Mine & Arao Wealth Creation & Management, LLC. Top Holdings and 13F Report (2026)

About Mine & Arao Wealth Creation & Management, LLC.

Investment Activity

Mine & Arao Wealth Creation & Management, LLC. has $238.32 million in total holdings as of March 31, 2026.
Mine & Arao Wealth Creation & Management, LLC. owns shares of 75 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 0.23% of the portfolio was purchased this quarter.
About 2.00% of the portfolio was sold this quarter.
This quarter, Mine & Arao Wealth Creation & Management, LLC. has purchased 76 new stocks and bought additional shares in 28 stocks.
Mine & Arao Wealth Creation & Management, LLC. sold shares of 30 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Invesco QQQ: $41,400,103
SPDR S&P 500 ETF Trust: $36,391,577
SPDR Dow Jones Industrial Average ETF Trust: $24,113,619
Apple: $22,249,718
NVIDIA: $14,483,847

Largest Purchases this Quarter

SPDR S&P Dividend ETF: 1,261 shares (about $184.03K)
JPMorgan Chase & Co.: 367 shares (about $107.96K)
Netflix: 714 shares (about $68.65K)
Waste Management: 252 shares (about $57.91K)
Tesla: 96 shares (about $35.69K)

Largest Sales this Quarter

Invesco QQQ: 2,421 shares (about $1.40M)
SPDR S&P 500 ETF Trust: 1,274 shares (about $828.53K)
NVIDIA: 3,755 shares (about $654.88K)
SPDR Dow Jones Industrial Average ETF Trust: 1,129 shares (about $522.94K)
Apple: 1,791 shares (about $454.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$41,400,103	$1,397,338 â–¼	-3.3%	71,729	17.4%	Finance
SPY SPDR S&P 500 ETF Trust	$36,391,577	$828,530 â–¼	-2.2%	55,958	15.3%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$24,113,619	$522,940 â–¼	-2.1%	52,060	10.1%	Finance
AAPL Apple	$22,249,718	$454,537 â–¼	-2.0%	87,670	9.3%	Computer and Technology
NVDA NVIDIA	$14,483,847	$654,877 â–¼	-4.3%	83,049	6.1%	Computer and Technology
AMZN Amazon.com	$13,229,311	$78,310 â–¼	-0.6%	63,520	5.6%	Retail/Wholesale
GOOG Alphabet	$10,213,058	$233,217 â–¼	-2.2%	35,603	4.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,444,421	$107,958 â–²	1.5%	25,307	3.1%	Finance
SDY SPDR S&P Dividend ETF	$6,205,352	$184,030 â–²	3.1%	42,520	2.6%	ETF
V Visa	$4,604,486	$35,059 â–²	0.8%	15,235	1.9%	Business Services
DVY iShares Select Dividend ETF	$4,382,178	$5,148 â–²	0.1%	28,942	1.8%	ETF
GOOGL Alphabet	$3,290,991	$69,012 â–¼	-2.1%	11,445	1.4%	Computer and Technology
IYH iShares U.S. Healthcare ETF	$2,674,024	$2,589 â–¼	-0.1%	43,381	1.1%	ETF
WFC Wells Fargo & Company	$2,575,475	$4,697 â–¼	-0.2%	32,351	1.1%	Finance
ICF iShares Select U.S. REIT ETF	$2,484,515	$6,127 â–¼	-0.2%	40,144	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,462,557	$124 â–¼	0.0%	19,810	1.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,356,618	$2,854 â–²	0.1%	31,380	1.0%	ETF
MSFT Microsoft	$1,779,050	$69,592 â–¼	-3.8%	4,806	0.7%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,758,418	$3,039 â–²	0.2%	26,039	0.7%	ETF
IYY iShares Dow Jones U.S. ETF	$1,682,666	$12,200 â–¼	-0.7%	10,620	0.7%	ETF
BRK.B Berkshire Hathaway	$1,671,450	$11,980 â–¼	-0.7%	3,488	0.7%	Finance
MA Mastercard	$1,229,393	$8,496 â–¼	-0.7%	2,460	0.5%	Business Services
NOC Northrop Grumman	$1,228,032		0.0%	1,800	0.5%	Aerospace
WM Waste Management	$1,213,623	$57,912 â–²	5.0%	5,281	0.5%	Business Services
CAT Caterpillar	$1,173,246	$1,417 â–²	0.1%	1,656	0.5%	Industrials
MRK Merck & Co., Inc.	$1,064,555	$2,646 â–²	0.2%	8,850	0.4%	Medical
KO CocaCola	$1,023,467	$8,365 â–¼	-0.8%	13,458	0.4%	Consumer Staples
NFLX Netflix	$1,016,691	$68,651 â–²	7.2%	10,574	0.4%	Consumer Discretionary
LAM RESEARCH CORP	$1,006,339	$64,098 â–¼	-6.0%	4,710	0.4%	COM NEW
IYG iShares U.S. Financial Services ETF	$997,899	$2,651 â–²	0.3%	12,046	0.4%	ETF
