Financial Planning Hawaii, Inc.

13F filer · CIK 0002105146

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$186MU.S. long equity reported on 13F

Positions10312 new · 3 closed

Net flow last quarter+$1.49MBuys minus sells

Top 10 positions weight27.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026103 positions
AAPLApple Inc.	$18.1M	9.72%	0.00%	+0.3%	Q4 2025
MSFTMicrosoft Corp	$7.69M	4.13%	0.00%	+2.5%	Q4 2025
GOOGAlphabet Inc.	$3.96M	2.12%	Not reported	+2.0%	Q4 2025
GOOGLAlphabet Inc.	$3.83M	2.06%	0.00%	-0.7%	Q4 2025
CSCOCisco Systems, Inc.	$3.46M	1.86%	0.00%	+2.7%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.08M	1.65%	Not reported	-1.2%	Q4 2025
ABBVAbbVie Inc.	$3M	1.61%	0.00%	-2.2%	Q4 2025
JNJJohnson & Johnson	$2.87M	1.54%	0.00%	+0.3%	Q4 2025
AMZNAmazon Com Inc	$2.68M	1.44%	0.00%	-7.8%	Q4 2025
GLDMWorld Gold Trust	$2.64M	1.42%	0.01%	Not reported	Q4 2025
AMGNAmgen Inc	$2.32M	1.25%	0.00%	+3.8%	Q4 2025
NVDANvidia Corp	$2.24M	1.20%	0.00%	-5.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$2.1M	1.13%	Not reported	+15.0%	Q4 2025
LMTLockheed Martin Corp	$2.05M	1.10%	0.00%	Not reported	Q4 2025
CMICummins Inc	$1.98M	1.06%	0.00%	+3.7%	Q4 2025
ROSTRoss Stores, Inc.	$1.88M	1.01%	0.00%	+3.3%	Q4 2025
CVXChevron Corp	$1.79M	0.96%	0.00%	-16.9%	Q4 2025
PGPROCTER & GAMBLE Co	$1.7M	0.91%	0.00%	0.0%	Q4 2025
JPMJPMorgan Chase & Co	$1.6M	0.86%	0.00%	+2.6%	Q4 2025
TRVTravelers Companies, Inc.	$1.4M	0.75%	0.00%	+1.3%	Q4 2025
ITWIllinois Tool Works Inc	$1.36M	0.73%	0.00%	-10.1%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.34M	0.72%	Not reported	+24.4%	Q4 2025
GDGeneral Dynamics Corp	$1.32M	0.71%	0.00%	+14.0%	Q4 2025
WMTWalmart Inc.	$1.23M	0.66%	0.00%	0.0%	Q4 2025
AVGOBroadcom Inc.	$1.15M	0.62%	0.00%	+16.5%	Q4 2025
VZVerizon Communications Inc	$1.14M	0.61%	0.00%	-8.1%	Q4 2025
XOMExxonMobil Holdings Corp	$1.11M	0.60%	0.00%	-7.2%	Q4 2025
RTXRTX Corp	$976K	0.52%	0.00%	-5.4%	Q4 2025
AXPAmerican Express Co	$914K	0.49%	0.00%	+15.7%	Q4 2025
CFRCullen/Frost Bankers, Inc.	$881K	0.47%	0.01%	Not reported	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$831K	0.45%	Not reported	+2.4%	Q4 2025
SNASnap-on Inc	$820K	0.44%	0.00%	-8.0%	Q4 2025
IBMInternational Business Machines Corp	$787K	0.42%	0.00%	Not reported	Q4 2025
AFLAflac Inc	$782K	0.42%	0.00%	-12.2%	Q4 2025
GLDSPDR Gold Trust	$775K	0.42%	0.00%	Not reported	Q4 2025
NBTBNBT Bancorp Inc	$762K	0.41%	0.03%	Not reported	Q4 2025
DEDeere & Co	$760K	0.41%	0.00%	-5.2%	Q4 2025
BRK.ABerkshire Hathaway Inc	$749K	0.40%	Not reported	Not reported	Q4 2025
NOCNorthrop Grumman Corp	$741K	0.40%	0.00%	Not reported	Q4 2025
COSTCostco Wholesale Corp	$729K	0.39%	0.00%	-0.8%	Q4 2025
BRK.BBerkshire Hathaway Inc	$719K	0.39%	Not reported	Not reported	Q4 2025
KRKroger Co	$710K	0.38%	0.00%	-1.4%	Q4 2025
MRKMerck & Co., Inc.	$706K	0.38%	0.00%	-10.4%	Q4 2025
NSCNorfolk Southern Corp	$695K	0.37%	0.00%	Not reported	Q4 2025
EDConsolidated Edison Inc	$690K	0.37%	0.00%	0.0%	Q4 2025
CATCaterpillar Inc	$688K	0.37%	0.00%	-8.5%	Q4 2025
TSLATesla, Inc.	$686K	0.37%	0.00%	-1.0%	Q4 2025
METAMeta Platforms, Inc.	$685K	0.37%	Not reported	+7.0%	Q4 2025
LLYELI LILLY & Co	$676K	0.36%	0.00%	Not reported	Q4 2025
VVisa Inc.	$674K	0.36%	0.00%	-17.3%	Q4 2025

