Latest Mine & Arao Wealth Creation & Management, LLC. Stock Portfolio
Mine & Arao Wealth Creation & Management, LLC. Performance:
2026 Q1: -5.01%YTD: -5.01%2025: 18.06%
Performance for 2026 Q1 is -5.01%, and YTD is -5.01%, and 2025 is 18.06%.
About Mine & Arao Wealth Creation & Management, LLC. and 13F Hedge Fund Stock Holdings
On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mine & Arao Wealth Creation & Management, LLC. reported an equity portfolio of $238.3 Millions as of 31 Mar, 2026.
The top stock holdings of Mine & Arao Wealth Creation & Management, LLC. are QQQ, SPY, DIA. The fund has invested 17.4% of it's portfolio in INVESCO QQQ TR and 15.3% of portfolio in STATE STR SPDR S&P 500 ETF T.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD) stocks. They significantly reduced their stock positions in INTAPP INC (INTA), LAM RESEARCH CORP (LRCX) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), TESLA INC (TSLA) and WASTE MGMT INC DEL (WM).
The top stock holdings of Mine & Arao Wealth Creation & Management, LLC. are QQQ, SPY, DIA. The fund has invested 17.4% of it's portfolio in INVESCO QQQ TR and 15.3% of portfolio in STATE STR SPDR S&P 500 ETF T.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD) stocks. They significantly reduced their stock positions in INTAPP INC (INTA), LAM RESEARCH CORP (LRCX) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), TESLA INC (TSLA) and WASTE MGMT INC DEL (WM).
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 -5.01% in the last quarter. In trailing 12 months, it's portfolio return was 19%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc. | 7.24 |
| tesla inc | 6.6 |
| waste mgmt inc del | 5.01 |
| spdr series trust | 3.06 |
| bank america corp | 2.1 |
| jpmorgan chase & co | 1.47 |
| pfizer inc | 1.06 |
| visa inc | 0.77 |
Additions to existing portfolio by Mine & Arao Wealth Creation & Management, LLC.
Reductions
| Ticker | % Reduced |
|---|---|
| intapp inc | -14.93 |
| lam research corp | -5.99 |
| nvidia corporation | -4.33 |
| microsoft corp | -3.76 |
| clorox co del | -3.68 |
| invesco qqq tr | -3.27 |
| vanguard bd index fds | -2.62 |
| alphabet inc | -2.23 |
Mine & Arao Wealth Creation & Management, LLC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| advanced micro devices inc | -215,017 |
Mine & Arao Wealth Creation & Management, LLC. got rid off the above stocks
Sector Distribution
Mine & Arao Wealth Creation & Management, LLC. has about 57.2% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Communication Services
- Consumer Cyclical
- Industrials
- Consumer Defensive
- Healthcare
| Sector | % |
|---|---|
| Others | 57.2 |
| Technology | 17.7 |
| Financial Services | 7.2 |
| Communication Services | 7 |
| Consumer Cyclical | 6.1 |
| Industrials | 2.2 |
| Consumer Defensive | 1.2 |
| Healthcare | 1.1 |
Market Cap. Distribution
Mine & Arao Wealth Creation & Management, LLC. has about 42.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 57.2 |
| MEGA-CAP | 39.8 |
| LARGE-CAP | 2.7 |
Stocks belong to which Index?
About 42.4% 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 | % |
|---|---|
| Others | 57.3 |
| S&P 500 | 42.4 |
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 75 stocks in it's portfolio. About 75.7% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Mine & Arao Wealth Creation & Management, LLC. last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 9.34 | 87,670 | 22,249,700 | reduced | -2.00 | ||
| AGNG | global x fds | 0.33 | 15,317 | 778,278 | reduced | -0.65 | ||
| AMD | advanced micro devices inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPS | ishares tr | 0.14 | 3,270 | 338,216 | unchanged | 0.00 | ||
| AMT | american tower corp | 0.14 | 1,903 | 328,431 | added | 0.53 | ||
| AMZN | amazon com inc | 5.55 | 63,520 | 13,229,300 | reduced | -0.59 | ||
| AXP | american express co | 0.13 | 1,015 | 307,068 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.25 | 12,174 | 593,464 | added | 2.1 | ||
| BIL | spdr series trust | 2.60 | 42,520 | 6,205,350 | added | 3.06 | ||
| BIL | spdr series trust | 0.36 | 15,221 | 861,194 | added | 0.03 | ||
| BIV | vanguard bd index fds | 0.13 | 4,229 | 311,424 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.11 | 3,460 | 267,016 | reduced | -2.62 | ||
| BZQ | proshares tr | 0.24 | 5,479 | 580,851 | reduced | -0.02 | ||
| CAT | caterpillar inc | 0.49 | 1,656 | 1,173,250 | added | 0.12 | ||
| CLX | clorox co del | 0.12 | 2,772 | 287,232 | reduced | -3.68 | ||
| COST | costco wholesale corporation | 0.15 | 360 | 359,168 | unchanged | 0.00 | ||
| CRM | salesforce inc | 0.09 | 1,144 | 213,625 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 0.18 | 5,527 | 428,864 | unchanged | 0.00 | ||
| CSX | csx corp | 0.11 | 6,431 | 263,985 | added | 0.06 | ||
| DIA | state str spdr dow jones ind | 10.12 | 52,060 | 24,113,600 | reduced | -2.12 | ||