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.
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 |