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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 87.61% of Ckw Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV, IEFA, IJH, BRK.B, VONG, GSEW, ACWI, FBTC, SHOP, TSLA.
Started 2 new stock positions in VIA, CNC.
Reduced shares in these 10 stocks: MCD, GOOGL, LLY, VEU, EMXC, ALEX, IEMG, MS, SBUX, HUBS.
Sold out of its positions in A, ALEX, AR, BXSL, CGCP, DVA, SDIV, HOPE, HUBS, EMB. KEYS, LLY, MRK, MS, SRPT, MMM, BND, VEA, VNQ, VTI, ZM, SBLK.
Ckw Financial Group was a net buyer of stock by $687k.
Ckw Financial Group has $917M in assets under management (AUM), dropping by -0.57%.
Central Index Key (CIK): 0001600403

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Portfolio Holdings for Ckw Financial Group

Ckw Financial Group holds 166 positions in its portfolio as reported in the March 2026 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)	45.1	$414M		629k	658.06	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	21.7	$199M		2.2M	91.91	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	9.4	$87M		1.2M	70.28	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.8	$62M		915k	68.10	View chart
Goldman Sachs Equal Weight Us Large Cap Equity Etf Equal Weight Us (GSEW)	4.5	$42M		488k	84.98	View chart
McDonald's Corporation (MCD)	4.3	$39M	-5%	127k	307.29	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	2.4	$22M	-2%	284k	76.09	View chart
NVIDIA Corporation (NVDA)	1.0	$9.2M		52k	175.76	View chart
Matson (MATX)	0.7	$6.2M		37k	164.92	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.6	$5.2M	+6%	47k	110.69	View chart
Apple (AAPL)	0.4	$3.9M		15k	255.66	View chart
Microsoft Corporation (MSFT)	0.4	$3.5M		9.5k	369.35	View chart
Ishares Tr Msci Acwi Etf Msci Acwi Etf (ACWI)	0.4	$3.5M	+6%	25k	139.66	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M		9.7k	295.35	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.2	$1.9M	+38%	4.0k	478.56	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	0.1	$1.2M		1.9k	655.48	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	+2%	1.0k	996.18	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M		4.2k	244.13	View chart
Toyota Motor Corp Adr-each Rep 10 Ord Npv Lvl Ads (TM)	0.1	$948k		4.5k	209.60	View chart
First Hawaiian (FHB)	0.1	$804k		32k	24.97	View chart
Bank of America Corporation (BAC)	0.1	$741k	-6%	15k	49.24	View chart
Ishares Inc Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)	0.1	$582k	+2%	4.9k	119.56	View chart
International Business Machines (IBM)	0.1	$476k		2.0k	242.98	View chart
Amazon (AMZN)	0.0	$379k		1.8k	210.67	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Etf 0-5 High Yield (HYS)	0.0	$366k	-10%	3.9k	92.94	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.0	$350k	-83%	1.2k	297.37	View chart
Ishares Trust 0-5yr High Yield Corp Bd Isin #us46434v4077 Sedol #bfs2ll0 0-5yr Hi Yl Cp (SHYG)	0.0	$346k	-12%	8.2k	42.17	View chart
Marsh & McLennan Companies (MRSH)	0.0	$337k		2.0k	171.68	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.0	$324k	+41%	2.7k	118.38	View chart
Ge Aerospace Com New (GE)	0.0	$303k		1.0k	292.19	View chart
Advanced Micro Devices (AMD)	0.0	$300k		1.4k	210.53	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.0	$299k		606.00	493.40	View chart
Texas Instruments Incorporated (TXN)	0.0	$295k	-3%	1.5k	196.01	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$290k		850.00	341.18	View chart
Intel Corporation (INTC)	0.0	$288k		6.0k	47.98	View chart
Tesla Motors (TSLA)	0.0	$280k	+22%	735.00	380.95	View chart
Monster Beverage Corp (MNST)	0.0	$262k		3.6k	72.78	View chart
Chevron Corporation (CVX)	0.0	$257k		1.3k	197.54	View chart
Verizon Communications (VZ)	0.0	$255k		5.2k	49.47	View chart
Ge Vernova (GEV)	0.0	$231k		258.00	895.35	View chart
Exxon Mobil Corporation (XOM)	0.0	$215k		1.3k	160.69	View chart
Netflix (NFLX)	0.0	$191k		2.0k	95.50	View chart
