Mine & Arao Wealth Creation & Management, LLC.
CAMPBELL, CA
$276m in 78 US stocks at the end of 30 June 2026. The top 10 are 76.4% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$276m
Stocks
78
Top 10 share
76.4%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD0.2% of the fund
- Union PacificUNP<0.1% of the fund
- Vanguard Index FDSVNQ<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- PepsiCoPEP<0.1% of the fund
Added
Bought more of a stock they already held.
- JPMorgan ChaseJPM3.1% of the fund+2%
- Spdr Series TrustSDY2.5% of the fund+6%
- VisaV2.0% of the fund+5%
- Ishares TRIYH1.1% of the fund+2%
- Wells Fargo & CompanyWFC1.0% of the fund+2%
- MicrosoftMSFT0.7% of the fund+2%
- Waste ManagementWM0.5% of the fund+8%
- Coca-ColaKO0.4% of the fund+2%
Cut
Sold some of their stake.
- Invesco QQQ TRQQQ18.6% of the fund-3%
- Lam ResearchLRCX0.7% of the fund-7%
- Micron TechnologyMU0.4% of the fund-8%
- OracleORCL0.3% of the fund-4%
- Proshares TRNOBL0.2% of the fund-3%
- Costco WholesaleCOST0.1% of the fund-3%
- IntappINTA<0.1% of the fund-9%
Sold out
Sold their entire stake.
- AT&TT-100%
- SalesforceCRM-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 18.6%
- Value
- $51m
- Shares
- 69,519
-3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 15.1%
- Value
- $42m
- Shares
- 55,886
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 9.9%
- Value
- $27m
- Shares
- 52,051
Held
- Spdr Series TrustSDY
- Share
- 2.5%
- Value
- $7m
- Shares
- 45,107
+6%
- Ishares TRDVY
- Share
- 1.7%
- Value
- $5m
- Shares
- 29,171
Held
- Ishares TRIYH
- Share
- 1.1%
- Value
- $3m
- Shares
- 44,401
+2%
- Ishares TRIJR
- Share
- 1.1%
- Value
- $3m
- Shares
- 19,979
Held
- Ishares TRICF
- Share
- 1.0%
- Value
- $3m
- Shares
- 40,250
Held
- Vanguard Intl Equity Index FVEU
- Share
- 1.0%
- Value
- $3m
- Shares
- 31,501
Held
- Ishares TRIJH
- Share
- 0.7%
- Value
- $2m
- Shares
- 26,303
Held
- Ishares TRIYY
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,568
Held
- Ishares TRIYG
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,073
Held
- Spdr Series TrustSPYV
- Share
- 0.3%
- Value
- $927,340
- Shares
- 15,255
Held
- Global X FDSPAVE
- Share
- 0.3%
- Value
- $902,502
- Shares
- 15,317
Held
- Ishares TREFA
- Share
- 0.3%
- Value
- $833,836
- Shares
- 8,027
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $743,610
- Shares
- 3,903
Held
- Ishares TRIJK
- Share
- 0.3%
- Value
- $721,191
- Shares
- 6,138
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $674,210
- Shares
- 900
Held
- Ishares TRISTB
- Share
- 0.2%
- Value
- $612,235
- Shares
- 12,689
Held
- Ishares TRTIP
- Share
- 0.2%
- Value
- $599,721
- Shares
- 5,480
Held
- Proshares TRNOBL
- Share
- 0.2%
- Value
- $594,487
- Shares
- 10,586
-3%
- Select Sector Spdr TRXLP
- Share
- 0.2%
- Value
- $539,844
- Shares
- 6,499
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $467,152
- Shares
- 6,557
Held
- Ishares TRIWM
- Share
- 0.1%
- Value
- $382,685
- Shares
- 1,274
Held
- Ishares TRSTIP
- Share
- 0.1%
- Value
- $338,465
- Shares
- 3,313
Held
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $310,451
- Shares
- 4,229
Held
- Vanguard BD Index FDSBIV
- Share
- <0.1%
- Value
- $264,164
- Shares
- 3,444
Held
- Vanguard Index FDSVNQ
- Share
- <0.1%
- Value
- $222,686
- Shares
- 2,309
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 18.6% | $51m | 69,519 | -3% |
| State STR Spdr S&P 500 ETF TSPY | 15.1% | $42m | 55,886 | Held |
| State STR Spdr DOW Jones INDDIA | 9.9% | $27m | 52,051 | Held |
| AppleAAPL | 9.1% | $25m | 86,934 | Held |
| NvidiaNVDA | 6.1% | $17m | 84,022 | Held |
| Amazon.comAMZN | 5.5% | $15m | 64,037 | Held |
| AlphabetGOOG | 4.5% | $13m | 35,509 | Held |
| JPMorgan ChaseJPM | 3.1% | $8m | 25,931 | +2% |
| Spdr Series TrustSDY | 2.5% | $7m | 45,107 | +6% |
| VisaV | 2.0% | $5m | 15,999 | +5% |
| Ishares TRDVY | 1.7% | $5m | 29,171 | Held |
