StockDriftsStockDriftsTop 50 Financial Planning Hawaii INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.93% | 60.6K | $20.2M | -3.27%(-2.05K) | $263.26(+30.27%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.98% | 29.5K | $11.0M | +6.72%(+1.86K) | $334.43(+12.29%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.59% | 44.3K | $10.3M | -2.95%(-1.34K) | $217.87(+10.63%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.43% | 19.6K | $10.0M | -5.13%(-1.06K) | $497.54(+7.23%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.01% | 13.2K | $9.3M | +3.45%(+440) | $622.50(+13.19%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.1% | 11.4K | $3.9M | +1.79%(+200) | $280.55(+21.25%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.1% | 18.7K | $3.9M | +1.08%(+200) | $190.84(+11.82%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.04% | 48.0K | $3.8M | +5.36%(+2.44K) | $73.31(+9.26%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 1.91% | 41.4K | $3.5M | +1.71%(+696) | $74.75(+11.43%) | 2026-09-30 | |
| SDY | SPDR SERIES TRUST | 1.88% | 23.7K | $3.5M | -3.76%(-925) | $139.61(+10.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.32% |
Financial Planning Hawaii INC reports $184.65M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.9%), VTI (6.0%) and VIG (5.6%). The top 20 holdings account for 58.32% of reported assets. Its disclosed equity book has returned +8.66% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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