# EDGAR Filing Document

**Accession Number:** 0000837980
**File Stem:** 0001398344-23-002955
**Filing Date:** 2023-2
**Character Count:** 7104
**Document Hash:** 5179516fc05e9561fcc68966a8d58880
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-002955.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001398344-23-002955

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lee Financial Group Hawaii, Inc.
- **CENTRAL INDEX KEY:** 0000837980
- **IRS NUMBER:** 990263125
- **STATE OF INCORPORATION:** HI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18232
- **FILM NUMBER:** 23617857

**BUSINESS ADDRESS:**
- **STREET 1:** 3113 OLU STREET
- **CITY:** HONOLULU
- **STATE:** HI
- **ZIP:** 96816
- **BUSINESS PHONE:** 8089888088

**MAIL ADDRESS:**
- **STREET 1:** 3113 OLU STREET
- **CITY:** HONOLULU
- **STATE:** HI
- **ZIP:** 96816

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FIRST PACIFIC MANAGEMENT CORP                           /ADV
- **DATE OF NAME CHANGE:** 20001213

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FIRST PACIFIC CAPITAL CORP                              /ADV
- **DATE OF NAME CHANGE:** 19880823

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lee Financial Group Hawaii Inc.<br>**Address:** 3113 OLU STREET<br>HONOLULU, HI 96816

**Form 13F File Number:** 028-18232

**CRD Number (if applicable):** 000104781

**SEC File Number (if applicable):** 801-33016

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Terrence K.H. Lee<br>**Title:** President and CEO<br>**Phone:** 808-988-8088

**Signature, Place, and Date of Signing:**

/s/ Terrence K.H. Lee  Honolulu, HI  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 31

**Form 13F Information Table Value Total:** $101673935

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 222432 | 2343 | SH |  | SOLE |  | 0 | 0 | 2343 |
| APPLE INC | COM | 037833100 |  | 227742 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 |  | 13013 | 14000 | SH |  | SOLE |  | 0 | 0 | 14000 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 596872 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 |  | 7755679 | 321679 | SH |  | SOLE |  | 0 | 0 | 321679 |
| FORTINET INC | COM | 34959E109 |  | 873420 | 17865 | SH |  | SOLE |  | 0 | 0 | 17865 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 1171034 | 15382 | SH |  | SOLE |  | 0 | 0 | 15382 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 207105 | 7196 | SH |  | SOLE |  | 0 | 0 | 7196 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 1061095 | 24209 | SH |  | SOLE |  | 0 | 0 | 24209 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 |  | 15223003 | 286470 | SH |  | SOLE |  | 0 | 0 | 286470 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 4165906 | 26447 | SH |  | SOLE |  | 0 | 0 | 26447 |
| ISHARES TR | CR 5 10 YR ETF | 46435G417 |  | 1287351 | 30106 | SH |  | SOLE |  | 0 | 0 | 30106 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 734995 | 10194 | SH |  | SOLE |  | 0 | 0 | 10194 |
| ISHARES TR | HIGH YLD BD FCTR | 46435G250 |  | 519388 | 11922 | SH |  | SOLE |  | 0 | 0 | 11922 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1080914 | 19837 | SH |  | SOLE |  | 0 | 0 | 19837 |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 |  | 366303 | 1556 | SH |  | SOLE |  | 0 | 0 | 1556 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 201893 | 415 | SH |  | SOLE |  | 0 | 0 | 415 |
| MERCK  CO INC | COM | 58933Y105 |  | 260733 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| MICROSOFT CORP | COM | 594918104 |  | 594564 | 2479 | SH |  | SOLE |  | 0 | 0 | 2479 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 17953188 | 388177 | SH |  | SOLE |  | 0 | 0 | 388177 |
| PACER FDS TR | LUNT LRGCP MULTI | 69374H816 |  | 13423022 | 381770 | SH |  | SOLE |  | 0 | 0 | 381770 |
| PACER FDS TR | LUNT LRG CP ALTR | 69374H717 |  | 4701932 | 116211 | SH |  | SOLE |  | 0 | 0 | 116211 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 7967077 | 88053 | SH |  | SOLE |  | 0 | 0 | 88053 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 207183 | 1367 | SH |  | SOLE |  | 0 | 0 | 1367 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 310646 | 3551 | SH |  | SOLE |  | 0 | 0 | 3551 |
| SPDR SER TR | AEROSPACE DEF | 78464A631 |  | 4980673 | 45258 | SH |  | SOLE |  | 0 | 0 | 45258 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 781205 | 19100 | SH |  | SOLE |  | 0 | 0 | 19100 |
| STARBUCKS CORP | COM | 855244109 |  | 215590 | 2173 | SH |  | SOLE |  | 0 | 0 | 2173 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 239892 | 1891 | SH |  | SOLE |  | 0 | 0 | 1891 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 13968948 | 39759 | SH |  | SOLE |  | 0 | 0 | 39759 |
| VISA INC | COM CL A | 92826C839 |  | 361137 | 1738 | SH |  | SOLE |  | 0 | 0 | 1738 |

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