Houlihan Financial Resource Group, Ltd.
All 13F Filings
- Location
- Ashburn, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 280,580
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 113 | 280,580 | 13F-HR | Houlihan Financial Resource Group, Ltd. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.34 K | 25.4% | 5.912 K | 0 | 5.912 K |
| ETFs | 174 K | 62.0% | 16.59 K | 0 | 16.59 K |
| Debt | 35.24 K | 12.6% | 1.477 K | 0 | 1.477 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
280,580
Holdings
113
QoQ value change ($000)
23,975
(9.3%)
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.