Financial Planning Hawaii, Inc. Top Holdings and 13F Report (2026) About Financial Planning Hawaii, Inc.Investment ActivityFinancial Planning Hawaii, Inc. has $186.44 million in total holdings as of June 30, 2026.Financial Planning Hawaii, Inc. owns shares of 134 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 2.49% of the portfolio was sold this quarter.This quarter, Financial Planning Hawaii, Inc. has purchased 123 new stocks and bought additional shares in 46 stocks.Financial Planning Hawaii, Inc. sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $18,125,733Vanguard Dividend Appreciation ETF $10,795,061Vanguard Total Stock Market ETF $10,234,224Vanguard S&P 500 ETF $8,771,515Microsoft $7,691,990 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $342,418 Holding007903107 - Advanced Micro Devices $332,281 Holding11133T103 - Broadridge Financial Solutions $332,241 Holding573874104 - Marvell Technology $279,123 Holding438516205 - HONEYWELL INTL INC $277,860 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 33,479 shares (about $2.70M)Taiwan Semiconductor Manufacturing 717 shares (about $342.42K)Advanced Micro Devices 572 shares (about $332.28K)Broadridge Financial Solutions 2,426 shares (about $332.24K)Marvell Technology 937 shares (about $279.12K) Largest Sales this Quarter Chevron 2,189 shares (about $362.83K)ASML 154 shares (about $306.37K)SHOPIFY INC 2,237 shares (about $255.42K)Amazon.com 947 shares (about $225.71K)MercadoLibre 107 shares (about $181.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Planning Hawaii, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,125,733$44,561 â–²0.2%62,6419.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$10,795,061$153,803 â–²1.4%45,6225.8%ETFVTIVanguard Total Stock Market ETF$10,234,224$270,500 â–²2.7%27,6575.5%ETFVOOVanguard S&P 500 ETF$8,771,515$179,950 â–²2.1%12,7714.7%ETFMSFTMicrosoft$7,691,990$185,017 â–²2.5%20,6214.1%Computer and TechnologyGOOGAlphabet$3,957,296$77,379 â–²2.0%11,2002.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,925,972$58,085 â–¼-1.5%18,4522.1%ETFGOOGLAlphabet$3,831,321$25,730 â–¼-0.7%10,7212.1%Computer and TechnologySDYSPDR S&P Dividend ETF$3,743,932$40,023 â–¼-1.1%24,6022.0%ETFVOVanguard Mid-Cap ETF$3,669,338$2,697,417 â–²277.5%45,5422.0%ETFVXUSVanguard Total International Stock ETF$3,481,051$30,862 â–²0.9%40,7191.9%ETFCSCOCisco Systems$3,460,950$89,974 â–²2.7%29,4651.9%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$3,090,3740.0%68,1601.7%ETFVYMVanguard High Dividend Yield ETF$3,077,253$37,294 â–¼-1.2%19,4731.7%Financial ServicesABBVAbbVie$2,995,978$67,187 â–¼-2.2%11,9061.6%MedicalJNJJohnson & Johnson$2,870,357$7,873 â–²0.3%11,3021.5%MedicalAMZNAmazon.com$2,676,558$225,708 â–¼-7.8%11,2301.4%Retail/WholesaleGLDMSPDR Gold MiniShares Trust$2,640,7150.0%33,2501.4%FinanceVEAVanguard FTSE Developed Markets ETF$2,548,315$103,526 â–²4.2%35,7661.4%ETFVBVanguard Small-Cap ETF$2,422,182$606 â–²0.0%7,9911.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,397,249$27,584 â–¼-1.1%23,8131.3%ETFAMGNAmgen$2,323,000$85,098 â–²3.8%6,4151.2%MedicalNVDANVIDIA$2,243,119$136,256 â–¼-5.7%11,2111.2%Computer and TechnologyQQQInvesco QQQ$2,101,352$273,897 â–²15.0%2,8541.1%FinanceIJRiShares Core S&P Small-Cap ETF$2,087,132$7,415 â–¼-0.4%14,0731.1%ETFLMTLockheed Martin$2,051,0860.0%4,0261.1%AerospaceCMICummins$1,982,724$71,321 â–²3.7%2,7801.1%Auto/Tires/TrucksROSTRoss Stores$1,881,807$59,811 â–²3.3%8,8411.0%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$1,846,989$92,184 â–²5.3%69,6451.0%ETFCVXChevron$1,790,135$362,834 â–¼-16.9%10,8001.0%EnergyPGProcter & Gamble$1,697,935$293 â–²0.0%11,5790.9%Consumer StaplesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,610,343$1,723 â–¼-0.1%14,0180.9%ManufacturingJPMJPMorgan Chase & Co.$1,602,454$41,240 â–²2.6%4,8960.9%FinanceBINCiShares Flexible Income Active ETF$1,571,870$132,681 â–²9.2%30,0320.