Financial Planning Hawaii, Inc.

HONOLULU, HI · CIK 2105146 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$186.4m reported value +9.9% vs Q1 2026

134positions

40.1%in top 10

15 new 44 added 39 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	62,641	$18.1m9.72%	9.72%	Added +154	+154 0.2%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	45,622	$10.8m5.79%	5.79%	Added +650	+650 1.4%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	27,657	$10.2m5.49%	5.49%	Added +731	+731 2.7%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	12,771	$8.8m4.70%	4.70%	Added +262	+262 2.1%
5	MICROSOFT CORP COM MSFT	MSFT	20,621	$7.7m4.13%	4.13%	Added +496	+496 2.5%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	11,200	$4.0m2.12%	2.12%	Added +219	+219 2.0%
7	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	18,452	$3.9m2.11%	2.11%	Reduced -273	-273 -1.5%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,721	$3.8m2.06%	2.06%	Reduced -72	-72 -0.7%
9	SPDR SER TR S&P DIVID ETF SDY	SDY	24,602	$3.7m2.01%	2.01%	Reduced -263	-263 -1.1%
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	45,542	$3.7m1.97%	1.97%	Reduced -2.7k	-2,710 -5.6%
11	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	40,719	$3.5m1.87%	1.87%	Added +361	+361 0.9%
12	CISCO SYS INC COM CSCO	CSCO	29,465	$3.5m1.86%	1.86%	Added +766	+766 2.7%
13	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	68,160	$3.1m1.66%	1.66%	Unchanged
14	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	19,473	$3.1m1.65%	1.65%	Reduced -236	-236 -1.2%
15	ABBVIE INC COM ABBV	ABBV	11,906	$3.0m1.61%	1.61%	Reduced -267	-267 -2.2%
16	JOHNSON & JOHNSON COM JNJ	JNJ	11,302	$2.9m1.54%	1.54%	Added +31	+31 0.3%
17	AMAZON COM INC COM AMZN	AMZN	11,230	$2.7m1.44%	1.44%	Reduced -947	-947 -7.8%
18	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	33,250	$2.6m1.42%	1.42%	Unchanged
19	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	35,766	$2.5m1.37%	1.37%	Added +1.5k	+1,453 4.2%
20	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,991	$2.4m1.30%	1.30%	Added +2	+2 0.0%
21	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	23,813	$2.4m1.29%	1.29%	Reduced -274	-274 -1.1%
22	AMGEN INC COM AMGN	AMGN	6,415	$2.3m1.25%	1.25%	Added +235	+235 3.8%
23	NVIDIA CORPORATION COM NVDA	NVDA	11,211	$2.2m1.20%	1.20%	Reduced -681	-681 -5.7%
24	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,854	$2.1m1.13%	1.13%	Added +372	+372 15.0%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,073	$2.1m1.12%	1.12%	Reduced -50	-50 -0.3%
26	LOCKHEED MARTIN CORP COM LMT	LMT	4,026	$2.1m1.10%	1.10%	Unchanged
27	CUMMINS INC COM CMI	CMI	2,780	$2.0m1.06%	1.06%	Added +100	+100 3.7%
28	ROSS STORES INC COM ROST	ROST	8,841	$1.9m1.01%	1.01%	Added +281	+281 3.3%
29	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	69,645	$1.8m0.99%	0.99%	Added +3.5k	+3,476 5.2%
30	CHEVRON CORP NEW COM CVX	CVX	10,800	$1.8m0.96%	0.96%	Reduced -2.2k	-2,189 -16.9%