Citigroup Com New (C)	0.0	$173k		1.5k	115.33	View chart
Modine Manufacturing (MOD)	0.0	$167k		750.00	222.67	View chart
Procter & Gamble Company (PG)	0.0	$160k		1.1k	144.01	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$160k		277.00	577.62	View chart
Nike Inc Class B CL B (NKE)	0.0	$151k		3.4k	44.70	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.0	$149k		2.8k	54.06	View chart
At&t (T)	0.0	$134k		4.7k	28.38	View chart
Ford Motor Company (F)	0.0	$133k		11k	11.71	View chart
AFLAC Incorporated (AFL)	0.0	$133k		1.2k	109.92	View chart
Wal-Mart Stores (WMT)	0.0	$131k		1.1k	124.76	View chart
Central Pacific Financial Corp Com New (CPF)	0.0	$129k		4.0k	32.18	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.0	$127k	+956%	2.1k	59.48	View chart
Bank of Hawaii Corporation (BOH)	0.0	$117k		1.6k	74.90	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.0	$117k		201.00	582.09	View chart
Travelers Companies (TRV)	0.0	$100k		344.00	290.70	View chart
Ishares Us Technology Etf U.s. Tech Etf (IYW)	0.0	$100k		540.00	185.19	View chart
Ishares Trust Core 60/40 Balanced Allocation Etf Core 60/40 Balan (AOR)	0.0	$98k	+7%	1.5k	64.60	View chart
Broadcom (AVGO)	0.0	$94k		300.00	313.33	View chart
Allstate Corporation (ALL)	0.0	$92k		450.00	204.44	View chart
Magna Intl Inc cl a (MGA)	0.0	$85k		1.5k	56.59	View chart
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG)	0.0	$83k		1.0k	79.81	View chart
Dell Technologies Inc Cl C CL C (DELL)	0.0	$82k	-6%	482.00	170.12	View chart
Blackrock Debt Strategies Fd I Com New (DSU)	0.0	$75k		7.7k	9.73	View chart
Ishares Trust Core 80/20 Aggressive Allocation Etf Core 80/20 Aggre (AOA)	0.0	$69k		770.00	89.61	View chart
Ishares Ultra Short-term Bond Active Etf Ultra Short Dur (ICSH)	0.0	$65k		1.3k	50.70	View chart
Freeport-mcmoran Inc Com Usd0.10 CL B (FCX)	0.0	$64k		1.1k	60.84	View chart
Carrier Global Corporation (CARR)	0.0	$63k		1.1k	57.12	View chart
Gentex Corporation (GNTX)	0.0	$62k		2.8k	21.77	View chart
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV)	0.0	$46k		500.00	92.00	View chart
Corteva (CTVA)	0.0	$45k		532.00	84.59	View chart
Amgen (AMGN)	0.0	$45k		127.00	354.33	View chart
Pfizer (PFE)	0.0	$42k		1.5k	28.47	View chart
Via Transn Inc Com Cl A Com Cl A (VIA)	0.0	$42k	NEW	2.8k	15.26	View chart
Cisco Systems (CSCO)	0.0	$41k		523.00	78.39	View chart
Visa Com Cl A (V)	0.0	$37k		125.00	296.00	View chart
Willis Towers Watson Plc Com Usd0.000304635 SHS (WTW)	0.0	$35k		121.00	289.26	View chart
Applied Materials (AMAT)	0.0	$35k		100.00	350.00	View chart
Micron Technology (MU)	0.0	$33k		90.00	366.67	View chart
Walt Disney Company (DIS)	0.0	$31k		317.00	97.79	View chart
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD)	0.0	$29k		1.1k	27.46	View chart
Coca-Cola Company (KO)	0.0	$28k		368.00	76.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$28k	+4%	116.00	241.38	View chart
Ishares Inc Msci Emerg Mrkt Msci Emerg Mrkt (EEMV)	0.0	$27k		412.00	65.53	View chart
Adobe Systems Incorporated (ADBE)	0.0	$24k		100.00	240.00	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.0	$24k	-20%	80.00	300.00	View chart
Rocket Lab Corp (RKLB)	0.0	$22k		331.00	66.47	View chart
Raytheon Technologies Corp (RTX)	0.0	$20k		105.00	190.48	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$19k	+2%	189.00	100.53	View chart
Biogen Idec (BIIB)	0.0	$18k		100.00	180.00	View chart
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB)	0.0	$17k		333.00	51.05	View chart
Qnity Electronics Common Stock (Q)	0.0	$17k		144.00	118.06	View chart
BP Sponsored Adr (BP)	0.0	$17k		370.00	45.95	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$14k	-30%	196.00	71.43	View chart
Dupont De Nemours (DD)	0.0	$13k		291.00	44.67	View chart
State Street Spdr S&p Midcap 400 Etf Trust Units Utser1 S&pdcrp (MDY)	0.0	$12k		20.00	600.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$11k		108.00	101.85	View chart
