Mine & Arao Wealth Creation & Management, Ll
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$238.3M
Q ending 2026-03-31
Prior quarter
$255.5M
Q ending 2025-12-31
Change
-6.7% QoQ · +16.2% YoY
Positions
75
reported holdings
Largest positions
All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Qqq Tr | QQQ | Shares | $41.4M | 72K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $36.4M | 56K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $24.1M | 52K |
| Apple Inc | AAPL | Shares | $22.2M | 88K |
| Nvidia Corporation | NVDA | Shares | $14.5M | 83K |
| Amazon Com Inc | AMZN | Shares | $13.2M | 64K |
| Alphabet Inc | GOOG | Shares | $10.2M | 36K |
| Jpmorgan Chase & Co | JPM | Shares | $7.4M | 25K |
| Spdr Series Trust | SDY | Shares | $6.2M | 43K |
| Visa Inc | V | Shares | $4.6M | 15K |
| Ishares Tr | DVY | Shares | $4.4M | 29K |
| Alphabet Inc | GOOGL | Shares | $3.3M | 11K |
| Ishares Tr | IYH | Shares | $2.7M | 43K |
| Wells Fargo & Co | WFC | Shares | $2.6M | 32K |
| Ishares Tr | ICF | Shares | $2.5M | 40K |
| Ishares Tr | IJR | Shares | $2.5M | 20K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.4M | 31K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Ishares Tr | IJH | Shares | $1.8M | 26K |
| Ishares Tr | IYY | Shares | $1.7M | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 3K |
| Mastercard Incorporated | MA | Shares | $1.2M | 2K |
| Northrop Grumman Corp | NOC | Shares | $1.2M | 2K |
| Waste Mgmt Inc Del | WM | Shares | $1.2M | 5K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Coca Cola Co | KO | Shares | $1.0M | 13K |
| Netflix Inc. | NFLX | Shares | $1.0M | 11K |
| Lam Research Corp | LRCX | Shares | $1.0M | 5K |
| Ishares Tr | IYG | Shares | $998K | 12K |
| Procter & Gamble Co | PG | Shares | $981K | 7K |
| Meta Platforms Inc | META | Shares | $974K | 2K |
| Spdr Series Trust | SPYV | Shares | $861K | 15K |
| Global X Fds | PAVE | Shares | $778K | 15K |
| Ishares Tr | EFA | Shares | $768K | 8K |
| Oracle Corp | ORCL | Shares | $766K | 5K |
| Norfolk Southn Corp | NSC | Shares | $706K | 2K |
| Ishares Tr | IJK | Shares | $617K | 6K |
| Ishares Tr | ISTB | Shares | $612K | 13K |
| Ishares Tr | TIP | Shares | $602K | 5K |
| Bank America Corp | BAC | Shares | $593K | 12K |
| Ishares Tr | IVV | Shares | $588K | 900 |
| Johnson & Johnson | JNJ | Shares | $581K | 2K |
| Proshares Tr | NOBL | Shares | $581K | 5K |
| Tesla Inc | TSLA | Shares | $576K | 2K |
| Select Sector Spdr Tr | XLP | Shares | $530K | 6K |
| Select Sector Spdr Tr | XLK | Shares | $519K | 4K |
| Disney Walt Co | DIS | Shares | $508K | 5K |
| Eli Lilly & Co | LLY | Shares | $488K | 531 |
| Cisco Sys Inc | CSCO | Shares | $429K | 6K |
| International Business Machs | IBM | Shares | $424K | 2K |
| Verizon Communications Inc | VZ | Shares | $420K | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $418K | 7K |
| Goldman Sachs Group Inc | GS | Shares | $393K | 464 |
| Huntington Ingalls Inds Inc | HII | Shares | $389K | 1K |
| Marriott Intl Inc New | MAR | Shares | $361K | 1K |
| Costco Wholesale Corporation | COST | Shares | $359K | 360 |
| Ishares Tr | STIP | Shares | $338K | 3K |
| Micron Technology Inc | MU | Shares | $338K | 1K |
| American Tower Corp | AMT | Shares | $328K | 2K |
| Ishares Tr | IWM | Shares | $315K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $311K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $309K | 2K |
| American Express Co | AXP | Shares | $307K | 1K |
| Intapp Inc | INTA | Shares | $293K | 11K |
| Lockheed Martin Corp | LMT | Shares | $289K | 478 |
| Clorox Co Del | CLX | Shares | $287K | 3K |
| At&T Inc | T | Shares | $277K | 10K |
| Vanguard Bd Index Fds | BIV | Shares | $267K | 3K |
| Csx Corp | CSX | Shares | $264K | 6K |
| Starbucks Corp | SBUX | Shares | $259K | 3K |
| Pfizer Inc | PFE | Shares | $251K | 9K |
| Walmart Inc | WMT | Shares | $241K | 2K |
| Salesforce Inc | CRM | Shares | $214K | 1K |
| Thermo Fisher Scientific Inc | TMO | Shares | $204K | 414 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.