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: $186.4M134 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$251K	0.1%	2,767 SH	New
ABBVIE INC	COM	$3.0M	1.6%Prev: 1.6%	11,906 SH	Increased-267 SH
ADOBE INC	COM	$328K	0.2%Prev: 0.2%	1,600 SH	Decreased
ADVANCED MICRO DEVICES INC	COM	$332K	0.2%	572 SH	New
AFLAC INC	COM	$782K	0.4%Prev: 0.5%	6,667 SH	Decreased-925 SH
ALPHABET INC	CAP STK CL A	$3.8M	2.1%Prev: 1.8%	10,721 SH	Increased-72 SH
ALPHABET INC	CAP STK CL C	$4.0M	2.1%Prev: 1.9%	11,200 SH	Increased+219 SH
ALTRIA GROUP INC	COM	$673K	0.4%Prev: 0.4%	9,350 SH	Increased+3 SH
AMAZON COM INC	COM	$2.7M	1.4%Prev: 1.5%	11,230 SH	Increased-947 SH
AMERICAN EXPRESS CO	COM	$914K	0.5%Prev: 0.4%	2,701 SH	Increased+366 SH
AMGEN INC	COM	$2.3M	1.2%Prev: 1.3%	6,415 SH	Increased+235 SH
APPLE INC	COM	$18.1M	9.7%Prev: 9.4%	62,641 SH	Increased+154 SH
APPLIED MATLS INC	COM	$203K	0.1%	281 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$430K	0.2%Prev: 0.3%	216 SH	Decreased-154 SH
BANK OF AMER CORP	COM	$217K	0.1%	3,817 SH	New
BANNER CORP	COM NEW	$289K	0.2%Prev: 0.2%	4,349 SH	Increased-365 SH
BAR HBR BANKSHARES	COM	$448K	0.2%Prev: 0.2%	11,855 SH	Increased-1,025 SH
BEACON FINANCIAL CORP.	COM	$316K	0.2%Prev: 0.2%	10,380 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.4%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$719K	0.4%Prev: 0.4%	1,437 SH	Increased
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$1.6M	0.8%	30,032 SH	New
BLACKROCK INC	COM	$263K	0.1%Prev: 0.2%	273 SH	Decreased
BOEING CO	COM	$214K	0.1%	989 SH	New
BROADCOM INC	COM	$1.2M	0.6%Prev: 0.5%	3,048 SH	Increased+431 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$332K	0.2%	2,426 SH	New
CARLISLE COS INC	COM	$212K	0.1%Prev: 0.2%	585 SH	Decreased-300 SH
CATERPILLAR INC	COM	$688K	0.4%Prev: 0.3%	646 SH	Increased-60 SH
CBOE GLOBAL MKTS INC	COM	$223K	0.1%Prev: 0.2%	917 SH	Decreased
CHEVRON CORPORATION	COM	$1.8M	1.0%Prev: 1.6%	10,800 SH	Decreased-2,189 SH
CISCO SYS INC	COM	$3.5M	1.9%Prev: 1.3%	29,465 SH	Increased+766 SH
COMMUNITY TR BANCORP INC	COM	$246K	0.1%Prev: 0.1%	3,405 SH	Increased
CONSOLIDATED EDISON INC	COM	$690K	0.4%Prev: 0.4%	6,233 SH	Decreased+2 SH
CORNING INC	COM	$520K	0.3%Prev: 0.2%	2,035 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$729K	0.4%Prev: 0.5%	780 SH	Decreased-6 SH
CSX CORP	COM	$391K	0.2%Prev: 0.2%	8,235 SH	Decreased-1,530 SH
CULLEN FROST BANKERS INC	COM	$881K	0.5%Prev: 0.5%	5,704 SH	Increased
CUMMINS INC	COM	$2.0M	1.1%Prev: 0.9%	2,780 SH	Increased+100 SH
DEERE & CO	COM	$760K	0.4%Prev: 0.4%	1,198 SH	Increased-65 SH
DONALDSON INC	COM	$322K	0.2%Prev: 0.1%	3,585 SH	Increased+795 SH
ELI LILLY & CO	COM	$676K	0.4%Prev: 0.3%	563 SH	Increased
EMERSON ELEC CO	COM	$356K	0.2%Prev: 0.2%	2,486 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$1.1M	0.6%Prev: 0.9%	8,153 SH	Decreased-634 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.6M	0.9%Prev: 0.8%	14,018 SH	Increased-15 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.7%Prev: 0.7%	3,737 SH	Increased+460 SH
GENUINE PARTS CO	COM	$340K	0.2%Prev: 0.2%	2,880 SH	Decreased-770 SH
HOME DEPOT INC	COM	$333K	0.2%Prev: 0.2%	944 SH	Increased
HONEYWELL AEROSPACE INC	COM	$274K	0.1%	1,241 SH	New
HONEYWELL INTL INC	COM	$278K	0.1%Prev: 0.3%	1,241 SH	Decreased-1,246 SH
HUBBELL INC	COM	$614K	0.3%Prev: 0.3%	1,173 SH	Increased+35 SH
ILLINOIS TOOL WKS INC	COM	$1.4M	0.7%Prev: 0.9%	5,023 SH	Decreased-566 SH
INTERNATIONAL BUSINESS MACHS	COM	$787K	0.4%Prev: 0.4%	2,797 SH	Increased
INTUIT	COM	$309K	0.2%Prev: 0.2%	1,184 SH	Decreased+425 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	2.1%Prev: 2.1%	18,452 SH	Increased-273 SH
INVESCO QQQ TR	UNIT SER 1	$2.1M	1.1%Prev: 0.8%	2,854 SH	Increased+372 SH
ISHARES TR	0-3 MTH TREASURY	$2.4M	1.3%	23,813 SH	New
ISHARES TR	CORE MSCI EAFE	$343K	0.2%Prev: 0.2%	3,555 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$510K	0.3%Prev: 0.3%	6,613 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$2.1M	1.1%Prev: 1.0%	14,073 SH	Increased-50 SH
ISHARES TR	CORE S&P US GWT	$524K	0.3%Prev: 0.3%	2,785 SH	Increased
ISHARES TR	CORE S&P US VLU	$437K	0.2%Prev: 0.2%	3,966 SH	Increased
ISHARES TR	ESG MSCI KLD ETF	$318K	0.2%	2,232 SH	New
ISHARES TR	ESG OPTIMIZED	$433K	0.2%Prev: 0.2%	2,803 SH	Increased
ISHARES TR	EXPND TEC SC ETF	$983K	0.5%Prev: 0.4%	6,012 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$228K	0.1%	1,670 SH	New
JOHNSON & JOHNSON	COM	$2.9M	1.5%Prev: 1.6%	11,302 SH	Increased+31 SH
JPMORGAN CHASE & CO	COM	$1.6M	0.9%Prev: 0.8%	4,896 SH	Increased+126 SH
KROGER CO	COM	$710K	0.4%Prev: 0.6%	12,790 SH	Decreased-185 SH
L3HARRIS TECHNOLOGIES INC	COM	$544K	0.3%Prev: 0.4%	1,873 SH	Decreased-220 SH
LOCKHEED MARTIN CORP	COM	$2.1M	1.1%Prev: 1.4%	4,026 SH	Decreased
LOWES COS INC	COM	$294K	0.2%Prev: 0.3%	1,334 SH	Decreased-819 SH
MARSH & MCLENNAN COS INC	COM	$215K	0.1%	1,291 SH	New
MARVELL TECHNOLOGY INC	COM	$279K	0.1%	937 SH	New
MASTERCARD INCORPORATED	CL A	$283K	0.2%Prev: 0.2%	551 SH	Decreased-77 SH
MCDONALDS CORP	COM	$370K	0.2%Prev: 0.3%	1,369 SH	Decreased
MERCADOLIBRE INC	COM	$351K	0.2%Prev: 0.3%	207 SH	Decreased-107 SH
MERCK & CO INC	COM	$706K	0.4%Prev: 0.4%	5,491 SH	Decreased-640 SH
META PLATFORMS INC	CL A	$685K	0.4%Prev: 0.4%	1,216 SH	Increased+80 SH
MICRON TECHNOLOGY INC	COM	$268K	0.1%	232 SH	New
MICROSOFT CORP	COM	$7.7M	4.1%Prev: 4.4%	20,621 SH	Increased+496 SH
MKS INC.	COM	$222K	0.1%	499 SH	New
NBT BANCORP INC	COM	$762K	0.4%Prev: 0.4%	15,439 SH	Increased
NETFLIX INC.	COM	$401K	0.2%Prev: 0.3%	5,620 SH	Decreased
NORFOLK SOUTHN CORP	COM	$695K	0.4%Prev: 0.4%	2,209 SH	Increased
NORTHROP GRUMMAN CORP	COM	$741K	0.4%Prev: 0.6%	1,455 SH	Decreased
NVIDIA CORPORATION	COM	$2.2M	1.2%Prev: 1.2%	11,211 SH	Increased-681 SH
ORACLE CORP	COM	$656K	0.4%Prev: 0.4%	4,478 SH	Increased+44 SH
OREILLY AUTOMOTIVE INC	COM	$303K	0.2%Prev: 0.2%	3,295 SH	Decreased
PACCAR INC	COM	$288K	0.2%Prev: 0.2%	2,400 SH	Decreased-210 SH
PARKER-HANNIFIN CORP	COM	$660K	0.4%Prev: 0.4%	675 SH	Increased
PEPSICO INC	COM	$348K	0.2%Prev: 0.2%	2,569 SH	Decreased+2 SH
PIMCO ETF TR	ACTIVE BD ETF	$347K	0.2%Prev: 0.2%	3,765 SH	Increased+1,000 SH
PIMCO ETF TR	MULTISECTOR BD	$1.8M	1.0%Prev: 1.0%	69,645 SH	Increased+3,476 SH
PROCTER & GAMBLE CO	COM	$1.7M	0.9%Prev: 1.0%	11,579 SH	Increased+2 SH
PUBLIC STORAGE	COM	$471K	0.3%	1,480 SH	New
QUALCOMM INC	COM	$580K	0.3%Prev: 0.3%	3,140 SH	Increased-415 SH
RAYMOND JAMES FINL INC	COM	$339K	0.2%Prev: 0.1%	2,232 SH	Increased+647 SH
ROSS STORES INC	COM	$1.9M	1.0%Prev: 1.1%	8,841 SH	Increased+281 SH
RTX CORPORATION	COM	$976K	0.5%Prev: 0.6%	5,143 SH	Decreased-291 SH
