# EDGAR Filing Document

**Accession Number:** 0002105146
**File Stem:** 0002105146-26-000002
**Filing Date:** 2026-4
**Character Count:** 15439
**Document Hash:** 0a4c2497f8bb37c22fa8232abb16f86c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002105146-26-000002.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002105146-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Financial Planning Hawaii, Inc.
- **CENTRAL INDEX KEY:** 0002105146

**ORGANIZATION NAME:**
- **EIN:** 272168020
- **STATE OF INCORPORATION:** HI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25919
- **FILM NUMBER:** 26877097

**BUSINESS ADDRESS:**
- **STREET 1:** 677 ALA MOANA BLVD
- **STREET 2:** SUITE 605
- **CITY:** HONOLULU
- **STATE:** HI
- **ZIP:** 96813
- **BUSINESS PHONE:** 808-564-0654

**MAIL ADDRESS:**
- **STREET 1:** 677 ALA MOANA BLVD
- **STREET 2:** SUITE 605
- **CITY:** HONOLULU
- **STATE:** HI
- **ZIP:** 96813

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Financial Planning Hawaii Inc.<br>**Address:** 677 ALA MOANA BLVD<br>SUITE 605<br>HONOLULU, HI 96813

**Form 13F File Number:** 028-25919

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:** Paul Mallory<br>**Title:** Chief Compliance Officer<br>**Phone:** 248-830-3715

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

Paul Mallory  Royal Oak, MI  04-21-2026<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:** 123