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY)	0.0	$11k	-80%	500.00	22.00	View chart
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC)	0.0	$11k		50.00	220.00	View chart
Fidelity Enhanced Mid Cap Etf Enhanced Mid (FMDE)	0.0	$11k		316.00	34.81	View chart
Viatris (VTRS)	0.0	$10k		716.00	13.97	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.0	$10k		116.00	86.21	View chart
Boeing Company (BA)	0.0	$10k		50.00	200.00	View chart
Abercrombie &fitch Co Cl A Com Usd0.01 Cl A (ANF)	0.0	$9.0k		100.00	90.00	View chart
Innovative Industria A (IIPR)	0.0	$9.0k		173.00	52.02	View chart
Ishares Msci Emr Mrk Ex Chna Msci Emrg Chn (EMXC)	0.0	$9.0k	-97%	112.00	80.36	View chart
Ionq Inc Pipe (IONQ)	0.0	$8.0k		301.00	26.58	View chart
Otis Worldwide Corp (OTIS)	0.0	$8.0k		104.00	76.92	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$8.0k		10.00	800.00	View chart
Fidelity Enhanced Large Cap Value Etf Enhanced Large (FELV)	0.0	$8.0k		236.00	33.90	View chart
Rivian Automotive Inc Com Cl A Com Cl A (RIVN)	0.0	$7.0k		440.00	15.91	View chart
Starbucks Corporation (SBUX)	0.0	$7.0k	-96%	80.00	87.50	View chart
Cooper Cos (COO)	0.0	$7.0k		93.00	75.27	View chart
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us (ACWX)	0.0	$6.0k		90.00	66.67	View chart
Wabtec Corporation (WAB)	0.0	$6.0k	-30%	25.00	240.00	View chart
Abbvie (ABBV)	0.0	$6.0k		30.00	200.00	View chart
Fidelity Enhanced Small Cap Etf Enhanced Small (FESM)	0.0	$4.0k		96.00	41.67	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$4.0k		200.00	20.00	View chart
Twist Bioscience Corp (TWST)	0.0	$4.0k		80.00	50.00	View chart
Manulife Finl Corp (MFC)	0.0	$4.0k		118.00	33.90	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.0k		215.00	13.95	View chart
American Axle & Manufact. Holdings (DCH)	0.0	$3.0k		500.00	6.00	View chart
Suncor Energy (SU)	0.0	$3.0k		50.00	60.00	View chart
Fidelity Ethereum Fund SHS (FETH)	0.0	$3.0k		160.00	18.75	View chart
Hawaiian Electric Industries (HE)	0.0	$3.0k		226.00	13.27	View chart
Joby Aviation Common Stock (JOBY)	0.0	$2.0k		300.00	6.67	View chart
Stem Com New (STEM)	0.0	$2.0k		192.00	10.42	View chart
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO)	0.0	$2.0k		50.00	40.00	View chart
Uber Technologies (UBER)	0.0	$2.0k		25.00	80.00	View chart
Zeo Energy Corp Cl A Cl A (ZEO)	0.0	$1.0k		1.5k	0.65	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
Microchip Technology (MCHP)	0.0	$1.0k	-60%	10.00	100.00	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
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.0	$1.0k	-84%	2.00	500.00	View chart
Kraft Heinz (KHC)	0.0	$1.0k		50.00	20.00	View chart
Hp (HPQ)	0.0	$1.0k		50.00	20.00	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.0k		50.00	20.00	View chart
Lightbridge Corporation (LTBR)	0.0	$1.0k		50.00	20.00	View chart
Oklo Inc Com Cl A Com Cl A (OKLO)	0.0	$1.0k		25.00	40.00	View chart
Sandisk Corp (SNDK)	0.0	$1.0k		1.00	1000.00	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
Digital World Acquisition Co Class A (DJT)	0.0	$999.993600		162.00	6.17	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
Centene Corporation (CNC)	0.0	$0	NEW	1.00	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		25.00	0.00	View chart
Paypal Holdings (PYPL)	0.0	$0		5.00	0.00	View chart
The Trade Desk Inc Com Cl A Com Cl A (TTD)	0.0	$0		20.00	0.00	View chart
Alcoa (AA)	0.0	$0		5.00	0.00	View chart
Snap Inc Cl A Cl A (SNAP)	0.0	$0	-96%	20.00	0.00	View chart
Dxc Technology (DXC)	0.0	$0		4.00	0.00	View chart
Halyard Health (AVNS)	0.0	$0		12.00	0.00	View chart
Quantumscape Corp Com Cl A Com Cl A (QS)	0.0	$0		50.00	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 2026 Q1 filed May 7, 2026
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

View all past filings

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