Financial Planning Hawaii, Inc.

Q3 2026 13F-HR Holdings

Location
Honolulu, HI
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$184,652
Net value change ($000)
-1,785 (-1.0%)
New positions
7
Sold out positions
14
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,342 30.4%
AAPL 2,053 11.3%
EXXONMOBIL HOLDINGS CORP 1,299 NEW
VTI 812 7.9%
NVDA 519 23.1%
VOO 487 5.6%
CVX 373 20.8%
AGNC 290 NEW
TBIL 281 NEW
SPXD 241 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,115 -100.0%
NBTB -762 -100.0%
CMI -697 -35.1%
ORCL -656 -100.0%
GOOGL -567 -14.8%
CSCO -543 -15.7%
XLU -488 -15.8%
VIG -465 -4.3%
IJR -437 -20.9%
HD -333 -100.0%
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