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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
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK OF AMER CORP Financial Services 12,194.0 $695K 0.25% $56.98 +10.0%
42 IVV ISHARES TR 900.0 $674K 0.24% $749.12 +3.3%
43 TSLA TESLA INC Consumer Cyclical 1,550.0 $652K 0.24% $420.60 -15.8%
44 CSCO CISCO SYS INC Technology 5,528.0 $649K 0.23% $117.46 -7.0%
45 LLY ELI LILLY & CO Healthcare 532.0 $638K 0.23% $1198.67 -4.2%
46 ISTB ISHARES TR 12,689.0 $612K 0.22% $48.25 -0.9%
47 JNJ JOHNSON & JOHNSON Healthcare 2,386.0 $606K 0.22% $253.94 +8.4%
48 TIP ISHARES TR 5,480.0 $600K 0.22% $109.44 -2.3%
49 NOBL PROSHARES TR 10,586.0 $594K 0.21% +5K +93.2% $56.16 +2.7%
50 XLP SELECT SECTOR SPDR TR 6,499.0 $540K 0.20% $83.07 +1.8%
51 DIS DISNEY WALT CO Communication Services 5,272.0 $507K 0.18% $96.24 +9.4%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 1,749.0 $492K 0.18% $281.21 -16.5%
53 GS GOLDMAN SACHS GROUP INC Financial Services 465.0 $470K 0.17% $1011.32 +2.7%
54 VEA VANGUARD TAX-MANAGED FDS 6,557.0 $467K 0.17% $71.24 +3.5%
55 AMD ADVANCED MICRO DEVICES INC Technology 799.0 $464K 0.17% NEW $580.91 -17.8%
56 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,105.0 $410K 0.15% $370.63 -9.2%
57 IWM ISHARES TR 1,274.0 $383K 0.14% $300.38 -1.5%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 8,429.0 $357K 0.13% +60.0 +0.7% $42.34 +18.4%
59 AXP AMERICAN EXPRESS CO Financial Services 1,015.0 $343K 0.12% $338.31 -3.6%
60 STIP ISHARES TR 3,313.0 $338K 0.12% +43.0 +1.3% $102.16 -1.3%
Page 3 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%