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Ckw Financial

Latest statistics and disclosures from Ckw Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, IEMG, IJH, GSEW, and represent 87.07% of Ckw Financial Group's stock portfolio.
Added to shares of these 10 stocks: MS, NFLX, ACWI, IEMG, VONG, JPM, SPY, BRK.B, BND, Q.
Started 10 new stock positions in VTI, MS, SRPT, GNT, BND, VEA, QS, Q, OKLO, CGCP.
Reduced shares in these 10 stocks: IVV (-$5.6M), AMZN, IEFA, EMXC, NVDA, LIN, AAPL, HE, MCD, MSFT.
Sold out of its positions in AVDV, DOW, DUK, LEGR, ETHE, FXI, IBIT, MPC, MSI, PEP. VCIT, ZIMV.
Ckw Financial Group was a net seller of stock by $-11M.
Ckw Financial Group has $922M in assets under management (AUM), dropping by 0.53%.
Central Index Key (CIK): 0001600403

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Portfolio Holdings for Ckw Financial Group

Ckw Financial Group holds 186 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	46.2	$426M		622k	684.94	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	20.9	$193M		2.2M	89.46	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	9.0	$83M		1.2M	67.22	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.5	$60M		906k	66.00	View chart
Goldman Sachs Equal Weight Us Large Cap Equity Etf Equal Weight Us (GSEW)	4.5	$41M		485k	85.12	View chart
McDonald's Corporation (MCD)	4.5	$41M		135k	305.63	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	2.3	$21M		290k	73.56	View chart
NVIDIA Corporation (NVDA)	1.1	$9.7M	-4%	52k	186.49	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.6	$5.4M		45k	121.76	View chart
Microsoft Corporation (MSFT)	0.5	$4.6M		9.6k	483.58	View chart
Matson (MATX)	0.5	$4.6M		37k	123.54	View chart
Apple (AAPL)	0.5	$4.2M	-4%	16k	271.88	View chart
Ishares Tr Msci Acwi Etf Msci Acwi Etf (ACWI)	0.4	$3.3M	+3%	24k	141.47	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.1M	+2%	9.7k	322.17	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.2	$2.3M		7.3k	313.07	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.2	$1.4M	+3%	2.9k	502.79	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.1	$1.3M	+5%	1.9k	681.72	View chart
Toyota Motor Corp Adr-each Rep 10 Ord Npv Lvl Ads (TM)	0.1	$968k		4.5k	214.02	View chart
Bank of America Corporation (BAC)	0.1	$884k		16k	54.98	View chart
Costco Wholesale Corporation (COST)	0.1	$881k		1.0k	862.04	View chart
Johnson & Johnson (JNJ)	0.1	$871k		4.2k	207.04	View chart
First Hawaiian (FHB)	0.1	$815k		32k	25.31	View chart
Eli Lilly & Co. (LLY)	0.1	$647k		602.00	1074.75	View chart
International Business Machines (IBM)	0.1	$579k		2.0k	296.47	View chart
Ishares Inc Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)	0.1	$566k	-3%	4.8k	118.73	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Etf 0-5 High Yield (HYS)	0.0	$417k		4.4k	94.77	View chart
Amazon (AMZN)	0.0	$415k	-89%	1.8k	230.68	View chart
Ishares Trust 0-5yr High Yield Corp Bd Isin #us46434v4077 Sedol #bfs2ll0 0-5yr Hi Yl Cp (SHYG)	0.0	$403k		9.4k	42.90	View chart
Marsh & McLennan Companies	0.0	$363k		2.0k	185.49	View chart
Alexander & Baldwin (ALEX)	0.0	$346k		17k	20.61	View chart
Ishares Msci Emr Mrk Ex Chna Msci Emrg Chn (EMXC)	0.0	$325k	-71%	4.5k	72.56	View chart
Ge Aerospace Com New (GE)	0.0	$319k	-3%	1.0k	307.62	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.0	$311k		1.9k	160.89	View chart
Advanced Micro Devices (AMD)	0.0	$305k		1.4k	214.04	View chart
Monster Beverage Corp (MNST)	0.0	$276k		3.6k	76.67	View chart
Texas Instruments Incorporated (TXN)	0.0	$271k	-2%	1.6k	173.61	View chart
Tesla Motors (TSLA)	0.0	$270k		600.00	450.00	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.0	$258k	-50%	606.00	425.74	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$258k		850.00	303.53	View chart
Intel Corporation (INTC)	0.0	$221k		6.0k	36.82	View chart
Nike Inc Class B CL B (NKE)	0.0	$215k		3.4k	63.78	View chart
Verizon Communications (VZ)	0.0	$213k		5.2k	40.73	View chart
Chevron Corporation (CVX)	0.0	$198k		1.3k	152.42	View chart
Netflix (NFLX)	0.0	$188k	+900%	2.0k	94.00	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$183k		277.00	660.65	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$178k	NEW	1.0k	178.00	View chart
Citigroup Com New (C)	0.0	$175k		1.5k	116.67	View chart
Starbucks Corporation (SBUX)	0.0	$175k		2.1k	84.13	View chart
Ge Vernova (GEV)	0.0	$169k	-3%	258.00	655.04	View chart
Exxon Mobil Corporation (XOM)	0.0	$160k		1.3k	120.12	View chart
Procter & Gamble Company (PG)	0.0	$159k		1.1k	143.24	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.0	$148k		2.8k	53.70	View chart
Ford Motor Company (F)	0.0	$148k		11k	13.11	View chart
