Mine & Arao Wealth Creation & Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists 79 separate holdings held by the firm.
The portfolio is heavily weighted toward technology and exchange-traded funds (ETFs). The largest individual position is NVIDIA Corporation, held in 80,506 shares. Other significant equity holdings include Advanced Micro Devices Inc. (799 shares), Alphabet Inc. Class C (36,139 shares), Alphabet Inc. Class A (11,182 shares), and Amazon.com Inc. (63,875 shares). The firm also holds substantial stakes in Apple Inc. (85,453 shares), Microsoft Corporation (4,974 shares), Meta Platforms Inc. Class A (1,710 shares), and Procter & Gamble Co. (6,763 shares).
A significant portion of the portfolio is allocated to ETFs. The firm holds 67,076 shares of the Invesco QQQ Trust, 55,732 shares of the State Street SPDR S&P 500 ETF Trust, and 48,922 shares of the SPDR Series Trust S&P 500 Dividend ETF. Other notable ETF holdings include the VanEck Semiconductor ETF (800 shares), the iShares Core S&P 500 ETF (900 shares), and the iShares Core S&P Mid-Cap ETF (25,199 shares).
The filing also lists positions in major financial institutions, including JPMorgan Chase & Co. (26,503 shares), Wells Fargo & Co. (33,150 shares), Visa Inc. Class A (16,470 shares), and Mastercard Incorporated Class A (2,468 shares). Additionally, the firm holds shares in companies such as Eli Lilly & Co., Costco Wholesale Corporation, United Parcel Service Inc., and Lockheed Martin Corporation.