| AlphabetGOOGL | 1.5% | $4m | 11,289 | Held |
| Ishares TRIYH | 1.1% | $3m | 44,401 | +2% |
| Ishares TRIJR | 1.1% | $3m | 19,979 | Held |
| Wells Fargo & CompanyWFC | 1.0% | $3m | 33,013 | +2% |
| Ishares TRICF | 1.0% | $3m | 40,250 | Held |
| Vanguard Intl Equity Index FVEU | 1.0% | $3m | 31,501 | Held |
| Ishares TRIJH | 0.7% | $2m | 26,303 | Held |
| Ishares TRIYY | 0.7% | $2m | 10,568 | Held |
| Lam ResearchLRCX | 0.7% | $2m | 4,360 | -7% |
| MicrosoftMSFT | 0.7% | $2m | 4,925 | +2% |
| CaterpillarCAT | 0.6% | $2m | 1,658 | Held |
| Berkshire HathawayBRK-B | 0.6% | $2m | 3,473 | Held |
| Waste ManagementWM | 0.5% | $1m | 5,723 | +8% |
| MastercardMA | 0.5% | $1m | 2,464 | Held |
| MerckMRK | 0.4% | $1m | 8,854 | Held |
| Coca-ColaKO | 0.4% | $1m | 13,788 | +2% |
| Ishares TRIYG | 0.4% | $1m | 12,073 | Held |
| Micron TechnologyMU | 0.4% | $1m | 925 | -8% |
| Procter & GamblePG | 0.4% | $986,734 | 6,729 | Held |
| Meta PlatformsMETA | 0.3% | $962,840 | 1,709 | Held |
| Spdr Series TrustSPYV | 0.3% | $927,340 | 15,255 | Held |
| Northrop GrummanNOC | 0.3% | $916,758 | 1,800 | Held |
| Global X FDSPAVE | 0.3% | $902,502 | 15,317 | Held |
| Ishares TREFA | 0.3% | $833,836 | 8,027 | Held |
| Norfolk SouthernNSC | 0.3% | $776,611 | 2,469 | Held |
| NetflixNFLX | 0.3% | $749,415 | 10,496 | Held |
| Select Sector Spdr TRXLK | 0.3% | $743,610 | 3,903 | Held |
| OracleORCL | 0.3% | $734,306 | 5,011 | -4% |
| Ishares TRIJK | 0.3% | $721,191 | 6,138 | Held |
| Bank of AmericaBAC | 0.3% | $694,810 | 12,194 | Held |
| Ishares TRIVV | 0.2% | $674,210 | 900 | Held |
| TeslaTSLA | 0.2% | $651,930 | 1,550 | Held |
| Cisco SystemsCSCO | 0.2% | $649,322 | 5,528 | Held |
| Eli LillyLLY | 0.2% | $637,690 | 532 | Held |
| Ishares TRISTB | 0.2% | $612,235 | 12,689 | Held |
| Johnson & JohnsonJNJ | 0.2% | $605,904 | 2,386 | Held |
| Ishares TRTIP | 0.2% | $599,721 | 5,480 | Held |
| Proshares TRNOBL | 0.2% | $594,487 | 10,586 | -3% |
| Select Sector Spdr TRXLP | 0.2% | $539,844 | 6,499 | Held |
| Walt DisneyDIS | 0.2% | $507,384 | 5,272 | Held |
| International Business MachinesIBM | 0.2% | $491,837 | 1,749 | Held |
| Goldman Sachs GroupGS | 0.2% | $470,265 | 465 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $467,152 | 6,557 | Held |
| Advanced Micro DevicesAMD | 0.2% | $464,148 | 799 | New |
| Marriott InternationalMAR | 0.1% | $409,541 | 1,105 | Held |
| Ishares TRIWM | 0.1% | $382,685 | 1,274 | Held |
| Verizon CommunicationsVZ | 0.1% | $356,874 | 8,429 | Held |
| American ExpressAXP | 0.1% | $343,381 | 1,015 | Held |
| Ishares TRSTIP | 0.1% | $338,465 | 3,313 | Held |
| Costco WholesaleCOST | 0.1% | $328,313 | 351 | -3% |
| American TowerAMT | 0.1% | $312,878 | 1,913 | Held |
| Vanguard BD Index FDSBND | 0.1% | $310,451 | 4,229 | Held |
| CSXCSX | 0.1% | $305,802 | 6,434 | Held |
| StarbucksSBUX | 0.1% | $295,964 | 2,896 | Held |
| Huntington Ingalls IndustriesHII | 0.1% | $286,888 | 1,025 | Held |
| CloroxCLX | <0.1% | $267,053 | 2,798 | Held |
| Vanguard BD Index FDSBIV | <0.1% | $264,164 | 3,444 | Held |
| IntappINTA | <0.1% | $262,109 | 10,397 | -9% |
| Palantir TechnologiesPLTR | <0.1% | $245,007 | 2,100 | Held |
| Lockheed MartinLMT | <0.1% | $243,761 | 478 | Held |
| Union PacificUNP | <0.1% | $241,416 | 888 | New |
| Vanguard Index FDSVNQ | <0.1% | $222,686 | 2,309 | New |
| WalmartWMT | <0.1% | $220,307 | 1,945 | Held |
| PfizerPFE | <0.1% | $217,561 | 9,035 | Held |
| Bloom EnergyBE | <0.1% | $211,890 | 700 | New |
| PepsiCoPEP | <0.1% | $210,974 | 1,558 | New |
| Thermo Fisher ScientificTMO | <0.1% | $207,712 | 414 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.1% since 30 June 2025.
Where the money is
Technology18.0%
Financial services7.7%
Media & telecom6.9%
Retail & consumer6.0%
Industrials2.2%
Everyday goods1.1%
Health care1.0%
Real estate0.1%
Other56.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.