Financial Planning Hawaii, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Financial Planning Hawaii, Inc. reported 128 stock positions worth $173.6 million. Its top holding was Apple (AAPL) at 10.0% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Vanguard Dividend Apprec ETF (VIG, 5.6%).
- Most Recent 13F
- Q2 2026
- Location
- HONOLULU, HI
- CIK
- 0002105146
- Portfolio Value
- $173.6M (Q4 2025)
- SEC Filing
- 0002105146-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 128 stocks · $173.6M
| AAPL Apple Inc. | 10.03% | 64,047 | $17.4M | — |
| MSFT Microsoft Corp. | 5.73% | 20,580 | $10.0M | — |
| VIG Vanguard Dividend Apprec ETF | 5.65% | 44,592 | $9.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 5.11% | 26,468 | $8.9M | — |
| VOO Vanguard S&P 500 ETF | 4.62% | 12,775 | $8.0M | — |
| RSP Invesco S&P 500 Equal Weight | 2.16% | 19,587 | $3.8M | — |
| SDY SS SPDR S&P Dividend ETF | 2.01% | 25,072 | $3.5M | — |
| GOOG Alphabet Inc. Class C | 1.98% | 10,977 | $3.4M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.97% | 11,753 | $3.4M | — |
| GOOGL Alphabet Inc. Class A | 1.94% | 10,754 | $3.4M | — |
| VXUS Vanguard Total Intl Stock | 1.69% | 38,832 | $2.9M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.68% | 68,360 | $2.9M | — |
| ABBV Abbvie Inc. | 1.67% | 12,673 | $2.9M | — |
| VYM Vanguard High DVD Yield ETF | 1.63% | 19,698 | $2.8M | — |
| GLDM SPDR Gold Minishares Trust | 1.62% | 32,980 | $2.8M | — |
| AMZN Amazon.com Inc. | 1.62% | 12,171 | $2.8M | — |
| JNJ Johnson & Johnson | 1.34% | 11,271 | $2.3M | — |
| CSCO Cisco Systems Inc. | 1.31% | 29,599 | $2.3M | — |
| NVDA Nvidia Corp. | 1.28% | 11,867 | $2.2M | — |
| AMGN Amgen Inc. | 1.17% | 6,180 | $2.0M | — |
| CVX Chevron Corp. | 1.14% | 12,987 | $2.0M | — |
| LMT Lockheed Martin Corp. | 1.14% | 4,091 | $2.0M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.14% | 7,638 | $2.0M | — |
| VEA Vanguard Ftse Developed ETF | 1.09% | 30,419 | $1.9M | — |
| SGOV iShares 0-3 Month Treasury B | 1.09% | 18,878 | $1.9M | — |
| IJR iShares Core S&P Small-Cap E | 1.04% | 15,063 | $1.8M | — |
| PG The Procter & Gamble Co. | 0.96% | 11,577 | $1.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 2,692 | $1.7M | — |
| ROST Ross Stores Inc. | 0.89% | 8,560 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 0.89% | 4,769 | $1.5M | — |
| ITW Illinois Tool Works | 0.83% | 5,839 | $1.4M | — |
| CMI Cummins Inc. | 0.81% | 2,765 | $1.4M | — |
| VZ Verizon Communications Inc. | 0.78% | 33,420 | $1.4M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.78% | 14,022 | $1.4M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.75% | 24,723 | $1.3M | — |
| VIGI Vanguard Int Div App Indx FD | 0.73% | 13,831 | $1.3M | — |
| TRV The Travelers Cos Inc. | 0.70% | 4,190 | $1.2M | — |
| WMT Walmart Inc. | 0.70% | 10,889 | $1.2M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 42,816 | $1.2M | — |
| PYLD PIMCO Multisector Bond Actv | 0.66% | 42,988 | $1.1M | — |
| GD General Dynamics Corp. | 0.64% | 3,277 | $1.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.63% | 3,697 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.61% | 8,786 | $1.1M | — |
| RTX RTX Corp. | 0.57% | 5,434 | $997K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,416 | $965K | — |
