Mine & Arao Wealth Creation & Management, LLC. reported 50 positions worth $124.91M for the quarter ended Sep 30, 2026, up 5.1% on the prior quarter. It opened 2 new positions, added to 27, trimmed 11 and exited 2. Its largest holding is Apple Inc. at 22.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRM Salesforce, Inc. | +1,073 | – | $246.33K | 0.197% |
| T At&T Inc. | +9,543 | – | $232.86K | 0.186% |
| GOOG Alphabet Inc. | +630 | +1.8% | $214.66K | 9.86% |
| JPM Jpmorgan Chase & Co | +572 | +2.2% | $189.24K | 7.02% |
| V Visa Inc. | +471 | +2.9% | $169.24K | 4.74% |
| WM Waste Management Inc | +621 | +10.9% | $126.64K | 1.04% |
| KO Coca Cola Co | +1,129 | +8.2% | $97.18K | 1.03% |
| MSFT Microsoft Corp | +49 | +1.0% | $25.13K | 2.04% |
| PLTR Palantir Technologies Inc. | +125 | +6.0% | $23.38K | 0.333% |
| WFC Wells Fargo & Company | +137 | +0.4% | $10.97K | 2.12% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -3,516 | -4.2% | $802.98K | 14.72% |
| AAPL Apple Inc. | -1,481 | -1.7% | $493.20K | 22.78% |
| BE Bloom Energy Corp | -700 | -100.0% | $211.89K | Exited |
| PEP Pepsico Inc | -1,558 | -100.0% | $210.97K | Exited |
| AMZN Amazon Com Inc | -162 | -0.3% | $40.36K | 12.74% |
| GOOGL Alphabet Inc. | -107 | -0.9% | $36.82K | 3.08% |
| AMT American Tower Corp | -220 | -11.5% | $36.02K | 0.222% |
| CSCO Cisco Systems, Inc. | -199 | -3.6% | $21.42K | 0.459% |
| TSLA Tesla, Inc. | -50 | -3.2% | $17.74K | 0.426% |
| CLX Clorox Co | -195 | -7.0% | $15.80K | 0.169% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 85.5K | $28.46M | 22.78% | -1,481 | -1.7% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 80.5K | $18.39M | 14.72% | -3,516 | -4.2% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 63.9K | $15.91M | 12.74% | -162 | -0.3% | Reduced | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 36.1K | $12.31M | 9.86% | +630 | +1.8% | Added | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 26.5K | $8.77M | 7.02% | +572 | +2.2% | Added | 0% |
| 6 | V Visa Inc. | Financial Services | 16.5K | $5.92M | 4.74% | +471 | +2.9% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 11.2K | $3.85M | 3.08% | -107 | -0.9% | Reduced | 0% |
| 8 | WFC Wells Fargo & Company | Financial Services | 33.2K | $2.65M | 2.12% | +137 | +0.4% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 4,974 | $2.55M | 2.04% | +49 | +1.0% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,463 | $1.72M | 1.38% | -10 | -0.3% | Reduced | 0% |
| 11 | LRCX Lam Research Corp | Technology | 4,360 | $1.43M | 1.15% | 0 | 0.0% | Unchanged | 0% |
| 12 | MA Mastercard Inc | Financial Services | 2,468 | $1.36M | 1.09% | +4 | +0.2% | Added | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 1,660 | $1.35M | 1.08% | +2 | +0.1% | Added | 0% |
| 14 | WM Waste Management Inc | Industrials | 6,344 | $1.29M | 1.04% | +621 | +10.9% | Added | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 8,875 | $1.29M | 1.03% | +21 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Mine & Arao Wealth Creation & Management.
As of its Q3 2026 13F filing, Mine & Arao Wealth Creation & Management, LLC.’s five largest positions were Apple Inc. (AAPL) at 22.8%, Nvidia Corp (NVDA) at 14.7%, Amazon Com Inc (AMZN) at 12.7%, Alphabet Inc. (GOOG) at 9.9%, Jpmorgan Chase & Co (JPM) at 7.0% of the reported portfolio.
Mine & Arao Wealth Creation & Management, LLC. reported a 13F portfolio worth $124.91M across 50 positions for Q3 2026. That is up 5.1% from the previous quarter.
Its largest purchases by value were Salesforce, Inc. ($246.33K), At&T Inc. ($232.86K), Alphabet Inc. ($214.66K). It opened 2 new positions.
Its largest sales by value were Nvidia Corp ($802.98K), Apple Inc. ($493.20K), Bloom Energy Corp ($211.89K). It exited 2 positions entirely.
From the Form 13F-HR reports Mine & Arao Wealth Creation & Management, LLC. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.