Institutional Fund
Financial Planning Hawaii, Inc.
Honolulu, HICIK 21051462 filings on record
Portfolio Value
$169.59M
Q1 2026
Holdings
123
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.3%
from $173.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.4%
- Vanguard Specialized Funds5.7%
- Vanguard Index Fds5.1%
- Vanguard Index Fds4.4%
- Microsoft Corp4.4%
- Spdr Series Trust2.1%
- Other68.9%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 62.5K | $15.86M | 9.4% | −1.6K | Reduced |
| 2 | Vanguard Specialized Funds | 45.0K | $9.67M | 5.7% | +380 | Added |
| 3 | Vanguard Index Fds | 26.9K | $8.64M | 5.1% | +458 | Added |
| 4 | Vanguard Index Fds | 12.5K | $7.48M | 4.4% | −266 | Reduced |
| 5 | Microsoft Corp | 20.1K | $7.45M | 4.4% | −455 | Reduced |
| 6 | Spdr Series Trust | 24.9K | $3.63M | 2.1% | −207 | Reduced |
| 7 | Invesco Exchange Traded Fd T | 18.7K | $3.59M | 2.1% | −862 | Reduced |
| 8 | Vanguard Index Fds | 12.1K | $3.46M | 2.0% | +310 | Added |
| 9 | Alphabet Inc | 11.0K | $3.15M | 1.9% | +4 | Added |
| 10 | Select Sector Spdr Tr | 68.2K | $3.13M | 1.8% | −200 | Reduced |
113 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio