DOSSIER · 13F-HR · Q2 2026

Financial Planning Hawaii, Inc.

$186M in tracked AUM across 134 positions as of Q2 2026.

FP
CIK 0002105146 · last filed Jun 30, 2026
Total AUM
$186M
as of Q2 2026
Holdings
134
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Planning Hawaii, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$18M63K9.7%
02
VIG
VANGUARD SPECIALIZED FUNDS
$11M46K5.8%
03
VTI
VANGUARD INDEX FDS
$10M28K5.5%
04
VOO
VANGUARD INDEX FDS
$9M13K4.7%
05
MSFT
MICROSOFT CORP
$8M21K4.1%
06
GOOG
ALPHABET INC
$4M11K2.1%
07
RSP
INVESCO EXCHANGE TRADED FD T
$4M18K2.1%
08
GOOGL
ALPHABET INC
$4M11K2.1%
09
SDY
SPDR SERIES TRUST
$4M25K2.0%
10
VO
VANGUARD INDEX FDS
$4M46K2.0%

Filing history

2026Q2Jun 30
$186M 9.9%
134 positionsView →
2026Q1Mar 31
$170M 2.3%
123 positionsView →
2025Q4Dec 31
$174M
128 positionsView →