Financial Planning Hawaii, Inc.
Financial Planning Hawaii, Inc. reported 134 positions worth $186.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AAPL (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $18.1M | 9.72% | 62,641 | — | — | |
| ▸ 2 | VIG | SH | $10.8M | 5.79% | 45,622 | — | — | |
| ▸ 3 | VTI | SH | $10.2M | 5.49% | 27,657 | — | — | |
| ▸ 4 | VOO | SH | $8.8M | 4.71% | 12,771 | — | — | |
| ▸ 5 | MSFT | SH | $7.7M | 4.13% | 20,621 | — | — | |
| ▸ 6 | GOOG | SH | $4.0M | 2.12% | 11,200 | — | — | |
| ▸ 7 | RSP | SH | $3.9M | 2.11% | 18,452 | — | — | |
| ▸ 8 | GOOGL | SH | $3.8M | 2.06% | 10,721 | — | — | |
| ▸ 9 | SDY | SH | $3.7M | 2.01% | 24,602 | — | — | |
| ▸ 10 | VO | SH | $3.7M | 1.97% | 45,542 | — | — |
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Frequently Asked Questions
What stocks does Financial Planning Hawaii, Inc. hold as of Q2 2026?
Financial Planning Hawaii, Inc. reported 134 positions worth $186.4M in its Q2 2026 13F filing. Largest positions: AAPL (9.7%), VIG (5.8%), VTI (5.5%), VOO (4.7%) and MSFT (4.1%).
What did Financial Planning Hawaii, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Planning Hawaii, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.