Houlihan Financial Resource Group, Ltd.
All 13F Filings
- Location
- Ashburn, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 262,994
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.1 K | 54.0% | 83.52 K | 0 | 83.52 K |
| ETFs | 88.38 K | 33.6% | 48.18 K | 0 | 48.18 K |
| Debt | 32.54 K | 12.4% | 17.44 K | 0 | 17.44 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
262,994
Holdings
109
QoQ value change ($000)
149,143
(131.0%)
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.