Houlihan Financial Resource Group, Ltd.

Institutional manager (13F) · CIK 1802879

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $226M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$26M	40,500
2	ISHARES TR	$13M	101,288
3	J P MORGAN EXCHANGE TRADED F	$11M	223,357
4	ALPHABET INC	$11M	38,376
5	VANGUARD INDEX FDS	$10M	33,131
6	ISHARES TR	$8M	107,616
7	VANGUARD BD INDEX FDS	$7M	87,604
8	ISHARES TR	$7M	10,326
9	MICROSOFT CORP	$6M	16,842
10	AMAZON COM INC	$6M	28,390
11	SPDR SERIES TRUST	$6M	39,092
12	J P MORGAN EXCHANGE TRADED F	$6M	120,514
13	ISHARES TR	$6M	223,865
14	ISHARES TR	$6M	233,185
15	ISHARES TR	$5M	224,656
16	ISHARES TR	$5M	223,165
17	ISHARES TR	$5M	37,776
18	ISHARES TR	$4M	204,550
19	STATE STR SPDR S&P MIDCAP 40	$4M	6,533
20	VANGUARD INDEX FDS	$4M	9,083
21	VANGUARD INDEX FDS	$4M	20,690
22	MASTERCARD INCORPORATED	$4M	7,425
23	ISHARES TR	$4M	38,935
24	APPLE INC	$4M	13,806
25	ISHARES TR	$3M	166,946
26	VANGUARD WORLD FD	$3M	4,968
27	VISA INC	$3M	11,135
28	ISHARES TR	$3M	109,468
29	VANGUARD INDEX FDS	$3M	35,082
30	BLACKROCK ETF TRUST	$3M	52,590
31	ISHARES TR	$3M	15,184
32	ISHARES TR	$3M	104,050
33	VANGUARD BD INDEX FDS	$3M	33,617
34	PROFESIONALLY MANAGED PORTFO	$3M	48,090
35	J P MORGAN EXCHANGE TRADED F	$2M	43,327
36	SALESFORCE INC	$2M	11,208
37	NVIDIA CORPORATION	$2M	11,908
38	ISHARES TR	$2M	17,402
39	VANGUARD WORLD FD	$2M	8,333
40	SPDR GOLD TR	$2M	4,205
41	JOHNSON & JOHNSON	$2M	7,345
42	KINDER MORGAN INC DEL	$2M	52,206
43	VANGUARD WORLD FD	$2M	6,159
44	VANGUARD WORLD FD	$2M	4,565
45	VANGUARD SCOTTSDALE FDS	$1M	18,745
46	AMGEN INC	$1M	3,291
47	SELECT SECTOR SPDR TR	$1M	7,052
48	BANK AMERICA CORP	$1M	22,283
49	WEBSTER FINL CORP	$1M	15,575
50	ISHARES TR	$1M	13,283

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.