Financial Planning Hawaii, Inc.
•CIK: 2105146•Filing: Q4 2025
**Financial Planning Hawaii, Inc.** manages $174M across a diversified portfolio of 128 positions. The fund maintains significant exposure to mega-cap technology leaders, evidenced by top holdings including AAPL at $17.4M and MSFT at $10.0M. Core allocations are spread across broad market indices, notably VIG ($9.8M) and VTI ($8.9M), alongside major ETFs like VOO ($8.0M). This structure suggests a strategy emphasizing established growth leaders and broad market diversification.
Total AUM
$173.6M
QoQ Performance
N/A
Positions
111
Top 10 Concentration
41.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
VIG
VTI
AAPL10.0%
MSFT5.7%
VIG5.6%
VTI5.1%
VOO4.6%
RSP2.2%
SDY2.0%
GOOG2.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other50.8%
Technology25.6%
ETF5.2%
Healthcare4.9%
Consumer4.0%
Financial4.0%
Industrial2.8%
Consumer Staples1.0%