Financial Planning Hawaii, Inc. - Portfolio Stock Holdings
Financial Planning Hawaii, Inc. disclosed 140 stock positions in a recent SEC 13F filing. $184,651,987 of stock holdings were filed, with the largest holdings including AAPL, VTI, and VIG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $382,363,817 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
140Est. Stock Holding Value:
$184,651,987Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Planning Hawaii, Inc.
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