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 Market Cap. of $10 Billions to $200 Billions
