Financial Planning Hawaii, Inc.

Q1 2026 13F-HR Holdings

Location
Honolulu, HI
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$169,586
Net value change ($000)
-3,984 (-2.3%)
New positions
2
Sold out positions
7
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 708 35.8%
PYLD 587 51.2%
SGOV 530 28.0%
LMT 454 22.9%
XOM 434 41.1%
JNJ 422 18.1%
ROST 312 20.2%
VEA 299 15.7%
GLW 277 NEW
GLDM 266 9.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,503 -25.1%
AAPL -1,553 -8.9%
VOO -537 -6.7%
IBM -417 -38.1%
BDX -345 -100.0%
GOOGL -295 -8.6%
AMZN -273 -9.7%
BITB -269 -100.0%
GOOGL -262 -7.8%
ABBV -249 -8.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type