Financial Planning Hawaii, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Financial Planning Hawaii, Inc. held in its portfolio 128 assets valued at $173,570,496 (i.e. $173.57M).
The most valuable assets in the portfolio included: APPLE INC ($17.41M), MICROSOFT CORP ($9.95M), and VANGUARD SPECIALIZED FUNDS ($9.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 128 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Planning Hawaii, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 64047 | 17411704 | COM |
| MICROSOFT CORP | 20580 | 9952742 | COM |
| VANGUARD SPECIALIZED FUNDS | 44592 | 9800407 | DIV APP ETF |
| VANGUARD INDEX FDS | 26468 | 8873816 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 12775 | 8011692 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 19587 | 3752032 | S&P500 EQL WGT |
| SPDR SERIES TRUST | 25072 | 3489020 | STATE STREET SPD |
| ALPHABET INC | 10977 | 3444583 | CAP STK CL C |
| VANGUARD INDEX FDS | 11753 | 3411013 | MID CAP ETF |
| ALPHABET INC | 10754 | 3366141 | CAP STK CL A |
| VANGUARD STAR FDS | 38832 | 2929474 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 68360 | 2918288 | STATE STREET UTI |
| ABBVIA2:A117E INC | 12673 | 2895624 | COM |
| VANGUARD WHITEHALL FDS | 19698 | 2827057 | HIGH DIV YLD |
| WORLD GOLD TR | 32980 | 2815503 | SPDR GLD MINIS |
| AMAZON COM INC | 12171 | 2809310 | COM |
| JOHNSON & JOHNSON | 11271 | 2332592 | COM |
| CISCO SYS INC | 29599 | 2280011 | COM |
| NVIDIA CORPORATION | 11867 | 2213220 | COM |
| AMGEN INC | 6180 | 2022776 | COM |
| CHEVRON CORP NEW | 12987 | 1979395 | COM |
| LOCKHEED MARTIN CORP | 4091 | 1978694 | COM |
| VANGUARD INDEX FDS | 7638 | 1970246 | SMALL CP ETF |
| VANGUARD TAX-MANAGED FDS | 30419 | 1900289 | VAN FTSE DEV MKT |
| ISHARES TR | 18878 | 1894968 | 0-3 MNTH TREASRY |
| ISHARES TR | 15063 | 1810243 | CORE S&P SCP ETF |
| PROCTER AND GAMBLE CO | 11577 | 1659042 | COM |
| INVESCO QQQ TR | 2692 | 1654014 | UNIT SER 1 |
| ROSS STORES INC | 8560 | 1541998 | COM |
| JPMORGAN CHASE & CO. | 4769 | 1536513 | COM |
| ILLINOIS TOOL WKS INC | 5839 | 1438146 | COM |
| CUMMINS INC | 2765 | 1411394 | COM |
| VERIZON COMMUNICATIONS INC | 33420 | 1360842 | COM |
| FIRST TR EXCHANGE TRADED FD | 14022 | 1357898 | NASD TECH DIV |
| BLACKROCK ETF TRUST II | 24723 | 1304645 | ISHARES FLEXIBLE |
| VANGUARD WHITEHALL FDS | 13831 | 1264814 | INTL DVD ETF |
| TRAVELERS COMPANIES INC | 4190 | 1215351 | COM |
| WALMART INC | 10889 | 1213159 | COM |
| SCHWAB STRATEGIC TR | 42816 | 1165035 | FUNDAMENTAL US L |
| PIMCO ETF TR | 42988 | 1146917 | MULTISECTOR BD |
| GENERAL DYNAMICS CORP | 3277 | 1103235 | COM |
| INTERNATIONAL BUSINESS MACHS | 3697 | 1095088 | COM |
| EXXON MOBIL CORP | 8786 | 1057354 | COM |
| RTX CORPORATION | 5434 | 996596 | COM |
| SPDR S&P 500 ETF TR | 1416 | 965414 | TR UNIT |
| BROADCOM INC | 2612 | 904013 | COM |
| ORACLE CORP | 4416 | 860723 | COM |
| AFLAC INC | 7632 | 841581 | COM |
| AMERICAN EXPRESS CO | 2255 | 834053 | COM |
| VISA INC | 2374 | 832703 | COM CL A |
| NORTHROP GRUMMAN CORP | 1455 | 829656 | COM |
| SPDR GOLD TR | 2063 | 817588 | GOLD SHS |
| KROGER CO | 12975 | 810678 | COM |
| SHOPIFY INC | 4923 | 792455 | CL A SUB VTG SHS |
| SNAP ON INC | 2294 | 790512 | COM |
| META PLATFORMS INC | 1183 | 781109 | CL A |
