Financial Planning Hawaii, Inc. Top Holdings and 13F Report (2026) About Financial Planning Hawaii, Inc.Investment ActivityFinancial Planning Hawaii, Inc. has $184.65 million in total holdings as of September 30, 2026.Financial Planning Hawaii, Inc. owns shares of 127 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.22% of the portfolio was purchased this quarter.About 6.55% of the portfolio was sold this quarter.This quarter, Financial Planning Hawaii, Inc. has purchased 134 new stocks and bought additional shares in 37 stocks.Financial Planning Hawaii, Inc. sold shares of 54 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $20,179,240Vanguard Total Stock Market ETF $11,045,816Vanguard Dividend Appreciation ETF $10,330,268Microsoft $10,034,022Vanguard S&P 500 ETF $9,259,119 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,299,348 Holding00123Q104 - AGNC Investment $290,240 Holding74933W452 - US Treasury 3 Month Bill ETF $281,119 Holding23306X795 - DBX ETF TR $240,585 Holding718546104 - Phillips 66 $219,822 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 7,984 shares (about $1.30M)Vanguard Total Stock Market ETF 1,858 shares (about $695.35K)Vanguard S&P 500 ETF 440 shares (about $308.38K)AGNC Investment 32,000 shares (about $290.24K)US Treasury 3 Month Bill ETF 5,639 shares (about $281.12K) Largest Sales this Quarter Apple 2,046 shares (about $681.36K)Microsoft 1,058 shares (about $542.66K)Alphabet 1,234 shares (about $424.59K)AbbVie 1,229 shares (about $321.49K)Vanguard Dividend Appreciation ETF 1,345 shares (about $313.80K) 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$20,179,240$681,355 ▼-3.3%60,59510.9%TechnologyVTIVanguard Total Stock Market ETF$11,045,816$695,346 ▲6.7%29,5156.0%ETFVIGVanguard Dividend Appreciation ETF$10,330,268$313,802 ▼-2.9%44,2775.6%ETFMSFTMicrosoft$10,034,022$542,657 ▼-5.1%19,5635.4%TechnologyVOOVanguard S&P 500 ETF$9,259,119$308,380 ▲3.4%13,2115.0%ETFGOOGAlphabet$3,884,436$68,148 ▲1.8%11,4002.1%Communication ServicesRSPInvesco S&P 500 Equal Weight ETF$3,879,930$41,603 ▲1.1%18,6522.1%ETFVOVanguard Mid-Cap ETF$3,762,704$191,268 ▲5.4%47,9812.0%ETFVXUSVanguard Total International Stock ETF$3,518,643$59,133 ▲1.7%41,4151.9%ETFSDYSPDR S&P Dividend ETF$3,468,207$135,494 ▼-3.8%23,6771.9%ETFGOOGLAlphabet$3,264,280$424,594 ▼-11.5%9,4871.8%Communication ServicesJNJJohnson & Johnson$2,951,045$41,035 ▼-1.4%11,1471.6%HealthcareVYMVanguard High Dividend Yield ETF$2,930,491$91,723 ▼-3.0%18,8821.6%ETFCSCOCisco Systems$2,917,847$253,468 ▼-8.0%27,1101.6%TechnologyABBVAbbVie$2,792,946$321,488 ▼-10.3%10,6771.5%HealthcareNVDANVIDIA$2,761,987$201,657 ▲7.9%12,0941.5%TechnologyGLDMSPDR Gold MiniShares Trust$2,732,4850.0%33,2501.5%ETFAMZNAmazon.com$2,711,001$86,953 ▼-3.1%10,8811.5%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$2,661,391$135,926 ▲5.4%37,6911.4%ETFXLUUtilities Select Sector SPDR Fund$2,602,015$86,216 ▼-3.2%65,9741.4%ETFAMGNAmgen$2,526,952$177,034 ▼-6.5%5,9951.4%HealthcareISHARES TR$2,485,660$88,195 ▲3.7%24,6891.3%0-3 MTH TREASURYVBVanguard Small-Cap ETF$2,401,514$128,028 ▲5.6%8,4411.3%ETFCVXChevron$2,163,267$42,273 ▼-1.9%10,5931.2%EnergyROSTRoss Stores$2,063,4890.0%8,8411.1%Consumer DiscretionaryQQQInvesco QQQ$1,917,123$193,783 ▼-9.2%2,5921.0%ETFLMTLockheed Martin$1,897,466$152,775 ▼-7.5%3,7261.0%IndustrialsPYLDPIMCO Multi Sector Bond Active ETF$1,768,178$102 ▼0.0%69,6411.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,712,838$192,973 ▲12.7%54,4280.9%ETFIJRiShares Core S&P Small-Cap ETF$1,650,405$264,048 ▼-13.8%12,1320.9%ETFPGProcter & Gamble$1,648,090$34,141 ▼-2.0%11,3440.9%Consumer StaplesBINCiShares Flexible Income Active ETF$1,553,848$28,544 ▲1.9%30,5940.8%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,536,411$45,129 ▼-2.9%13,6180.8%ETFTRVTravelers Companies$1,504,472$8,913 ▼-0.6%4,2200.8%FinanceVIGIVanguard International Dividend Appreciation ETF$1,481,982$45,887 ▲3.2%15,6960.8%ETFJPMJPMorgan Chase & Co.