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Manager record

Mine & Arao Wealth Creation & Management, LLC.

Campbell, CA · CIK 1802994 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$279.79MReported 13F valueQ3 2026 · as filed
79Holdings listed
+1.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $224.0M$224.0MQ2 202574 holdingsQ3 2025: $246.1M$246.1MQ3 202577 holdingsQ4 2025: $255.5M$255.5MQ4 202576 holdingsQ1 2026: $238.3M$238.3MQ1 202675 holdingsQ2 2026: $275.9M$275.9MQ2 202678 holdingsQ3 2026: $279.8M$279.8MQ3 202679 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 29 2026 13F-HR · period Q3 2026

$279.79M · 79 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$275.90M · 78 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$238.32M · 75 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$255.51M · 76 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$246.10M · 77 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$224.04M · 74 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 29, 2026 · Change methodology