Houlihan Financial Resource Group, Ltd.
All 13F Filings
- Location
- Ashburn, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 256,605
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 109 | 256,605 | 13F-HR | Houlihan Financial Resource Group, Ltd. |
| Q4 2025 | 2/10/2026 | 109 | 262,994 | 13F-HR | Houlihan Financial Resource Group, Ltd. |
| Q3 2025 | 10/28/2025 | 72 | 113,851 | 13F-HR | Houlihan Financial Resource Group, Ltd. |
| Q2 2025 | 8/14/2025 | 107 | 241,206 | 13F-HR | Houlihan Financial Resource Group, Ltd. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.42 K | 25.5% | 0 | 76.65 K | -76.65 K |
| ETFs | 157.4 K | 61.3% | 69.04 K | 0 | 69.04 K |
| Debt | 33.76 K | 13.2% | 1.216 K | 0 | 1.216 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
256,605
Holdings
109
QoQ value change ($000)
-6,389
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.