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 $275.90 million in total holdings as of June 30, 2026.
Mine & Arao Wealth Creation & Management, LLC. owns shares of 78 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 1.18% of the portfolio was purchased this quarter.
About 1.02% of the portfolio was sold this quarter.
This quarter, Mine & Arao Wealth Creation & Management, LLC. has purchased 75 new stocks and bought additional shares in 44 stocks.
Mine & Arao Wealth Creation & Management, LLC. sold shares of 17 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Invesco QQQ: $51,193,332
SPDR S&P 500 ETF Trust: $41,733,792
SPDR Dow Jones Industrial Average ETF Trust: $27,190,847
Apple: $25,155,262
NVIDIA: $16,811,872

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $464,148 Holding
907818108 - Union Pacific: $241,416 Holding
922908553 - Vanguard Real Estate ETF: $222,686 Holding
093712107 - Bloom Energy: $211,890 Holding
713448108 - PepsiCo: $210,974 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 799 shares (about $464.15K)
SPDR S&P Dividend ETF: 2,587 shares (about $393.69K)
ProShares S&P 500 Aristocrats ETF: 5,107 shares (about $286.80K)
Visa: 764 shares (about $262.13K)
Union Pacific: 888 shares (about $241.42K)

Largest Sales this Quarter

Invesco QQQ: 2,210 shares (about $1.63M)
Apple: 736 shares (about $212.97K)
LAM RESEARCH CORP: 350 shares (about $151.67K)
Micron Technology: 75 shares (about $86.57K)
Alphabet: 156 shares (about $55.75K)

