Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 77 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 $45M, Spdr S&P 500 ETF Trust with a value of $38.1M, Spdr Dow Jones Industrial Average ETF Trust with a value of $24.5M, Apple Inc. with a value of $22.7M, and Nvidia Corp with a value of $16.4M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $223M to 245M.

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 $245 Million
ETFs: $140 Million
Technology: $44.7 Million
Financial Services: $20.1 Million
Communication Services: $15.7 Million
Consumer Cyclical: $15.2 Million
Industrials: $4.39 Million
Consumer Defensive: $3.04 Million
Healthcare: $2 Million
Other: $594,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $245 Million
  • Prior Value $223 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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