Mine & Arao Wealth Creation & Management, Llc. Portfolio Holdings

Mine & Arao Wealth Creation & Management, Llc.

  • $223 Million
  • Q2 2025

Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Million distributed in 74 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 $42.2M, Spdr S&P 500 ETF Trust with a value of $35M, Spdr Dow Jones Industrial Average ETF Trust with a value of $23.3M, Apple Inc. with a value of $18.2M, and Nvidia Corp with a value of $14.2M.

Examining the 13F form we can see an increase of $18.9M in the current position value, from $205M to 223M.

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 $223 Million
ETFs: $130 Million
Technology: $37.5 Million
Financial Services: $19.1 Million
Consumer Cyclical: $14.9 Million
Communication Services: $12.6 Million
Industrials: $3.76 Million
Consumer Defensive: $2.87 Million
Healthcare: $1.67 Million
Other: $661,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$18.2 Million 8.16% of portfolio
88,910
Q2 2025 Reduced 0.55%
$426B
$14.2 Million 6.36% of portfolio
89,957
Q2 2025 Reduced 3.54%
$2.43T
$13.8 Million 6.18% of portfolio
62,951
Q2 2025 Reduced 0.25%
$874B
$6.96 Million 3.11% of portfolio
24,014
Q2 2025 Reduced 0.27%
$1.46T
$6.54 Million 2.93% of portfolio
36,894
Q2 2025 Reduced 0.1%
$562B
$5.26 Million 2.35% of portfolio
14,816
Q2 2025 Added 0.26%
$307B
$2.58 Million 1.15% of portfolio
32,155
Q2 2025 Added 0.02%
$3.72T
$2.51 Million 1.12% of portfolio
5,055
Q2 2025 Added 0.66%
$1.43T
$2.16 Million 0.97% of portfolio
12,269
Q2 2025 Reduced 1.22%
$637B
$1.76 Million 0.79% of portfolio
3,620
Q2 2025 Added 0.42%
$557B
$1.38 Million 0.62% of portfolio
2,457
Q2 2025 Reduced 0.69%
$562B
$1.32 Million 0.59% of portfolio
985
Q2 2025 Reduced 11.42%
$1.72T
$1.27 Million 0.57% of portfolio
1,717
Q2 2025 Reduced 2.0%
$651B
$1.15 Million 0.51% of portfolio
5,245
Q2 2025 Reduced 5.53%
$378B
$1.11 Million 0.49% of portfolio
6,948
Q2 2025 Reduced 0.84%
$88B
$899,000 0.4% of portfolio
1,800
Q2 2024 Reduced 0.06%
$293B
$844,000 0.38% of portfolio
11,939
Q2 2025 Added 2.52%
$221B
$688,000 0.31% of portfolio
1,774
Q2 2025 Added 0.23%
$214B
$695,000 0.31% of portfolio
8,792
Q2 2025 Reduced 2.18%
$214B
$668,000 0.3% of portfolio
5,390
Q2 2025 Reduced 1.82%
$63.3B
$623,000 0.28% of portfolio
2,436
Q2 2025 Added 0.33%
$404B
$562,000 0.25% of portfolio
11,896
Q2 2025 Added 0.19%
$1.1T
$461,000 0.21% of portfolio
1,454
Q2 2025 Added 3.56%
$90.6B
$442,000 0.2% of portfolio
2,003
Q2 2025 Added 0.45%
$713B
$406,000 0.18% of portfolio
522
Q2 2025 Reduced 27.7%
$15.5B
$398,000 0.18% of portfolio
3,319
Q2 2025 Added 0.67%
$232B
$412,000 0.18% of portfolio
1,400
Q4 2024 Reduced 6.67%
$276B
$383,000 0.17% of portfolio
5,526
Q2 2025 Reduced 17.82%
$463B
$358,000 0.16% of portfolio
2,350
Q2 2025 Reduced 1.84%
$183B
$355,000 0.16% of portfolio
8,216
Q2 2025 Reduced 2.84%
$261B
$327,000 0.15% of portfolio
463
Q2 2025 Added 0.22%
$242B
$322,000 0.14% of portfolio
1,010
Q2 2025 Added 0.3%
$85.7B
$300,000 0.13% of portfolio
1,099
Q2 2025 Added 0.18%
$319B
$286,000 0.13% of portfolio
2,100
Q2 2025 New
$252B
$298,000 0.13% of portfolio
1,094
Q2 2025 Reduced 4.37%
$27B
$287,000 0.13% of portfolio
3,621
Q2 2025 Added 0.42%
$210B
$279,000 0.12% of portfolio
9,650
Q2 2025 Reduced 5.39%
$96.2B
$274,000 0.12% of portfolio
3,001
Q2 2025 Reduced 0.43%
$10.7B
$247,000 0.11% of portfolio
1,025
Q1 2025 New
$433B
$236,000 0.11% of portfolio
239
Q4 2024 Added 0.42%
$139B
$215,000 0.1% of portfolio
8,890
Q2 2025 Reduced 0.79%
$40.9B
$219,000 0.1% of portfolio
2,139
Q2 2025 Added 0.8%
$120B
$221,000 0.1% of portfolio
478
Q1 2025 Reduced 1.44%
$67.7B
$209,000 0.09% of portfolio
6,420
Q2 2025 New
$32.5B
$30,000 0.01% of portfolio
14,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $223 Million
  • Prior Value $205 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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