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

About Ckw Financial Group

Investment Activity

  • Ckw Financial Group has $1.02 million in total holdings as of June 30, 2026.
  • Ckw Financial Group owns shares of 317 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 0.71% of the portfolio was purchased this quarter.
  • About 0.21% of the portfolio was sold this quarter.
  • This quarter, Ckw Financial Group has purchased 166 new stocks and bought additional shares in 74 stocks.
  • Ckw Financial Group sold shares of 9 stocks and completely divested from 81 stocks this quarter.

Largest New Holdings this Quarter

053015103 - Automatic Data Processing
$377 Holding
032095101 - Amphenol
$67 Holding
57636Q104 - Mastercard
$58 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$52 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF
21,067 shares (about $2.02K)
Apple
4,578 shares (about $1.35K)
iShares Core S&P 500 ETF
938 shares (about $702.65)
Matson
2,712 shares (about $553.03)

Largest Sales this Quarter

NVIDIA
5,606 shares (about $1.11K)
iShares Core S&P Mid-Cap ETF
6,993 shares (about $534.54)
iShares Core MSCI Emerging Markets ETF
3,863 shares (about $311.47)
Berkshire Hathaway
210 shares (about $104.94)
Visa
13 shares (about $4.53)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCkw Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$471,829$703 â–²0.1%629,86246.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$210,232$2,024 â–²1.0%2,188,09520.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$99,056$311 â–¼-0.3%1,228,5249.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$69,373$535 â–¼-0.8%907,5536.8%ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$46,976$825 â–²1.8%496,5224.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$34,366$55 â–²0.2%127,5503.4%Consumer Discretionary
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$23,600$81 â–²0.3%285,3012.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,199$1,108 â–¼-10.7%46,5570.9%Technology
Matson, Inc. stock logo
MATX
Matson
$8,187$553 â–²7.2%40,1480.8%Industrials
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$6,064$77 â–²1.3%47,9220.6%ETF
Apple Inc. stock logo
AAPL
Apple
$5,863$1,348 â–²29.8%19,9150.6%Technology
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$3,950$34 â–²0.9%25,3020.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,703$54 â–²1.5%9,6360.4%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,259$14 â–²0.4%9,7550.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,876$105 â–¼-5.3%3,7540.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,438$16 â–²1.1%1,9280.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,075$3 â–²0.3%4,2320.1%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$970$2 â–²0.2%1,0490.1%Consumer Staples
First Hawaiian, Inc. stock logo
FHB
First Hawaiian
$970$3 â–¼-0.3%32,1000.1%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$882$3 â–²0.4%15,1050.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$775$4 â–²0.5%1,4320.1%Technology
Toyota Motor Corporation stock logo
TM
Toyota Motor
$768$0 â–²0.0%4,5250.1%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$764$2 â–²0.2%6,0170.1%Technology
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$596$9 â–²1.5%4,9410.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$572$137 â–²31.6%2,3670.1%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$568$7 â–²1.2%1,9830.1%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$4490.0%1,5050.0%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$446$21 â–²4.9%1,2350.0%Communication Services
GE Aerospace stock logo
GE
GE Aerospace
$399$10 â–²2.6%1,0640.0%Industrials
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$389$23 â–²6.2%4,1830.0%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$382$4 â–²1.1%8590.0%Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$377$377 â–²New Holding1,6000.0%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$376$63 â–²20.1%8830.0%Consumer Discretionary
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$373$27 â–²7.7%8,8330.0%ETF
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$3500.0%3,6000.0%Consumer Staples
MARSH COMMON STOCK
$339$1 â–²0.3%1,9680.0%COM
SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7
$3330.0%2,7370.0%CL A SUB VTG SHS
LINDE PLC COM EUR0.001
$325$2 â–²0.5%6090.0%SHS
GE VERNOVA INC COM
$299$7 â–²2.3%2640.0%COM
Chevron Corporation stock logo
CVX
Chevron
$219$3 â–²1.6%1,3220.0%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2160.0%5,1550.0%Communication Services
