Financial Planning Hawaii, Inc.

Q2 2026 13F-HR Holdings

Location
Honolulu, HI
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$186,437
Net value change ($000)
+16,851 (9.9%)
New positions
15
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 2,267 14.3%
VTI 1,596 18.5%
VOO 1,297 17.4%
CSCO 1,234 55.4%
VIG 1,123 11.6%
GOOGL 807 25.6%
GOOGL 727 23.4%
QQQ 669 46.7%
CMI 541 37.5%
SPY 403 42.9%
Top Reduces (Value $000, Stocks/ETFs)
CVX -897 -33.4%
HON -562 -100.0%
GLDM -441 -14.3%
LMT -382 -15.7%
XOM -376 -25.2%
VZ -330 -22.5%
SHOP -277 -47.4%
HII -266 -100.0%
NOC -252 -25.4%
KR -229 -24.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type