Mine & Arao Wealth Creation & Management, LLC.

All 13F Filings

Location
Campbell, CA
Most recent 13F
Q1 2026
Holdings value ($000)
238,324
Description
Website
Founded
Chairman
CEO
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
Q1 2026 4/29/2026 75 238,324 13F-HR Mine & Arao Wealth Creation & Management, LLC.
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 103.3 K 43.3% 0 133.7 K -133.7 K
ETFs 135 K 56.7% 117.2 K 0 117.2 K
Other 0 0.0% 0 614 -614
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Fund Snapshot

Q1 2026
Latest filed
4/29/2026
Total value ($000)
238,324
Holdings
75
QoQ value change ($000)
-17,185 (-6.7%)
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.