31	PROCTER AND GAMBLE CO COM PG	PG	11,579	$1.7m0.91%	0.91%	Added +2	+2 0.0%
32	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	14,018	$1.6m0.86%	0.86%	Reduced -15	-15 -0.1%
33	JPMORGAN CHASE & CO COM JPM	JPM	4,896	$1.6m0.86%	0.86%	Added +126	+126 2.6%
34	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	30,032	$1.6m0.84%	0.84%	Added +2.5k	+2,535 9.2%
35	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	48,296	$1.5m0.81%	0.81%	Added +4.7k	+4,749 10.9%
36	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	15,210	$1.4m0.76%	0.76%	Added +1.3k	+1,262 9.1%
37	TRAVELERS COMPANIES INC COM TRV	TRV	4,245	$1.4m0.75%	0.75%	Added +55	+55 1.3%
38	ILLINOIS TOOL WKS INC COM ITW	ITW	5,023	$1.4m0.73%	0.73%	Reduced -566	-566 -10.1%
39	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,798	$1.3m0.72%	0.72%	Added +353	+353 24.4%
40	GENERAL DYNAMICS CORP COM GD	GD	3,737	$1.3m0.71%	0.71%	Added +460	+460 14.0%
41	WALMART INC COM WMT	WMT	10,853	$1.2m0.66%	0.66%	Added +2	+2 0.0%
42	BROADCOM INC COM AVGO	AVGO	3,048	$1.2m0.62%	0.62%	Added +431	+431 16.5%
43	VERIZON COMMUNICATIONS INC COM VZ	VZ	26,905	$1.1m0.61%	0.61%	Reduced -2.4k	-2,366 -8.1%
44	EXXON MOBIL CORP COM XOM	XOM	8,153	$1.1m0.60%	0.60%	Reduced -634	-634 -7.2%
45	ISHARES TR EXPND TEC SC ETF IGM	IGM	6,012	$983.4k0.53%	0.53%	Unchanged
46	RTX CORPORATION COM RTX	RTX	5,143	$975.8k0.52%	0.52%	Reduced -291	-291 -5.4%
47	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	29,419	$932.9k0.50%	0.50%	Added +2.8k	+2,781 10.4%
48	AMERICAN EXPRESS CO COM AXP	AXP	2,701	$913.7k0.49%	0.49%	Added +366	+366 15.7%
49	CULLEN FROST BANKERS INC COM CFR	CFR	5,704	$881.4k0.47%	0.47%	Unchanged
50	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,591	$831.0k0.45%	0.45%	Added +37	+37 2.4%
51	SNAP ON INC COM SNA	SNA	2,037	$819.7k0.44%	0.44%	Reduced -177	-177 -8.0%
52	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,797	$786.5k0.42%	0.42%	Unchanged
53	AFLAC INC COM AFL	AFL	6,667	$781.7k0.42%	0.42%	Reduced -925	-925 -12.2%
54	SPDR GOLD TR GOLD SHS GLD	GLD	2,105	$775.4k0.42%	0.42%	Unchanged
55	NBT BANCORP INC COM NBTB	NBTB	15,439	$762.2k0.41%	0.41%	Unchanged
56	DEERE & CO COM DE	DE	1,198	$759.9k0.41%	0.41%	Reduced -65	-65 -5.2%
57	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.40%	0.40%	Unchanged
58	NORTHROP GRUMMAN CORP COM NOC	NOC	1,455	$741.0k0.40%	0.40%	Unchanged
59	COSTCO WHSL CORP NEW COM COST	COST	780	$729.3k0.39%	0.39%	Reduced -6	-6 -0.8%
60	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,437	$719.1k0.39%	0.39%	Unchanged
61	KROGER CO COM KR	KR	12,790	$710.2k0.38%	0.38%	Reduced -185	-185 -1.4%
62	MERCK & CO INC COM MRK	MRK	5,491	$705.6k0.38%	0.38%	Reduced -640	-640 -10.4%
63	NORFOLK SOUTHN CORP COM NSC	NSC	2,209	$694.9k0.37%	0.37%	Unchanged
64	CONSOLIDATED EDISON INC COM ED	ED	6,233	$689.6k0.37%	0.37%	Added +2	+2 0.0%
65	CATERPILLAR INC COM CAT	CAT	646	$687.9k0.37%	0.37%	Reduced -60	-60 -8.5%
66	TESLA INC COM TSLA	TSLA	1,632	$686.4k0.37%	0.37%	Reduced -16	-16 -1.0%
