Bud Mine
Mine & Arao Wealth Creation & Management, Llc.
Assets Managed
$275.902M
Holdings
78
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
15.77%(2Q avg: 4.53%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Mine & Arao Wealth Creation & Management, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 78 positions.
Assets under management
The assets under management (AUM) of Mine & Arao Wealth Creation & Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 275.902M in assets, with a quarterly growth rate of 15.77% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by Bud Mine, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
QQQ Invesco Qqq Trust Series 1
| 18.56% | $51.193M 69,519 shares@ $736.4 avg price | Decreased -3.08% |
SPY Spdr S&p 500 Etf Trust
| 15.13% | $41.734M 55,886 shares@ $746.77 avg price | Decreased -0.12% |
DIA Spdr Djia Trust
| 9.86% | $27.191M 52,051 shares@ $522.39 avg price | Decreased -0.01% |
AAPL Apple Inc
| 9.12% | $25.155M 86,934 shares@ $289.37 avg price | Decreased -0.83% |
NVDA Nvidia Corp
| 6.1% | $16.812M 84,022 shares@ $200.09 avg price | Increased 1.18% |
AMZN Amazon.com Inc
| 5.54% | $15.263M 64,037 shares@ $238.35 avg price | Increased 0.82% |
GOOG Alphabet Inc-cl C
| 4.55% | $12.547M 35,509 shares@ $353.34 avg price | Decreased -0.26% |
JPM Jpmorgan Chase & Co
| 3.08% | $8.488M 25,931 shares@ $327.33 avg price | Increased 2.47% |
SDY Spdr S&p Dividend Etf
| 2.49% | $6.864M 45,107 shares@ $152.19 avg price | Increased 6.09% |
V Visa Inc-class A Shares
| 1.99% | $5.489M 15,999 shares@ $343.1 avg price | Increased 5.02% |
1-10 of 78