Financial Planning Hawaii, Inc.
CIK: 0002105146Latest portfolio: $173.6M · Q4 2025
Holdings
128
Total Value
$173.6M
New Positions
127
Closed Positions
0
Top Holdings
View All 128 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 64,047 | $17.4M | 10.03% | |
| 2 | MSFTMICROSOFT CORP | 20,580 | $10.0M | 5.73% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 44,592 | $9.8M | 5.65% | |
| 4 | VTIVANGUARD INDEX FDS | 26,468 | $8.9M | 5.11% | |
| 5 | VOOVANGUARD INDEX FDS | 12,775 | $8.0M | 4.62% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 19,587 | $3.8M | 2.16% | |
| 7 | SDYSPDR SERIES TRUST | 25,072 | $3.5M | 2.01% | |
| 8 | GOOGALPHABET INC | 10,977 | $3.4M | 1.98% | |
| 9 | VOVANGUARD INDEX FDS | 11,753 | $3.4M | 1.97% | |
| 10 | GOOGLALPHABET INC | 10,754 | $3.4M | 1.94% | |
| 11 | VXUSVANGUARD STAR FDS | 38,832 | $2.9M | 1.69% | |
| 12 | XLUSELECT SECTOR SPDR TR | 68,360 | $2.9M | 1.68% | |
| 13 | ABBVABBVIA2:A117E INC | 12,673 | $2.9M | 1.67% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 19,698 | $2.8M | 1.63% | |
| 15 | GLDMWORLD GOLD TR | 32,980 | $2.8M | 1.62% | |
| 16 | AMZNAMAZON COM INC | 12,171 | $2.8M | 1.62% | |
| 17 | JNJJOHNSON & JOHNSON | 11,271 | $2.3M | 1.34% | |
| 18 | CSCOCISCO SYS INC | 29,599 | $2.3M | 1.31% | |
| 19 | NVDANVIDIA CORPORATION | 11,867 | $2.2M | 1.27% | |
| 20 | AMGNAMGEN INC | 6,180 | $2.0M | 1.16% | |
| 21 | CVXCHEVRON CORP NEW | 12,987 | $2.0M | 1.14% | |
| 22 | LMTLOCKHEED MARTIN CORP | 4,091 | $2.0M | 1.14% | |
| 23 | VBVANGUARD INDEX FDS | 7,638 | $2.0M | 1.13% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 30,419 | $1.9M | 1.09% | |
| 25 | SGOVISHARES TR | 18,878 | $1.9M | 1.09% |
Sector Breakdown
Financial Services0.0% ($9.800887380113752e+155T)
Industrials0.0% ($1.9781438141111036e+66T)
Technology0.0% ($1.741199522815228e+45T)
Consumer Cyclical0.0% ($2.8091541741531522e+22T)
Unknown0.0% ($1654817754725632.3T)
Healthcare0.0% ($289523322022.7T)
Consumer Defensive0.0% ($16591213810.7T)
Communication Services0.0% ($34443366.8T)
Energy0.0% ($19.8B)
Utilities0.0% ($651.3M)
Real Estate0.0% ($384K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 15, 2026 | $173.6M | 128 |
Fund Information
Financial Planning Hawaii, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $173.6M across 128 holdings. The largest position is APPLE INC (AAPL), representing 10.0% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.