DOSSIER · 13F-HR · Q3 2026

Financial Planning Hawaii, Inc.

$185M in tracked AUM across 127 positions as of Q3 2026.

FP
CIK 0002105146 · last filed Sep 30, 2026
Total AUM
$185M
as of Q3 2026
Holdings
127
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Financial Planning Hawaii, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M61K10.9%
02
VTI
VANGUARD INDEX FDS
$11M30K6.0%
03
VIG
VANGUARD SPECIALIZED FUNDS
$10M44K5.6%
04
MSFT
MICROSOFT CORP
$10M20K5.4%
05
VOO
VANGUARD INDEX FDS
$9M13K5.0%
06
GOOG
ALPHABET INC
$4M11K2.1%
07
RSP
INVESCO EXCHANGE TRADED FD T
$4M19K2.1%
08
VO
VANGUARD INDEX FDS
$4M48K2.0%
09
VXUS
VANGUARD STAR FDS
$4M41K1.9%
10
SDY
SPDR SERIES TRUST
$3M24K1.9%

Filing history

2026Q3Sep 30
$185M▼ 1.0%
127 positionsView →
2026Q2Jun 30
$186M▲ 9.9%
134 positionsView →
2026Q1Mar 31
$170M▼ 2.3%
123 positionsView →
2025Q4Dec 31
$174M—
128 positionsView →