25.2M
NVDANvidia Corporation Com	6.1%	6.1%	84,022	+1.2%	$16.8M
AMZNAmazon Com Inc Com	5.5%	5.6%	64,037	+0.8%	$15.3M
GOOGAlphabet Inc	4.5%	4.3%	35,509	-0.3%	$12.5M
JPMJpmorgan Chase & Co	3.1%	3.1%	25,931	+2.5%	$8.5M
SDYSpdr Series Trust	2.5%	2.6%	45,107	+6.1%	$6.9M
VVisa Inc Com Cl A	2.0%	1.9%	15,999	+5.0%	$5.5M
DVYiShares Select Dividend ETF Total	1.7%	1.8%	29,171	+0.8%	$4.6M
GOOGLAlphabet Inc	1.5%	1.4%	11,289	-1.4%	$4.0M
IYHIshares Tr	1.1%	1.1%	44,401	+2.4%	$3.0M
IJRIshares Core S&p Small Cap ETF	1.1%	1.0%	19,979	+0.9%	$3.0M
WFCWells Fargo Co New	1.0%	1.1%	33,013	+2.0%	$2.7M
ICFIshares Tr	1.0%	1.0%	40,250	+0.3%	$2.7M
VEUVanguard FTSE All	1.0%	1.0%	31,501	+0.4%	$2.6M
IJHIshares Tr	0.7%	0.7%	26,303	+1.0%	$2.0M
IYYIshares Dow Jones US ETF	0.7%	0.7%	10,568	-0.5%	$1.9M
LRCXLam Research Corp	0.7%	0.4%	4,360	-7.4%	$1.9M
MSFTMicrosoft Corp	0.7%	0.7%	4,925	+2.5%	$1.8M
CATCaterpillar Inc Com	0.6%	0.5%	1,658	+0.1%	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	3,473	-0.4%	$1.7M
WMWaste Mgmt Inc Del	0.5%	0.5%	5,723	+8.4%	$1.3M
MAMastercard Inc.	0.5%	0.5%	2,464	+0.2%	$1.3M
MRKMerck & Co. Inc	0.4%	0.4%	8,854	+0.0%	$1.1M
KOCoca Cola Co	0.4%	0.4%	13,788	+2.5%	$1.1M
IYGIshares US Financial Services ETF	0.4%	0.4%	12,073	+0.2%	$1.1M
MUMicron Technology Inc	0.4%	—	925	—	$1.1M
PGProcter & Gamble Co Com	0.4%	0.4%	6,729	-1.0%	$987K
METAMeta Platforms Inc Class A	0.3%	0.4%	1,709	+0.4%	$963K
SPYVSpdr Series Trust	0.3%	0.4%	15,255	+0.2%	$927K
NOCNorthrop Grumman Corp	0.3%	0.5%	1,800	+0.0%	$917K
PAVEGlobal X Fds	0.3%	0.3%	15,317	+0.0%	$903K
EFAiShs MSCI EAFE	0.3%	0.3%	8,027	+1.5%	$834K
NSCNorfolk Southn Corp	0.3%	0.3%	2,469	+0.4%	$777K
NFLXNetflix Inc Total	0.3%	0.4%	10,496	-0.7%	$749K
XLKState Street Technology Select Sector Sp	0.3%	0.2%	3,903	+0.0%	$744K
ORCLOracle Corp	0.3%	0.3%	5,011	-3.8%	$734K
IJKIshares S&p Mid-Cap 400 Growth ETF	0.3%	0.3%	6,138	+0.1%	$721K
BACBank of Amer Corp	0.3%	0.2%	12,194	+0.2%	$695K
IVVIshares Core S&p 500 ETF	0.2%	0.2%	900	+0.0%	$674K
TSLATesla Inc Com	0.2%	0.2%	1,550	+0.0%	$652K
CSCOCisco Sys Inc	0.2%	0.2%	5,528	+0.0%	$649K
LLYLilly Eli & Co	0.2%	0.2%	532	+0.2%	$638K
ISTBIshares Tr	0.2%	0.3%	12,689	+0.4%	$612K
JNJJohnson & Johnson	0.2%	0.2%	2,386	+0.3%	$606K
TIPiShares TIPS Bond ETF	0.2%	0.3%	5,480	+0.5%	$600K
NOBLProshares Tr	0.2%	0.2%	10,586	+93.2%	$594K
XLPState Street Consumer Staples Select Sec	0.2%	0.2%	6,499	+0.4%	$540K

What Mine & Arao Wealth Creation & Management, LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.4% /yr; S&P 500 +20.1%
3 years: +22.9% /yr; S&P 500 +20.4%
5 years: +12.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$275.9M	78
Q1 2026	$238.3M	75
Q4 2025	$255.5M	76
Q3 2025	$246.1M	77
Q2 2025	$224.0M	74
Q1 2025	$205.1M	75
Q4 2024	$218.2M	76
Q3 2024	$215.4M	75
Q2 2024	$205.5M	74
Q1 2024	$202.1M	385
Q4 2023	$184.9M	320
Q3 2023	$164.4M	318

Questions about Mine & Arao Wealth Creation & Management, LLC.'s portfolio

What stocks does Mine & Arao Wealth Creation & Management, LLC. own?

Mine & Arao Wealth Creation & Management, LLC.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 78 positions worth $275.9M. The largest are Invesco Qqq Tr (QQQ) at 18.6%, Spdr S&p 500 ETF Tr (SPY) at 15.1%, State Street Spdr Dow Jones Industrial A (DIA) at 9.9%, Apple Inc (AAPL) at 9.1% and Nvidia Corporation Com (NVDA) at 6.1%.

What did Mine & Arao Wealth Creation & Management, LLC. buy last quarter?

In Q2 2026, Mine & Arao Wealth Creation & Management, LLC. added Proshares Tr (NOBL) (+93.2% shares), Waste Mgmt Inc Del (WM) (+8.4% shares) and Spdr Series Trust (SDY) (+6.1% shares), compared with its Q1 2026 filing.

What did Mine & Arao Wealth Creation & Management, LLC. sell last quarter?

In Q2 2026, Mine & Arao Wealth Creation & Management, LLC. cut from its top 50 Disney Walt Co (DIS) and Lam Research Corp (LRCX) (-7.4% shares), compared with its Q1 2026 filing.

How has Mine & Arao Wealth Creation & Management, LLC.'s portfolio performed?

A portfolio copying Mine & Arao Wealth Creation & Management, LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.4% against +20.1%. Over 5 years: +12.7% a year against +11.6%.

When is Mine & Arao Wealth Creation & Management, LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mine & Arao Wealth Creation & Management, LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mine & Arao Wealth Creation & Management, LLC. manage?

Mine & Arao Wealth Creation & Management, LLC. reported $338.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $275.9M.