PG Procter & Gamble	$981,458	$4,189 â–²	0.4%	6,795	0.4%	Consumer Staples
META Meta Platforms	$973,726	$9,154 â–¼	-0.9%	1,702	0.4%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$861,194	$226 â–²	0.0%	15,221	0.4%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$778,278	$5,081 â–¼	-0.6%	15,317	0.3%	ETF
EFA iShares MSCI EAFE ETF	$768,426	$9,713 â–¼	-1.2%	7,911	0.3%	Finance
ORCL Oracle	$765,980	$13,387 â–¼	-1.7%	5,207	0.3%	Computer and Technology
NSC Norfolk Southern	$706,144	$2,296 â–²	0.3%	2,460	0.3%	Transportation
IJK iShares S&P Mid-Cap 400 Growth ETF	$617,107	$4,629 â–¼	-0.7%	6,133	0.3%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$612,341	$1,648 â–²	0.3%	12,636	0.3%	Manufacturing
TIP iShares TIPS Bond ETF	$601,922		0.0%	5,454	0.3%	ETF
BAC Bank of America	$593,464	$12,187 â–²	2.1%	12,174	0.2%	Finance
IVV iShares Core S&P 500 ETF	$587,974		0.0%	900	0.2%	ETF
JNJ Johnson & Johnson	$581,169	$1,955 â–²	0.3%	2,378	0.2%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$580,851	$106 â–¼	0.0%	5,479	0.2%	ETF
TSLA Tesla	$576,213	$35,688 â–²	6.6%	1,550	0.2%	Auto/Tires/Trucks
XLP Consumer Staples Select Sector SPDR Fund	$530,426	$1,886 â–²	0.4%	6,470	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$518,716	$665 â–¼	-0.1%	3,903	0.2%	ETF
DIS Walt Disney	$508,069	$3,180 â–¼	-0.6%	5,272	0.2%	Consumer Discretionary
LLY Eli Lilly and Company	$488,442		0.0%	531	0.2%	Medical
CSCO Cisco Systems	$428,864		0.0%	5,527	0.2%	Computer and Technology
IBM International Business Machines	$423,941		0.0%	1,749	0.2%	Computer and Technology
VZ Verizon Communications	$420,103	$3,162 â–²	0.8%	8,369	0.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$418,211	$577 â–²	0.1%	6,526	0.2%	ETF
GS The Goldman Sachs Group	$392,533	$846 â–¼	-0.2%	464	0.2%	Finance
HII Huntington Ingalls Industries	$389,398		0.0%	1,025	0.2%	Aerospace
MAR Marriott International	$360,740	$654 â–²	0.2%	1,103	0.2%	Consumer Discretionary
COST Costco Wholesale	$359,168		0.0%	360	0.2%	Retail/Wholesale
STIP iShares 0-5 Year TIPS Bond ETF	$338,216		0.0%	3,270	0.1%	ETF
MU Micron Technology	$337,840		0.0%	1,000	0.1%	Computer and Technology
AMT American Tower	$328,431	$1,726 â–²	0.5%	1,903	0.1%	Finance
IWM iShares Russell 2000 ETF	$315,326	$248 â–²	0.1%	1,271	0.1%	Finance
BND Vanguard Total Bond Market ETF	$311,424		0.0%	4,229	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$308,756		0.0%	2,111	0.1%	CL A
AXP American Express	$307,068		0.0%	1,015	0.1%	Finance
INTA Intapp	$292,789	$51,380 â–¼	-14.9%	11,397	0.1%	Computer and Technology
LMT Lockheed Martin	$289,100		0.0%	478	0.1%	Aerospace
CLX Clorox	$287,232	$10,984 â–¼	-3.7%	2,772	0.1%	Consumer Staples
T AT&T	$276,637		0.0%	9,542	0.1%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$267,016	$7,177 â–¼	-2.6%	3,460	0.1%	ETF
CSX CSX	$263,985	$164 â–²	0.1%	6,431	0.1%	Transportation
SBUX Starbucks	$258,505	$986 â–²	0.4%	2,885	0.1%	Retail/Wholesale
PFE Pfizer	$251,013	$2,640 â–²	1.1%	8,939	0.1%	Medical
WALMART INC	$241,411	$248 â–²	0.1%	1,943	0.1%	COM
CRM Salesforce	$213,625		0.0%	1,144	0.1%	Computer and Technology
TMO Thermo Fisher Scientific	$203,639		0.0%	414	0.1%	Medical
AMD Advanced Micro Devices	$0	$215,017 â–¼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Mine & Arao Wealth Creation & Management, LLC. Top Holdings and 13F Report (2026)

About Mine & Arao Wealth Creation & Management, LLC.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Mine & Arao Wealth Creation & Management, LLC. Top Holdings and 13F Report (2026)

About Mine & Arao Wealth Creation & Management, LLC.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMine & Arao Wealth Creation & Management, LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools