Ckw Financial Group Top Holdings and 13F Report (2026)

About Ckw Financial Group

Investment Activity

Ckw Financial Group has $916.98 thousand in total holdings as of March 31, 2026.
Ckw Financial Group owns shares of 166 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 0.87% of the portfolio was purchased this quarter.
About 0.79% of the portfolio was sold this quarter.
This quarter, Ckw Financial Group has purchased 186 new stocks and bought additional shares in 34 stocks.
Ckw Financial Group sold shares of 21 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $413,870
iShares Core MSCI EAFE ETF: $199,172
iShares Core MSCI Emerging Markets ETF: $86,612
iShares Core S&P Mid-Cap ETF: $62,281
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF: $41,454

Largest New Holdings this Quarter

92556W104 - VIA TRANSN INC COM CL A: $42 Holding
15135B101 - Centene: $0 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 7,453 shares (about $4.90K)
iShares Core MSCI EAFE ETF: 8,536 shares (about $784.55)
iShares Core S&P Mid-Cap ETF: 8,675 shares (about $590.77)
Berkshire Hathaway: 1,100 shares (about $526.41)
Vanguard Russell 1000 Growth ETF: 2,717 shares (about $300.73)

Largest Sales this Quarter

McDonald's: 7,595 shares (about $2.33K)
Alphabet: 6,160 shares (about $1.83K)
Vanguard FTSE All-World ex-US ETF: 5,971 shares (about $454.34)
iShares MSCI Emerging Markets ex China ETF: 4,367 shares (about $350.92)
iShares Core MSCI Emerging Markets ETF: 4,725 shares (about $332.07)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$413,870	$4,905 â–²	1.2%	628,924	45.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$199,172	$785 â–²	0.4%	2,167,028	21.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$86,612	$332 â–¼	-0.4%	1,232,387	9.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$62,281	$591 â–²	1.0%	914,546	6.8%	ETF
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$41,454	$243 â–²	0.6%	487,806	4.5%	ETF
MCD McDonald's	$39,132	$2,334 â–¼	-5.6%	127,346	4.3%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$21,634	$454 â–¼	-2.1%	284,316	2.4%	ETF
NVDA NVIDIA	$9,168		0.0%	52,163	1.0%	Computer and Technology
MATX Matson	$6,174		0.0%	37,436	0.7%	Transportation
VONG Vanguard Russell 1000 Growth ETF	$5,237	$301 â–²	6.1%	47,314	0.6%	ETF
AAPL Apple	$3,921	$51 â–¼	-1.3%	15,337	0.4%	Computer and Technology
MSFT Microsoft	$3,507	$36 â–¼	-1.0%	9,495	0.4%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$3,503	$221 â–²	6.7%	25,083	0.4%	Manufacturing
JPM JPMorgan Chase & Co.	$2,869	$2 â–²	0.1%	9,714	0.3%	Finance
BRK.B Berkshire Hathaway	$1,897	$526 â–²	38.4%	3,964	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$1,250	$2 â–²	0.2%	1,907	0.1%	Finance
COST Costco Wholesale	$1,043	$25 â–²	2.4%	1,047	0.1%	Retail/Wholesale
JNJ Johnson & Johnson	$1,030	$3 â–²	0.3%	4,219	0.1%	Medical
TM Toyota Motor	$948		0.0%	4,523	0.1%	Auto/Tires/Trucks
FHB First Hawaiian	$804		0.0%	32,200	0.1%	Finance
BAC Bank of America	$741	$51 â–¼	-6.4%	15,049	0.1%	Finance
ACWV iShares MSCI Global Min Vol Factor ETF	$582	$12 â–²	2.1%	4,868	0.1%	ETF
IBM International Business Machines	$476	$1 â–²	0.3%	1,959	0.1%	Computer and Technology
AMZN Amazon.com	$379		0.0%	1,799	0.0%	Retail/Wholesale
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$366	$43 â–¼	-10.5%	3,938	0.0%	ETF
GOOGL Alphabet	$350	$1,832 â–¼	-84.0%	1,177	0.0%	Computer and Technology
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$346	$50 â–¼	-12.7%	8,204	0.0%	ETF
MARSH COMMON STOCK	$337	$1 â–²	0.3%	1,963	0.0%	COM
SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7	$324	$95 â–²	41.6%	2,737	0.0%	CL A SUB VTG SHS
GE GE Aerospace	$303		0.0%	1,037	0.0%	Aerospace
AMD Advanced Micro Devices	$300		0.0%	1,425	0.0%	Computer and Technology
LINDE PLC COM EUR0.001	$299		0.0%	606	0.0%	SHS
TXN Texas Instruments	$295	$11 â–¼	-3.6%	1,505	0.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$290		0.0%	850	0.0%	Computer and Technology
INTC Intel	$288		0.0%	6,002	0.0%	Computer and Technology
TSLA Tesla	$280	$51 â–²	22.5%	735	0.0%	Auto/Tires/Trucks
