Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mine & Arao Wealth Creation & Management, LLC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Mine & Arao Wealth Creation & Management, LLC. (CIK 1802994) reported $238.3M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($41.4M, 17.37%), SPY ($36.4M, 15.27%), DIA ($24.1M, 10.12%), AAPL ($22.2M, 9.34%), NVDA ($14.5M, 6.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$41.4M17.37%71,729Trimmed
2SPYSTATE STR SPDR S&P 500 ETF T$36.4M15.27%55,958Trimmed
3DIASTATE STR SPDR DOW JONES IND$24.1M10.12%52,060Trimmed
4AAPLAPPLE INC$22.2M9.34%87,670Trimmed
5NVDANVIDIA CORPORATION$14.5M6.08%83,049Trimmed
6AMZNAMAZON COM INC$13.2M5.55%63,520Trimmed
7GOOGALPHABET INC$10.2M4.29%35,603Trimmed
8JPMJPMORGAN CHASE & CO$7.4M3.12%25,307Added
9SDYSPDR SERIES TRUST$6.2M2.60%42,520Added
10VVISA INC$4.6M1.93%15,235Added
11DVYISHARES TR$4.4M1.84%28,942Added
12GOOGLALPHABET INC$3.3M1.38%11,445Trimmed
13IYHISHARES TR$2.7M1.12%43,381Trimmed
14WFCWELLS FARGO & CO$2.6M1.08%32,351Trimmed
15ICFISHARES TR$2.5M1.04%40,144Trimmed
16IJRISHARES TR$2.5M1.03%19,810Trimmed
17VEUVANGUARD INTL EQUITY INDEX F$2.4M0.99%31,380Added
18MSFTMICROSOFT CORP$1.8M0.75%4,806Trimmed
19IJHISHARES TR$1.8M0.74%26,039Added
20IYYISHARES TR$1.7M0.71%10,620Trimmed
21BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.70%3,488Trimmed
22MAMASTERCARD INCORPORATED$1.2M0.52%2,460Trimmed
23NOCNORTHROP GRUMMAN CORP$1.2M0.52%1,800Hold
24WMWASTE MGMT INC DEL$1.2M0.51%5,281Added
25CATCATERPILLAR INC$1.2M0.49%1,656Added

Source: SEC Form 13F filings · as of 2026-03-31