SEC Form 13F · Q2 2026

Financial Planning Hawaii, Inc.

Institutional Holdings Report

13F-HRHI
$186.4M
Portfolio Value
134
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Financial Planning Hawaii, Inc.
CIK
2105146
Accession No.
0002105146-26-000003
Location
HONOLULU, HI
Form Type
13F-HR
Portfolio Value
$186.4M
Holdings Reported
134
Reporting Period
Q2 2026
Filed
July 23, 2026

About this Filing

Financial Planning Hawaii, Inc. is an institutional investment manager based in HONOLULU, HI reporting approximately $186.4M in 13(f) securities across 134 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.