Mine & Arao Wealth Creation & Management, LLC. - Portfolio overview

Mine & Arao Wealth Creation & Management, LLC. has 79 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 17.30%
2. SPY - STATE STR SPDR S&P 500 ETF T, 15.21%
3. DIA - STATE STR SPDR DOW JONES IND, 10.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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