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Financial Planning Hawaii, Inc.

Q1 2026 13F Holdings

  • Location
    honolulu, HI
  • Num holdings

    123

  • Value ($000)

    $169,586

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002105146
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.86M
9 %

62,487

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.67M
6 %

44,972

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.64M
5 %

26,926

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$7.48M
4 %

12,509

M
MSFT

MICROSOFT CORP

COM
594918104
$7.45M
4 %

20,125

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$3.63M
2 %

24,865

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$3.59M
2 %

18,725

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$3.46M
2 %

12,063

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.15M
2 %

10,981

X
XLU

SELECT SECTOR SPDR TR

STATE STREET UTI
81369Y886
$3.13M
2 %

68,160

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