Institutional
Mine & Arao Wealth Creation & Management, LLC.
CIK 0001802994
$275.9M
Reported AUM
78
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for Mine & Arao Wealth Creation & Management, LLC. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $687.99 | 0.65% | 24.01% | 85.38% | $51.2M | 18.55% | — | HELD |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $747.03 | 0.72% | 20.62% | 75.74% | $41.7M | 15.13% | — | HELD |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $524.32 | 0.54% | 21.49% | 60.52% | $27.2M | 9.86% | — | HELD |
| 4 | AAPL | APPLE INC | $308.91 | -7.35% | 53.24% | 108.42% | $25.2M | 9.12% | — | HELD |
| 5 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | 12.42% | 774.16% | $16.8M | 6.09% | — | HELD |
| 6 | AMZN | AMAZON COM INC | $271.58 | 15.32% | 9.66% | 35.70% | $15.3M | 5.53% | — | HELD |
| 7 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $12.5M | 4.55% | — | HELD |
| 8 | JPM | JPMORGAN CHASE & CO | $351.79 | 0.27% | 23.57% | 148.58% | $8.5M | 3.08% | — | HELD |
| 9 | SDY | SPDR SERIES TRUST | $155.00 | -0.28% | 16.66% | 41.98% | $6.9M | 2.49% | — | HELD |
| 10 | V | VISA INC | $366.13 | -0.04% | 8.84% | 65.83% | $5.5M | 1.99% | — | HELD |
| 11 | DVY | ISHARES TR | $161.21 | -0.44% | 25.29% | 63.04% | $4.6M | 1.65% | — | HELD |
| 12 | GOOGL | ALPHABET INC | $356.13 | 6.73% | 85.11% | 143.37% | $4.0M | 1.46% | — | HELD |
| 13 | IYH | ISHARES TR | $68.34 | -0.70% | 25.44% | 23.81% | $3.0M | 1.08% | — | HELD |
| 14 | IJR | ISHARES TR | $145.46 | -0.03% | 35.90% | 40.20% | $3.0M | 1.07% | — | HELD |
| 15 | WMT2 | WELLS FARGO & CO | — | — | — | — | $2.7M | 0.99% | — | HELD |
| 16 | ICF | ISHARES TR | $68.96 | -0.55% | 18.46% | 12.28% | $2.7M | 0.99% | — | HELD |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | 28.43% | 52.60% | $2.6M | 0.96% | — | HELD |
| 18 | IJH | ISHARES TR | $75.27 | -0.11% | 22.45% | 46.59% | $2.0M | 0.74% | — | HELD |
| 19 | IYY | ISHARES TR | $181.80 | 0.66% | 20.96% | 70.04% | $1.9M | 0.70% | — | HELD |
| 20 | LRCX | LAM RESEARCH CORP | $293.02 | -1.58% | 210.64% | 418.55% | $1.9M | 0.68% | — | HELD |
| 21 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | -10.62% | 60.10% | $1.8M | 0.67% | — | HELD |
| 22 | CAT | CATERPILLAR INC | $814.81 | 0.70% | 90.45% | 318.17% | $1.8M | 0.64% | — | HELD |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.7M | 0.63% | — | HELD |
| 24 | WM | WASTE MGMT INC DEL | $226.55 | 0.10% | 0.57% | 57.93% | $1.3M | 0.46% | — | HELD |
| 25 | MA | MASTERCARD INCORPORATED | $573.10 | -0.74% | 3.00% | 70.49% | $1.3M | 0.46% | — | HELD |
| 26 | MRK | MERCK & CO INC | $130.20 | 0.32% | 68.33% | 97.86% | $1.1M | 0.41% | — | HELD |
| 27 | KO | COCA COLA CO | $87.59 | -1.02% | 30.88% | 80.45% | $1.1M | 0.41% | — | HELD |
| 28 | IYG | ISHARES TR | $95.52 | 0.06% | 13.26% | 61.72% | $1.1M | 0.40% | — | HELD |
| 29 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $1.1M | 0.39% | — | HELD |
| 30 | PG | PROCTER & GAMBLE CO | $144.49 | 0.37% | -1.27% | 15.38% | $987K | 0.36% | — | HELD |
| 31 | META | META PLATFORMS INC | $556.71 | 3.28% | — | — | $963K | 0.35% | — | HELD |
| 32 | SPYV | SPDR SERIES TRUST | $62.06 | -0.16% | — | — | $927K | 0.34% | — | HELD |
| 33 | NOC | NORTHROP GRUMMAN CORP | $542.48 | 1.43% | — | — | $917K | 0.33% | — | HELD |
| 34 | PAVE | GLOBAL X FDS | $56.36 | 0.46% | — | — | $903K | 0.33% | — | HELD |
| 35 | EFA | ISHARES TR | $105.58 | -0.62% | — | — | $834K | 0.30% | — | HELD |
| 36 | NSC | NORFOLK SOUTHN CORP | $335.48 | 0.46% | — | — | $777K | 0.28% | — | HELD |
| 37 | NFLX | NETFLIX INC. | $71.71 | -2.00% | — | — | $749K | 0.27% | — | HELD |
