Mine & Arao Wealth Creation & Management, LLC. holds a focused book of 78 stocks worth $275.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +36% (+19.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Mine & Arao Wealth Creation & Management, LLC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 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 the ~45-day reporting lag, 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
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, 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 |
|---|---|---|
| BlackRock, Inc. | 80 / 78 | $2.4T |
| FMR LLC | 80 / 78 | $803.9B |
| MORGAN STANLEY | 80 / 78 | $624.7B |
| JPMORGAN CHASE & CO | 80 / 78 | $567.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 78 | $403.8B |
| GOLDMAN SACHS GROUP INC | 80 / 78 | $292.3B |
| ROYAL BANK OF CANADA | 80 / 78 | $177.5B |
| WELLS FARGO & COMPANY/MN | 80 / 78 | $172.5B |
Ranked by how many of Mine & Arao Wealth Creation & Management, LLC.'s top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 78 | $275.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 75 | $238.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 76 | $255.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 77 | $246.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 74 | $224.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 75 | $205.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 76 | $218.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 75 | $215.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.