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	$51,193,332	$1,627,429 â–¼	-3.1%	69,519	18.6%	Finance
SPY SPDR S&P 500 ETF Trust	$41,733,792	$53,767 â–¼	-0.1%	55,886	15.1%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$27,190,847	$4,701 â–¼	0.0%	52,051	9.9%	Finance
AAPL Apple	$25,155,262	$212,969 â–¼	-0.8%	86,934	9.1%	Computer and Technology
NVDA NVIDIA	$16,811,872	$194,687 â–²	1.2%	84,022	6.1%	Computer and Technology
AMZN Amazon.com	$15,262,579	$123,222 â–²	0.8%	64,037	5.5%	Retail/Wholesale
GOOG Alphabet	$12,546,519	$33,213 â–¼	-0.3%	35,509	4.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,487,890	$204,251 â–²	2.5%	25,931	3.1%	Finance
SDY SPDR S&P Dividend ETF	$6,864,406	$393,691 â–²	6.1%	45,107	2.5%	ETF
V Visa	$5,489,198	$262,126 â–²	5.0%	15,999	2.0%	Business Services
DVY iShares Select Dividend ETF	$4,559,320	$35,792 â–²	0.8%	29,171	1.7%	ETF
GOOGL Alphabet	$4,034,267	$55,749 â–¼	-1.4%	11,289	1.5%	Computer and Technology
IYH iShares U.S. Healthcare ETF	$2,975,319	$68,350 â–²	2.4%	44,401	1.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,963,124	$25,065 â–²	0.9%	19,979	1.1%	ETF
WFC Wells Fargo & Company	$2,728,167	$54,707 â–²	2.0%	33,013	1.0%	Finance
ICF iShares Select U.S. REIT ETF	$2,722,091	$7,169 â–²	0.3%	40,250	1.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,638,241	$10,134 â–²	0.4%	31,501	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,028,243	$20,357 â–²	1.0%	26,303	0.7%	ETF
IYY iShares Dow Jones U.S. ETF	$1,926,341	$9,479 â–¼	-0.5%	10,568	0.7%	ETF
LAM RESEARCH CORP	$1,889,319	$151,666 â–¼	-7.4%	4,360	0.7%	COM NEW
MSFT Microsoft	$1,837,063	$44,388 â–²	2.5%	4,925	0.7%	Computer and Technology
CAT Caterpillar	$1,765,228	$2,129 â–²	0.1%	1,658	0.6%	Industrials
BRK.B Berkshire Hathaway	$1,737,855	$7,506 â–¼	-0.4%	3,473	0.6%	Finance
WM Waste Management	$1,275,638	$98,520 â–²	8.4%	5,723	0.5%	Business Services
MA Mastercard	$1,265,663	$2,055 â–²	0.2%	2,464	0.5%	Business Services
MRK Merck & Co., Inc.	$1,137,642	$514 â–²	0.0%	8,854	0.4%	Medical
KO CocaCola	$1,120,568	$26,820 â–²	2.5%	13,788	0.4%	Consumer Staples
IYG iShares U.S. Financial Services ETF	$1,092,204	$2,443 â–²	0.2%	12,073	0.4%	ETF
MU Micron Technology	$1,067,719	$86,572 â–¼	-7.5%	925	0.4%	Computer and Technology
PG Procter & Gamble	$986,734	$9,678 â–¼	-1.0%	6,729	0.4%	Consumer Staples
META Meta Platforms	$962,840	$3,944 â–²	0.4%	1,709	0.3%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$927,340	$2,067 â–²	0.2%	15,255	0.3%	ETF
NOC Northrop Grumman	$916,758		0.0%	1,800	0.3%	Aerospace
PAVE Global X U.S. Infrastructure Development ETF	$902,502		0.0%	15,317	0.3%	ETF
EFA iShares MSCI EAFE ETF	$833,836	$12,050 â–²	1.5%	8,027	0.3%	Finance
NSC Norfolk Southern	$776,611	$2,831 â–²	0.4%	2,469	0.3%	Transportation
NFLX Netflix	$749,415	$5,569 â–¼	-0.7%	10,496	0.3%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$743,610		0.0%	3,903	0.3%	ETF
ORCL Oracle	$734,306	$28,722 â–¼	-3.8%	5,011	0.3%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$721,191	$587 â–²	0.1%	6,138	0.3%	ETF
BAC Bank of America	$694,810	$1,140 â–²	0.2%	12,194	0.3%	Finance
IVV iShares Core S&P 500 ETF	$674,210		0.0%	900	0.2%	ETF
TSLA Tesla	$651,930		0.0%	1,550	0.2%	Auto/Tires/Trucks
CSCO Cisco Systems	$649,322	$117 â–²	0.0%	5,528	0.2%	Computer and Technology
LLY Eli Lilly and Company	$637,690	$1,199 â–²	0.2%	532	0.2%	Medical
ISTB iShares Core 1-5 Year USD Bond ETF	$612,235	$2,557 â–²	0.4%	12,689	0.2%	Manufacturing
JNJ Johnson & Johnson	$605,904	$2,032 â–²	0.3%	2,386	0.2%	Medical
TIP iShares TIPS Bond ETF	$599,721	$2,845 â–²	0.5%	5,480	0.2%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$594,487	$286,798 â–²	93.2%	10,586	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$539,844	$2,409 â–²	0.4%	6,499	0.2%	ETF
DIS Walt Disney	$507,384		0.0%	5,272	0.2%	Consumer Discretionary
IBM International Business Machines	$491,837		0.0%	1,749	0.2%	Computer and Technology
GS The Goldman Sachs Group	$470,265	$1,011 â–²	0.2%	465	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$467,152	$2,209 â–²	0.5%	6,557	0.2%	ETF
AMD Advanced Micro Devices	$464,148	$464,148 â–²	New Holding	799	0.2%	Computer and Technology
MAR Marriott International	$409,541	$741 â–²	0.2%	1,105	0.1%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$382,685	$901 â–²	0.2%	1,274	0.1%	Finance
VZ Verizon Communications	$356,874	$2,540 â–²	0.7%	8,429	0.1%	Computer and Technology
AXP American Express	$343,381		0.0%	1,015	0.1%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$338,465	$4,393 â–²	1.3%	3,313	0.1%	ETF
COST Costco Wholesale	$328,313	$8,418 â–¼	-2.5%	351	0.1%	Retail/Wholesale
AMT American Tower	$312,878	$1,636 â–²	0.5%	1,913	0.1%	Finance
BND Vanguard Total Bond Market ETF	$310,451		0.0%	4,229	0.1%	ETF
CSX CSX	$305,802	$143 â–²	0.0%	6,434	0.1%	Transportation
SBUX Starbucks	$295,964	$1,124 â–²	0.4%	2,896	0.1%	Retail/Wholesale
HII Huntington Ingalls Industries	$286,888		0.0%	1,025	0.1%	Aerospace
CLX Clorox	$267,053	$2,482 â–²	0.9%	2,798	0.1%	Consumer Staples
BIV Vanguard Intermediate-Term Bond ETF	$264,164	$1,227 â–¼	-0.5%	3,444	0.1%	ETF
INTA Intapp	$262,109	$25,210 â–¼	-8.8%	10,397	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$245,007	$1,283 â–¼	-0.5%	2,100	0.1%	CL A
LMT Lockheed Martin	$243,761		0.0%	478	0.1%	Aerospace
UNP Union Pacific	$241,416	$241,416 â–²	New Holding	888	0.1%	Transportation
VNQ Vanguard Real Estate ETF	$222,686	$222,686 â–²	New Holding	2,309	0.1%	ETF
WALMART INC	$220,307	$227 â–²	0.1%	1,945	0.1%	COM
PFE Pfizer	$217,561	$2,312 â–²	1.1%	9,035	0.1%	Medical
BE Bloom Energy	$211,890	$211,890 â–²	New Holding	700	0.1%	Energy
PEP PepsiCo	$210,974	$210,974 â–²	New Holding	1,558	0.1%	Consumer Staples
TMO Thermo Fisher Scientific	$207,712		0.0%	414	0.1%	Medical
T AT&T	$0	$276,637 â–¼	-100.0%	0	0.0%	Computer and Technology
CRM Salesforce	$0	$213,625 â–¼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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

About Mine & Arao Wealth Creation & Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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

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Advanced Stock Screeners and Research Tools

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

About Mine & Arao Wealth Creation & Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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