| AVGO Broadcom Inc. | 0.52% | 2,612 | $904K | — |
| ORCL Oracle Corp. | 0.50% | 4,416 | $861K | — |
| AFL Aflac Inc. | 0.48% | 7,632 | $842K | — |
| AXP American Express Co. | 0.48% | 2,255 | $834K | — |
| V Visa Inc. Class A | 0.48% | 2,374 | $833K | — |
| NOC Northrop Grumman Corp. | 0.48% | 1,455 | $830K | — |
| GLD SPDR Gold Shares | 0.47% | 2,063 | $818K | — |
| KR Kroger Co. | 0.47% | 12,975 | $811K | — |
| SHOP Shopify Inc. Class A | 0.46% | 4,923 | $792K | — |
| SNA Snap-on Inc. | 0.46% | 2,294 | $791K | — |
| META Meta Platforms Inc. Class A | 0.45% | 1,183 | $781K | — |
| IGM iShares Expanded Tech Sector | 0.45% | 6,012 | $777K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $755K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.43% | 1,553 | $746K | — |
| TSLA Tesla Inc. | 0.43% | 1,648 | $741K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,444 | $726K | — |
| CFR Cullen/Frost Bankers Inc. | 0.42% | 5,704 | $722K | — |
| SCHD Schwab US DVD Equity ETF | 0.41% | 25,805 | $708K | — |
| COST Costco Wholesale Corp. | 0.40% | 811 | $699K | — |
| MRK Merck & Co. Inc. | 0.39% | 6,446 | $679K | — |
| NSC Norfolk Southern Corp. | 0.39% | 2,334 | $674K | — |
| ED Consolidated Edison Inc. | 0.38% | 6,563 | $652K | — |
| NBTB N B T Bancorp Inc. | 0.37% | 15,439 | $641K | — |
| MELI MercadoLibre Inc. | 0.36% | 314 | $632K | — |
| LHX L3HARRIS Technologies Inc. | 0.35% | 2,093 | $614K | — |
| QCOM Qualcomm Inc. | 0.35% | 3,555 | $608K | — |
| LLY Eli Lilly & Co. | 0.35% | 563 | $605K | — |
| PH Parker Hannifin Corp. | 0.34% | 675 | $593K | — |
| DE Deere & Co. | 0.34% | 1,263 | $588K | — |
| ADBE Adobe Inc. | 0.33% | 1,620 | $567K | — |
| MO Altria Group Inc. | 0.32% | 9,496 | $548K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 3,459 | $531K | — |
| CRM Salesforce Inc. | 0.31% | 2,000 | $530K | — |
| NFLX Netflix Inc. | 0.30% | 5,620 | $527K | — |
| LOW Lowe's Cos Inc. | 0.30% | 2,153 | $519K | — |
| HUBB Hubbell Inc. | 0.29% | 1,138 | $505K | — |
| IJH iShares Core S&P Midcap ETF | 0.28% | 7,488 | $494K | — |
| HON Honeywell International Inc. | 0.28% | 2,487 | $485K | — |
| GPC Genuine Parts Co. | 0.27% | 3,845 | $473K | — |
| IUSG iShares Core S&P U.S. Growth | 0.27% | 2,785 | $468K | — |
| MCD McDonald's Corp. | 0.27% | 1,529 | $467K | — |
| INTU Intuit Inc. | 0.27% | 704 | $466K | — |
| IUSV iShares Core S&P U.S. Value | 0.23% | 3,966 | $407K | — |
| CAT Caterpillar Inc. | 0.23% | 706 | $404K | — |
| BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES | 0.23% | 12,880 | $400K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 370 | $396K | — |
| SUSA iShares ESG Optimized MSCI U | 0.23% | 2,803 | $391K | — |
| PSA Public Storage | 0.22% | 1,480 | $384K | — |
| PEP Pepsico Inc. | 0.21% | 2,566 | $368K | — |
| MA Mastercard Inc. Class A | 0.21% | 628 | $359K | — |
| CMCSA Comcast Corp. Class A | 0.21% | 11,958 | $357K | — |
| CSX CSX Corp. | 0.20% | 9,765 | $354K | — |
| VSDM Vanguard Short Tax-Ex Bond | 0.20% | 4,527 | $346K | — |
| BDX Becton Dickinson and Co. | 0.20% | 1,780 | $345K | — |
| PCAR Paccar Inc. | 0.19% | 3,040 | $333K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.