| ISHARES TR | 6012 | 776510 | EXPND TEC SC ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SPDR DOW JONES INDL AVERAGE | 1553 | 746480 | UT SER 1 |
| TESLA INC | 1648 | 741139 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1444 | 725827 | CL B NEW |
| CULLEN FROST BANKERS INC | 5704 | 722298 | COM |
| SCHWAB STRATEGIC TR | 25805 | 707823 | US DIVIDEND EQ |
| COSTCO WHSL CORP NEW | 811 | 699147 | COM |
| MERCK & CO INC | 6446 | 678506 | COM |
| NORFOLK SOUTHN CORP | 2334 | 673872 | COM |
| CONSOLIDATED EDISON INC | 6563 | 651885 | COM |
| NBT BANCORP INC | 15439 | 641027 | COM |
| MERCADOLIBRE INC | 314 | 632478 | COM |
| L3HARRIS TECHNOLOGIES INC | 2093 | 614442 | COM |
| QUALCOMM INC | 3555 | 608083 | COM |
| ELI LILLY & CO | 563 | 605081 | COM |
| PARKER-HANNIFIN CORP | 675 | 593298 | COM |
| DEERE & CO | 1263 | 588015 | COM |
| ADOBE INC | 1620 | 566984 | COM |
| ALTRIA GROUP INC | 9496 | 547524 | COM |
| TJX COS INC NEW | 3459 | 531337 | COM |
| SALESFORCE INC | 2000 | 529820 | COM |
| NETFLIX INC | 5620 | 526931 | COM |
| LOWES COS INC | 2153 | 519217 | COM |
| HUBBELL INC | 1138 | 505397 | COM |
| ISHARES TR | 7488 | 494236 | CORE S&P MCP ETF |
| HONEYWELL INTL INC | 2487 | 485189 | COM |
| GENUINE PARTS CO | 3845 | 472781 | COM |
| ISHARES TR | 2785 | 467713 | CORE S&P US GWT |
| MCDONALDS CORP | 1529 | 467308 | COM |
| INTUIT | 704 | 466344 | COM |
| ISHARES TR | 3966 | 406674 | CORE S&P US VLU |
| CATERPILLAR INC | 706 | 404446 | COM |
| BAR HBR BANKSHARES | 12880 | 399924 | COM |
| ASML HOLDING N V | 370 | 395848 | N Y REGISTRY SHS |
| ISHARES TR | 2803 | 390584 | ESG OPTIMIZED |
| PUBLIC STORAGE OPER CO | 1480 | 384060 | COM |
| PEPSICO INC | 2566 | 368338 | COM |
| MASTERCARD INCORPORATED | 628 | 358513 | CL A |
| COMCAST CORP NEW | 11958 | 357425 | CL A |
| CSX CORP | 9765 | 353981 | COM |
| VANGUARD MUN BD FDS | 4527 | 346079 | SHORT TAX EXEMPT |
| BECTON DICKINSON & CO | 1780 | 345445 | COM |
| PACCAR INC | 3040 | 332910 | COM |
| EMERSON ELEC CO | 2484 | 329676 | COM |
| HOME DEPOT INC | 943 | 324609 | COM |
| ISHARES TR | 3555 | 317991 | CORE MSCI EAFE |
| VANGUARD ADMIRAL FDS INC | 2570 | 311703 | SMLCP 600 GRTH |
| OREILLY AUTOMOTIVE INC | 3295 | 300537 | COM |
| CARLISLE COS INC | 935 | 299069 | COM |
| BANNER CORP | 4714 | 295379 | COM NEW |
| ISHARES TR | 2275 | 293088 | ESG MSCI KLD 400 |
| BLACKROCK INC | 273 | 292203 | COM |
| BEACON FINANCIAL CORP. | 10380 | 273721 | COM |
| SOUTHERN CO | 3090 | 269448 | COM |
| BITWISE BITCOIN ETF TR | 5665 | 269427 | SHS BEN INT |
| VANGUARD INDEX FDS | 533 | 260055 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 3533 | 259887 | ALLWRLD EX US |
| NIKE INC | 4000 | 254840 | CL B |
| VANGUARD SCOTTSDALE FDS | 2091 | 254542 | VNG RUS1000GRW |
| RAYMOND JAMES FINL INC | 1585 | 254535 | COM |
| DONALDSON INC | 2790 | 247361 | COM |
| HUNTINGTON INGALLS INDS INC | 700 | 238049 | COM |
| CBOE GLOBAL MKTS INC | 917 | 230167 | COM |
| AUTOMATIC DATA PROCESSING IN | 880 | 226362 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1005 | 224286 | COM |
| SEI INVTS CO | 2720 | 223094 | COM |
| UNION PAC CORP | 930 | 215128 | COM |
| BOEING CO | 989 | 214732 | COM |
| PIMCO ETF TR | 2268 | 211116 | ACTIVE BD ETF |
| SMITH A O CORP | 3147 | 210471 | COM |
| BANK AMERICA CORP | 3817 | 209935 | COM |
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