StockDriftsStockDriftsTop 50 Financial Planning Hawaii, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.72% | 62.6K | $18.1M | +0.25%(+154) | $263.26(+16.49%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.79% | 45.6K | $10.8M | +1.45%(+650) | $217.87(+13.19%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.49% | 27.7K | $10.2M | +2.71%(+731) | $331.90(+15.11%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.7% | 12.8K | $8.8M | +2.09%(+262) | $620.04(+14.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.13% | 20.6K | $7.7M | +2.46%(+496) | $497.54(+1.05%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.12% | 11.2K | $4.0M | +1.99%(+219) | $279.36(+25.46%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.11% | 18.5K | $3.9M | -1.46%(-273) | $190.63(+15.83%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.06% | 10.7K | $3.8M | -0.67%(-72) | $278.13(+26.37%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.01% | 24.6K | $3.7M | -1.06%(-263) | $139.61(+13.23%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.97% | 45.5K | $3.7M | -5.62%(-2.71K) | $72.97(+13.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.07% |
Financial Planning Hawaii, Inc. reports $186.44M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.7%), VIG (5.8%) and VTI (5.5%). The top 20 holdings account for 55.82% of reported assets. Its disclosed equity book has returned +3.99% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Financial Planning Hawaii, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Financial Planning Hawaii, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2105146). View Financial Planning Hawaii, Inc.’s 13F filings on SEC