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,502,014$147,695 â–²10.9%48,2960.8%ETFVIGIVanguard International Dividend Appreciation ETF$1,420,348$117,849 â–²9.0%15,2100.8%ETFTRVTravelers Companies$1,401,359$18,157 â–²1.3%4,2450.8%FinanceITWIllinois Tool Works$1,358,571$153,086 â–¼-10.1%5,0230.7%IndustrialsSPYSPDR S&P 500 ETF Trust$1,342,902$263,651 â–²24.4%1,7980.7%FinanceGDGeneral Dynamics$1,323,795$162,950 â–²14.0%3,7370.7%AerospaceWALMART INC$1,229,212$227 â–²0.0%10,8530.7%COMAVGOBroadcom$1,151,382$162,810 â–²16.5%3,0480.6%Computer and TechnologyVZVerizon Communications$1,139,161$100,177 â–¼-8.1%26,9050.6%Computer and TechnologyXOMExxonMobil$1,114,645$86,678 â–¼-7.2%8,1530.6%EnergyIGMiShares Expanded Tech Sector ETF$983,4430.0%6,0120.5%ETFRTXRTX$975,781$55,211 â–¼-5.4%5,1430.5%AerospaceSCHDSchwab US Dividend Equity ETF$932,870$88,185 â–²10.4%29,4190.5%ETFAXPAmerican Express$913,652$123,805 â–²15.7%2,7010.5%FinanceCFRCullen/Frost Bankers$881,3820.0%5,7040.5%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$831,047$19,327 â–²2.4%1,5910.4%FinanceSNASnap-On$819,689$71,225 â–¼-8.0%2,0370.4%Consumer DiscretionaryIBMInternational Business Machines$786,5440.0%2,7970.4%Computer and TechnologyAFLAflac$781,706$108,456 â–¼-12.2%6,6670.4%FinanceGLDSPDR Gold Shares$775,4400.0%2,1050.4%FinanceNBTBNBT Bancorp$762,2230.0%15,4390.4%FinanceDEDeere & Company$759,927$41,231 â–¼-5.1%1,1980.4%IndustrialsBRK.ABerkshire Hathaway$748,8500.0%10.4%FinanceNOCNorthrop Grumman$741,0460.0%1,4550.4%AerospaceCOSTCostco Wholesale$729,285$5,610 â–¼-0.8%7800.4%Retail/WholesaleBRK.BBerkshire Hathaway$719,0600.0%1,4370.4%FinanceKRKroger$710,229$10,273 â–¼-1.4%12,7900.4%Retail/WholesaleMRKMerck & Co., Inc.$705,594$82,240 â–¼-10.4%5,4910.4%MedicalNSCNorfolk Southern$694,9290.0%2,2090.4%TransportationEDConsolidated Edison$689,585$221 â–²0.0%6,2330.4%UtilitiesCATCaterpillar$687,925$63,894 â–¼-8.5%6460.4%IndustrialsTSLATesla$686,419$6,730 â–¼-1.0%1,6320.4%Auto/Tires/TrucksMETAMeta Platforms$684,920$45,061 â–²7.0%1,2160.4%Computer and TechnologyLLYEli Lilly and Company$675,6090.0%5630.4%MedicalVVisa$673,999$140,702 â–¼-17.3%1,9640.4%Business ServicesMOAltria Group$672,757$216 â–²0.0%9,3500.4%Consumer StaplesPHParker-Hannifin$660,2310.0%6750.4%IndustrialsORCLOracle$656,251$6,448 â–²1.0%4,4780.4%Computer and TechnologyHUBBHubbell$613,714$18,312 â–²3.1%1,1730.3%IndustrialsTJXTJX Companies$597,516$73,478 â–²14.0%3,9440.3%Retail/WholesaleQCOMQualcomm$580,241$76,688 â–¼-11.7%3,1400.3%Computer and TechnologyLHXL3Harris Technologies$544,275$63,930 â–¼-10.5%1,8730.3%AerospaceIUSGiShares Core S&P U.S. Growth ETF$523,8310.0%2,7850.3%ManufacturingGLWCorning$519,8000.0%2,0350.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$509,9610.0%6,6130.3%ETFPSAPublic Storage$471,0990.0%1,4800.3%FinanceBHBBar Harbor Bankshares$447,645$38,704 â–¼-8.0%11,8550.2%FinanceIUSViShares Core S&P U.S. Value ETF$436,8550.0%3,9660.2%ManufacturingSUSAiShares MSCI USA ESG Select ETF$432,5030.0%2,8030.2%ETFASMLASML$429,719$306,374 â–¼-41.6%2160.2%Computer and TechnologyNFLXNetflix$401,2680.0%5,6200.2%Consumer DiscretionaryCRMSalesforce$397,446$84,126 â–²26.9%2,5370.2%Computer and TechnologyVIOGVanguard S&P Small-Cap 600 Growth ETF$394,2890.0%2,5700.2%ETFCSXCSX$391,410$72,721 â–¼-15.7%8,2350.2%TransportationMCDMcDonald's$370,0540.0%1,3690.2%Retail/WholesaleEMREmerson Electric$355,861$286 â–²0.1%2,4860.2%IndustrialsMELIMercadoLibre$351,360$181,621 â–¼-34.1%2070.2%Retail/WholesaleVANGUARD MUN BD FDS$347,984$460 â–²0.1%4,5410.2%SHORT TAX EXEMPTPEPPepsiCo$347,801$271 â–²0.1%2,5690.2%Consumer StaplesPIMCO ETF TR$347,145$92,203 â–²36.2%3,7650.2%ACTIVE BD ETFIEFAiShares Core MSCI EAFE ETF$343,2990.0%3,5550.2%ETFTSMTaiwan Semiconductor Manufacturing$342,418$342,418 â–²New Holding7170.2%Computer and TechnologyGPCGenuine Parts$339,782$90,844 â–¼-21.1%2,8800.2%Retail/WholesaleRJFRaymond James Financial$339,331$98,363 â–²40.8%2,2320.2%FinanceHDHome Depot$332,7790.0%9440.2%Retail/WholesaleAMDAdvanced Micro Devices$332,281$332,281 â–²New Holding5720.2%Computer and TechnologyShowing largest 100 holdings. 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