67	META PLATFORMS INC CL A META	META	1,216	$684.9k0.37%	0.37%	Added +80	+80 7.0%
68	ELI LILLY & CO COM LLY	LLY	563	$675.6k0.36%	0.36%	Unchanged
69	VISA INC COM CL A V	V	1,964	$674.0k0.36%	0.36%	Reduced -410	-410 -17.3%
70	ALTRIA GROUP INC COM MO	MO	9,350	$672.8k0.36%	0.36%	Added +3	+3 0.0%
71	PARKER-HANNIFIN CORP COM PH	PH	675	$660.2k0.35%	0.35%	Unchanged
72	ORACLE CORP COM ORCL	ORCL	4,478	$656.3k0.35%	0.35%	Added +44	+44 1.0%
73	HUBBELL INC COM HUBB	HUBB	1,173	$613.7k0.33%	0.33%	Added +35	+35 3.1%
74	TJX COS INC NEW COM TJX	TJX	3,944	$597.5k0.32%	0.32%	Added +485	+485 14.0%
75	QUALCOMM INC COM QCOM	QCOM	3,140	$580.2k0.31%	0.31%	Reduced -415	-415 -11.7%
76	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,873	$544.3k0.29%	0.29%	Reduced -220	-220 -10.5%
77	ISHARES TR CORE S&P US GWT IUSG	IUSG	2,785	$523.8k0.28%	0.28%	Unchanged
78	CORNING INC COM GLW	GLW	2,035	$519.8k0.28%	0.28%	Unchanged
79	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,613	$510.0k0.27%	0.27%	Unchanged
80	PUBLIC STORAGE COM PSA	PSA	1,480	$471.1k0.25%	0.25%	Unchanged
81	BAR HBR BANKSHARES COM BHB	BHB	11,855	$447.6k0.24%	0.24%	Reduced -1.0k	-1,025 -8.0%
82	ISHARES TR CORE S&P US VLU IUSV	IUSV	3,966	$436.9k0.23%	0.23%	Unchanged
83	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	2,803	$432.5k0.23%	0.23%	Unchanged
84	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	216	$429.7k0.23%	0.23%	Reduced -154	-154 -41.6%
85	NETFLIX INC COM NFLX	NFLX	5,620	$401.3k0.22%	0.22%	Unchanged
86	SALESFORCE INC COM CRM	CRM	2,537	$397.4k0.21%	0.21%	Added +537	+537 26.9%
87	VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH VIOG	VIOG	2,570	$394.3k0.21%	0.21%	Unchanged
88	CSX CORP COM CSX	CSX	8,235	$391.4k0.21%	0.21%	Reduced -1.5k	-1,530 -15.7%
89	MCDONALDS CORP COM MCD	MCD	1,369	$370.1k0.20%	0.20%	Unchanged
90	EMERSON ELEC CO COM EMR	EMR	2,486	$355.9k0.19%	0.19%	Added +2	+2 0.1%
91	MERCADOLIBRE INC COM MELI	MELI	207	$351.4k0.19%	0.19%	Reduced -107	-107 -34.1%
92	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	4,541	$348.0k0.19%	0.19%	Added +6	+6 0.1%
93	PEPSICO INC COM PEP	PEP	2,569	$347.8k0.19%	0.19%	Added +2	+2 0.1%
94	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	3,765	$347.1k0.19%	0.19%	Added +1.0k	+1,000 36.2%
95	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,555	$343.3k0.18%	0.18%	Unchanged
96	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	717	$342.4k0.18%	0.18%	New
97	GENUINE PARTS CO COM GPC	GPC	2,880	$339.8k0.18%	0.18%	Reduced -770	-770 -21.1%
98	RAYMOND JAMES FINL INC COM RJF	RJF	2,232	$339.3k0.18%	0.18%	Added +647	+647 40.8%
99	HOME DEPOT INC COM HD	HD	944	$332.8k0.18%	0.18%	Unchanged
100	ADVANCED MICRO DEVICES INC COM AMD	AMD	572	$332.3k0.18%	0.18%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,244	$562.1k1.2k shares
HUNTINGTON INGALLS INDS INC HII	HII	700	$265.9k700 shares
COMCAST CORP NEW CMCSA	CMCSA	7,640	$219.3k7.6k shares
NIKE INC NKE	NKE	4,000	$211.3k4.0k shares