AFLAC Incorporated (AFL)	0.0	$133k		1.2k	109.92	View chart
Central Pacific Financial Corp Com New (CPF)	0.0	$124k		4.0k	31.04	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.0	$123k		201.00	611.94	View chart
Wal-Mart Stores (WMT)	0.0	$117k		1.1k	111.43	View chart
At&t (T)	0.0	$117k		4.7k	24.78	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	0.0	$108k		540.00	200.00	View chart
Bank of Hawaii Corporation (BOH)	0.0	$107k	-25%	1.6k	68.50	View chart
Broadcom (AVGO)	0.0	$104k		300.00	346.67	View chart
Travelers Companies (TRV)	0.0	$100k		344.00	290.70	View chart
Modine Manufacturing (MOD)	0.0	$100k		750.00	133.33	View chart
Allstate Corporation (ALL)	0.0	$94k		450.00	208.89	View chart
Ishares Trust Core 60/40 Balanced Allocation Etf Core 60/40 Balan (AOR)	0.0	$92k		1.4k	64.93	View chart
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG)	0.0	$84k		1.0k	80.77	View chart
Hubspot (HUBS)	0.0	$81k		203.00	399.01	View chart
Magna Intl Inc cl a (MGA)	0.0	$80k		1.5k	53.48	View chart
Blackrock Debt Strategies Fd I Com New (DSU)	0.0	$78k		7.7k	10.12	View chart
Ishares Trust Core 80/20 Aggressive Allocation Etf Core 80/20 Aggre (AOA)	0.0	$68k		763.00	89.12	View chart
Gentex Corporation (GNTX)	0.0	$66k		2.8k	23.23	View chart
Dell Technologies Inc Cl C CL C (DELL)	0.0	$65k	-4%	515.00	126.21	View chart
Ishares Ultra Short-term Bond Active Etf Ultra Short Dur (ICSH)	0.0	$65k		1.3k	50.70	View chart
Carrier Global Corporation (CARR)	0.0	$58k		1.1k	52.58	View chart
Freeport-mcmoran Inc Com Usd0.10 CL B (FCX)	0.0	$53k		1.1k	50.38	View chart
Visa Com Cl A (V)	0.0	$44k		125.00	352.00	View chart
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV)	0.0	$43k		500.00	86.00	View chart
Amgen (AMGN)	0.0	$41k		127.00	322.83	View chart
Cisco Systems (CSCO)	0.0	$40k		522.00	76.63	View chart
Willis Towers Watson Plc Com Usd0.000304635 SHS (WTW)	0.0	$40k		121.00	330.58	View chart
Pfizer (PFE)	0.0	$37k	-16%	1.5k	25.08	View chart
Walt Disney Company (DIS)	0.0	$36k		317.00	113.56	View chart
Corteva (CTVA)	0.0	$36k	-46%	530.00	67.92	View chart
Adobe Systems Incorporated (ADBE)	0.0	$35k		100.00	350.00	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.0	$31k		100.00	310.00	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$30k		1.1k	28.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$28k		111.00	252.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.0	$28k	NEW	372.00	75.27	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.0	$27k		300.00	90.00	View chart
Ishares Inc Msci Emerg Mrkt Msci Emerg Mrkt (EEMV)	0.0	$26k		412.00	63.11	View chart
Micron Technology (MU)	0.0	$26k		90.00	288.89	View chart
Applied Materials (AMAT)	0.0	$26k		100.00	260.00	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$26k		1.0k	26.00	View chart
Coca-Cola Company (KO)	0.0	$26k		374.00	69.52	View chart
Global X Fds Superdividend Superdividend (SDIV)	0.0	$24k		1.0k	24.00	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$23k	-19%	280.00	82.14	View chart
Rocket Lab Corp (RKLB)	0.0	$23k		331.00	69.49	View chart
Raytheon Technologies Corp (RTX)	0.0	$19k		105.00	180.95	View chart
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB)	0.0	$18k		333.00	54.05	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$18k		184.00	97.83	View chart
Biogen Idec (BIIB)	0.0	$18k		100.00	180.00	View chart
3M Company (MMM)	0.0	$16k		100.00	160.00	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.0	$15k	+46%	202.00	74.26	View chart
Ionq Inc Pipe (IONQ)	0.0	$14k		301.00	46.51	View chart
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY)	0.0	$13k	+400%	2.5k	5.20	View chart
Abercrombie &fitch Co Cl A Com Usd0.01 Cl A (ANF)	0.0	$13k		100.00	130.00	View chart
BP Sponsored Adr (BP)	0.0	$13k		370.00	35.14	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	0.0	$12k		20.00	600.00	View chart
Dupont De Nemours (DD)	0.0	$12k	-62%	290.00	41.38	View chart
Qnity Electronics Common Stock (Q)	0.0	$12k	NEW	144.00	83.33	View chart
Boeing Company (BA)	0.0	$11k		50.00	220.00	View chart
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC)	0.0	$11k		50.00	220.00	View chart
Hope Ban (HOPE)	0.0	$11k		1.0k	11.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$11k		107.00	102.80	View chart
Fidelity Enhanced Mid Cap Etf Enhanced Mid (FMDE)	0.0	$11k		316.00	34.81	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.0	$10k		116.00	86.21	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.0	$10k	NEW	31.00	322.58	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.0	$9.0k	NEW	142.00	63.38	View chart
Zoom Communications Inc Class A Common Cl A (ZM)	0.0	$9.0k		100.00	90.00	View chart
