Portfolio (Quarterly) Guide ↗

Mine & Arao Wealth Creation & Management, LLC.

· CIK 0001802994

13F Portfolio $276M AUM 78 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 20 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	9,542	$277K	0.12%	SOLD
2	CRM	SALESFORCE INC	Technology	1,144	$214K	0.09%	SOLD

Sector Allocation

Financial Services 62.1%

Technology 22.1%

Consumer Cyclical 7.4%

Communication Services 2.9%

Industrials 2.7%

Consumer Defensive 1.4%

Healthcare 1.2%

Real Estate 0.1%