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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mine & ARAO Wealth Creation and Management LLC
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| CRD # | 118319 |
| SEC # | 801-113885 |
| CIK # | 0001802994 |
| AUM | $292.4 M (2025-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 408-377-7414 |
| Address | 901 Campisi Way Campbell, CA 95008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802994 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.2 | ||
| Nvidia Corp | 14.2 | ||
| Amazon Com Inc | 13.8 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Alphabet Inc | 6.5 | ||
| VISA Inc | 5.3 | ||
| Wells Fargo & Co/MN | 2.6 | ||
| Microsoft Corp | 2.5 | ||
| Alphabet Inc | 2.2 | ||
| Mastercard Inc | 1.4 | ||
| Netflix Inc | 1.3 | ||
| Facebook Inc | 1.3 | ||
| Oracle Corp | 1.1 | ||
| Procter & Gamble Co | 1.1 | ||
| Northrop Grumman Corp /DE/ | 0.9 | ||
| Waste Management Inc | 0.9 | ||
| Coca Cola Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 46.6 |
| (b) Individuals (high net worth individuals) | 79 | 188.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 237.7 |
| By Discretionary | ||
| Discretionary | 480 | 237.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 237.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.7 | |
| Total | 480 | 237.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802994] |
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|---|---|---|
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Smallwood Wealth Investment Management LLC
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NJ | 0.3 |
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SightLine Wealth Advisors LLC
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CT | 0.3 |
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DC | 0.3 |
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Benson Investment Management Company Inc
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0.3 | |
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David Kennon Incorporated
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FL | 0.3 |
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BCP Advisors LLC
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FL | 0.3 |
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BBJS Financial Advisors LLC
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WA | 0.3 |
|
Letson Investment Management Inc
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|
0.3 | |
|
Curry Webb Wealth Management LLC
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|
IN | 0.3 |
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Beacon Financial Advisors Ltd
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TX | 0.3 |