Mine & Arao Wealth Creation & Management, LLC. holds a focused book of 78 reported positions worth $275.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 19% of the reported non-option book. Cloning the disclosed picks since 2024 would be +40% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Mine & Arao Wealth Creation & Management, LLC. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Mine & Arao Wealth Creation & Management, LLC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
+6 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mine & Arao Wealth Creation & Management, LLC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 78 | $4.4B |
| Graticule Asia Macro Advisors LLC | 11 / 78 | $1.3B |
| Prospect Hill Management, LLC | 13 / 78 | $251.6M |
| Hoffman, Alan N Investment Management | 11 / 78 | $162.6M |
| Swiss Re Ltd | 47 / 78 | $1.1B |
| Greenbrier Partners Capital Management, LLC | 8 / 78 | $1.2B |
| Conway Capital Management, Inc. | 20 / 78 | $205.0M |
| Draper Asset Management, LLC | 10 / 78 | $173.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Mine & Arao Wealth Creation & Management, LLC.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $51.2M | 69.5K | 18.6% | ▼−3.1% Reduced · −2K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $41.7M | 55.9K | 15.1% | ▼−0.1% Reduced · −72 sh | |
| 3 | State STR SPDR Dow Jones Ind UT SER 1 | $27.2M | 52.1K | 9.9% | ▼~0% Reduced · −9 sh | |
| 4 | Apple Inc COM | $25.2M | 86.9K | 9.1% | ▼−0.8% Reduced · −736 sh | |
| 5 | Nvidia Corporation COM | $16.8M | 84.0K | 6.1% | ▲+1.2% Added · +973 sh | |
| 6 | Amazon Com Inc COM | $15.3M | 64.0K | 5.5% | ▲+0.8% Added · +517 sh | |
| 7 | Alphabet Inc CAP STK CL C | $12.5M | 35.5K | 4.5% | ▼−0.3% Reduced · −94 sh | |
| 8 | JPMorgan Chase & Co COM | $8.5M | 25.9K | 3.1% | ▲+2.5% Added · +624 sh | |
| 9 | SPDR Series Trust ST STR SP DIV | $6.9M | 45.1K | 2.5% | ▲+6.1% Added · +3K sh | |
| 10 | Visa Inc COM CL A | $5.5M | 16.0K | 2.0% | ▲+5.0% Added · +764 sh | |
| 11 | Ishares TR SELECT DIVID ETF | $4.6M | 29.2K | 1.7% | ▲+0.8% Added · +229 sh | |
| 12 | Alphabet Inc CAP STK CL A | $4.0M | 11.3K | 1.5% | ▼−1.4% Reduced · −156 sh | |
| 13 | Ishares TR US HLTHCARE ETF | $3.0M | 44.4K | 1.1% | ▲+2.4% Added · +1K sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $3.0M | 20.0K | 1.1% | ▲+0.8% Added · +169 sh | |
| 15 | Wells Fargo & Co COM | $2.7M | 33.0K | 1.0% | ▲+2.0% Added · +662 sh | |
| 16 | Ishares TR SELECT US REIT | $2.7M | 40.3K | 1.0% | ▲+0.3% Added · +106 sh | |
| 17 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.6M | 31.5K | 1.0% | ▲+0.4% Added · +121 sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $2.0M | 26.3K | 0.7% | ▲+1.0% Added · +264 sh | |
| 19 | Ishares TR DOW JONES US ETF | $1.9M | 10.6K | 0.7% | ▼−0.5% Reduced · −52 sh | |
| 20 | Lam Research Corp COM NEW | $1.9M | 4.4K | 0.7% | ▼−7.4% Reduced · −350 sh | |
| 21 | Microsoft Corp COM | $1.8M | 4.9K | 0.7% | ▲+2.5% Added · +119 sh | |