Q1 2026Reported Apr 21, 202693 positions
AAPLApple Inc.	$15.9M	9.35%	0.00%	-2.4%	Q4 2025
MSFTMicrosoft Corp	$7.45M	4.39%	0.00%	-2.2%	Q4 2025
GOOGAlphabet Inc.	$3.15M	1.86%	Not reported	0.0%	Q4 2025
GOOGLAlphabet Inc.	$3.1M	1.83%	0.00%	+0.4%	Q4 2025
GLDMWorld Gold Trust	$3.08M	1.82%	0.01%	+0.8%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.92M	1.72%	Not reported	+0.1%	Q4 2025
JNJJohnson & Johnson	$2.76M	1.62%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$2.69M	1.58%	0.00%	0.0%	Q4 2025
ABBVAbbVie Inc.	$2.65M	1.56%	0.00%	-4.0%	Q4 2025
AMZNAmazon Com Inc	$2.54M	1.50%	0.00%	+0.1%	Q4 2025
LMTLockheed Martin Corp	$2.43M	1.43%	0.00%	-1.6%	Q4 2025
CSCOCisco Systems, Inc.	$2.23M	1.31%	0.00%	-3.0%	Q4 2025
AMGNAmgen Inc	$2.17M	1.28%	0.00%	Not reported	Q4 2025
NVDANvidia Corp	$2.07M	1.22%	0.00%	+0.2%	Q4 2025
ROSTRoss Stores, Inc.	$1.85M	1.09%	0.00%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$1.67M	0.99%	0.00%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$1.49M	0.88%	0.00%	0.0%	Q4 2025
VZVerizon Communications Inc	$1.47M	0.87%	0.00%	-12.4%	Q4 2025
ITWIllinois Tool Works Inc	$1.45M	0.86%	0.00%	-4.3%	Q4 2025
CMICummins Inc	$1.44M	0.85%	0.00%	-3.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.43M	0.84%	Not reported	-7.8%	Q4 2025
JPMJPMorgan Chase & Co	$1.4M	0.83%	0.00%	0.0%	Q4 2025
WMTWalmart Inc.	$1.35M	0.80%	0.00%	-0.4%	Q4 2025
TRVTravelers Companies, Inc.	$1.22M	0.72%	0.00%	Not reported	Q4 2025
GDGeneral Dynamics Corp	$1.12M	0.66%	0.00%	Not reported	Q4 2025
RTXRTX Corp	$1.05M	0.62%	0.00%	Not reported	Q4 2025
NOCNorthrop Grumman Corp	$993K	0.59%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$940K	0.55%	Not reported	+2.1%	Q4 2025
KRKroger Co	$939K	0.55%	0.00%	Not reported	Q4 2025
GLDSPDR Gold Trust	$906K	0.53%	0.00%	+2.0%	Q4 2025
AFLAflac Inc	$833K	0.49%	0.00%	-0.5%	Q4 2025
AVGOBroadcom Inc.	$810K	0.48%	0.00%	+0.2%	Q4 2025
SNASnap-on Inc	$804K	0.47%	0.00%	-3.5%	Q4 2025
COSTCostco Wholesale Corp	$783K	0.46%	0.00%	-3.1%	Q4 2025
CFRCullen/Frost Bankers, Inc.	$782K	0.46%	0.01%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$737K	0.43%	0.00%	-4.9%	Q4 2025
LHXL3harris Technologies, Inc.	$722K	0.43%	0.00%	Not reported	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$720K	0.42%	Not reported	+0.1%	Q4 2025
BRK.ABerkshire Hathaway Inc	$718K	0.42%	Not reported	Not reported	Q4 2025
VVisa Inc.	$718K	0.42%	0.00%	Not reported	Q4 2025
DEDeere & Co	$711K	0.42%	0.00%	Not reported	Q4 2025
AXPAmerican Express Co	$706K	0.42%	0.00%	+3.6%	Q4 2025
EDConsolidated Edison Inc	$705K	0.42%	0.00%	-5.1%	Q4 2025
BRK.BBerkshire Hathaway Inc	$689K	0.41%	Not reported	-0.5%	Q4 2025
IBMInternational Business Machines Corp	$678K	0.40%	0.00%	-24.3%	Q4 2025
NBTBNBT Bancorp Inc	$657K	0.39%	0.03%	Not reported	Q4 2025
ORCLOracle Corp	$652K	0.38%	0.00%	+0.4%	Q4 2025
METAMeta Platforms, Inc.	$650K	0.38%	Not reported	-4.0%	Q4 2025
NSCNorfolk Southern Corp	$634K	0.37%	0.00%	-5.4%	Q4 2025
MOAltria Group, Inc.	$617K	0.36%	0.00%	-1.6%	Q4 2025

