Q3 2026 13F · SEC CIK 1802994

Mine & Arao Wealth Creation & Management, LLC.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $279.8M
Reported positions: 79
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 79 positions worth $279.8M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Invesco Qqq Tr (QQQ, 17.7%), State Str Spdr S&p 500 ETF T (SPY, 15.2%), Apple Inc (AAPL, 10.2%). 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 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	17.7%	18.6%	67,076	-3.5%	$49.6M
SPYState Str Spdr S&p 500 ETF T	15.2%	15.1%	55,732	-0.3%	$42.5M
AAPLApple Inc	10.2%	9.1%	85,453	-1.7%	$28.5M
DIASpdr Dow Jones Indl Average	9.4%	9.9%	51,632	-0.8%	$26.3M
NVDANvidia Corporation	6.6%	6.1%	80,506	-4.2%	$18.4M
AMZNAmazon Com Inc	5.7%	5.5%	63,875	-0.3%	$15.9M
GOOGAlphabet Inc	4.4%	4.5%	36,139	+1.8%	$12.3M
JPMJpmorgan Chase & Co	3.1%	3.1%	26,503	+2.2%	$8.8M
SDYSpdr Ser Tr	2.6%	2.5%	48,922	+8.5%	$7.2M
VVisa Inc	2.1%	2.0%	16,470	+2.9%	$5.9M
DVYIshares Tr	1.6%	1.7%	29,256	+0.3%	$4.4M
GOOGLAlphabet Inc	1.4%	1.5%	11,182	-0.9%	$3.8M
IYHIshares Tr	1.2%	1.1%	46,157	+4.0%	$3.3M
WFCWells Fargo & Co	0.9%	1.0%	33,150	+0.4%	$2.7M
IJRIshares Tr	0.9%	1.1%	19,497	-2.4%	$2.7M
MSFTMicrosoft Corp	0.9%	0.7%	4,974	+1.0%	$2.6M
VEUVanguard Intl Equity Index F	0.9%	1.0%	30,193	-4.2%	$2.5M
ICFIshares Tr	0.9%	1.0%	39,102	-2.9%	$2.5M
IJHIshares Tr	0.6%	0.7%	25,199	-4.2%	$1.8M
IYYIshares Tr	0.6%	0.7%	9,745	-7.8%	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	3,463	-0.3%	$1.7M
LRCXLam Research Corp	0.5%	0.7%	4,360	+0.0%	$1.4M
MAMastercard Incorporated	0.5%	0.5%	2,468	+0.2%	$1.4M
CATCaterpillar Inc	0.5%	0.6%	1,660	+0.1%	$1.3M
WMWaste Mgmt Inc Del	0.5%	0.5%	6,344	+10.9%	$1.3M
MRKMerck & Co Inc	0.5%	0.4%	8,875	+0.2%	$1.3M
KOCoca Cola Co	0.5%	0.4%	14,917	+8.2%	$1.3M
METAMeta Platforms Inc	0.4%	0.3%	1,710	+0.1%	$1.2M
IYGIshares Tr	0.4%	0.4%	12,103	+0.2%	$1.1M
MUMicron Technology Inc	0.4%	0.4%	925	+0.0%	$985K
PGProcter & Gamble Co	0.4%	0.4%	6,763	+0.5%	$983K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.3%	0.3%	14,988	-1.8%	$916K
NOCNorthrop Grumman Corp	0.3%	0.3%	1,800	+0.0%	$870K
PAVEGlobal X U.s. Infrastructure Development	0.3%	0.3%	15,331	+0.1%	$805K
EFAIshares Tr	0.3%	0.3%	7,634	-4.9%	$793K
NSCNorfolk Southn Corporation	0.3%	0.3%	2,477	+0.3%	$765K
XLKSelect Sector Spdr Tr	0.3%	0.3%	3,903	+0.0%	$764K
NFLXNetflix Inc.	0.3%	0.3%	10,496	+0.0%	$730K
ORCLOracle Corp	0.2%	0.3%	5,023	+0.2%	$690K
IVVIshares Tr	0.2%	0.2%	900	+0.0%	$690K
IJKIshares S&p Mid Cap 400 Growth	0.2%	0.3%	6,270	+2.2%	$687K
BACBank of Amer Corp	0.2%	0.3%	12,218	+0.2%	$665K
JNJJohnson & Johnson	0.2%	0.2%	2,393	+0.3%	$634K
LLYEli Lilly & Co	0.2%	0.2%	532	+0.0%	$616K
ISTBIshares Tr	0.2%	0.2%	12,743	+0.4%	$602K
NOBLProshares Tr	0.2%	0.2%	10,628	+0.4%	$575K
CSCOCisco Sys Inc	0.2%	0.2%	5,329	-3.6%	$574K
TIPIshares Tr	0.2%	0.2%	5,308	-3.1%	$552K
DISDisney Walt Co	0.2%	—	5,153	—	$541K
TSLATesla Inc	0.2%	0.2%	1,500	-3.2%	$532K

What Mine & Arao Wealth Creation & Management, LLC. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$279.8M	79
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

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 Q3 2026 and filed Oct 29, 2026, lists 79 positions worth $279.8M. The largest are Invesco Qqq Tr (QQQ) at 17.7%, State Str Spdr S&p 500 ETF T (SPY) at 15.2%, Apple Inc (AAPL) at 10.2%, Spdr Dow Jones Indl Average (DIA) at 9.4% and Nvidia Corporation (NVDA) at 6.6%.

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

In Q3 2026, Mine & Arao Wealth Creation & Management, LLC. added Waste Mgmt Inc Del (WM) (+10.9% shares), Spdr Ser Tr (SDY) (+8.5% shares) and Coca Cola Co (KO) (+8.2% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Mine & Arao Wealth Creation & Management, LLC. cut from its top 50 Select Sector Spdr Tr (XLP) and Ishares Tr (IYY) (-7.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $279.8M.