**Form 13F Information Table Value Total:** $169586028

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 2647478 | 12173 | SH |  | SOLE |  | 12173 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 388928 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 832918 | 7592 | SH |  | SOLE |  | 7592 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3150010 | 10981 | SH |  | SOLE |  | 10981 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3103542 | 10793 | SH |  | SOLE |  | 10793 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 616790 | 9347 | SH |  | SOLE |  | 9347 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2536104 | 12177 | SH |  | SOLE |  | 12177 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 706140 | 2335 | SH |  | SOLE |  | 2335 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 2174433 | 6180 | SH |  | SOLE |  | 6180 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15858691 | 62487 | SH |  | SOLE |  | 62487 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 488707 | 370 | SH |  | SOLE |  | 370 | 0 | 0 |
| BANNER CORP | COM NEW | 06652V208 |  | 286046 | 4714 | SH |  | SOLE |  | 4714 | 0 | 0 |
| BAR HBR BANKSHARES | COM | 066849100 |  | 417956 | 12880 | SH |  | SOLE |  | 12880 | 0 | 0 |
| BEACON FINANCIAL CORP. | COM | 084680107 |  | 311400 | 10380 | SH |  | SOLE |  | 10380 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 688610 | 1437 | SH |  | SOLE |  | 1437 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 718140 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1427904 | 27497 | SH |  | SOLE |  | 27497 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 262547 | 273 | SH |  | SOLE |  | 273 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 809988 | 2617 | SH |  | SOLE |  | 2617 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 |  | 295254 | 885 | SH |  | SOLE |  | 885 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 500173 | 706 | SH |  | SOLE |  | 706 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 257741 | 917 | SH |  | SOLE |  | 917 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 2687482 | 12989 | SH |  | SOLE |  | 12989 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 2226755 | 28699 | SH |  | SOLE |  | 28699 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 219344 | 7640 | SH |  | SOLE |  | 7640 | 0 | 0 |
| COMMUNITY TR BANCORP INC | COM | 204149108 |  | 206752 | 3405 | SH |  | SOLE |  | 3405 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 705212 | 6231 | SH |  | SOLE |  | 6231 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 276699 | 2035 | SH |  | SOLE |  | 2035 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 782752 | 786 | SH |  | SOLE |  | 786 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 400853 | 9765 | SH |  | SOLE |  | 9765 | 0 | 0 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 781904 | 5704 | SH |  | SOLE |  | 5704 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 1441894 | 2680 | SH |  | SOLE |  | 2680 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 711448 | 1263 | SH |  | SOLE |  | 1263 | 0 | 0 |
| DONALDSON INC | COM | 257651109 |  | 236787 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 517862 | 563 | SH |  | SOLE |  | 563 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 325454 | 2484 | SH |  | SOLE |  | 2484 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1490872 | 8787 | SH |  | SOLE |  | 8787 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 1314316 | 14033 | SH |  | SOLE |  | 14033 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1124732 | 3277 | SH |  | SOLE |  | 3277 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 385988 | 3650 | SH |  | SOLE |  | 3650 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 310331 | 944 | SH |  | SOLE |  | 944 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 562137 | 2487 | SH |  | SOLE |  | 2487 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 558462 | 1138 | SH |  | SOLE |  | 1138 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 265930 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 1454761 | 5589 | SH |  | SOLE |  | 5589 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 677965 | 2797 | SH |  | SOLE |  | 2797 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 328176 | 759 | SH |  | SOLE |  | 759 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3593648 | 18725 | SH |  | SOLE |  | 18725 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1432293 | 2482 | SH |  | SOLE |  | 2482 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1755601 | 14123 | SH |  | SOLE |  | 14123 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 321794 | 3555 | SH |  | SOLE |  | 3555 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 446604 | 6613 | SH |  | SOLE |  | 6613 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 431981 | 2785 | SH |  | SOLE |  | 2785 | 0 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 405524 | 3966 | SH |  | SOLE |  | 3966 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2424585 | 24087 | SH |  | SOLE |  | 24087 | 0 | 0 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 370276 | 2803 | SH |  | SOLE |  | 2803 | 0 | 0 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 712482 | 6012 | SH |  | SOLE |  | 6012 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 270496 | 2232 | SH |  | SOLE |  | 2232 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2755153 | 11271 | SH |  | SOLE |  | 11271 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1403005 | 4770 | SH |  | SOLE |  | 4770 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 938871 | 12975 | SH |  | SOLE |  | 12975 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 722399 | 2093 | SH |  | SOLE |  | 2093 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2433274 | 4026 | SH |  | SOLE |  | 4026 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 508711 | 2153 | SH |  | SOLE |  | 2153 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 313786 | 628 | SH |  | SOLE |  | 628 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 425472 | 1369 | SH |  | SOLE |  | 1369 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 542912 | 314 | SH |  | SOLE |  | 314 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 737498 | 6131 | SH |  | SOLE |  | 6131 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 650113 | 1136 | SH |  | SOLE |  | 1136 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7449512 | 20125 | SH |  | SOLE |  | 20125 | 0 | 0 |
| NBT BANCORP INC | COM | 628778102 |  | 657393 | 15439 | SH |  | SOLE |  | 15439 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 540363 | 5620 | SH |  | SOLE |  | 5620 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 211280 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 633983 | 2209 | SH |  | SOLE |  | 2209 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 992659 | 1455 | SH |  | SOLE |  | 1455 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2073988 | 11892 | SH |  | SOLE |  | 11892 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 652286 | 4434 | SH |  | SOLE |  | 4434 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 304161 | 3295 | SH |  | SOLE |  | 3295 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 301455 | 2610 | SH |  | SOLE |  | 2610 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 604287 | 675 | SH |  | SOLE |  | 675 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 398703 | 2567 | SH |  | SOLE |  | 2567 | 0 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 255142 | 2765 | SH |  | SOLE |  | 2765 | 0 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 1733640 | 66169 | SH |  | SOLE |  | 66169 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1672241 | 11577 | SH |  | SOLE |  | 11577 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 400902 | 1480 | SH |  | SOLE |  | 1480 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 457813 | 3555 | SH |  | SOLE |  | 3555 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 229492 | 1585 | SH |  | SOLE |  | 1585 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 1854353 | 8560 | SH |  | SOLE |  | 8560 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 1048219 | 5434 | SH |  | SOLE |  | 5434 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 373340 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1212793 | 43547 | SH |  | SOLE |  | 43547 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 817266 | 26638 | SH |  | SOLE |  | 26638 | 0 | 0 |
| SEI INVTS CO | COM | 784117103 |  | 213438 | 2720 | SH |  | SOLE |  | 2720 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 3127862 | 68160 | SH |  | SOLE |  | 68160 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 583966 | 4923 | SH |  | SOLE |  | 4923 | 0 | 0 |
| SNAP ON INC | COM | 833034101 |  | 804169 | 2214 | SH |  | SOLE |  | 2214 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 298247 | 3090 | SH |  | SOLE |  | 3090 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 905760 | 2105 | SH |  | SOLE |  | 2105 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 3628798 | 24865 | SH |  | SOLE |  | 24865 | 0 | 0 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 719943 | 1554 | SH |  | SOLE |  | 1554 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 939841 | 1445 | SH |  | SOLE |  | 1445 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 612644 | 1648 | SH |  | SOLE |  | 1648 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 552402 | 3459 | SH |  | SOLE |  | 3459 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1222139 | 4190 | SH |  | SOLE |  | 4190 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 225637 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 319862 | 2570 | SH |  | SOLE |  | 2570 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3464328 | 12063 | SH |  | SOLE |  | 12063 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 7475044 | 12509 | SH |  | SOLE |  | 12509 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8638045 | 26926 | SH |  | SOLE |  | 26926 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2092362 | 7989 | SH |  | SOLE |  | 7989 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 234169 | 536 | SH |  | SOLE |  | 536 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 265328 | 3533 | SH |  | SOLE |  | 3533 | 0 | 0 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 |  | 345965 | 4535 | SH |  | SOLE |  | 4535 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 217068 | 1979 | SH |  | SOLE |  | 1979 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 9671762 | 44972 | SH |  | SOLE |  | 44972 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3112034 | 40358 | SH |  | SOLE |  | 40358 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2198777 | 34313 | SH |  | SOLE |  | 34313 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2918903 | 19709 | SH |  | SOLE |  | 19709 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 1233831 | 13948 | SH |  | SOLE |  | 13948 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1469388 | 29271 | SH |  | SOLE |  | 29271 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 717644 | 2374 | SH |  | SOLE |  | 2374 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1348612 | 10851 | SH |  | SOLE |  | 10851 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 3081943 | 33250 | SH |  | SOLE |  | 33250 | 0 | 0 |

---