Financial Planning Hawaii, Inc.
Q3 2026 13F filing
Updated 23 days ago127 disclosed positions worth $184.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $20.2M | 60.6K | 10.93% | Trimmed(-3.3%) |
| 2 | V VANGUARD INDEX FDS | $11M | 29.5K | 5.98% | Added(+6.7%) |
| 3 | B VANGUARD SPECIALIZED FUNDS | $10.3M | 44.3K | 5.59% | Trimmed(-3.0%) |
| 4 | M MICROSOFT CORP | $10M | 19.6K | 5.43% | Trimmed(-5.1%) |
| 5 | V VANGUARD INDEX FDS | $9.3M | 13.2K | 5.01% | Added(+3.5%) |
| 6 | G ALPHABET INC | $3.9M | 11.4K | 2.10% | Added(+1.8%) |
| 7 | I INVESCO EXCHANGE TRADED FD T | $3.9M | 18.7K | 2.10% | Added(+1.1%) |
| 8 | V VANGUARD INDEX FDS | $3.8M | 48.0K | 2.04% | Added(+5.4%) |
| 9 | V VANGUARD STAR FDS | $3.5M | 41.4K | 1.91% | Added(+1.7%) |
| 10 | S SPDR SERIES TRUST | $3.5M | 23.7K | 1.88% | Trimmed(-3.8%) |
| 11 | G ALPHABET INC | $3.3M | 9.5K | 1.77% | Trimmed(-11.5%) |
| 12 | J JOHNSON & JOHNSON | $3M | 11.1K | 1.60% | Trimmed(-1.4%) |
| 13 | V VANGUARD WHITEHALL FDS | $2.9M | 18.9K | 1.59% | Trimmed(-3.0%) |
| 14 | C CISCO SYS INC | $2.9M | 27.1K | 1.58% | Trimmed(-8.0%) |
| 15 | A ABBVIE INC | $2.8M | 10.7K | 1.51% | Trimmed(-10.3%) |
| 16 | N NVIDIA CORPORATION | $2.8M | 12.1K | 1.50% | Added(+7.9%) |
| 17 | G WORLD GOLD TR | $2.7M | 33.3K | 1.48% | Unchanged |
| 18 | A AMAZON COM INC | $2.7M | 10.9K | 1.47% | Trimmed(-3.1%) |
| 19 | V VANGUARD TAX-MANAGED FDS | $2.7M | 37.7K | 1.44% | Added(+5.4%) |
| 20 | S SELECT SECTOR SPDR TR | $2.6M | 66.0K | 1.41% | Trimmed(-3.2%) |
| 21 | A AMGEN INC | $2.5M | 6.0K | 1.37% | Trimmed(-6.5%) |
| 22 | E ISHARES TR | $2.5M | 24.7K | 1.35% | Added(+3.7%) |
| 23 | V VANGUARD INDEX FDS | $2.4M | 8.4K | 1.30% | Added(+5.6%) |
| 24 | C CHEVRON CORPORATION | $2.2M | 10.6K | 1.17% | Trimmed(-1.9%) |
| 25 | R ROSS STORES INC | $2.1M | 8.8K | 1.12% | Unchanged |
| 26 | Q INVESCO QQQ TR | $1.9M | 2.6K | 1.04% | Trimmed(-9.2%) |
| 27 | L LOCKHEED MARTIN CORP | $1.9M | 3.7K | 1.03% | Trimmed(-7.5%) |
| 28 | P PIMCO ETF TR | $1.8M | 69.6K | 0.96% | Trimmed(-0.0%) |
| 29 | S SCHWAB STRATEGIC TR | $1.7M | 54.4K | 0.93% | Added(+12.7%) |
| 30 | E ISHARES TR | $1.7M | 12.1K | 0.89% | Trimmed(-13.8%) |
| 31 | P PROCTER & GAMBLE CO | $1.6M | 11.3K | 0.89% | Trimmed(-2.0%) |
| 32 | E BLACKROCK ETF TRUST II | $1.6M | 30.6K | 0.84% | Added(+1.9%) |
| 33 | F FIRST TR EXCHANGE TRADED FD | $1.5M | 13.6K | 0.83% | Trimmed(-2.9%) |
| 34 | T TRAVELERS COMPANIES INC | $1.5M | 4.2K | 0.81% | Trimmed(-0.6%) |
| 35 | V VANGUARD WHITEHALL FDS | $1.5M | 15.7K | 0.80% | Added(+3.2%) |
| 36 | J JPMORGAN CHASE & CO | $1.4M | 4.2K | 0.75% | Trimmed(-14.7%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $1.3M | 8.0K | 0.70% | — |
| 38 | C CUMMINS INC | $1.3M | 2.5K | 0.70% | Trimmed(-10.4%) |
| 39 | S STATE STR SPDR S&P 500 ETF T | $1.3M | 1.7K | 0.69% | Trimmed(-7.1%) |
| 40 | I ILLINOIS TOOL WKS INC | $1.2M | 4.8K | 0.67% | Trimmed(-4.5%) |
| 41 | G GENERAL DYNAMICS CORP | $1.2M | 3.7K | 0.66% | Trimmed(-2.2%) |
| 42 | W WALMART INC | $1.2M | 11.4K | 0.64% | Added(+5.4%) |
| 43 | S SCHWAB STRATEGIC TR | $1.1M | 34.4K | 0.61% | Added(+17.0%) |
| 44 | A BROADCOM INC | $1.1M | 3.2K | 0.60% | Added(+3.4%) |
| 45 | ? N/A ISHARES TR | $1M | 6.0K | 0.55% | Unchanged |
| 46 | V VERIZON COMMUNICATIONS INC | $971K | 21.2K | 0.53% | Trimmed(-21.3%) |
| 47 | R RTX CORPORATION | $885K | 4.8K | 0.48% | Trimmed(-7.3%) |
| 48 | M META PLATFORMS INC | $882K | 1.2K | 0.48% | Unchanged |
| 49 | A AMERICAN EXPRESS CO | $838K | 2.8K | 0.45% | Added(+2.0%) |
| 50 | C CULLEN FROST BANKERS INC | $806K | 5.3K | 0.44% | Trimmed(-7.5%) |