Mine & Arao Wealth Creation & Management, LLC.
CIK
1802994
City
CAMPBELL
State / Country
CA
Top Portfolio Positions
50 positions ·
$194,998,445 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
71,729 | $41,400,544 | 21.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
55,958 | $36,391,725 | 18.66% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
52,060 | $24,113,671 | 12.37% | |
| AAPL |
Apple Inc.
Technology
|
87,670 | $22,249,769 | 11.41% | |
| NVDA |
Nvidia Corp
Technology
|
83,049 | $14,483,745 | 7.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,520 | $13,229,310 | 6.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,307 | $7,444,307 | 3.82% | |
| V |
Visa Inc.
Financial Services
|
15,235 | $4,604,626 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,445 | $3,291,124 | 1.69% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
32,351 | $2,575,463 | 1.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DIA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,113,671 | 52,060 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,561,037 | 53,189 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,539,729 | 52,917 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,264,557 | 52,796 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $22,260,777 | 53,017 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $22,974,021 | 53,993 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $23,750,994 | 56,133 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $21,704,194 | 55,491 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $22,054,200 | 55,446 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $20,372,838 | 54,058 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,015,955 | 53,787 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $18,212,702 | 52,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,481,841 | 52,558 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,517,131 | 49,851 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,026,651 | 52,303 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $16,033,728 | 52,088 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $17,996,315 | 51,888 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,726,966 | 51,544 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $17,046,094 | 50,389 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,043,289 | 49,408 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $16,116,746 | 48,812 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,944,263 | 48,871 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,429,057 | 48,393 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,454,605 | 48,298 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $10,901,650 | 49,727 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||