Financial Planning Hawaii, Inc. holds a diversified book of 134 reported positions worth $186.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Taiwan Semiconductor-SP ADR and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Apple Inc at 10% of the reported non-option book.
Financial Planning Hawaii, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Financial Planning Hawaii, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Marest Capital, LLC | 16 / 80 | $191.3M |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $281.3B |
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Kearns & Associates LLC | 18 / 80 | $187.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Financial Planning Hawaii, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $18.1M | 62.6K | 9.7% | ▲+0.2% Added · +154 sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $10.8M | 45.6K | 5.8% | ▲+1.4% Added · +650 sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $10.2M | 27.7K | 5.5% | ▲+2.7% Added · +731 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $8.8M | 12.8K | 4.7% | ▲+2.1% Added · +262 sh | |
| 5 | Microsoft Corp COM | $7.7M | 20.6K | 4.1% | ▲+2.5% Added · +496 sh | |
| 6 | Alphabet Inc CAP STK CL C | $4.0M | 11.2K | 2.1% | ▲+2.0% Added · +219 sh | |
| 7 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.9M | 18.5K | 2.1% | ▼−1.4% Reduced · −273 sh | |
| 8 | Alphabet Inc CAP STK CL A | $3.8M | 10.7K | 2.1% | ▼−0.7% Reduced · −72 sh | |
| 9 | SPDR Series Trust ST STR SP DIV | $3.7M | 24.6K | 2.0% | ▼−1.1% Reduced · −263 sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $3.7M | 45.5K | 2.0% | ▲+278% Added · +33K sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $3.5M | 40.7K | 1.9% | ▲+0.9% Added · +361 sh | |
| 12 | Cisco Sys Inc COM | $3.5M | 29.5K | 1.9% | ▲+2.7% Added · +766 sh | |
| 13 | Select Sector SPDR TR ST STR UTIL ETF | $3.1M | 68.2K | 1.7% | —Held | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $3.1M | 19.5K | 1.7% | ▼−1.2% Reduced · −236 sh | |
| 15 | Abbvie Inc COM | $3.0M | 11.9K | 1.6% | ▼−2.2% Reduced · −267 sh | |
| 16 | Johnson & Johnson COM | $2.9M | 11.3K | 1.5% | ▲+0.3% Added · +31 sh | |
| 17 | Amazon Com Inc COM | $2.7M | 11.2K | 1.4% | ▼−7.8% Reduced · −947 sh | |
| 18 | World Gold TR SPDR GLD MINIS | $2.6M | 33.3K | 1.4% | —Held | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.5M | 35.8K | 1.4% | ▲+4.2% Added · +1K sh | |
| 20 | Vanguard Index FDS SMALL CP ETF | $2.4M | 8.0K | 1.3% | ▲~0% Added · +2 sh | |
| 21 | Ishares TR 0-3 MTH TREASURY | $2.4M | 23.8K | 1.3% | ▼−1.1% Reduced · −274 sh | |
| 22 | Amgen Inc COM | $2.3M | 6.4K | 1.2% | ▲+3.8% Added · +235 sh | |
| 23 | Nvidia Corporation COM | $2.2M | 11.2K | 1.2% | ▼−5.7% Reduced · −681 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.9K | 1.1% | ▲+15% Added · +372 sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $2.1M | 14.1K | 1.1% | ▼−0.3% Reduced · −50 sh | |
| 26 | Lockheed Martin Corp COM | $2.1M | 4.0K | 1.1% | —Held | |
| 27 | Cummins Inc COM | $2.0M | 2.8K | 1.1% | ▲+3.7% Added · +100 sh | |
| 28 | Ross Stores Inc COM | $1.9M | 8.8K | 1.0% | ▲+3.3% Added · +281 sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $1.8M | 69.6K | 1.0% | ▲+5.3% Added · +3K sh | |
| 30 | Chevron Corporation COM | $1.8M | 10.8K | 1.0% | ▼−17% Reduced · −2K sh | |
| 31 | Procter & Gamble Co COM | $1.7M | 11.6K | 0.9% | ▲~0% Added · +2 sh | |
| 32 | First TR Exchange Traded FD NASD TECH DIV | $1.6M | 14.0K | 0.9% | ▼−0.1% Reduced · −15 sh | |
| 33 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.9% | ▲+2.6% Added · +126 sh | |
| 34 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.6M | 30.0K | 0.8% | ▲+9.2% Added · +3K sh | |
| 35 | Schwab Strategic TR FUNDAMENTAL US L | $1.5M | 48.3K | 0.8% | ▲+11% Added · +5K sh | |
| 36 | Vanguard Whitehall FDS INTL DVD ETF | $1.4M | 15.2K | 0.8% | ▲+9.0% Added · +1K sh | |
| 37 | Travelers Companies Inc COM | $1.4M | 4.2K | 0.8% | ▲+1.3% Added · +55 sh | |
| 38 | Illinois Tool WKS Inc COM | $1.4M | 5.0K | 0.7% | ▼−10% Reduced · −566 sh | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.8K | 0.7% | ▲+24% Added · +353 sh | |
| 40 | General Dynamics Corp COM | $1.3M | 3.7K | 0.7% | ▲+14% Added · +460 sh | |
| 41 | Walmart Inc COM | $1.2M | 10.9K | 0.7% | ▲~0% Added · +2 sh | |
| 42 | Broadcom Inc COM | $1.2M | 3.0K | 0.6% | ▲+16% Added · +431 sh | |
| 43 | Verizon Communications Inc COM | $1.1M | 26.9K | 0.6% | ▼−8.1% Reduced · −2K sh | |
| 44 | Exxon Mobil Corp COM | $1.1M | 8.2K | 0.6% | ▼−7.2% Reduced · −634 sh | |
| 45 | Ishares TR EXPND TEC SC ETF | $983K | 6.0K | 0.5% | —Held | |
| 46 | RTX Corporation COM | $976K | 5.1K | 0.5% | ▼−5.3% Reduced · −291 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $933K | 29.4K | 0.5% | ▲+10% Added · +3K sh | |
| 48 | American Express Co COM | $914K | 2.7K | 0.5% | ▲+16% Added · +366 sh | |
| 49 | Cullen Frost Bankers Inc COM | $881K | 5.7K | 0.5% | —Held | |
| 50 | State STR SPDR Dow Jones Ind UT SER 1 | $831K | 1.6K | 0.4% | ▲+2.4% Added · +37 sh |
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Use Arkolith to show Financial Planning Hawaii, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.