Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $249 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $44.8M, Spdr S&P 500 ETF Trust with a value of $38.1M, Spdr Dow Jones Industrial Average ETF Trust with a value of $25.1M, Apple Inc. with a value of $23.9M, and Nvidia Corp with a value of $16.2M.

Examining the 13F form we can see an increase of $4.31M in the current position value, from $245M to 249M.

Mine & Arao Wealth Creation & Management, Llc. is based out at Campbell, CA

Below you can find more details about Mine & Arao Wealth Creation & Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $141 Million
Technology: $46.5 Million
Financial Services: $19.6 Million
Communication Services: $16.9 Million
Consumer Cyclical: $16.1 Million
Industrials: $4.44 Million
Consumer Defensive: $2.77 Million
Healthcare: $2.29 Million
Other: $341,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $249 Million
  • Prior Value $245 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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