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Latest Mine & Arao Wealth Creation & Management, LLC. Stock Portfolio

$275Million | No. of Holdings #78

Mine & Arao Wealth Creation & Management, LLC. Performance

2026 Q2+15.26%
YTD+9.49%
2025+18.06%

About Mine & Arao Wealth Creation & Management, LLC. and 13F Hedge Fund Stock Holdings

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mine & Arao Wealth Creation & Management, LLC. reported an equity portfolio of $275.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Mine & Arao Wealth Creation & Management, LLC. are QQQ, SPY, DIA. The fund has invested 18.6% of it's portfolio in INVESCO QQQ TR and 15.1% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off AT&T INC (T) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in INTAPP INC (INTA), MICRON TECHNOLOGY INC (MU) and LAM RESEARCH CORP (LRCX). Mine & Arao Wealth Creation & Management, LLC. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), UNION PAC CORP (UNP) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BZQ), WASTE MGMT INC DEL (WM) and SPDR SERIES TRUST (BIL).
Mine & Arao Wealth Creation & Management, LLC. Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$275Million
  as of Jul 23, 2026

Mine & Arao Wealth Creation & Management, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Mine & Arao Wealth Creation & Management, LLC. made a return of 15.26% in the last quarter. In trailing 12 months, it's portfolio return was 24.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc464,148
union pac corp241,416
vanguard index fds222,686
bloom energy corp211,890
pepsico inc210,974
New stocks bought by Mine & Arao Wealth Creation & Management, LLC.

Additions

Ticker% Inc.
proshares tr93.21
waste mgmt inc del8.37
spdr series trust6.08
visa inc5.01
microsoft corp2.48
jpmorgan chase & co2.47
coca cola co2.45
ishares tr2.35
Additions to existing portfolio by Mine & Arao Wealth Creation & Management, LLC.

Reductions

Ticker% Reduced
intapp inc-8.77
micron technology inc-7.5
lam research corp-7.43
oracle corp-3.76
invesco qqq tr-3.08
costco wholesale corporation-2.5
alphabet inc-1.36
procter & gamble co-0.97
Mine & Arao Wealth Creation & Management, LLC. reduced stake in above stock

Sold off

Ticker$ Sold
at&t inc-276,637
salesforce inc-213,625
Mine & Arao Wealth Creation & Management, LLC. got rid off the above stocks

Sector Distribution

Mine & Arao Wealth Creation & Management, LLC. has about 57.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
Sector%
Others57.4
Technology18
Financial Services7.1
Communication Services6.9
Consumer Cyclical6
Industrials2.2
Consumer Defensive1.1

Market Cap. Distribution

Mine & Arao Wealth Creation & Management, LLC. has about 42.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED57.4
MEGA-CAP40
LARGE-CAP2.3

Stocks belong to which Index?

About 42.2% of the stocks held by Mine & Arao Wealth Creation & Management, LLC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others57.5
S&P 50042.2
Top 5 Winners (%)%
MU
micron technology inc
232.6 %
LRCX
lam research corp
99.0 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar inc
50.2 %
XLB
select sector spdr tr
43.4 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
11.2 M
SPY
state str spdr s&p 500 etf t
5.4 M
AAPL
apple inc
3.1 M
DIA
state str spdr dow jones ind
3.1 M
GOOG
alphabet inc
2.4 M
Top 5 Losers (%)%
BZQ
proshares tr
-40.3 %
HII
huntington ingalls inds inc
-26.3 %
NFLX
netflix inc.
-25.6 %
NOC
northrop grumman corp
-25.4 %
PLTR
palantir technologies inc
-20.2 %
Top 5 Losers ($)$
BZQ
proshares tr
-0.4 M
NOC
northrop grumman corp
-0.3 M
NFLX
netflix inc.
-0.3 M
HII
huntington ingalls inds inc
-0.1 M
VZ
verizon communications inc
-0.1 M

Mine & Arao Wealth Creation & Management, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mine & Arao Wealth Creation & Management, LLC.

Mine & Arao Wealth Creation & Management, LLC. has 78 stocks in it's portfolio. About 76.4% of the portfolio is in top 10 stocks. BZQ proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Mine & Arao Wealth Creation & Management, LLC. last quarter.

$275.90MTotal Value
80.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Mine & Arao Wealth Creation & Management, LLC., last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Fds

Global X Fds

AGNG
Mine & Arao Wealth Creation & Management, LLC.'s holding in Global X Fds over time
0.33%15,317
$902.5K
0.33%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Mine & Arao Wealth Creation & Management, LLC.'s holding in Spdr Series Trust over time
2.49%45,107
$6.86M
2.49%
increased 6.08 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Mine & Arao Wealth Creation & Management, LLC.'s holding in Spdr Series Trust over time
0.34%15,255
$927.3K
0.34%
increased 0.22 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Mine & Arao Wealth Creation & Management, LLC.'s holding in Vanguard Bd Index Fds over time
0.11%4,229
$310.5K
0.11%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Mine & Arao Wealth Creation & Management, LLC.'s holding in Vanguard Bd Index Fds over time
0.1%3,444
$264.2K
0.1%
decreased 0.46 percentreduced
BZQ
Proshares Tr

Proshares Tr

BZQ
Mine & Arao Wealth Creation & Management, LLC.'s holding in Proshares Tr over time
0.22%10,586
$594.5K
0.22%
increased 93.21 percentadded