Financial Planning Hawaii, Inc. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$173.6M
Holdings
128
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $17.4M |
MSFTMICROSOFT CORP | $10.0M |
VIGVANGUARD SPECIALIZED FUNDS | $9.8M |
VTIVANGUARD INDEX FDS | $8.9M |
VOOVANGUARD INDEX FDS | $8.0M |
RSPINVESCO EXCHANGE TRADED FD T | $3.8M |
SDYSPDR SERIES TRUST | $3.5M |
GOOGALPHABET INC | $3.4M |
VOVANGUARD INDEX FDS | $3.4M |
GOOGLALPHABET INC | $3.4M |
VXUSVANGUARD STAR FDS | $2.9M |
XLUSELECT SECTOR SPDR TR | $2.9M |
ABBVABBVIA2:A117E INC | $2.9M |
VYMVANGUARD WHITEHALL FDS | $2.8M |
GLDMWORLD GOLD TR | $2.8M |
AMZNAMAZON COM INC | $2.8M |
JNJJOHNSON & JOHNSON | $2.3M |
CSCOCISCO SYS INC | $2.3M |
NVDANVIDIA CORPORATION | $2.2M |
AMGNAMGEN INC | $2.0M |
CVXCHEVRON CORP NEW | $2.0M |
LMTLOCKHEED MARTIN CORP | $2.0M |
VBVANGUARD INDEX FDS | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.9M |
SGOVISHARES TR | $1.9M |
IJRISHARES TR | $1.8M |
PGPROCTER AND GAMBLE CO | $1.7M |
NDQINVESCO QQQ TR | $1.7M |
ROSTROSS STORES INC | $1.5M |
JPMJPMORGAN CHASE & CO. | $1.5M |
ITWILLINOIS TOOL WKS INC | $1.4M |
CMICUMMINS INC | $1.4M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
TDIVFIRST TR EXCHANGE TRADED FD | $1.4M |
BINCBLACKROCK ETF TRUST II | $1.3M |
VIGIVANGUARD WHITEHALL FDS | $1.3M |
TRVTRAVELERS COMPANIES INC | $1.2M |
WMTWALMART INC | $1.2M |
FNDXSCHWAB STRATEGIC TR | $1.2M |
PYLDPIMCO ETF TR | $1.1M |
GDGENERAL DYNAMICS CORP | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
RTXRTX CORPORATION | $996K |
SPYSPDR S&P 500 ETF TR | $965K |
AVGOBROADCOM INC | $904K |
ORCLORACLE CORP | $860K |
AFLAFLAC INC | $841K |
AXPAMERICAN EXPRESS CO | $834K |
VVISA INC | $832K |
NOCNORTHROP GRUMMAN CORP | $829K |
GQ9SPDR GOLD TR | $817K |
KRKROGER CO | $810K |
SHOPSHOPIFY INC | $792K |
SNASNAP ON INC | $790K |
METAMETA PLATFORMS INC | $781K |
IGMISHARES TR | $776K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754K |
DONSPDR DOW JONES INDL AVERAGE | $746K |
TSLATESLA INC | $741K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $725K |
CFRCULLEN FROST BANKERS INC | $722K |
SCHDSCHWAB STRATEGIC TR | $707K |
COSTCOSTCO WHSL CORP NEW | $699K |
MRKMERCK & CO INC | $678K |
NSCNORFOLK SOUTHN CORP | $673K |
EDCONSOLIDATED EDISON INC | $651K |
NBTBNBT BANCORP INC | $641K |
MLB1MERCADOLIBRE INC | $632K |
LHXL3HARRIS TECHNOLOGIES INC | $614K |
QCOMQUALCOMM INC | $608K |
LLYELI LILLY & CO | $605K |
PHPARKER-HANNIFIN CORP | $593K |
DEDEERE & CO | $588K |
ADBEADOBE INC | $566K |
MOALTRIA GROUP INC | $547K |
TJXTJX COS INC NEW | $531K |
CRMSALESFORCE INC | $529K |
NFLXNETFLIX INC | $526K |
LOWLOWES COS INC | $519K |
HUBBHUBBELL INC | $505K |
IJHISHARES TR | $494K |
HONHONEYWELL INTL INC | $485K |
GPCGENUINE PARTS CO | $472K |
IUSGISHARES TR | $467K |
MCDMCDONALDS CORP | $467K |
INTUINTUIT | $466K |
IUSVISHARES TR | $406K |
CATCATERPILLAR INC | $404K |
BHBBAR HBR BANKSHARES | $399K |
ASMLASML HOLDING N V | $395K |
SUSAISHARES TR | $390K |
PSAPUBLIC STORAGE OPER CO | $384K |
PEPPEPSICO INC | $368K |
MAMASTERCARD INCORPORATED | $358K |
CMCSACOMCAST CORP NEW | $357K |
CSXCSX CORP | $353K |
VSDMVANGUARD MUN BD FDS | $346K |
BDXBECTON DICKINSON & CO | $345K |
PCARPACCAR INC | $332K |
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