Mine & Arao Wealth Creation & Management, LLC.
All 13F Filings
- Location
- Campbell, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 255,509
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 76 | 255,509 | 13F-HR | Mine & Arao Wealth Creation & Management, LLC. |
| Q3 2025 | 10/24/2025 | 77 | 246,100 | 13F-HR | Mine & Arao Wealth Creation & Management, LLC. |
| Q2 2025 | 7/29/2025 | 74 | 224,045 | 13F-HR | Mine & Arao Wealth Creation & Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237 K | 92.8% | 14.36 K | 0 | 14.36 K |
| ETFs | 17.85 K | 7.0% | 0 | 4.898 K | -4.898 K |
| Other | 614 | 0.2% | 0 | 52 | -52 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
255,509
Holdings
76
QoQ value change ($000)
9,409
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.