Mine & Arao Wealth Creation & Management, LLC. V — Visa Inc

Ownership history in Mine & Arao Wealth Creation & Management, LLC.  ·  28 quarters on record

AI Ownership Summary

Mine & Arao Wealth Creation & Management, LLC. reported Visa Inc (V) in 28 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 2.53% in 2025 Q1. The latest visible filing shows V at 2.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mine & Arao Wealth Creation & Management, LLC.'s position in Visa Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

V was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page Mine & Arao Wealth Creation & Management, LLC. fund profile Mine & Arao Wealth Creation & Management, LLC. full holdings
How Mine & Arao Wealth Creation & Management, LLC. held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,470 +471 +2.9% 2.12% $5.9M 2026-10-29 $410.54
2026 Q2 ADDED — — — 15,999 +764 +5.0% 1.99% $5.5M 2026-07-23 $350.95
2026 Q1 ADDED — — — 15,235 +116 +0.8% 1.93% $4.6M 2026-04-29 $333.55
2025 Q4 ADDED — — — 15,119 +277 +1.9% 2.08% $5.3M 2026-01-27 $323.32
2025 Q3 ADDED — — — 14,842 +26 +0.2% 2.06% $5.1M 2025-10-24 $344.62
2025 Q2 ADDED — — — 14,816 +39 +0.3% 2.35% $5.3M 2025-07-29 $347.89
2025 Q1 REDUCED — — — 14,777 -50 -0.3% 2.53% $5.2M 2025-05-02 $343.67
2024 Q4 ADDED — — — 14,827 +1,102 +8.0% 2.15% $4.7M 2025-01-23 $323.95
2024 Q3 ADDED — — — 13,725 +860 +6.7% 1.75% $3.8M 2024-10-31 $285.55
2024 Q2 ADDED — — — 12,865 +516 +4.2% 1.64% $3.4M 2024-08-06 $253.92
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Hingham Institution for Savings 17.73% Egerton Capital (UK) LLP 3Y 7Y 14.93% Troy Asset Management Ltd 3Y 7Y 13.96% Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Park State Asset Management 3Y 10.08% Luma Capital S.A. - SPF 10.03% PROVIDENT TRUST CO 3Y 7Y 9.39% Cryder Capital Partners LLP 3Y 7Y 9.06%

FAQ About Mine & Arao Wealth Creation & Management, LLC. and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mine & Arao Wealth Creation & Management, LLC. reported owning V?

Mine & Arao Wealth Creation & Management, LLC. reported V across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported V position in Mine & Arao Wealth Creation & Management, LLC.'s portfolio?

The largest reported portfolio weight for V was 2.53% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q3, when Mine & Arao Wealth Creation & Management, LLC. reported 16,470 shares, equal to 2.12% of portfolio, with an estimated market value of $5.9M.

What does the chart on this V ownership page compare?

The chart compares Mine & Arao Wealth Creation & Management, LLC.'s quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mine & Arao Wealth Creation & Management, LLC. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Mine & Arao Wealth Creation & Management, LLC. correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on V relative to SPY over the holding period was -2.8%.

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