Q4 2025Reported Jan 15, 202698 positions
AAPLApple Inc.	$17.4M	10.03%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$9.95M	5.73%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$3.44M	1.98%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$3.37M	1.94%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$2.9M	1.67%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.83M	1.63%	Not reported	New	Q4 2025
GLDMWorld Gold Trust	$2.82M	1.62%	0.01%	New	Q4 2025
AMZNAmazon Com Inc	$2.81M	1.62%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$2.33M	1.34%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$2.28M	1.31%	0.00%	New	Q4 2025
NVDANvidia Corp	$2.21M	1.28%	0.00%	New	Q4 2025
AMGNAmgen Inc	$2.02M	1.17%	0.00%	New	Q4 2025
CVXChevron Corp	$1.98M	1.14%	0.00%	New	Q4 2025
LMTLockheed Martin Corp	$1.98M	1.14%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.66M	0.96%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.65M	0.95%	Not reported	New	Q4 2025
ROSTRoss Stores, Inc.	$1.54M	0.89%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$1.54M	0.89%	0.00%	New	Q4 2025
ITWIllinois Tool Works Inc	$1.44M	0.83%	0.00%	New	Q4 2025
CMICummins Inc	$1.41M	0.81%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$1.36M	0.78%	0.00%	New	Q4 2025
TRVTravelers Companies, Inc.	$1.22M	0.70%	0.00%	New	Q4 2025
WMTWalmart Inc.	$1.21M	0.70%	0.00%	New	Q4 2025
GDGeneral Dynamics Corp	$1.1M	0.64%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$1.1M	0.63%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.06M	0.61%	0.00%	New	Q4 2025
RTXRTX Corp	$997K	0.57%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$965K	0.56%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$904K	0.52%	0.00%	New	Q4 2025
ORCLOracle Corp	$861K	0.50%	0.00%	New	Q4 2025
AFLAflac Inc	$842K	0.48%	0.00%	New	Q4 2025
AXPAmerican Express Co	$834K	0.48%	0.00%	New	Q4 2025
VVisa Inc.	$833K	0.48%	0.00%	New	Q4 2025
NOCNorthrop Grumman Corp	$830K	0.48%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$818K	0.47%	0.00%	New	Q4 2025
KRKroger Co	$811K	0.47%	0.00%	New	Q4 2025
SHOPShopify Inc.	$792K	0.46%	0.00%	New	Q4 2025
SNASnap-on Inc	$791K	0.46%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$781K	0.45%	Not reported	New	Q4 2025
BRK.ABerkshire Hathaway Inc	$755K	0.43%	Not reported	New	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$746K	0.43%	Not reported	New	Q4 2025
TSLATesla, Inc.	$741K	0.43%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$726K	0.42%	Not reported	New	Q4 2025
CFRCullen/Frost Bankers, Inc.	$722K	0.42%	0.01%	New	Q4 2025
COSTCostco Wholesale Corp	$699K	0.40%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$679K	0.39%	0.00%	New	Q4 2025
NSCNorfolk Southern Corp	$674K	0.39%	0.00%	New	Q4 2025
EDConsolidated Edison Inc	$652K	0.38%	0.00%	New	Q4 2025
NBTBNBT Bancorp Inc	$641K	0.37%	0.03%	New	Q4 2025
MELIMercadolibre Inc	$632K	0.36%	0.00%	New	Q4 2025

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