| 22 | Caterpillar Inc COM | $1.8M | 1.7K | 0.6% | ▲+0.1% Added · +2 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.5K | 0.6% | ▼−0.4% Reduced · −15 sh | |
| 24 | Waste Mgmt Inc Del COM | $1.3M | 5.7K | 0.5% | ▲+8.4% Added · +442 sh | |
| 25 | Mastercard Incorporated CL A | $1.3M | 2.5K | 0.5% | ▲+0.2% Added · +4 sh | |
| 26 | Merck & Co Inc COM | $1.1M | 8.9K | 0.4% | ▲~0% Added · +4 sh | |
| 27 | Coca Cola Co COM | $1.1M | 13.8K | 0.4% | ▲+2.5% Added · +330 sh | |
| 28 | Ishares TR U.S. FIN SVC ETF | $1.1M | 12.1K | 0.4% | ▲+0.2% Added · +27 sh | |
| 29 | Micron Technology Inc COM | $1.1M | 925 | 0.4% | ▼−7.5% Reduced · −75 sh | |
| 30 | Procter & Gamble Co COM | $987K | 6.7K | 0.4% | ▼−1.0% Reduced · −66 sh | |
| 31 | Meta Platforms Inc CL A | $963K | 1.7K | 0.3% | ▲+0.4% Added · +7 sh | |
| 32 | SPDR Series Trust ST STR P500VAL | $927K | 15.3K | 0.3% | ▲+0.2% Added · +34 sh | |
| 33 | Northrop Grumman Corp COM | $917K | 1.8K | 0.3% | —Held | |
| 34 | Global X FDS US INFR DEV ETF | $903K | 15.3K | 0.3% | —Held | |
| 35 | Ishares TR MSCI EAFE ETF | $834K | 8.0K | 0.3% | ▲+1.5% Added · +116 sh | |
| 36 | Norfolk Southn Corp COM | $777K | 2.5K | 0.3% | ▲+0.4% Added · +9 sh | |
| 37 | Netflix Inc. COM | $749K | 10.5K | 0.3% | ▼−0.7% Reduced · −78 sh | |
| 38 | Select Sector SPDR TR ST STR TECHN ETF | $744K | 3.9K | 0.3% | —Held | |
| 39 | Oracle Corp COM | $734K | 5.0K | 0.3% | ▼−3.8% Reduced · −196 sh | |
| 40 | Ishares TR S&P MC 400GR ETF | $721K | 6.1K | 0.3% | ▲+0.1% Added · +5 sh | |
| 41 | Bank Of Amer Corp COM | $695K | 12.2K | 0.3% | ▲+0.2% Added · +20 sh | |
| 42 | Ishares TR CORE S&P500 ETF | $674K | 900 | 0.2% | —Held | |
| 43 | Tesla Inc COM | $652K | 1.6K | 0.2% | —Held | |
| 44 | Cisco Sys Inc COM | $649K | 5.5K | 0.2% | ▲~0% Added · +1 sh | |
| 45 | Eli Lilly & Co COM | $638K | 532 | 0.2% | ▲+0.2% Added · +1 sh | |
| 46 | Ishares TR CORE 1 5 YR USD | $612K | 12.7K | 0.2% | ▲+0.4% Added · +53 sh | |
| 47 | Johnson & Johnson COM | $606K | 2.4K | 0.2% | ▲+0.3% Added · +8 sh | |
| 48 | Ishares TR TIPS BD ETF | $600K | 5.5K | 0.2% | ▲+0.5% Added · +26 sh | |
| 49 | Proshares TR S&P 500 DV ARIST | $594K | 10.6K | 0.2% | ▲+93% Added · +5K sh | |
| 50 | Select Sector SPDR TR ST STR STAPL ETF | $540K | 6.5K | 0.2% | ▲+0.4% Added · +29 sh |
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Use Arkolith to show Mine & Arao Wealth Creation & Management, LLC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 78 | $275.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 75 | $238.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 76 | $255.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 24d | 77 | $246.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 74 | $224.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 75 | $205.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 76 | $218.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 75 | $215.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.