$1,381,686$238,222 ▼-14.7%4,1760.7%FinanceEXXONMOBIL HOLDINGS CORP$1,299,348$1,299,348 ▲New Holding7,9840.7%COM SHSCMICummins$1,286,259$149,805 ▼-10.4%2,4900.7%IndustrialsSPYSPDR S&P 500 ETF Trust$1,274,069$96,832 ▼-7.1%1,6710.7%ETFITWIllinois Tool Works$1,234,429$57,888 ▼-4.5%4,7980.7%IndustrialsGDGeneral Dynamics$1,212,507$27,542 ▼-2.2%3,6540.7%IndustrialsWALMART INC$1,188,771$60,899 ▲5.4%11,4390.6%COMSCHDSchwab US Dividend Equity ETF$1,119,290$162,292 ▲17.0%34,4080.6%ETFAVGOBroadcom$1,106,600$36,173 ▲3.4%3,1510.6%TechnologyIGMiShares Expanded Tech Sector ETF$1,016,2680.0%6,0120.6%ETFVZVerizon Communications$970,898$263,252 ▼-21.3%21,1660.5%Communication ServicesRTXRTX$885,179$69,619 ▼-7.3%4,7680.5%IndustrialsMETAMeta Platforms$881,8330.0%1,2160.5%Communication ServicesAXPAmerican Express$837,526$16,118 ▲2.0%2,7540.5%FinanceCFRCullen/Frost Bankers$805,945$64,885 ▼-7.5%5,2790.4%FinanceGLDSPDR Gold Shares$801,6680.0%2,1050.4%ETFBRK.ABerkshire Hathaway$747,0050.0%10.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$743,575$65,610 ▼-8.1%1,4620.4%ETFKRKroger$701,095$48,655 ▼-6.5%11,9600.4%Consumer StaplesVVisa$698,056$7,545 ▼-1.1%1,9430.4%FinanceNSCNorfolk Southern$682,5810.0%2,2090.4%IndustrialsLLYEli Lilly and Company$659,854$8,103 ▲1.2%5700.4%HealthcareAFLAflac$657,825$87,412 ▼-11.7%5,8850.4%FinanceEDConsolidated Edison$651,410$14,310 ▲2.2%6,3730.4%UtilitiesNOCNorthrop Grumman$650,281$53,183 ▼-7.6%1,3450.4%IndustrialsPHParker-Hannifin$649,686$4,777 ▲0.7%6800.4%IndustrialsBRK.BBerkshire Hathaway$637,376$78,178 ▼-10.9%1,2800.3%FinanceMOAltria Group$629,6520.0%9,3500.3%Consumer StaplesIBMInternational Business Machines$599,749$15,395 ▼-2.5%2,7270.3%TechnologyMRKMerck & Co., Inc.$598,823$199,075 ▼-24.9%4,1210.3%HealthcareHUBBHubbell$593,309$61,236 ▲11.5%1,3080.3%IndustrialsTSLATesla$582,953$3,903 ▲0.7%1,6430.3%Consumer DiscretionaryCRMSalesforce$582,4190.0%2,5370.3%TechnologyQCOMQualcomm$551,200$26,686 ▼-4.6%2,9950.3%TechnologyCOSTCostco Wholesale$541,746$168,442 ▼-23.7%5950.3%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$539,5940.0%2,7850.3%ETFSNASnap-On$517,047$223,097 ▼-30.1%1,4230.3%IndustrialsDEDeere & Company$512,393$292,124 ▼-36.3%7630.3%IndustrialsBRBroadridge Financial Solutions$503,599$112,770 ▲28.9%3,1260.3%IndustrialsTJXTJX Companies$487,430$34,401 ▼-6.6%3,6840.3%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$475,8350.0%6,6130.3%ETFASMLASML$460,164$68,843 ▲17.6%2540.2%TechnologyBHBBar Harbor Bankshares$445,515$13,155 ▼-2.9%11,5150.2%FinanceIUSViShares Core S&P U.S. Value ETF$437,3700.0%3,9660.2%ETFSUSAiShares MSCI USA ESG Select ETF$436,3710.0%2,8030.2%ETFINTUIntuit$431,210$104,770 ▲32.1%1,5640.2%TechnologyTSMTaiwan Semiconductor Manufacturing$429,731$102,643 ▲31.4%9420.2%TechnologyPSAPublic Storage$418,6030.0%1,4800.2%Real EstateNFLXNetflix$395,354$4,314 ▲1.1%5,6820.2%Communication ServicesRJFRaymond James Financial$392,996$40,295 ▲11.4%2,4870.2%FinanceDCIDonaldson$392,115$80,077 ▲25.7%4,5050.2%IndustrialsCATCaterpillar$385,125$138,645 ▼-26.5%4750.2%IndustrialsADBEAdobe$383,9040.0%1,6000.2%TechnologyMELIMercadoLibre$357,8060.0%2070.2%Consumer DiscretionaryEMREmerson Electric$356,390$29,156 ▼-7.6%2,2980.2%IndustrialsVIOGVanguard S&P Small-Cap 600 Growth ETF$354,5320.0%2,5700.2%ETFBONDPimco Total Return ETF$350,948$23,402 ▲7.1%4,0340.2%ETFAMDAdvanced Micro Devices$349,9270.0%5720.2%TechnologyLHXL3Harris Technologies$345,699$97,790 ▼-22.1%1,4600.2%IndustrialsIEFAiShares Core MSCI EAFE ETF$344,3660.0%3,5550.2%ETFVANGUARD MUN BD FDS$337,976$223 ▲0.1%4,5440.2%SHORT TAX EXEMPTDSIiShares ESG MSCI KLD 400 ETF$326,2740.0%2,2320.2%ETFMAMastercard$320,404$16,544 ▲5.4%5810.2%FinanceCSXCSX$319,989$63,021 ▼-16.5%6,8800.2%IndustrialsMCDMcDonald's$316,1570.0%1,3690.2%Consumer DiscretionaryShowing largest 100 holdings. 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