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CIK: 0001802994
Total reported value
$279.8M
$279.8M
78 檔
57.9%
During the Q2 2026 filing period, Mine & Arao Wealth Creation & Management, LLC. (CIK: 0001802994) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $279.8M across 78 reported positions.
In Q2 2026, Mine & Arao Wealth Creation & Management, LLC. displayed an active expansion posture, initiating 5 new positions and adding to 44 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 18.55% | -0.82% | -3.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.13% | +0.06% | -0.13% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.86% | -0.48% | -0.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.12% | +1.05% | -0.84% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.09% | +0.48% | +1.17% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.53% | +0.16% | +0.81% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.55% | -0.15% | -0.26% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.08% | +0.05% | +2.47% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.49% | +0.07% | +6.08% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.99% | +0.13% | +5.01% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.65% | -0.06% | +0.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | -0.08% | -1.36% | |
| 13 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.08% | +0.10% | +2.35% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | -0.12% | +0.85% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.99% | -0.04% | +2.05% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.99% | -0.11% | +0.26% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.96% | -0.06% | +0.39% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.09% | +1.01% | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.70% | -0.05% | -0.49% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | -0.17% | -7.43% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.24% | +2.48% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | -0.16% | +0.12% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.01% | -0.43% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.46% | — | +8.37% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.03% | +0.16% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.05% | +0.05% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | +0.05% | +2.45% | |
| 28 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.40% | -0.01% | +0.22% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.39% | -0.04% | -7.50% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.01% | -0.97% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | +0.09% | +0.41% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.01% | +0.22% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.33% | -0.02% | — | |
| 34 | PAVE | Global X US Infrastructure | ETF-Other | 0.33% | -0.04% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.02% | +1.47% | |
| 36 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.28% | -0.01% | +0.37% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.01% | -0.74% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | — | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.02% | -3.76% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.26% | -0.01% | +0.08% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | -0.01% | +0.16% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | -0.05% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | -0.04% | +0.02% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | -0.01% | +0.19% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.22% | — | +0.42% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.01% | +0.34% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.22% | -0.02% | +0.48% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.22% | -0.01% | +93.21% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.20% | -0.02% | +0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.2% | -3.08% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.26% | Trim |
| 3 | LRCX | Lam Research CORP | +0.3% | -7.43% | Trim |
| 4 | MU | Micron Technology Inc | +0.3% | -7.50% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 6 | CAT | Caterpillar Inc | +0.2% | +0.12% | Add |
| 7 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.36% | Trim |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 10 | BE | Bloom Energy Corp- A | +0.1% | NEW | New buy |
| 11 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | +5.01% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.02% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 15 | IJR | Ishares Core S&p Small-cap E | 0% | +0.85% | Add |
| 16 | LLY | Eli Lilly & Co | 0% | +0.19% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +1.17% | Add |
| 18 | GS | Goldman Sachs Group Inc | 0% | +0.22% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +0.24% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | — | +1.01% | Add |
| 21 | PAVE | Global X US Infrastructure | — | — | Unchanged |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | — | +0.08% | Add |
| 23 | BAC | Bank Of America CORP | — | +0.16% | Add |
| 24 | TSLA | Tesla Inc | — | — | Unchanged |
| 25 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 26 | MAR | Marriott International -cl A | — | +0.18% | Add |
| 27 | CSX | Csx CORP | — | +0.05% | Add |
| 28 | SBUX | Starbucks CORP | — | +0.38% | Add |
| 29 | IYY | Ishares Dow Jones U.s. ETF | 0% | -0.49% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +0.47% | Add |
| 32 | AXP | American Express Co | 0% | — | Unchanged |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 34 | BIV | Vanguard Intermediate-term B | 0% | -0.46% | Trim |
| 35 | AMZN | Amazon.com Inc | 0% | +0.81% | Add |
| 36 | KO | Coca-cola Co/the | 0% | +2.45% | Add |
| 37 | IYG | Ishares U.s. Financial Servi | 0% | +0.22% | Add |
| 38 | NSC | Norfolk Southern CORP | 0% | +0.37% | Add |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +0.22% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | +1.47% | Add |
| 41 | INTA | Intapp Inc | 0% | -8.77% | Trim |
| 42 | JNJ | Johnson & Johnson | 0% | +0.34% | Add |
| 43 | WMT | Walmart Inc | 0% | +0.10% | Add |
| 44 | CLX | Clorox Company | 0% | +0.94% | Add |
| 45 | NOBL | Proshares S&p 500 Dividend A | 0% | +93.21% | Add |
| 46 | XLP | Ss Consumer Staples Sel Sect | 0% | +0.45% | Add |
| 47 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +1.31% | Add |
| 49 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.39% | Add |
| 50 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Mine & Arao Wealth Creation & Management, LLC. reported a total U.S. public equity portfolio value of $279.8M across 78 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, DIA) accounted for 57.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $464.1K
Top Position Liquidated / Trimmed
T
前期市值: $276.6K
During Q2 2026, Mine & Arao Wealth Creation & Management, LLC.'s top holdings by market value included QQQ (18.6%)、SPY (15.1%)、DIA (9.9%). The largest single position, QQQ, represented 18.6% of total portfolio value.
In Q2 2026, Mine & Arao Wealth Creation & Management, LLC. made 68 total portfolio adjustments, initiating 5 new buys, adding to 44 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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