Otis Worldwide Corp (OTIS)	0.0	$9.0k		103.00	87.38	View chart
Rivian Automotive Inc Com Cl A Com Cl A (RIVN)	0.0	$9.0k		440.00	20.45	View chart
Viatris (VTRS)	0.0	$9.0k		716.00	12.57	View chart
Innovative Industria A (IIPR)	0.0	$8.0k		173.00	46.24	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$8.0k		10.00	800.00	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.0	$8.0k	+550%	13.00	615.38	View chart
Cooper Cos (COO)	0.0	$8.0k		93.00	86.02	View chart
Wabtec Corporation (WAB)	0.0	$8.0k	-20%	36.00	222.22	View chart
Fidelity Enhanced Large Cap Value Etf Enhanced Large (FELV)	0.0	$8.0k		236.00	33.90	View chart
Agilent Technologies Inc C ommon (A)	0.0	$8.0k	-70%	56.00	142.86	View chart
Abbvie (ABBV)	0.0	$7.0k		30.00	233.33	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$6.0k		215.00	27.91	View chart
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us (ACWX)	0.0	$6.0k		90.00	66.67	View chart
Merck & Co (MRK)	0.0	$6.0k	-44%	56.00	107.14	View chart
Sarepta Therapeutics (SRPT)	0.0	$6.0k	NEW	300.00	20.00	View chart
Keysight Technologies (KEYS)	0.0	$6.0k	-68%	28.00	214.29	View chart
Capital Grp Fixed Incm Etf Tr Core Plus Incm Core Plu Incm (CGCP)	0.0	$5.0k	NEW	214.00	23.36	View chart
Fidelity Ethereum Fund SHS (FETH)	0.0	$5.0k	-23%	160.00	31.25	View chart
Fidelity Enhanced Small Cap Etf Enhanced Small (FESM)	0.0	$4.0k		96.00	41.67	View chart
Manulife Finl Corp (MFC)	0.0	$4.0k	-44%	118.00	33.90	View chart
Antero Res (AR)	0.0	$4.0k	-43%	111.00	36.04	View chart
Snap Inc Cl A Cl A (SNAP)	0.0	$4.0k		520.00	7.69	View chart
Joby Aviation Common Stock (JOBY)	0.0	$4.0k		300.00	13.33	View chart
DaVita (DVA)	0.0	$3.0k		25.00	120.00	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO)	0.0	$3.0k	-16%	50.00	60.00	View chart
American Axle & Manufact. Holdings	0.0	$3.0k		500.00	6.00	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$3.0k		200.00	15.00	View chart
Twist Bioscience Corp (TWST)	0.0	$3.0k		80.00	37.50	View chart
Stem Com New (STEM)	0.0	$3.0k		192.00	15.62	View chart
Hawaiian Electric Industries (HE)	0.0	$3.0k	-98%	226.00	13.27	View chart
Zeo Energy Corp Cl A Cl A (ZEO)	0.0	$2.0k		1.5k	1.31	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$2.0k		162.00	12.35	View chart
Microchip Technology (MCHP)	0.0	$2.0k		25.00	80.00	View chart
Suncor Energy (SU)	0.0	$2.0k		50.00	40.00	View chart
Uber Technologies (UBER)	0.0	$2.0k		25.00	80.00	View chart
Oklo Inc Com Cl A Com Cl A (OKLO)	0.0	$2.0k	NEW	25.00	80.00	View chart
Petroleo Brasileiro Sa Petrobras Spon Ads Each Rep 2 Ord Sponsored Adr (PBR)	0.0	$1.0k		59.00	16.95	View chart
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB)	0.0	$1.0k		14.00	71.43	View chart
Western Digital (WDC)	0.0	$1.0k		5.00	200.00	View chart
CoStar (CSGP)	0.0	$1.0k		20.00	50.00	View chart
Kraft Heinz (KHC)	0.0	$1.0k		50.00	20.00	View chart
Hp (HPQ)	0.0	$1.0k	-94%	50.00	20.00	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.0k	-94%	50.00	20.00	View chart
The Trade Desk Inc Com Cl A Com Cl A (TTD)	0.0	$1.0k		20.00	50.00	View chart
Lightbridge Corporation (LTBR)	0.0	$1.0k		50.00	20.00	View chart
Quantumscape Corp Com Cl A Com Cl A (QS)	0.0	$1.0k	NEW	50.00	20.00	View chart
Barrick Mining Corporation Com Npv Isin #ca06849f1080 Sedol #bnm23q1 Com Shs (B)	0.0	$1.0k		25.00	40.00	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.0	$999.999900		9.00	111.11	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.0	$999.999900		9.00	111.11	View chart
Transocean Limited Com Chf0.10 Registered Registered Shs (RIG)	0.0	$999.999000		126.00	7.94	View chart
Chemours (CC)	0.0	$999.999000		55.00	18.18	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$0		5.00	0.00	View chart
Akamai Technologies (AKAM)	0.0	$0		1.00	0.00	View chart
Campbell Soup Company (CPB)	0.0	$0		4.00	0.00	View chart
Zimmer Holdings (ZBH)	0.0	$0		5.00	0.00	View chart
Fuel Tech (FTEK)	0.0	$0		200.00	0.00	View chart
Vista Gold Corp Com Npv Isin #ca9279263037 Sedol #b1p75f2 Com New (VGZ)	0.0	$0		25.00	0.00	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.0	$0		1.00	0.00	View chart
Plug Power Com New (PLUG)	0.0	$0		200.00	0.00	View chart
Tripadvisor (TRIP)	0.0	$0		25.00	0.00	View chart
Gamco Natural Resources Gold & Income Trust Sh Ben Int (GNT)	0.0	$0	NEW	25.00	0.00	View chart
Paypal Holdings (PYPL)	0.0	$0		5.00	0.00	View chart
Star Bulk Carriers Corp Shs Par (SBLK)	0.0	$0	-44%	19.00	0.00	View chart
Alcoa (AA)	0.0	$0		5.00	0.00	View chart
Dxc Technology (DXC)	0.0	$0	-94%	4.00	0.00	View chart
Halyard Health (AVNS)	0.0	$0		12.00	0.00	View chart
Sandisk Corp (SNDK)	0.0	$0		1.00	0.00	View chart

