Ckw Financial Group Top Holdings and 13F Report (2026) About Ckw Financial GroupInvestment ActivityCkw Financial Group has $1.03 billion in total holdings as of September 30, 2026.Ckw Financial Group owns shares of 229 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Ckw Financial Group has purchased 317 new stocks and bought additional shares in 66 stocks.Ckw Financial Group sold shares of 32 stocks and completely divested from 146 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $486,823,000iShares Core MSCI EAFE ETF $213,051,000iShares Core MSCI Emerging Markets ETF $100,710,000iShares Core S&P Mid-Cap ETF $67,012,000Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $47,206,000 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $336,000 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $250,000 Holding464287598 - iShares Russell 1000 Value ETF $89,000 Holding760759100 - Republic Services $11,000 Holding219350105 - Corning $9,000 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 4,534 shares (about $3.48M)iShares Core MSCI EAFE ETF 32,338 shares (about $3.10M)iShares Core S&P Mid-Cap ETF 14,206 shares (about $1.03M)iShares Core MSCI Emerging Markets ETF 11,436 shares (about $928.84K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7,172 shares (about $672.16K) Largest Sales this Quarter NVIDIA 8,125 shares (about $1.88M)iShares 0-5 Year High Yield Corporate Bond ETF 1,769 shares (about $72.62K)Apple 193 shares (about $63.75K)PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 685 shares (about $61.69K)iShares MSCI Global Min Vol Factor ETF 449 shares (about $55.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCkw Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$486,823,000$3,479,302 ▲0.7%634,39647.1%ETFIEFAiShares Core MSCI EAFE ETF$213,051,000$3,102,838 ▲1.5%2,220,43320.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$100,710,000$928,836 ▲0.9%1,239,9609.7%ETFIJHiShares Core S&P Mid-Cap ETF$67,012,000$1,032,778 ▲1.6%921,7596.5%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$47,206,000$672,157 ▲1.4%503,6944.6%ETFMCDMcDonald's$29,524,000$46,135 ▼-0.2%127,3512.9%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$23,856,000$324,556 ▲1.4%289,2362.3%ETFMATXMatson$9,053,0000.0%40,1480.9%IndustrialsNVDANVIDIA$8,872,000$1,875,650 ▼-17.5%38,4320.9%TechnologyAAPLApple$6,514,000$63,746 ▼-1.0%19,7220.6%TechnologyVONGVanguard Russell 1000 Growth ETF$6,302,000$100,804 ▲1.6%48,7010.6%ETFMSFTMicrosoft$5,011,000$69,740 ▲1.4%9,7720.5%TechnologyACWIiShares MSCI ACWI ETF$4,021,000$4,603 ▲0.1%25,3310.4%ETFJPMJPMorgan Chase & Co.$3,305,000$54,972 ▲1.7%9,9200.3%FinanceBRK.BBerkshire Hathaway$1,842,000$36,530 ▼-1.9%3,6810.2%FinanceSPYSPDR S&P 500 ETF Trust$1,475,000$2,292 ▲0.2%1,9310.1%ETFJNJJohnson & Johnson$1,104,000$9,569 ▲0.9%4,2690.1%HealthcareCOSTCostco Wholesale$964,000$4,573 ▲0.5%1,0540.1%Consumer StaplesAMDAdvanced Micro Devices$893,000$11,086 ▲1.3%1,4500.1%TechnologyFHBFirst Hawaiian$890,000$90,733 ▲11.4%35,7440.1%FinanceBACBank of America$832,000$20,627 ▲2.5%15,4890.1%FinanceTMToyota Motor$830,0000.0%4,5250.1%Consumer DiscretionaryINTCIntel$720,000$1,799 ▼-0.2%6,0020.1%TechnologyAMZNAmazon.com$610,000$22,822 ▲3.9%2,4590.1%Consumer DiscretionaryACWViShares MSCI Global Min Vol Factor ETF$552,000$55,175 ▼-9.1%4,4920.1%ETFGOOGLAlphabet$497,000$78,884 ▲18.9%1,4680.0%Communication ServicesIBMInternational Business Machines$457,000$9,257 ▲2.1%2,0240.0%TechnologyADPAutomatic Data Processing$424,000$2,109 ▲0.5%1,6080.0%IndustrialsTXNTexas Instruments$423,0000.0%1,5050.0%TechnologySHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$408,0000.0%2,7370.0%CL A SUB VTG SHSTSMTaiwan Semiconductor Manufacturing$390,000$4,129 ▼-1.0%8500.0%TechnologyMARSH COMMON STOCK$339,000$1,030 ▲0.3%1,9740.0%COMTMOThermo Fisher Scientific$336,000$336,000 ▲New Holding5150.0%HealthcareGEGE Aerospace$332,000$625 ▼-0.2%1,0620.0%IndustrialsTSLATesla$325,000$12,391 ▲4.0%9180.0%Consumer DiscretionaryHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$315,000$61,685 ▼-16.4%3,4980.0%ETFMNSTMonster Beverage$309,000$157,447 ▲103.9%7,3400.0%Consumer StaplesVZVerizon Communications$303,000$65,908 ▲27.8%6,5880.0%Communication ServicesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$290,000$72,623 ▼-20.0%7,0640.0%ETFLINDE PLC COM EUR0.001$284,000$1,406 ▼-0.5%6060.0%SHSCVXChevron$270,000$3,308 ▼-1.2%1,3060.0%EnergyDELLDell Technologies$269,000$7,050 ▲2.7%4960.0%TechnologyGE VERNOVA INC COM$255,000$5,930 ▼-2.3%2580.0%COMEXXONMOBIL HOLDINGS CORP COM SHS$250,000$250,000 ▲New Holding1,5230.0%COM SHSMETAMeta Platforms$237,000$26,092 ▲12.4%3270.0%Communication ServicesCCitigroup$191,0000.0%1,5000.0%FinanceFIDELITY WISE ORIGIN BITCOIN FUND$184,0000.0%2,4940.0%SHSAVGOBroadcom$177,000$63,018 ▲55.3%5140.0%TechnologyNFLXNetflix$168,000$8,842 ▲5.6%2,4700.0%Communication ServicesPGProcter & Gamble$167,000$6,057 ▲3.8%1,1580.0%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$163,0000.0%2,7560.0%ETFQQQInvesco QQQ$149,0000.0%2010.0%ETFCPFCPB$145,000$467 ▲0.3%4,0340.0%FinanceIYWiShares U.S. Technology ETF$144,0000.0%5400.0%ETFMODModine Manufacturing$142,0000.0%7500.0%IndustrialsFFord Motor$141,000$847 ▲0.6%11,4800.0%Consumer DiscretionaryAFLAflac$135,0000.0%1,2100.0%FinanceWALMART INC COM$134,000$23,427 ▲21.2%1,2870.0%COMTRVTravelers Companies$124,000$2,884 ▼-2.3%3440.0%FinanceNKENIKE$119,000$211 ▲0.2%3,3890.0%Consumer DiscretionaryTAT&T$116,000$871 ▲0.8%4,7940.0%Communication ServicesBOHBank of Hawaii$107,0000.0%1,5620.0%FinanceAORiShares Core 60/40 Balanced Allocation ETF$104,000$3,824 ▲3.8%1,5230.0%ETFMGAMagna International$98,000$324 ▲0.3%1,5130.0%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$89,000$89,000 ▲New Holding3580.0%ETFROCKET LAB CORP COM$88,000$53,516 ▲155.2%1,2530.0%COMVIA TRANSN INC COM CL A$83,0000.0%2,7520.0%COM CL AHYGiShares iBoxx $ High Yield Corporate Bond ETF$80,0000.0%1,0400.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$76,000$488 ▲0.6%7790.0%ETFFCXFreeport-McMoRan$76,000$2,065 ▲2.8%1,1040.0%MaterialsMUMicron Technology$70,000$35,000 ▼-33.3%640.0%TechnologyDSUBlackRock Debt Strategies Fund$69,0000.0%7,7480.0%FinanceFNDFSchwab Fundamental International Equity ETF$67,0000.0%1,2610.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$64,0000.0%1,2820.0%ETFGNTXGentex$63,000$154 ▲0.2%2,8630.0%Consumer DiscretionaryAPHAmphenol$62,000$28,767 ▲86.6%7220.0%TechnologyAMATApplied Materials$61,000$7,957 ▲15.0%1150.0%TechnologyCARRCarrier Global$61,0000.0%1,1030.0%IndustrialsCSCOCisco Systems$60,000$1,633 ▲2.8%5510.0%TechnologyVVisa$60,000$20,000 ▲50.0%1680.0%FinanceAMGNAmgen$57,000$4,886 ▲9.4%1400.0%HealthcareVEAVanguard FTSE Developed Markets ETF$52,0000.0%7340.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$45,0000.0%5000.0%ETFMAMastercard$39,000$21,972 ▼-36.0%710.0%FinanceQQQMInvesco NASDAQ 100 ETF$38,000$1,545 ▲4.2%1230.0%ETFWTWWillis Towers Watson Public$35,000$574 ▼-1.6%1220.0%FinanceWBDWarner Bros. Discovery$34,000$377 ▼-1.1%1,0830.0%Communication ServicesETNEaton$34,000$32,234 ▲1,825.0%770.0%IndustrialsDISWalt Disney$32,0000.0%3170.0%Communication ServicesKOCoca-Cola$31,000$1,039 ▲3.5%3580.0%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$31,0000.0%4120.0%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$30,0000.0%5740.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$29,0000.0%1850.0%ETFGOOGAlphabet$27,000$4,725 ▼-14.9%800.0%Communication ServicesVFHVanguard Financials ETF$26,0000.0%2000.0%ETFSCHWCharles Schwab$25,0000.0%2560.0%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$24,0000.0%7620.0%ETFADBEAdobe$24,0000.0%1000.0%TechnologyLLYEli Lilly and Company$23,000$17,250 ▲300.0%200.0%HealthcareBIIBBiogen$22,0000.0%1000.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. 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