Mine & Arao Wealth Creation & Management, LLC.
•CIK: 1802994•Filing: Q4 2025
Mine & Arao Wealth Creation & Management, LLC. manages $256M across a diversified portfolio of 76 positions. The strategy exhibits significant concentration in major indices and tech leaders, notably allocating $45.6M to NDQ and $39.0M to SPY. Top holdings further emphasize large-cap growth, with substantial positions in AAPL ($24.3M), NVDA ($16.2M), and AMZN ($14.7M). This structure suggests a core focus on technology-driven market exposure within a broad equity mandate.
Total AUM
$255.5M
QoQ Performance
+3.8%
Positions
59
Top 10 Concentration
76.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
SPY
DON
AAPL
NVDA
AMZN
NDQ17.8%
SPY15.3%
DON10.0%
AAPL9.5%
NVDA6.3%
AMZN5.8%
GOOGL4.5%
JPM3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.3%
Technology24.5%
ETF15.5%
Financial7.7%
Consumer6.5%
Healthcare1.0%
Communication0.7%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑40 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022