MNST Monster Beverage	$262		0.0%	3,600	0.0%	Consumer Staples
CVX Chevron	$257	$0 â–²	0.2%	1,301	0.0%	Energy
VZ Verizon Communications	$255	$4 â–¼	-1.4%	5,155	0.0%	Computer and Technology
GE VERNOVA INC COM	$231		0.0%	258	0.0%	COM
XOM ExxonMobil	$215	$1 â–²	0.5%	1,338	0.0%	Energy
NFLX Netflix	$191		0.0%	2,000	0.0%	Consumer Discretionary
C Citigroup	$173		0.0%	1,500	0.0%	Financial Services
MOD Modine Manufacturing	$167		0.0%	750	0.0%	Auto/Tires/Trucks
PG Procter & Gamble	$160	$0 â–²	0.1%	1,111	0.0%	Consumer Staples
META Meta Platforms	$160		0.0%	277	0.0%	Computer and Technology
NKE NIKE	$151	$0 â–²	0.2%	3,378	0.0%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$149		0.0%	2,756	0.0%	ETF
T AT&T	$134		0.0%	4,722	0.0%	Computer and Technology
AFL Aflac	$133		0.0%	1,210	0.0%	Finance
F Ford Motor	$133	$1 â–²	0.6%	11,356	0.0%	Auto/Tires/Trucks
WALMART INC COM	$131		0.0%	1,050	0.0%	COM
CPF CPB	$129	$0 â–²	0.4%	4,009	0.0%	Finance
FIDELITY WISE ORIGIN BITCOIN FUND	$127	$115 â–²	956.9%	2,135	0.0%	SHS
QQQ Invesco QQQ	$117		0.0%	201	0.0%	Finance
BOH Bank of Hawaii	$117		0.0%	1,562	0.0%	Finance
IYW iShares U.S. Technology ETF	$100		0.0%	540	0.0%	Manufacturing
TRV Travelers Companies	$100		0.0%	344	0.0%	Finance
AOR iShares Core 60/40 Balanced Allocation ETF	$98	$6 â–²	7.1%	1,517	0.0%	ETF
AVGO Broadcom	$94		0.0%	300	0.0%	Computer and Technology
ALL Allstate	$92		0.0%	450	0.0%	Finance
MGA Magna International	$85	$0 â–²	0.4%	1,502	0.0%	Auto/Tires/Trucks
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$83		0.0%	1,040	0.0%	ETF
DELL Dell Technologies	$82	$6 â–¼	-6.4%	482	0.0%	Computer and Technology
DSU BlackRock Debt Strategies Fund	$75		0.0%	7,711	0.0%	Finance
AOA iShares Core 80/20 Aggressive Allocation ETF	$69	$1 â–²	0.9%	770	0.0%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$65		0.0%	1,282	0.0%	ETF
FCX Freeport-McMoRan	$64		0.0%	1,052	0.0%	Basic Materials
CARR Carrier Global	$63		0.0%	1,103	0.0%	Construction
GNTX Gentex	$62	$0 â–²	0.2%	2,848	0.0%	Auto/Tires/Trucks
EFAV iShares MSCI EAFE Min Vol Factor ETF	$46		0.0%	500	0.0%	ETF
CTVA Corteva	$45	$0 â–²	0.4%	532	0.0%	Consumer Staples
AMGN Amgen	$45		0.0%	127	0.0%	Medical
PFE Pfizer	$42		0.0%	1,475	0.0%	Medical
VIA TRANSN INC COM CL A	$42	$42 â–²	New Holding	2,752	0.0%	COM CL A
CSCO Cisco Systems	$41	$0 â–²	0.2%	523	0.0%	Computer and Technology
V Visa	$37		0.0%	125	0.0%	Business Services
WTW Willis Towers Watson Public	$35		0.0%	121	0.0%	Finance
AMAT Applied Materials	$35		0.0%	100	0.0%	Computer and Technology
MU Micron Technology	$33		0.0%	90	0.0%	Computer and Technology
DIS Walt Disney	$31		0.0%	317	0.0%	Consumer Discretionary
WBD Warner Bros. Discovery	$29		0.0%	1,056	0.0%	Consumer Discretionary
QQQM Invesco NASDAQ 100 ETF	$28	$1 â–²	4.5%	116	0.0%	ETF
KO CocaCola	$28	$0 â–¼	-1.6%	368	0.0%	Consumer Staples
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$27		0.0%	412	0.0%	ETF
GOOG Alphabet	$24	$6 â–¼	-20.0%	80	0.0%	Computer and Technology
ADBE Adobe	$24		0.0%	100	0.0%	Computer and Technology
ROCKET LAB CORP COM	$22		0.0%	331	0.0%	COM
RTX RTX	$20		0.0%	105	0.0%	Aerospace
EFA iShares MSCI EAFE ETF	$19	$1 â–²	2.7%	189	0.0%	Finance
BIIB Biogen	$18		0.0%	100	0.0%	Medical
BP BP	$17		0.0%	370	0.0%	Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$17		0.0%	333	0.0%	Manufacturing
QNITY ELECTRONICS INC COMMON STOCK	$17		0.0%	144	0.0%	COMMON STOCK
GEHC GE HealthCare Technologies	$14	$6 â–¼	-30.0%	196	0.0%	Medical
DD DuPont de Nemours	$13	$0 â–²	0.3%	291	0.0%	Basic Materials
MDY SPDR S&P MidCap 400 ETF Trust	$12		0.0%	20	0.0%	ETF
SONY Sony	$11	$44 â–¼	-80.0%	500	0.0%	Consumer Discretionary
KIMBERLY-CLARK CORP COM	$11	$0 â–²	0.9%	108	0.0%	COM
FIDELITY ENHANCED MID CAP ETF	$11		0.0%	316	0.0%	ENHANCED MID

Showing largest 100 holdings. View all holdings.

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Ckw Financial Group Top Holdings and 13F Report (2026)

About Ckw Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ckw Financial Group Top Holdings and 13F Report (2026)

About Ckw Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCkw Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools