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Financial Planning Hawaii, Inc.

Q2 2026 13F Holdings

  • Location
    honolulu, HI
  • Num holdings

    134

  • Value ($000)

    $186,437

  • Date Filed
    07/23/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$18.13M
10 %

62,641

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$10.8M
6 %

45,622

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$10.23M
6 %

27,657

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$8.77M
5 %

12,771

M
MSFT

MICROSOFT CORP

COM
594918104
$7.69M
4 %

20,621

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.96M
2 %

11,200

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$3.93M
2 %

18,452

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.83M
2 %

10,721

K
KRE

SPDR SERIES TRUST

ST STR SP DIV
78464A763
$3.74M
2 %

24,602

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$3.67M
2 %

45,542

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