Citigroup Inc. stock logo
C
Citigroup
$2100.0%1,5000.0%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$205$0 â–²0.2%4830.0%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$193$11 â–²5.8%1,4160.0%Energy
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$1830.0%7500.0%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$178$9 â–²5.1%2910.0%Communication Services
Netflix, Inc. stock logo
NFLX
Netflix
$174$25 â–²17.0%2,3400.0%Communication Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$165$1 â–²0.5%1,1160.0%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1630.0%2,7560.0%ETF
Ford Motor Company stock logo
F
Ford Motor
$156$1 â–²0.5%11,4110.0%Consumer Discretionary
CPB Inc. stock logo
CPF
CPB
$156$0 â–²0.3%4,0210.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1460.0%2010.0%ETF
NIKE, Inc. stock logo
NKE
NIKE
$146$0 â–²0.1%3,3830.0%Consumer Discretionary
Aflac Incorporated stock logo
AFL
Aflac
$1430.0%1,2100.0%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1340.0%5400.0%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$130$19 â–²16.8%2,4940.0%SHS
Bank of Hawaii Corporation stock logo
BOH
Bank of Hawaii
$1300.0%1,5620.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$122$11 â–²10.3%3310.0%Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$118$3 â–²2.3%3520.0%Finance
WALMART INC COM
$116$1 â–²1.1%1,0620.0%COM
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$102$3 â–¼-3.3%1,4670.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$99$6 â–²6.7%960.0%Technology
AT&T Inc. stock logo
T
AT&T
$97$1 â–²0.8%4,7580.0%Communication Services
Magna International Inc. stock logo
MGA
Magna International
$95$0 â–²0.4%1,5080.0%Consumer Discretionary
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$830.0%1,0400.0%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$790.0%1,1030.0%Industrials
BlackRock Debt Strategies Fund, Inc. stock logo
DSU
BlackRock Debt Strategies Fund
$75$0 â–²0.5%7,7480.0%Finance
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$75$0 â–²0.5%7740.0%ETF
Gentex Corporation stock logo
GNTX
Gentex
$70$0 â–²0.3%2,8560.0%Consumer Discretionary
Amphenol Corporation stock logo
APH
Amphenol
$67$67 â–²New Holding3870.0%Technology
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$66$66 â–²New Holding1,2610.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$650.0%1000.0%Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$65$1 â–²2.1%1,0740.0%Materials
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$650.0%1,2820.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$63$2 â–²2.5%5360.0%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$58$58 â–²New Holding1110.0%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$52$52 â–²New Holding7340.0%ETF
VIA TRANSN INC COM CL A
$520.0%2,7520.0%COM CL A
ROCKET LAB CORP COM
$49$16 â–²48.3%4910.0%COM
Amgen Inc. stock logo
AMGN
Amgen
$46$0 â–²0.8%1280.0%Healthcare
Corteva, Inc. stock logo
CTVA
Corteva
$45$0 â–²0.2%5330.0%Materials
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$440.0%5000.0%ETF
Visa Inc. stock logo
V
Visa
$39$5 â–¼-10.4%1120.0%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$35$1 â–²1.7%1180.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$350.0%1,4750.0%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$34$5 â–²17.5%940.0%Communication Services
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$34$1 â–²2.5%1240.0%Finance
Invesco RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
$32$32 â–²New Holding5740.0%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$310.0%4120.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$300.0%3170.0%Communication Services
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$29$29 â–²New Holding1850.0%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$29$1 â–²3.7%1,0950.0%Communication Services
CocaCola Company (The) stock logo
KO
CocaCola
$28$2 â–¼-6.0%3460.0%Consumer Staples
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$27$27 â–²New Holding2000.0%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$25$25 â–²New Holding2560.0%Finance
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$24$24 â–²New Holding7620.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$24$24 â–²New Holding2000.0%ETF
QNITY ELECTRONICS INC COMMON STOCK
$220.0%1440.0%COMMON STOCK
Adobe Inc. stock logo
ADBE
Adobe
$210.0%1000.0%Technology
Biogen Inc. stock logo
BIIB
Biogen
$210.0%1000.0%Healthcare

Showing largest 100 holdings. View all holdings.
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