What Dan Sundheim (Mine & Arao) Bought in Q3 2025
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$246.1M
Total Value
77
Holdings
4
New Buys
13
Reduced
In Q3 2025, Dan Sundheim (Mine & Arao) reported 77 long equity positions worth $246.1M in their Mine & Arao Wealth Creation & Management 13F filing, including 4 new positions (largest: Consumer Discretionary Select Sector SPDR at $216K) and 52 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 74995 | $45.0M | 18.30% | -2.0% |
| 2 | SPY | SPDR S&P 500 ETF | 57199 | $38.1M | 15.48% | +1.0% |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 52917 | $24.5M | 9.97% | +0.2% |
| 4 | AAPL | APPLE INC | 88991 | $22.7M | 9.21% | +0.1% |
| 5 | NVDA | NVIDIA CORPORATION | 88062 | $16.4M | 6.68% | -2.1% |
| 6 | AMZN | AMAZON COM INC | 63876 | $14.0M | 5.70% | +1.5% |
| 7 | GOOG | ALPHABET INC | 36991 | $9.0M | 3.66% | +0.3% |
| 8 | JPM | JPMORGAN CHASE & CO. | 24659 | $7.8M | 3.16% | +2.7% |
| 9 | SDY | SPDR SERIES TRUST | 37946 | $5.3M | 2.16% | +3.0% |
| 10 | V | VISA INC | 14842 | $5.1M | 2.06% | +0.2% |
| 11 | DVY | ISHARES TR | 28747 | $4.1M | 1.66% | +0.6% |
| 12 | GOOGL | ALPHABET INC | 12200 | $3.0M | 1.21% | -0.6% |
| 13 | WFC | WELLS FARGO CO NEW | 32288 | $2.7M | 1.10% | +0.4% |
| 14 | MSFT | MICROSOFT CORP | 4963 | $2.6M | 1.04% | -1.8% |
| 15 | IYH | ISHARES TR | 43550 | $2.6M | 1.04% | +0.0% |
| 16 | ICF | ISHARES TR | 40177 | $2.5M | 1.01% | +0.6% |
| 17 | IJR | ISHARES TR | 19767 | $2.3M | 0.95% | +0.1% |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | 31024 | $2.2M | 0.90% | +0.2% |
| 19 | BRK.B | Berkshire Hathaway Inc. Class B | 3626 | $1.8M | 0.74% | +0.2% |
| 20 | OEF | ISHARES TR | 10776 | $1.8M | 0.71% | -1.1% |
| 21 | IJH | ISHARES TR | 26156 | $1.7M | 0.69% | +0.2% |
| 22 | ORCL | ORACLE CORP | 5281 | $1.5M | 0.60% | +0.7% |
| 23 | MA | MASTERCARD INCORPORATED | 2474 | $1.4M | 0.57% | +0.7% |
| 24 | META | META PLATFORMS INC | 1718 | $1.3M | 0.51% | +0.1% |
| 25 | NFLX | NETFLIX INC | 985 | $1.2M | 0.48% | — |
| 26 | NOC | NORTHROP GRUMMAN CORP | 1800 | $1.1M | 0.45% | — |
| 27 | IYG | ISHARES TR | 12050 | $1.1M | 0.44% | +0.2% |
| 28 | PG | PROCTER AND GAMBLE CO | 6884 | $1.1M | 0.43% | -0.9% |
| 29 | WM | WASTE MGMT INC DEL | 4319 | $954K | 0.39% | +13.3% |
| 30 | KO | COCA COLA CO | 12878 | $854K | 0.35% | +7.9% |
| 31 | CAT | CATERPILLAR INC | 1777 | $848K | 0.34% | +0.2% |
| 32 | SPYV | SPDR SERIES TRUST | 15276 | $845K | 0.34% | +0.2% |
| 33 | PAVE | GLOBAL X FDS | 15517 | $739K | 0.30% | -1.2% |
| 34 | MRK | MERCK & CO INC | 8797 | $738K | 0.30% | +0.1% |
| 35 | EFA | iShares MSCI EAFE ETF | 7903 | $738K | 0.30% | +1.0% |
| 36 | NSC | NORFOLK SOUTHN CORP | 2443 | $734K | 0.30% | +0.3% |
| 37 | LRCX | LAM RESEARCH CORP | 5000 | $670K | 0.27% | — |
| 38 | ISTB | ISHARES TR | 13643 | $666K | 0.27% | +0.4% |
| 39 | XLK | Technology Select Sector SPDR | 2304 | $649K | 0.26% | — |
| 40 | TSLA | TESLA INC | 1454 | $647K | 0.26% | — |
| 41 | BAC | BANK AMERICA CORP | 11918 | $615K | 0.25% | +0.2% |
| 42 | DIS | DISNEY WALT CO | 5305 | $607K | 0.25% | -1.6% |
| 43 | TIP | ISHARES TR | 5437 | $605K | 0.25% | +0.3% |
| 44 | IVV | iShares Core S&P 500 ETF | 903 | $604K | 0.25% | +0.3% |
| 45 | OEF | ISHARES TR | 6070 | $582K | 0.24% | +0.1% |
| 46 | NOBL | PROSHARES TR | 5455 | $562K | 0.23% | +0.8% |
| 47 | XLP | Consumer Staples Select Sector SPDR | 6414 | $503K | 0.20% | -0.4% |
| 48 | IBM | INTERNATIONAL BUSINESS MACHS | 1749 | $493K | 0.20% | +24.9% |
| 49 | JNJ | JOHNSON & JOHNSON | 2361 | $438K | 0.18% | +0.5% |
| 50 | CLX | CLOROX CO DEL | 3345 | $412K | 0.17% | +0.8% |
| 51 | LLY | ELI LILLY & CO | 531 | $405K | 0.16% | +1.7% |
| 52 | VEA | Vanguard FTSE Developed Markets ETF | 6477 | $388K | 0.16% | +0.5% |
| 53 | AMT | AMERICAN TOWER CORP NEW | 2011 | $387K | 0.16% | +0.4% |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | 2111 | $385K | 0.16% | +0.5% |
| 55 | CSCO | CISCO SYS INC | 5526 | $378K | 0.15% | — |
| 56 | GS | GOLDMAN SACHS GROUP INC | 464 | $369K | 0.15% | +0.2% |
| 57 | VZ | VERIZON COMMUNICATIONS INC | 8237 | $362K | 0.15% | +0.3% |
| 58 | AXP | AMERICAN EXPRESS CO | 1013 | $336K | 0.14% | +0.3% |
| 59 | STIP | ISHARES TR | 3240 | $335K | 0.14% | +0.8% |
| 60 | BND | Vanguard Total Bond Market ETF | 4229 | $315K | 0.13% | -2.3% |
| 61 | EEM | iShares MSCI Emerging Markets ETF | 1267 | $306K | 0.12% | -1.7% |
| 62 | K | KELLANOVA | 3636 | $298K | 0.12% | +0.4% |
| 63 | HII | HUNTINGTON INGALLS INDS INC | 1025 | $295K | 0.12% | — |
| 64 | MAR | MARRIOTT INTL INC NEW | 1101 | $287K | 0.12% | +0.2% |
| 65 | BIV | VANGUARD BD INDEX FDS | 3540 | $276K | 0.11% | +0.3% |
| 66 | CRM | SALESFORCE INC | 1144 | $271K | 0.11% | +4.6% |
| 67 | T | AT&T INC | 9542 | $269K | 0.11% | -1.1% |
| 68 | SBUX | STARBUCKS CORP | 3012 | $255K | 0.10% | +0.4% |
| 69 | LMT | LOCKHEED MARTIN CORP | 478 | $239K | 0.10% | — |
| 70 | CSX | CSX CORP | 6424 | $228K | 0.09% | +0.1% |
| 71 | PFE | PFIZER INC | 8751 | $223K | 0.09% | -1.6% |
| 72 | COST | COSTCO WHSL CORP NEW | 240 | $222K | 0.09% | +0.4% |
| 73 | XLY | Consumer Discretionary Select Sector SPDR | 900 | $216K | 0.09% | NEW |
| 74 | BLK | BLACKROCK INC | 183 | $213K | 0.09% | NEW |
| 75 | CCI | CROWN CASTLE INC | 2158 | $208K | 0.08% | +0.9% |
| 76 | TMO | THERMO FISHER SCIENTIFIC INC | 414 | $201K | 0.08% | NEW |
| 77 | WMT | WALMART INC | 1941 | $200K | 0.08% | NEW |