Financial Planning Hawaii, Inc. 13F Holdings · Q2 2026
Financial Planning Hawaii, Inc. reported 134 securities worth $186.44M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (9.72%), VIG (5.79%), VTI (5.49%). Among its top 25 positions this quarter: 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.1M | 9.72% | 62,641 | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $10.8M | 5.79% | 45,622 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $10.2M | 5.49% | 27,657 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $8.8M | 4.70% | 12,771 | Added |
| 5 | MSFT | MICROSOFT CORP | $7.7M | 4.13% | 20,621 | Added |
| 6 | GOOG | ALPHABET INC | $4.0M | 2.12% | 11,200 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 2.11% | 18,452 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $3.8M | 2.06% | 10,721 | Trimmed |
| 9 | SDY | SPDR SERIES TRUST | $3.7M | 2.01% | 24,602 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $3.7M | 1.97% | 45,542 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $3.5M | 1.87% | 40,719 | Added |
| 12 | CSCO | CISCO SYS INC | $3.5M | 1.86% | 29,465 | Added |
| 13 | XLU | SELECT SECTOR SPDR TR | $3.1M | 1.66% | 68,160 | Hold |
| 14 | VYM | VANGUARD WHITEHALL FDS | $3.1M | 1.65% | 19,473 | Trimmed |
| 15 | ABBV | ABBVIE INC | $3.0M | 1.61% | 11,906 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.54% | 11,302 | Added |
| 17 | AMZN | AMAZON COM INC | $2.7M | 1.44% | 11,230 | Trimmed |
| 18 | GLDM | WORLD GOLD TR | $2.6M | 1.42% | 33,250 | Hold |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 1.37% | 35,766 | Added |
| 20 | VB | VANGUARD INDEX FDS | $2.4M | 1.30% | 7,991 | Added |
| 21 | SGOV | ISHARES TR | $2.4M | 1.29% | 23,813 | Trimmed |
| 22 | AMGN | AMGEN INC | $2.3M | 1.25% | 6,415 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $2.2M | 1.20% | 11,211 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $2.1M | 1.13% | 2,854 | Added |
| 25 | IJR | ISHARES TR | $2.1M | 1.12% | 14,073 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR