Mine & Arao Wealth Creation & Management, LLC.

Registered adviser

CIK

1802994

Location

CAMPBELL, CA

Portfolio Value

Small $278,712,989

Diversification

Diversified

Filing Date

Global Rank

#5,499 / 8,827 ▲ 43 · as of Jun 2026

Top Industry

Consumer Electronics 22.8%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 118319

Roster of Nov 1, 2026

Regulatory AUM

$338,062,502

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$338,062,502	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$292,369,594	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$237,662,116	Individuals and high net worth (99%)
May 2023 to Mar 2024	$183,749,762	Individuals and high net worth (99%)
Apr 2023	$183,749,762	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$214,238,109	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 84.3% of the book (60%+)

Turnover

Low turnover

2.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 25.6 quarters (12+), a floor since 97.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 66.0%; sector active share 44.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

79 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.8%

−0.8 pts

Top 5

60.4%

−0.4 pts

Top 10

84.6%

+0.2 pts

HHI

941

Diversified−10

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.2%	$153,804,908	29
Technology	19.7%	$54,987,870	12
Financial Services	7.8%	$21,819,401	8
Communication Services	6.9%	$19,294,476	7
Consumer Cyclical	6.1%	$17,113,444	4
Industrials	1.9%	$5,334,763	8
Healthcare	1.1%	$3,082,336	5
Consumer Defensive	1.1%	$2,998,664	5
Real Estate	0.1%	$277,127	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+3,815	48,922	$7,166,094
IYH	iShares U.S. Healthcare ETF	+1,756	46,157	$3,302,994
KO	Coca Cola Co	+1,129	14,917	$1,284,055
GOOG	Alphabet Inc.	+630	36,139	$12,314,002
WM	Waste Management Inc	+621	6,344	$1,293,668
JPM	Jpmorgan Chase & Co	+572	26,503	$8,767,987
VNQ	VANGUARD REAL ESTATE INDEX FUND	+524	2,833	$253,921
V	Visa Inc.	+471	16,470	$5,918,165
PFE	Pfizer Inc	+227	9,262	$264,152
WFC	Wells Fargo & Company	+137	33,150	$2,653,657
IJK	iShares S&P Mid-Cap 400 Growth ETF	+132	6,270	$687,254
PLTR	Palantir Technologies Inc.	+125	2,225	$416,186
DVY	iShares Select Dividend ETF	+85	29,256	$4,448,959
VZ	Verizon Communications Inc	+56	8,485	$389,206
ISTB	iShares Core 1-5 Year USD Bond ETF	+54	12,743	$602,106
MSFT	Microsoft Corp	+49	4,974	$2,551,164
—		+42	10,628	$0
PG	PROCTER & GAMBLE Co	+34	6,763	$982,528
IYG	iShares U.S. Financial Services ETF	+30	12,103	$1,088,301
BAC	Bank Of America Corp	+24	12,218	$665,025
MRK	Merck & Co., Inc.	+21	8,875	$1,289,626
PAVE	Global X U.S. Infrastructure Development ETF	+14	15,331	$804,877
VEA	Vanguard FTSE Developed Markets ETF	+13	6,570	$463,907
ORCL	Oracle Corp	+12	5,023	$689,657
SBUX	Starbucks Corp	+10	2,906	$273,047
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,516	80,506	$18,385,960
QQQ	Invesco Qqq Trust, Series 1	−2,443	67,076	$49,620,812
AAPL	Apple Inc.	−1,481	85,453	$28,457,558
VEU	Vanguard International Equity Index Funds	−1,308	30,193	$2,505,113
ICF	iShares Select U.S. REIT ETF	−1,148	39,102	$2,459,515
IJH	iShares Core S&P Mid-Cap ETF	−1,104	25,199	$1,813,068
IYY	iShares Dow Jones U.S. ETF	−823	9,745	$1,806,723
BIV	Vanguard Bond Index Funds	−515	2,929	$213,406
IJR	iShares Core S&P Small-Cap ETF	−482	19,497	$2,652,371
DIA	Spdr Dow Jones Industrial Average ETF Trust	−419	51,632	$26,257,453
EFA	iShares MSCI EAFE ETF	−393	7,634	$793,096
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−267	14,988	$916,216
—		−247	6,252	$0
AMT	American Tower Corp	−220	1,693	$277,127
CSCO	Cisco Systems, Inc.	−199	5,329	$573,560
CLX	Clorox Co	−195	2,603	$210,869
TIP	iShares TIPS Bond ETF	−172	5,308	$552,244
AMZN	Amazon Com Inc	−162	63,875	$15,914,456
SPY	Spdr S&P 500 ETF Trust	−154	55,732	$42,502,895
STIP	iShares 0-5 Year TIPS Bond ETF	−146	3,167	$315,749
DIS	Walt Disney Co	−119	5,153	$540,549
GOOGL	Alphabet Inc.	−107	11,182	$3,847,502
TSLA	Tesla, Inc.	−50	1,500	$532,215
IWM	iShares Russell 2000 ETF	−48	1,226	$340,693
WMT	Walmart Inc.	−13	1,932	$200,773
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SMH	VanEck Semiconductor ETF	800	$487,200
CRM	Salesforce, Inc.	1,073	$246,328
