Financial Planning Hawaii, Inc. Portfolio Holdings

Financial Planning Hawaii, Inc.

  • $174 Billion
  • Q4 2025

Financial Planning Hawaii, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.4B, Microsoft Corp with a value of $9.95B, Vanguard Dividend Appreciation with a value of $9.8B, Vanguard Total Stock Market Et with a value of $8.87B, and Vanguard Index Fds S&P 500 ETF with a value of $8.01B.

Examining the 13F form we can see an increase of $174B in the current position value.

Financial Planning Hawaii, Inc. is based out at Honolulu, HI

Below you can find more details about Financial Planning Hawaii, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $69.5 Billion
Technology: $38.3 Billion
Industrials: $15.1 Billion
Financial Services: $10.3 Billion
Communication Services: $9.84 Billion
Healthcare: $8.88 Billion
Consumer Cyclical: $8.6 Billion
Consumer Defensive: $5.3 Billion
Other: $4.34 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.8 Billion 5.65% of portfolio
44,592
Q4 2025 New
$0
$8.87 Billion 5.11% of portfolio
26,468
Q4 2025 New
$0
$8.01 Billion 4.62% of portfolio
12,775
Q4 2025 New
$0
$3.75 Billion 2.16% of portfolio
19,587
Q4 2025 New
$0
$3.49 Billion 2.01% of portfolio
25,072
Q4 2025 New
$0
$3.41 Billion 1.97% of portfolio
11,753
Q4 2025 New
$0
$2.93 Billion 1.69% of portfolio
38,832
Q4 2025 New
$0
$2.92 Billion 1.68% of portfolio
68,360
Q4 2025 New
$0
$2.83 Billion 1.63% of portfolio
19,698
Q4 2025 New
$11.9B
$2.82 Billion 1.62% of portfolio
32,980
Q4 2025 New
$0
$1.97 Billion 1.14% of portfolio
7,638
Q4 2025 New
$0
$1.89 Billion 1.09% of portfolio
18,878
Q4 2025 New
$0
$1.9 Billion 1.09% of portfolio
30,419
Q4 2025 New
$0
$1.81 Billion 1.04% of portfolio
15,063
Q4 2025 New
$0
$1.65 Billion 0.95% of portfolio
2,692
Q4 2025 New
$0
$1.36 Billion 0.78% of portfolio
14,022
Q4 2025 New
$0
$1.17 Billion 0.67% of portfolio
42,816
Q4 2025 New
$0
$965 Million 0.56% of portfolio
1,416
Q4 2025 New
$130B
$818 Million 0.47% of portfolio
2,063
Q4 2025 New
$0
$777 Million 0.45% of portfolio
6,012
Q4 2025 New
$0
$746 Million 0.43% of portfolio
1,553
Q4 2025 New
$0
$708 Million 0.41% of portfolio
25,805
Q4 2025 New
$0
$494 Million 0.28% of portfolio
7,488
Q4 2025 New
$0
$468 Million 0.27% of portfolio
2,785
Q4 2025 New
$0
$407 Million 0.23% of portfolio
3,966
Q4 2025 New
$0
$391 Million 0.23% of portfolio
2,803
Q4 2025 New
$0
$312 Million 0.18% of portfolio
2,570
Q4 2025 New
$0
$318 Million 0.18% of portfolio
3,555
Q4 2025 New
$0
$293 Million 0.17% of portfolio
2,275
Q4 2025 New
$0
$260 Million 0.15% of portfolio
3,533
Q4 2025 New
$0
$260 Million 0.15% of portfolio
533
Q4 2025 New
$0
$255 Million 0.15% of portfolio
2,091
Q4 2025 New
$0
$211 Million 0.12% of portfolio
2,268
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $174 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 128 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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