Financial Planning Hawaii, Inc.
All 13F Filings
- Location
- Honolulu, HI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,586
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 123 | 169,586 | 13F-HR | Financial Planning Hawaii, Inc. |
| Q4 2025 | 1/15/2026 | 128 | 173,570 | 13F-HR | Financial Planning Hawaii, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.06 K | 56.6% | 0 | 45.38 K | -45.38 K |
| ETFs | 73.52 K | 43.4% | 41.39 K | 0 | 41.39 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
169,586
Holdings
123
QoQ value change ($000)
-3,984
(-2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.