Financial Planning Hawaii
Financial Planning Hawaii reported 127 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (10.9%), VTI (6.0%) and VIG (5.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to VTI, VOO and GOOG, trimmed AAPL, VIG and MSFT and sold out of XOM, NBTB and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $20.2M | 10.9% | 61K | −2,046 (−3%) | 4 of 4 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $11M | 6.0% | 30K | +1,858 (+7%) | 4 of 4 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $10.3M | 5.6% | 44K | −1,345 (−3%) | 4 of 4 | |
| 4 |  MSFT Microsoft Corp | $10M | 5.4% | 20K | −1,058 (−5%) | 4 of 4 | |
| 5 |  VOO Vanguard S&P 500 ETF | $9.3M | 5.0% | 13K | +440 (+3%) | 4 of 4 | |
| 6 |  GOOG Alphabet Inc | $3.9M | 2.1% | 11K | +200 (+2%) | 4 of 4 | |
| 7 |  RSP Invesco Exchange Traded FD T | $3.9M | 2.1% | 19K | +200 (+1%) | 4 of 4 | |
| 8 |  VO Vanguard Index Fds | $3.8M | 2.0% | 48K | +2,439 (+5%) | 4 of 4 | |
| 9 |  VXUS Vanguard Star Fds | $3.5M | 1.9% | 41K | +696 (+2%) | 4 of 4 | |
| 10 |  SDY State Street Spdr S&P Div ETF | $3.5M | 1.9% | 24K | −925 (−4%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.1M | 8,153 |
 NBTB Nbt Bancorp Inc | $762K | 15K |
 ORCL Oracle Corp | $656K | 4,478 |
 HD Home Depot Inc | $333K | 944 |
 LOW Lowes Cos Inc | $294K | 1,334 |
🔒 Free account: see all 14.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Planning Hawaii 13F FAQ
What does Financial Planning Hawaii own?
Financial Planning Hawaii reported 127 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (10.9%), VTI (6.0%) and VIG (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Planning Hawaii buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 36 added to, 53 trimmed and 14 sold out. New positions include XOM. It sold all of XOM, NBTB and ORCL.
When will Financial Planning Hawaii file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Planning Hawaii's portfolio worth?
The Q3 2026 filing reports $185M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.