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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$17.4 Billion 10.03% of portfolio
64,047
Q4 2025 New
$3.78T
$9.95 Billion 5.73% of portfolio
20,580
Q4 2025 New
$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
$1.74T
$3.44 Billion 1.98% of portfolio
10,977
Q4 2025 New
$0
$3.41 Billion 1.97% of portfolio
11,753
Q4 2025 New
$1.65T
$3.37 Billion 1.94% of portfolio
10,754
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
$414B
$2.9 Billion 1.67% of portfolio
12,673
Q4 2025 New
$0
$2.83 Billion 1.63% of portfolio
19,698
Q4 2025 New
$2.39T
$2.81 Billion 1.62% of portfolio
12,171
Q4 2025 New
$11.9B
$2.82 Billion 1.62% of portfolio
32,980
Q4 2025 New
$319B
$2.28 Billion 1.31% of portfolio
29,599
Q4 2025 New
$465B
$2.21 Billion 1.28% of portfolio
11,867
Q4 2025 New
$183B
$2.02 Billion 1.17% of portfolio
6,180
Q4 2025 New
$123B
$1.98 Billion 1.14% of portfolio
4,091
Q4 2025 New
$303B
$1.98 Billion 1.14% of portfolio
12,987
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
$346B
$1.66 Billion 0.96% of portfolio
11,577
Q4 2025 New
$0
$1.65 Billion 0.95% of portfolio
2,692
Q4 2025 New
$55.7B
$1.54 Billion 0.89% of portfolio
8,560
Q4 2025 New
$881B
$1.54 Billion 0.89% of portfolio
4,769
Q4 2025 New
$74.9B
$1.44 Billion 0.83% of portfolio
5,839
Q4 2025 New
$65.2B
$1.41 Billion 0.81% of portfolio
2,765
Q4 2025 New
$172B
$1.36 Billion 0.78% of portfolio
33,420
Q4 2025 New
$0
$1.36 Billion 0.78% of portfolio
14,022
Q4 2025 New
Blackrock ETF Trust Ii
-
$1.3 Billion 0.75% of portfolio
-
Q4 2025 New
$0
$1.26 Billion 0.73% of portfolio
13,831
Q4 2025 New
$67.3B
$1.22 Billion 0.7% of portfolio
4,190
Q4 2025 New
$279B
$1.21 Billion 0.7% of portfolio
10,889
Q4 2025 New
$0
$1.17 Billion 0.67% of portfolio
42,816
Q4 2025 New
Pimco ETF Tr
-
$1.15 Billion 0.66% of portfolio
-
Q4 2025 New
$94.5B
$1.1 Billion 0.64% of portfolio
3,277
Q4 2025 New
$266B
$1.1 Billion 0.63% of portfolio
3,697
Q4 2025 New
$490B
$1.06 Billion 0.61% of portfolio
8,786
Q4 2025 New
$258B
$997 Million 0.57% of portfolio
5,434
Q4 2025 New
$0
$965 Million 0.56% of portfolio
1,416
Q4 2025 New
$139B
$904 Million 0.52% of portfolio
2,612
Q4 2025 New
$593B
$861 Million 0.5% of portfolio
4,416
Q4 2025 New
$255B
$834 Million 0.48% of portfolio
2,255
Q4 2025 New
$86.7B
$830 Million 0.48% of portfolio
1,455
Q4 2025 New
$533B
$833 Million 0.48% of portfolio
2,374
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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