Financial Planning Hawaii, Inc.

CIK 0002105146 • 3 13F filings • Jan 15, 2026 – Jul 23, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $173.6M128 positionsView on SEC.gov

			% of Portfolio
ABBVIA2:A117E INC	COM	$2.9M	1.7%	12,673 SH	New
ADOBE INC	COM	$567K	0.3%Prev: 0.2%	1,620 SH	Increased+20 SH
AFLAC INC	COM	$842K	0.5%Prev: 0.4%	7,632 SH	Increased+965 SH
ALPHABET INC	CAP STK CL A	$3.4M	1.9%Prev: 2.1%	10,754 SH	Decreased+33 SH
ALPHABET INC	CAP STK CL C	$3.4M	2.0%Prev: 2.1%	10,977 SH	Decreased-223 SH
ALTRIA GROUP INC	COM	$548K	0.3%Prev: 0.4%	9,496 SH	Decreased+146 SH
AMAZON COM INC	COM	$2.8M	1.6%Prev: 1.4%	12,171 SH	Increased+941 SH
AMERICAN EXPRESS CO	COM	$834K	0.5%Prev: 0.5%	2,255 SH	Decreased-446 SH
AMGEN INC	COM	$2.0M	1.2%Prev: 1.2%	6,180 SH	Decreased-235 SH
APPLE INC	COM	$17.4M	10.0%Prev: 9.7%	64,047 SH	Decreased+1,406 SH
ASML HOLDING N V	N Y REGISTRY SHS	$396K	0.2%	370 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$226K	0.1%	880 SH	New
BANK AMERICA CORP	COM	$210K	0.1%	3,817 SH	New
BANNER CORP	COM NEW	$295K	0.2%Prev: 0.2%	4,714 SH	Increased+365 SH
BAR HBR BANKSHARES	COM	$400K	0.2%Prev: 0.2%	12,880 SH	Decreased+1,025 SH
BEACON FINANCIAL CORP.	COM	$274K	0.2%Prev: 0.2%	10,380 SH	Decreased
BECTON DICKINSON & CO	COM	$345K	0.2%	1,780 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.4%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$726K	0.4%Prev: 0.4%	1,444 SH	Increased+7 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$269K	0.2%	5,665 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.3M	0.8%	24,723 SH	New
BLACKROCK INC	COM	$292K	0.2%Prev: 0.1%	273 SH	Increased
BOEING CO	COM	$215K	0.1%Prev: 0.1%	989 SH	Increased
BROADCOM INC	COM	$904K	0.5%Prev: 0.6%	2,612 SH	Decreased-436 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$224K	0.1%Prev: 0.2%	1,005 SH	Decreased-1,421 SH
CARLISLE COS INC	COM	$299K	0.2%Prev: 0.1%	935 SH	Increased+350 SH
CATERPILLAR INC	COM	$404K	0.2%Prev: 0.4%	706 SH	Decreased+60 SH
CBOE GLOBAL MKTS INC	COM	$230K	0.1%Prev: 0.1%	917 SH	Increased
CHEVRON CORP NEW	COM	$2.0M	1.1%	12,987 SH	New
CISCO SYS INC	COM	$2.3M	1.3%Prev: 1.9%	29,599 SH	Decreased+134 SH
COMCAST CORP NEW	CL A	$357K	0.2%	11,958 SH	New
CONSOLIDATED EDISON INC	COM	$652K	0.4%Prev: 0.4%	6,563 SH	Decreased+330 SH
COSTCO WHSL CORP NEW	COM	$699K	0.4%	811 SH	New
CSX CORP	COM	$354K	0.2%Prev: 0.2%	9,765 SH	Decreased+1,530 SH
CULLEN FROST BANKERS INC	COM	$722K	0.4%Prev: 0.5%	5,704 SH	Decreased
CUMMINS INC	COM	$1.4M	0.8%Prev: 1.1%	2,765 SH	Decreased-15 SH
DEERE & CO	COM	$588K	0.3%Prev: 0.4%	1,263 SH	Decreased+65 SH
DONALDSON INC	COM	$247K	0.1%Prev: 0.2%	2,790 SH	Decreased-795 SH
ELI LILLY & CO	COM	$605K	0.3%Prev: 0.4%	563 SH	Decreased
EMERSON ELEC CO	COM	$330K	0.2%Prev: 0.2%	2,484 SH	Decreased-2 SH
EXXON MOBIL CORP	COM	$1.1M	0.6%Prev: 0.6%	8,786 SH	Decreased+633 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.4M	0.8%Prev: 0.9%	14,022 SH	Decreased+4 SH
GENERAL DYNAMICS CORP	COM	$1.1M	0.6%Prev: 0.7%	3,277 SH	Decreased-460 SH
GENUINE PARTS CO	COM	$473K	0.3%Prev: 0.2%	3,845 SH	Increased+965 SH
HOME DEPOT INC	COM	$325K	0.2%Prev: 0.2%	943 SH	Decreased-1 SH
HONEYWELL INTL INC	COM	$485K	0.3%Prev: 0.1%	2,487 SH	Increased+1,246 SH
HUBBELL INC	COM	$505K	0.3%Prev: 0.3%	1,138 SH	Decreased-35 SH
HUNTINGTON INGALLS INDS INC	COM	$238K	0.1%	700 SH	New
ILLINOIS TOOL WKS INC	COM	$1.4M	0.8%Prev: 0.7%	5,839 SH	Increased+816 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.6%Prev: 0.4%	3,697 SH	Increased+900 SH
INTUIT	COM	$466K	0.3%Prev: 0.2%	704 SH	Increased-480 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.8M	2.2%Prev: 2.1%	19,587 SH	Decreased+1,135 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	1.0%Prev: 1.1%	2,692 SH	Decreased-162 SH
ISHARES TR	0-3 MNTH TREASRY	$1.9M	1.1%	18,878 SH	New
ISHARES TR	CORE MSCI EAFE	$318K	0.2%Prev: 0.2%	3,555 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$494K	0.3%Prev: 0.3%	7,488 SH	Decreased+875 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	1.0%Prev: 1.1%	15,063 SH	Decreased+990 SH
ISHARES TR	CORE S&P US GWT	$468K	0.3%Prev: 0.3%	2,785 SH	Decreased
ISHARES TR	CORE S&P US VLU	$407K	0.2%Prev: 0.2%	3,966 SH	Decreased
ISHARES TR	ESG MSCI KLD 400	$293K	0.2%	2,275 SH	New
ISHARES TR	ESG OPTIMIZED	$391K	0.2%Prev: 0.2%	2,803 SH	Decreased
ISHARES TR	EXPND TEC SC ETF	$777K	0.4%Prev: 0.5%	6,012 SH	Decreased
JOHNSON & JOHNSON	COM	$2.3M	1.3%Prev: 1.5%	11,271 SH	Decreased-31 SH
JPMORGAN CHASE & CO.	COM	$1.5M	0.9%	4,769 SH	New
KROGER CO	COM	$811K	0.5%Prev: 0.4%	12,975 SH	Increased+185 SH
L3HARRIS TECHNOLOGIES INC	COM	$614K	0.4%Prev: 0.3%	2,093 SH	Increased+220 SH
LOCKHEED MARTIN CORP	COM	$2.0M	1.1%Prev: 1.1%	4,091 SH	Decreased+65 SH
LOWES COS INC	COM	$519K	0.3%Prev: 0.2%	2,153 SH	Increased+819 SH
MASTERCARD INCORPORATED	CL A	$359K	0.2%Prev: 0.2%	628 SH	Increased+77 SH
MCDONALDS CORP	COM	$467K	0.3%Prev: 0.2%	1,529 SH	Increased+160 SH
MERCADOLIBRE INC	COM	$632K	0.4%Prev: 0.2%	314 SH	Increased+107 SH
MERCK & CO INC	COM	$679K	0.4%Prev: 0.4%	6,446 SH	Decreased+955 SH
META PLATFORMS INC	CL A	$781K	0.5%Prev: 0.4%	1,183 SH	Increased-33 SH
MICROSOFT CORP	COM	$10.0M	5.7%Prev: 4.1%	20,580 SH	Increased-41 SH
NBT BANCORP INC	COM	$641K	0.4%Prev: 0.4%	15,439 SH	Decreased
NETFLIX INC	COM	$527K	0.3%	5,620 SH	New
NIKE INC	CL B	$255K	0.1%	4,000 SH	New
NORFOLK SOUTHN CORP	COM	$674K	0.4%Prev: 0.4%	2,334 SH	Decreased+125 SH
NORTHROP GRUMMAN CORP	COM	$830K	0.5%Prev: 0.4%	1,455 SH	Increased
NVIDIA CORPORATION	COM	$2.2M	1.3%Prev: 1.2%	11,867 SH	Decreased+656 SH
ORACLE CORP	COM	$861K	0.5%Prev: 0.4%	4,416 SH	Increased-62 SH
OREILLY AUTOMOTIVE INC	COM	$301K	0.2%Prev: 0.2%	3,295 SH	Decreased
PACCAR INC	COM	$333K	0.2%Prev: 0.2%	3,040 SH	Increased+640 SH
PARKER-HANNIFIN CORP	COM	$593K	0.3%Prev: 0.4%	675 SH	Decreased
PEPSICO INC	COM	$368K	0.2%Prev: 0.2%	2,566 SH	Increased-3 SH
PIMCO ETF TR	ACTIVE BD ETF	$211K	0.1%Prev: 0.2%	2,268 SH	Decreased-1,497 SH
PIMCO ETF TR	MULTISECTOR BD	$1.1M	0.7%Prev: 1.0%	42,988 SH	Decreased-26,657 SH
PROCTER AND GAMBLE CO	COM	$1.7M	1.0%	11,577 SH	New
PUBLIC STORAGE OPER CO	COM	$384K	0.2%	1,480 SH	New
QUALCOMM INC	COM	$608K	0.4%Prev: 0.3%	3,555 SH	Increased+415 SH
RAYMOND JAMES FINL INC	COM	$255K	0.1%Prev: 0.2%	1,585 SH	Decreased-647 SH
ROSS STORES INC	COM	$1.5M	0.9%Prev: 1.0%	8,560 SH	Decreased-281 SH
RTX CORPORATION	COM	$997K	0.6%Prev: 0.5%	5,434 SH	Increased+291 SH
SALESFORCE INC	COM	$530K	0.3%Prev: 0.2%	2,000 SH	Increased-537 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.2M	0.7%Prev: 0.8%	42,816 SH	Decreased-5,480 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$708K	0.4%Prev: 0.5%	25,805 SH	Decreased-3,614 SH
SEI INVTS CO	COM	$223K	0.1%Prev: 0.1%	2,720 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.9M	1.7%	68,360 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$792K	0.5%Prev: 0.2%	4,923 SH	Increased+2,237 SH
SMITH A O CORP	COM	$210K	0.1%	3,147 SH	New
SNAP ON INC	COM	$791K	0.5%Prev: 0.4%	2,294 SH	Decreased+257 SH
SOUTHERN CO	COM	$269K	0.2%Prev: 0.2%	3,090 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$746K	0.4%	1,553 SH	New
SPDR GOLD TR	GOLD SHS	$818K	0.5%Prev: 0.4%	2,063 SH	Increased-42 SH
SPDR S&P 500 ETF TR	TR UNIT	$965K	0.6%	1,416 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.5M	2.0%	25,072 SH	New
TESLA INC	COM	$741K	0.4%Prev: 0.4%	1,648 SH	Increased+16 SH
TJX COS INC NEW	COM	$531K	0.3%Prev: 0.3%	3,459 SH	Decreased-485 SH
TRAVELERS COMPANIES INC	COM	$1.2M	0.7%Prev: 0.8%	4,190 SH	Decreased-55 SH
UNION PAC CORP	COM	$215K	0.1%Prev: 0.1%	930 SH	Decreased
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$312K	0.2%Prev: 0.2%	2,570 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$260K	0.1%Prev: 0.1%	533 SH	Increased-2,353 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.4M	2.0%Prev: 2.0%	11,753 SH	Decreased-33,789 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.0M	4.6%Prev: 4.7%	12,775 SH	Decreased+4 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.0M	1.1%Prev: 1.3%	7,638 SH	Decreased-353 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.9M	5.1%Prev: 5.5%	26,468 SH	Decreased-1,189 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$260K	0.1%Prev: 0.2%	3,533 SH	Decreased
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$346K	0.2%Prev: 0.2%	4,527 SH	Decreased-14 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$255K	0.1%Prev: 0.1%	2,091 SH	Increased+111 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.8M	5.6%Prev: 5.8%	44,592 SH	Decreased-1,030 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.9M	1.7%Prev: 1.9%	38,832 SH	Decreased-1,887 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	1.1%Prev: 1.4%	30,419 SH	Decreased-5,347 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	1.6%Prev: 1.7%	19,698 SH	Decreased+225 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.3M	0.7%Prev: 0.8%	13,831 SH	Decreased-1,379 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.8%Prev: 0.6%	33,420 SH	Increased+6,515 SH
VISA INC	COM CL A	$833K	0.5%Prev: 0.4%	2,374 SH	Increased+410 SH
WALMART INC	COM	$1.2M	0.7%Prev: 0.7%	10,889 SH	Decreased+36 SH
WORLD GOLD TR	SPDR GLD MINIS	$2.8M	1.6%Prev: 1.4%	32,980 SH	Increased-270 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $251K
ABBVIE INC — $3.0M
ADVANCED MICRO DEVICES INC — $332K
APPLIED MATLS INC — $203K
ASML HLDG NV — $430K
BANK OF AMER CORP — $217K
BLACKROCK ETF TRUST II — $1.6M
CHEVRON CORPORATION — $1.8M
COMMUNITY TR BANCORP INC — $246K
CORNING INC — $520K
COSTCO WHOLESALE CORPORATION — $729K
HONEYWELL AEROSPACE INC — $274K
ISHARES TR — $2.4M
ISHARES TR — $318K
ISHARES TR — $228K
JPMORGAN CHASE & CO — $1.6M
MARSH & MCLENNAN COS INC — $215K
MARVELL TECHNOLOGY INC — $279K
MICRON TECHNOLOGY INC — $268K
MKS INC. — $222K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002105146-26-000004	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002105146-26-000001	$173.6M	View
Jul 23, 2026	Q2 2026