SALESFORCE INC	COM	$397K	0.2%Prev: 0.2%	2,537 SH	Increased+537 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.5M	0.8%Prev: 0.7%	48,296 SH	Increased+4,749 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$933K	0.5%Prev: 0.5%	29,419 SH	Increased+2,781 SH
SEI INVTS CO	COM	$239K	0.1%Prev: 0.1%	2,720 SH	Increased
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$3.1M	1.7%	68,160 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$307K	0.2%Prev: 0.3%	2,686 SH	Decreased-2,237 SH
SNAP ON INC	COM	$820K	0.4%Prev: 0.5%	2,037 SH	Increased-177 SH
SOUTHERN CO	COM	$296K	0.2%Prev: 0.2%	3,090 SH	Decreased
SPDR GOLD TR	GOLD SHS	$775K	0.4%Prev: 0.5%	2,105 SH	Decreased
SPDR SERIES TRUST	ST STR SP DIV	$3.7M	2.0%	24,602 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$831K	0.4%Prev: 0.4%	1,591 SH	Increased+37 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	0.7%Prev: 0.6%	1,798 SH	Increased+353 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$342K	0.2%	717 SH	New
TESLA INC	COM	$686K	0.4%Prev: 0.4%	1,632 SH	Increased-16 SH
TJX COS INC NEW	COM	$598K	0.3%Prev: 0.3%	3,944 SH	Increased+485 SH
TRAVELERS COMPANIES INC	COM	$1.4M	0.8%Prev: 0.7%	4,245 SH	Increased+55 SH
UNION PAC CORP	COM	$253K	0.1%Prev: 0.1%	930 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$394K	0.2%Prev: 0.2%	2,570 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$249K	0.1%Prev: 0.1%	2,886 SH	Increased+2,350 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.7M	2.0%Prev: 2.0%	45,542 SH	Increased+33,479 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.8M	4.7%Prev: 4.4%	12,771 SH	Increased+262 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	1.3%Prev: 1.2%	7,991 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$10.2M	5.5%Prev: 5.1%	27,657 SH	Increased+731 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$296K	0.2%Prev: 0.2%	3,533 SH	Increased
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$348K	0.2%Prev: 0.2%	4,541 SH	Increased+6 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$253K	0.1%Prev: 0.1%	1,980 SH	Increased+1 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.8M	5.8%Prev: 5.7%	45,622 SH	Increased+650 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.5M	1.9%Prev: 1.8%	40,719 SH	Increased+361 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	1.4%Prev: 1.3%	35,766 SH	Increased+1,453 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.1M	1.7%Prev: 1.7%	19,473 SH	Increased-236 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.4M	0.8%Prev: 0.7%	15,210 SH	Increased+1,262 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.6%Prev: 0.9%	26,905 SH	Decreased-2,366 SH
VISA INC	COM CL A	$674K	0.4%Prev: 0.4%	1,964 SH	Decreased-410 SH
WALMART INC	COM	$1.2M	0.7%Prev: 0.8%	10,853 SH	Decreased+2 SH
WESTERN DIGITAL CORP	COM	$206K	0.1%	323 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$2.6M	1.4%Prev: 1.8%	33,250 SH	Decreased

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $1.4M
COMCAST CORP NEW — $219K
HUNTINGTON INGALLS INDS INC — $266K
ISHARES TR — $2.4M
ISHARES TR — $270K
NIKE INC — $211K
PUBLIC STORAGE OPER CO — $401K
SELECT SECTOR SPDR TR — $3.1M
SPDR SERIES TRUST — $3.6M

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