T	At&T Inc.	9,543	$232,849
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	700	$211,890
PEP	Pepsico Inc	1,558	$210,953
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $278,712,989 total · filing declares 79 positions · $279,792,006 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	67,076	-2,443	$49,620,812	−3.1%	17.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	55,732	-154	$42,502,895	+1.8%	15.25%
AAPL	Apple Inc. Technology	Reduced	85,453	-1,481	$28,457,558	+13.1%	10.21%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	51,632	-419	$26,257,453	−3.4%	9.42%
NVDA	Nvidia Corp Technology	Reduced	80,506	-3,516	$18,385,960	+9.4%	6.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,875	-162	$15,914,456	+4.3%	5.71%
GOOG	Alphabet Inc. Communication Services	Added	36,139	+630	$12,314,002	−1.9%	4.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,503	+572	$8,767,987	+3.3%	3.15%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	48,922	+3,815	$7,166,094	+4.4%	2.57%
V	Visa Inc. Financial Services	Added	16,470	+471	$5,918,165	+7.8%	2.12%
DVY	iShares Select Dividend ETF	Added	29,256	+85	$4,448,959	−2.4%	1.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,182	-107	$3,847,502	−4.6%	1.38%
IYH	iShares U.S. Healthcare ETF	Added	46,157	+1,756	$3,302,994	+11.0%	1.19%
WFC	Wells Fargo & Company Financial Services	Added	33,150	+137	$2,653,657	−2.7%	0.95%
IJR	iShares Core S&P Small-Cap ETF	Reduced	19,497	-482	$2,652,371	−10.5%	0.95%
MSFT	Microsoft Corp Technology	Added	4,974	+49	$2,551,164	+38.9%	0.92%
VEU	Vanguard International Equity Index Funds	Reduced	30,193	-1,308	$2,505,113	−5.0%	0.90%
ICF	iShares Select U.S. REIT ETF	Reduced	39,102	-1,148	$2,459,515	−9.6%	0.88%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	25,199	-1,104	$1,813,068	−10.6%	0.65%
IYY	iShares Dow Jones U.S. ETF	Reduced	9,745	-823	$1,806,723	−6.2%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,463	-10	$1,724,400	−0.8%	0.62%
LRCX	Lam Research Corp Technology	Held	4,360	0	$1,432,303	−24.2%	0.51%
MA	Mastercard Inc Financial Services	Added	2,468	+4	$1,361,027	+7.5%	0.49%
CAT	Caterpillar Inc Industrials	Added	1,660	+2	$1,345,911	−23.8%	0.48%
WM	Waste Management Inc Industrials	Added	6,344	+621	$1,293,668	+1.4%	0.46%
MRK	Merck & Co., Inc. Healthcare	Added	8,875	+21	$1,289,626	+13.3%	0.46%
KO	Coca Cola Co Consumer Defensive	Added	14,917	+1,129	$1,284,055	+14.6%	0.46%
META	Meta Platforms, Inc. Communication Services	Added	1,710	+1	$1,240,057	+28.8%	0.44%
IYG	iShares U.S. Financial Services ETF	Added	12,103	+30	$1,088,301	−0.4%	0.39%
MU	Micron Technology Inc Technology	Held	925	0	$985,226	−7.7%	0.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,763	+34	$982,528	−0.4%	0.35%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	14,988	-267	$916,216	−1.2%	0.33%
NOC	Northrop Grumman Corp Industrials	Held	1,800	0	$870,264	−5.1%	0.31%
PAVE	Global X U.S. Infrastructure Development ETF	Added	15,331	+14	$804,877	−10.8%	0.29%
EFA	iShares MSCI EAFE ETF	Reduced	7,634	-393	$793,096	−4.9%	0.28%
NSC	Norfolk Southern Corp Industrials	Added	2,477	+8	$765,393	−1.5%	0.27%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	3,903	0	$764,012	+2.7%	0.27%
NFLX	Netflix Inc Communication Services	Held	10,496	0	$730,311	−2.5%	0.26%
ORCL	Oracle Corp Technology	Added	5,023	+12	$689,657	−6.1%	0.25%
IVV	iShares Core S&P 500 ETF	Held	900	0	$689,265	+2.3%	0.25%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	6,270	+132	$687,254	−4.7%	0.25%
BAC	Bank Of America Corp Financial Services	Added	12,218	+24	$665,025	−4.3%	0.24%
JNJ	Johnson & Johnson Healthcare	Added	2,393	+7	$633,522	+4.5%	0.23%
LLY	ELI LILLY & Co Healthcare	Held	532	0	$615,566	−3.5%	0.22%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	12,743	+54	$602,106	−1.7%	0.22%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,329	-199	$573,560	−11.7%	0.21%
TIP	iShares TIPS Bond ETF	Reduced	5,308	-172	$552,244	−7.9%	0.20%
DIS	Walt Disney Co Communication Services	Reduced	5,153	-119	$540,549	+6.5%	0.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,500	-50	$532,215	−18.4%	0.19%
AMD	Advanced Micro Devices Inc Technology	Held	799	0	$488,796	+5.3%	0.18%

Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.