Past Filings by Ckw Financial Group

SEC 13F filings are viewable for Ckw Financial Group going back to 2013

Ckw Financial Group 2025 Q4 filed Jan. 26, 2026
Ckw Financial Group 2025 Q3 filed Nov. 13, 2025
Ckw Financial Group 2025 Q2 filed July 28, 2025
Ckw Financial Group 2025 Q1 filed May 16, 2025
Ckw Financial Group 2024 Q4 filed Jan. 22, 2025
Ckw Financial Group 2024 Q3 filed Nov. 13, 2024
Ckw Financial Group 2024 Q2 filed Aug. 14, 2024
Ckw Financial Group 2024 Q1 filed April 22, 2024
Ckw Financial Group 2023 Q4 filed Jan. 26, 2024
Ckw Financial Group 2023 Q3 filed Oct. 19, 2023
Ckw Financial Group 2023 Q2 filed July 18, 2023
Ckw Financial Group 2023 Q1 filed May 12, 2023
Ckw Financial Group 2022 Q4 filed Jan. 18, 2023
Ckw Financial Group 2022 Q3 filed Nov. 10, 2022
Ckw Financial Group 2022 Q2 filed Aug. 4, 2022
Ckw Financial Group 2022 Q1 filed April 28, 2022

View all past filings

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