| 38 | XLK | SELECT SECTOR SPDR TR | $175.35 | -0.22% | — | — | $744K | 0.27% | — | HELD |
| 39 | ORCL | ORACLE CORP | $129.87 | 1.81% | — | — | $734K | 0.27% | — | HELD |
| 40 | IJK | ISHARES TR | $111.88 | -0.07% | — | — | $721K | 0.26% | — | HELD |
| 41 | BAC | BANK OF AMER CORP | $61.95 | 0.36% | — | — | $695K | 0.25% | — | HELD |
| 42 | IVV | ISHARES TR | $750.32 | 0.69% | — | — | $674K | 0.24% | — | HELD |
| 43 | TSLA | TESLA INC | $311.21 | 0.76% | — | — | $652K | 0.24% | — | HELD |
| 44 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $649K | 0.24% | — | HELD |
| 45 | LLY | ELI LILLY & CO | $1148.84 | -0.53% | — | — | $638K | 0.23% | — | HELD |
| 46 | ISTB | ISHARES TR | $48.03 | -0.04% | — | — | $612K | 0.22% | — | HELD |
| 47 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | — | — | $606K | 0.22% | — | HELD |
| 48 | TIP | ISHARES TR | $107.63 | -0.10% | — | — | $600K | 0.22% | — | HELD |
| 49 | NOBL | PROSHARES TR | $57.08 | -0.19% | — | — | $594K | 0.22% | — | HELD |
| 50 | XLP | SELECT SECTOR SPDR TR | $85.05 | -0.49% | — | — | $540K | 0.20% | — | HELD |
| 51 | DIS | DISNEY WALT CO | $96.19 | 0.03% | — | — | $507K | 0.18% | — | HELD |
| 52 | IBM | INTERNATIONAL BUSINESS MACHS | $223.65 | 0.86% | — | — | $492K | 0.18% | — | HELD |
| 53 | GS | GOLDMAN SACHS GROUP INC | $1018.38 | -0.63% | — | — | $470K | 0.17% | — | HELD |
| 54 | VEA | VANGUARD TAX-MANAGED FDS | $70.62 | -0.66% | — | — | $467K | 0.17% | — | HELD |
| 55 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | — | — | $464K | 0.17% | — | HELD |
| 56 | MAR | MARRIOTT INTL INC NEW | $372.83 | -0.71% | — | — | $410K | 0.15% | — | HELD |
| 57 | IWM | ISHARES TR | $291.20 | -0.48% | — | — | $383K | 0.14% | — | HELD |
| 58 | VZ | VERIZON COMMUNICATIONS INC | $46.81 | 1.52% | — | — | $357K | 0.13% | — | HELD |
| 59 | AXP | AMERICAN EXPRESS CO | $336.25 | -0.38% | — | — | $343K | 0.12% | — | HELD |
| 60 | STIP | ISHARES TR | $101.36 | -0.05% | — | — | $338K | 0.12% | — | HELD |
| 61 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $328K | 0.12% | — | HELD |
| 62 | AMT | AMERICAN TOWER CORP | $173.36 | -0.63% | — | — | $313K | 0.11% | — | HELD |
| 63 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | — | — | $310K | 0.11% | — | HELD |
| 64 | CSX | CSX CORP | $50.40 | 0.42% | — | — | $306K | 0.11% | — | HELD |
| 65 | SBUX | STARBUCKS CORP | $105.25 | -0.57% | — | — | $296K | 0.11% | — | HELD |
| 66 | HII | HUNTINGTON INGALLS INDS INC | $326.45 | 2.05% | — | — | $287K | 0.10% | — | HELD |
| 67 | CLX | CLOROX CO DEL | $95.53 | -1.24% | — | — | $267K | 0.10% | — | HELD |
| 68 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.20% | — | — | $264K | 0.10% | — | HELD |
| 69 | INTA | INTAPP INC | $32.69 | 1.93% | — | — | $262K | 0.10% | — | HELD |
| 70 | PLTR | PALANTIR TECHNOLOGIES INC | $123.06 | 0.65% | — | — | $245K | 0.09% | — | HELD |
| 71 | LMT | LOCKHEED MARTIN CORP | $582.74 | 1.50% | — | — | $244K | 0.09% | — | HELD |
| 72 | UNP | UNION PAC CORP | $292.13 | 0.92% | — | — | $241K | 0.09% | — | HELD |
| 73 | VNQ | VANGUARD INDEX FDS | $98.95 | -0.54% | — | — | $223K | 0.08% | — | HELD |
| 74 | WMT | WALMART INC | $111.20 | 0.09% | — | — | $220K | 0.08% | — | HELD |
| 75 | PFE | PFIZER INC | $25.01 | 0.40% | — | — | $218K | 0.08% | — | HELD |
| 76 | BE | BLOOM ENERGY CORP | $205.81 | -0.63% | — | — | $212K | 0.08% | — | HELD |
| 77 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $211K | 0.08% | — | HELD |
| 78 | TMO | THERMO FISHER SCIENTIFIC INC | $574.30 | -0.43% | — | — | $208K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000829. 13F discloses long positions only — shorts, foreign equities, and options are excluded.