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Mine & Arao Wealth Creation & Management, LLC.
Mine & Arao Wealth Creation & Management, LLC is an investment advisory firm headquartered in Campbell, California, established in 1999 by principals John T. Arao and Bud T. Mine. The firm serves individual investors and high-net-worth individuals primarily in the Silicon Valley area, utilizing a fee-only, fiduciary model for portfolio management. Mine & Arao typically employs a staff of 3-4 professionals dedicated to asset management and CPA services, helping clients build enduring wealth and manage complex financial needs.
Investment Strategy
Mine & Arao Wealth Creation & Management, LLC provides fee-based portfolio management services with a fiduciary obligation to act in the client's best interest. Their strategy focuses on long-term asset growth, personalized wealth accumulation, and portfolio diversification tailored to individual client goals. They do not accept commissions on investments, instead emphasizing steady portfolio growth, prudent risk management, and transparency around fees. Investments typically include a mix of equities and other asset classes appropriate for retirement and personal financial planning, with ongoing monitoring and client relationship management at the core of the firm’s philosophy.
Latest 13F Filing Activity
Mine & Arao Wealth Creation & Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $224M. The fund increased holdings in Invesco QQQ TR, Nvidia Corporation, SPDR S&P 500 Etf TR among other positions. Mine & Arao Wealth Creation & Management, LLC. reduced exposure to Apple Inc., Ishares TR, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 18.83% | $42.2M | 76,494 | $230.08 | $551.64 | +$5.9M |
S SPY | SPDR S&P 500 ETF TR | 15.62% | $35.0M | 56,648 | $343.74 | $617.85 | +$3.1M |
D DIA | SPDR DOW JONES INDL AVERAGE | 10.38% | $23.3M | 52,796 | $297.01 | $440.65 | +$1.0M |
A AAPL | APPLE INC | 8.14% | $18.2M | 88,910 | $100.92 | $205.17 | -$1.6M |
N NVDA | NVIDIA CORPORATION | 6.34% | $14.2M | 89,957 | $44.35 | $157.99 | +$4.1M |
Industry Allocation
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