Financial Planning Hawaii, Inc. holds a diversified book of 134 stocks worth $186.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2026 would be +9% (+17.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2105146/holdings"
Use Arkolith to show Financial Planning Hawaii, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Financial Planning Hawaii, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
57% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Financial Planning Hawaii, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $805.4B |
| MORGAN STANLEY | 80 / 80 | $626.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $547.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $439.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $283.9B |
| Bank of New York Mellon Corp | 80 / 80 | $215.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $179.9B |
Ranked by how many of Financial Planning Hawaii, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.