Portfolio (Quarterly) Guide ↗

Financial Planning Hawaii, Inc.

· CIK 0002105146

13F Portfolio $170M AUM 123 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 19 Added 31 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BDX	BECTON DICKINSON & CO	Healthcare	1,780	$345K	0.20%	SOLD
2	BITB	BITWISE BITCOIN ETF TR	Financial Services	5,665	$269K	0.15%	SOLD
3	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	880	$226K	0.13%	SOLD
4	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	1,005	$224K	0.13%	SOLD
5	BA	BOEING CO	Industrials	989	$215K	0.12%	SOLD
6	AOS	SMITH A O CORP	Industrials	3,147	$210K	0.12%	SOLD
7	BAC	BANK AMERICA CORP	Financial Services	3,817	$210K	0.12%	SOLD

Sector Allocation

Technology 32.2%

Financial Services 15.4%

Industrials 15.4%

Communication Services 9.0%

Healthcare 8.7%

Consumer Cyclical 8.1%

Consumer Defensive 5.7%

Energy 4.1%

Utilities 1.0%

Real Estate 0.4%