Financial Planning Hawaii, Inc.

Q4 2025 13F Holdings

  • Location
    honolulu, HI
  • Num holdings

    128

  • Value ($000)

    $173,570

  • Date Filed
    01/15/2026
  • 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 Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$17.41 M
10 %

64,047

M
MSFT

MICROSOFT CORP

COM
594918104
$9.95 M
6 %

20,580

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.80 M
6 %

44,592

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.87 M
5 %

26,468

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$8.01 M
5 %

12,775

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$3.75 M
2 %

19,587

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$3.49 M
2 %

25,072

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.44 M
2 %

10,977

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$3.41 M
2 %

11,753

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.37 M
2 %

10,754

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 128