Mine & Arao Wealth Creation & Management, LLC.

CIK 0001802994 · Q2 2026

13F Equity AUM

$275.9M

+15.8% QoQ

Positions

+3 QoQ

AUM Rank

#5,284

Top 60%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,088 · Top 37%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 58.8%Top 10: 76.4%Top 20: 86.7%

NDQ18.6%

SPY15.1%

DON9.9%

AAPL9.1%

NVDA6.1%

AMZN5.5%

GOOG4.5%

JPM3.1%

SDY2.5%

V2.0%

Others (68)23.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services54.8%

Technology18.0%

Fund9.9%

Communication Services6.9%

Consumer Cyclical6.0%

Industrials2.2%

Other2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 78Median: 0.26%Avg: 1.28%

0–0.5%

55(11.4%)

0.5–1%

9(7.0%)

1–3%

6(9.7%)

3–5%

2(7.6%)

5%+

6(64.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 78vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased44Decreased17Exited2

New Positions

AMD0.2%

+799

UNP0.1%

+888

PEP0.1%

+2K

BE0.1%

+700

VNQ0.1%

+2K

Increased

NOBL0.2%

+5K(+93%)

SDY2.5%

+3K(+6%)

IYH1.1%

+1K(+2%)

NVDA6.1%

+973(+1%)

V2.0%

+764(+5%)

WFC1.0%

+662(+2%)

JPM3.1%

+624(+2%)

AMZN5.5%

+517(+1%)

WM0.5%

+442(+8%)

KO0.4%

+330(+2%)

Decreased

NDQ18.6%

-2,210(-3%)

INTA0.1%

-1,000(-9%)

AAPL9.1%

-736(-1%)

LRCX0.7%

-350(-7%)

ORCL0.3%

-196(-4%)

GOOGL1.5%

-156(-1%)

GOOG4.5%

-94(-0%)

NFLX0.3%

-78(-1%)

MU0.4%

-75(-8%)

SPY15.1%

-72(-0%)

Exited

-9,542

CRM

-1,144

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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